Niels - Stocksalute
16.3K posts

Niels - Stocksalute
@Stocksalute
Helping you decode the stock market • Investor • Photoshop pro • Pub quiz champ • Fun facts • Headline hunter • No financial advice.
The Netherlands Beigetreten Ocak 2024
327 Folgt1.2K Follower


@Peregrino1708 @ScalableCapDACH Interesting that BlackRock is the most bought stock in Germany. Thought it would be Adidas or Rheinmetall. :)
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This is the list of the currently most bought stocks by German investors via @ScalableCapDACH.
What does this tell you about financial education in Germany?
$BLK $MAIN $CEVMY $UL $PYPL

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April. New month. New positions. 🔄
Every month I restructure the portfolio based on my analysis.
On April 1st I made some moves. Here's what changed.
OUT 👇
$ONTO: Sold x3.8 at $215.87. Held since Dec 2024. +40.3% at exit.
Best performer in the book. Took the profit. No regrets.
$TER: Sold x5 at $313.87. Teradyne never convinced me fully.
Thesis was intact but the conviction wasn't strong enough to keep it.
IN 👇
$ADBE x3.3 at $242.55: Adobe. AI integration across Creative Cloud.
Beaten down. Undervalued relative to peers. Time to look under the bonnet.
$INTU x2 at $421.74: Intuit. TurboTax + QuickBooks + AI.
Sticky SaaS with pricing power. This one's been on the watchlist too long.
$EPAM x5.9 at $135.79: EPAM Systems. IT services, Eastern Europe focus.
Undervalued post-geopolitical discount. High conviction entry.
$DOCU x16.7 at $48.13: DocuSign. Nobody talks about this one anymore.
That's usually when it gets interesting. 👀
$WDAY x6.2 at $129.81: Workday. Enterprise HR/Finance SaaS.
Resilient revenue, strong retention. Boring moat. Love it.
Process over panic. Every single month.
Which of these would you have bought? 👇

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@kobeinvest Welcome back, Frank! Glad that you survived it. 😀
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According to @twaudit! I have 1169 real followers and 62 fake or low quality ones. Check out your twitteraudit here: twitteraudit.com/auditme

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@InvestJourneyX @twaudit I'm going to check this out as well. 👍
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@Wail_0x Haha, let's see how the market will open after this long weekend. 👍
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@finmauser Long term, I think this is the right strategy. Have a good long weekend, Maurice!
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@Stocksalute A temporary wave. Can be down again in a day. I don't know what to think anymore. I am glad I don't actively trade daily 😅 what I do know is that I push as much cash as possible in the market every time we dip. I will celebrate in 1/2 years.
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Gm all ☕️
First time going back to a modified #crossfit training, knee is still fucked-up from last week squats, can only walk and maybe bycicle with it.
Ill focus on upper body exercises today.
Coach is also a physiotherapist, so ill have a quick check up with him as well 🫡
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