What I have just bought for my Forever Portfolio
Hi Multis
Today, I added to the Forever Portfolio.
For newer Multis, that’s the portfolio with my real money.
Normally, I add to the portfolio every two weeks, but in the last month, the rhythm has been a bit irregular because of the holidays. So that means I’m adding today and probably next week again already.
A second remark: I had extra money to deploy because I had trimmed my ASML position. It had become my third-biggest position and I think the stock is fully priced, maybe even expensive now.
Let me walk you through what I bought.
EDIT: I published this article, but it got stuck somewhere in a cyber traffic jam or so. So, I had to republish it again and that is why you get this much later. I actually published during the market hours. I’m sorry for this.
Constellation Software
It’s already a big position for me. And yes, it’s a big company. And, boy, there’s a lot of negativity around it. The stock is down about 50% right now.
The story? There are two:
1. AI will disrupt it.
2. The other story is that Mark Leonard is leaving the company due to health issues and there’s a new CEO.
I’ve written about this earlier this week, so I won’t go into it in depth here. You can read my full article about Constellation Software if you want the details. But the short version: I think the negativity is overblown.
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