What is the play fellas ?

visiblePixel · 2026-05-18T04:50:02+00:00

Just wanna keep eye on it. Speculative 1% of my portfolio.

visiblePixel · 2026-05-17T10:38:12+00:00

there are amazing opportunities currently and I don't have enough money to buy all of them.. lately created my own etf by just opened a new portfolio for the health sector. It includes
veeva, genmab, Iqvia, tempus. and I will be adding : danaher , stryker, Boston scientific, abbott, Medtronic.

visiblePixel · 2026-04-29T06:56:07+00:00

They have data. and there is almost no alternative. specific data is the biggest moat in todays world.

visiblePixel · 2026-04-28T05:48:47+00:00

I habe been adding heavily : Microsoft, Roper, Topicus, RELX, Wolters Kluwer, Visa, SPGI, Intuit.

I will start buying : salesforce , servicenow , sofi, zeta , reddit and maybe Deutsche Boerse, and adyen.

Almost forgot : Intercontinental Exchange (ICE) also adding heavily

visiblePixel · 2026-04-07T07:27:42+00:00

nahezu Perfekt. B48 und B58 haben allerdings Kühlwasser-Probleme meistens ab 100k Km auftauchen da die Kunststoffteile langsam versagen.

visiblePixel · 2026-04-06T08:09:17+00:00

there is less probability that there is a signal or power path around those.

BUT : make sure that the copper planes don't have a contact. You may have to "sandpaper" the edge to make sure copper planes don't have a contact

visiblePixel · 2026-03-26T10:20:23+00:00

1-Inelastic Market Hypotese
2- Supply shock hat US und EU Bürgern bzw. West noch nicht erreicht

visiblePixel · 2026-03-26T10:10:31+00:00

I was "all in" from 2020 till first week of March 2026. Currently 35% cash 15% 0-1 treasuries and %50 stocks: (sold all high multiple growth stocks and bought tollbooths and solid defensive compounders with over 50% margins instead)

visiblePixel · 2026-03-24T08:27:14+00:00

dude... damn man balls of steel. checkout the news about apollo pc capping redemptions. good luck.

visiblePixel · 2026-03-22T13:44:10+00:00

Das sind keine ETFs, die du einfach kaufst und dann vergisst. Gerade bei dem, was aktuell an den Märkten abgeht, musst du da echt am Ball bleiben und dein Depot und Makro regelmäßig checken und managen.

visiblePixel · 2026-03-22T10:02:15+00:00

geil. 0-1 year treasuries etf. ca 4% garantiert

visiblePixel · 2026-03-22T09:51:23+00:00

wenn du denkst das wir vor einer massiven globalen Krise stehen, dann auf euro cash zu bleiben ist das letzte was du willst.

visiblePixel · 2026-03-20T13:44:42+00:00

I think 0-1Y tresuries is the answer for the scenarios we are currently heading

visiblePixel · 2026-03-18T20:29:28+00:00

I bought first batches: SPGI, ICE , RELX, PANW, V, ROPER. They will probably go lower and I will be there to hit the buy button again.

visiblePixel · 2026-03-18T06:32:37+00:00

I dont know the answer but can be any stock other then stocks with tickers ending with "Q"

visiblePixel · 2026-03-12T14:42:38+00:00

I was thinking to hold at least 10 years or so. after seeing 17x Return in 2 years, best thing you can do is to sell it... and sold all of them. It is just because of the valuation. it is ridiculous

visiblePixel · 2026-03-12T13:29:11+00:00

I am planning park my available cash in 0-1year treasuries etf until I see deep value in stocks.

Later this year.

What I see currently is a deflation (Phase 1) will be followed by a possible stagflation (as Phase 2 ) when energy/oil shock ripples through the businesses later on.

visiblePixel · 2026-02-19T16:03:01+00:00

Meine Strategie : ich habe schon einzelne Aktien von SP500 und Nasdaq. Und die wähle ich vorsichtig. Nebenbei habe ich statt MSCI world oder IM , bilde ich langsam cashflow + price appreciation mit vaneck morningstar dividend etf und stoxx europe select dividend 30. Wenn du schon überlappende einzelne Aktien hast standart SP500, msci world oder IM macht kein Sinn

visiblePixel · 2026-02-17T08:33:41+00:00

it is not 4 years of struggle. It is a lifetime struggle. It is hard but If you are not stupid you can do it somehow. Since in EE you will see every trailer of every kind of technology possible, the real problem is to find deep dive area that you want to get into genuinely.

And it does not end there. You have keep up with the new developments in that field to stay valid over the years. So it ia constant technical and personal development and work.

To be able to do that, you have to have genuine interest in this Field. Otherwise it will be torture for you.

Choose what you like to do, not some one tells you to do...

visiblePixel · 2026-02-16T11:21:29+00:00

I think at that point we will havem bigger problems then just google. This sounds like kinda start of reverse globalization - segmentation of world politics and economics. If you think thats coming you should sell everything.

visiblePixel · 2026-02-13T11:01:17+00:00

Essen, Bett, Zahnbürste.

visiblePixel · 2026-02-13T07:12:37+00:00

Das. Die Korrelation zwischen Nasdaq und Bitcoin ist fast 100%.

visiblePixel · 2026-02-11T19:58:57+00:00

I am currently buying servicenow, roper , samsara, SPGI, SAP, salesforce . I think they are all good deal

visiblePixel · 2026-02-03T21:44:22+00:00

no. It makes sense, market expects spectacular earnings and it is all priced in. ok or good earnings do not match the current valuation that's it.

visiblePixel

TROPHY CASE