Model Portfolio

Stocks you really need

Started on Jan, 1rst 2020 with 50,000 € ——————————————————————————————————————– ——————————————————————————————————————– dd. 31/12/2020 Average yearly return: +19% ——————————————————————————————————————– dd. 1/12/2020 Average yearly return: +5.1% (11 months only) ——————————————————————————————————————– Average yearly return : -3% (10 months only) T.A.A: fully invested ——————————————————————————————————————– Average yearly return : +5% (9 months only) T.A.A. : 82%…

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BACHEM HLDG

Bachem Holding AG, a technology-based biochemicals company, provides services to the pharmaceutical and biotechnology industries primarily in Switzerland, the United States, the United Kingdom, Germany, Austria, and Japan. It develops and manufactures peptide and oligonucleotides as active pharmaceutical ingredients (APIs), as well as biochemicals for research purposes. The company offers…

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ENPHASE ENERGY

Enphase Energy, Inc., (ENPH) together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies…

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* * * stocks Bill bought/sold

12/01/21: Bolero confirms I bought Online Fabasoft at 45.60€ ——————————————————————————————————————– 10/12/2020: Bolero confirms we bought Online Secunet Security AG at 232€ ——————————————————————————————————————– 4/12/2020: Bolero confirms you have sold IVU.DE at 16.65€ ——————————————————————————————————————– 2/11/2020 Bolero confirms we bought Online RINGCENTRAL INC -A- (NY) at 260,68 USD. ——————————————————————————————————————– 22/10/2020 Bolero confirms we…

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SARTORIUS VZ

Sartorius Aktiengesellschaft supplies pharmaceutical and laboratory equipment worldwide. It operates in two divisions, Bioprocess Solutions, and Lab Products & Services. The company offers live cell analysis system, and cell analysis reagents and consumables; cell culture media, including antibody and recombinant protein, viral vaccines, and regenerative medicine media; and multi-parallel, single-use,…

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XEBEC ADSORPTION

Xebec Adsorption Inc. provides gas generation, purification, and filtration solutions for the industrial, energy, and renewables marketplace in Canada, China, the United States, Europe, and internationally. The company designs, engineers, and manufactures various products that transform raw gases into marketable sources of clean and renewable energy. It operates through three…

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NVIDIA

NVIDIA (NVDA) Corporation operates as a visual computing company worldwide. It operates in two segments, GPU and Tegra Processor. The GPU segment offers processors, which include GeForce for PC gaming and mainstream PCs; GeForce NOW for cloud-based gaming; Quadro for design professionals working in computer-aided design, video editing, special effects,…

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Is Shopify still a buy?

We do not really think so. Unless the stockprice falls back to about $800 to #900 (fair value see our TA chart of December 1st: here) it is overpriced at the moment. The recent gain is caused by windowdressing and fomo. Shopify, Inc. is ranked as the fifth-best e-commerce stock…

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Buy? BUY! FAA.DE

Fabasoft AG develops and distributes software, and provides cloud services to public and private sector organizations in Austria, Germany, Switzerland, the United States, and internationally.

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