Current holdings 2 May 2024

The world of investing is dynamic, and it’s crucial to understand the reasons behind every investment choice. Let me share why I currently hold Novo Nordisk, Nvidia, Eli Lilly, and Cava Group, which together form 80% of my portfolio.

💊 Novo Nordisk (NVO): This Danish pharmaceutical giant has revolutionized diabetes care. Its innovative GLP-1 agonists, such as Ozempic, are not only addressing diabetes but also have promising weight-loss potential. Their steady R&D investment and robust pipeline reflect a strong long-term strategy. Moreover, with the rising prevalence of diabetes globally, Novo Nordisk is positioned for sustained growth.

💊 Eli Lilly (LLY): Eli Lilly stands out for its innovative treatments in neuroscience, diabetes, and cancer. Its flagship drugs like Mounjaro and Zepbound offer effective treatments for type 2 diabetes, and its strong R&D pipeline is promising. Additionally, its global footprint ensures that new products reach a wide audience, underpinning long-term revenue growth.

💻 Nvidia (NVDA): Nvidia leads in graphics processing units (GPUs), which are crucial for artificial intelligence, gaming, and data center applications. Its dominance in AI accelerators has driven exponential revenue growth, making Nvidia one of the most valuable companies in the world. The demand for its cutting-edge tech in the AI industry suggests it will remain at the forefront of this technology wave.

🥗 Cava Group (CAVA): A relatively recent player on the public market, Cava Group is a fast-casual chain that’s disrupting the dining scene with its Mediterranean-inspired menu. Comparable to Chipotle in its early years, Cava’s focus on fresh ingredients and digital ordering makes it appealing to health-conscious consumers. Its robust expansion strategy and loyal customer base signal a promising growth trajectory.

Together, these companies cover diverse sectors: healthcare, technology, and consumer goods. This diversification provides a balanced approach to capturing the growth potential in key industries, all while mitigating risks.

Investing involves understanding the trends that will shape the future. Whether it’s managing global health challenges, harnessing AI’s potential, or revolutionizing dining experiences, these companies stand out for their innovation and foresight.

🤝 If you’re curious about why these specific stocks or want to share insights into your investment strategies, let’s connect!