Hey, I just sold off 60% of the Nvidia position I've had since 2022, and I am now looking for a new good value-good growth company. Most of my holdings (around 65%) are in ETFs but the other part is in companies, which at the moment are Eli Lily, Microsoft, Rio Tinto & NVidia (Nvidia got trimmed because it got too dominant in my portfolio, and I wanted to take some profits).
Do you guys have any advice on which companies or sectors to look at? This Sub gave me multiple ideas in the past and most of them have worked, so I am curious about your current opinions.
edit: if you have any arguments for your opinion pls share them
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