Camisard1 a écrit :
Achats pour mon portefeuille Schwab : Asbury Automotive Group, Super Micro Computer, Alphabet, Taiwan Semiconductor, Danaher, Abbott Laboratories, Broadcom, Texas Instruments, Lam Research, Applied Materials, KLA Corp, Humana, Elevance Health (ex Anthem), Lowe's, Centene, Analog Devices, Amphenol, NXP Semiconductors, Resmed, Deere, Air Products & Chemicals, L3Harris Technologies.
Ma thèse d'investissement : le monde croît.
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