1️⃣ Why am I making this trade now?
I’m adding Linde now because I want more exposure beyond tech while still owning a high-quality business with strong pricing power, recurring demand and long-term growth. The recent entry at $456.50 gives me a reasonable starting point, and the 7.33% unrealised gain is a good early confirmation that the timing wasn’t too aggressive.
2️⃣ What’s my plan from here?
I’m not looking to trade this for a quick profit. I plan to hold and let the business compound over the long term. If the share price pulls back meaningfully without a change in fundamentals, I’m open to adding. If valuation becomes excessive or the business thesis weakens, I’ll reassess rather than hold.
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