Echtzeit Portfolio Tracker

6Mon.·

3H - Howsy's Hausse Hedge - Quarterly report

Quarter IV 2023 (01.10.2023-31.12.2023)

🗄️Overall performance in the period indicated

🟢 +5,3%

🔴 October -2.5%

🟢 November +4.4%

December +3.5%

🧭 Performance of the benchmark indices in the specified period

iShares Nasdaq 100 ETF +9.58%

iShares Core Dax +8.59%

iShares Core S&P500 +6.19%

Despite a bumpy start in October, my stock market year ended on a very conciliatory note. Although I was once again unable to outperform the tech-heavy indices such as the Nasdaq and the S&P, I won the competition against the old men from Omaha (now unfortunately just an old man ☹️) and the FTSE All-World High Dividend. With regard to the strong DAX, I hope that we have reached the bottom in Germany, both politically and economically. As we all know, the future is traded on the stock market and it obviously looks bright!

📈 Top stocks in the period mentioned

🥇 Bitcoin +48.99%

🥈 Ethereum +31.26%

🥉 Blackrock +19.74%

📉 Flop values in the specified period

Bayer -26.01%

Exxon Mobil -17.91%

Medical Properties -9.91%

💸 Dividend distributions (net)

705.90€ (+61% compared to the same quarter of the previous year)

Top dividend payers

🥇 Vanguard FTSE All-World

🥈 Realty Income

🥉 iShares Stoxx Global Select Dividend

I used my savings rate in the previous quarters to build up equity for a solar system. The PV system has been in operation since November. I was therefore able to add my savings installment to my custody account as usual. This time, however, I opted for larger one-off investments rather than savings plans. In the past quarter, I bought Deere, Phillip Morris, BAT, P&G, Allianz and Siemens. I am not yet sure about my future buying strategy. The (successful) one-off investments require much more time than I am able to sacrifice. On the other hand, savings plans are too rigid to react to extraordinary events.

The annual financial statements and outlook for 2024 will follow in the next few days.

Enjoy the holidays, recharge your batteries and then head into the new year full of energy!

9 Kommentare

Busfahrer@BBob

6Mon.

I am currently in the same situation and will also reduce my savings plans and see where there are good opportunities for one-off purchases next year.

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11Mon.·

3H - Howsy's bull hedge - quarterly report

Quarter II 2023 (01.04.2023-30.06.2023)

🗄️Gesamtperformance during the period indicated

🟢 +3,08%

🟢 April +0.6%

🔴 May -0.1%

🟢 June +2.6%

Performance of the benchmark indices in the period under review

Nasdaq100 +15.56%

Berkshire Hathaway +10.08%

S&P500 +8.62%

Never bet against America! This or something similar could be the headline of the past quarter. The US indices, above all the large tech stocks, were able to convince with strong price gains. Since my tech exposure is limited, my portfolio could only benefit from the comeback to a limited extent. Nevertheless, I was able to beat the DAX (+2.81%) and the FTSE All Word High Div (1.51%). "Sail away in May" would have been silly.

📈 Top values in named period

🥇 Amazon +25.61%

🥈 Microsoft +19.31%

🥉 Hercules Capital +17.57%

📉 Flop stocks in named period

AT&T -15.95%

BioNTech -12.85%

Walt Disney -10.72%

💸 Dividend payments (net)

1,183.49€ (+167% compared to the same quarter of the previous year)

The first time my dividend income is in four figures! This is how it should continue.

Top dividend payers

🥇 VermögensManagement Growth

🥈 BASF

🥉 Vanguard FSTE All-World

Since the middle of the second quarter, I have unfortunately had to cut back sharply on my monthly investments in the stock market. The reason: building equity for a PV system on the roof of the family's craft business. I play my own bank, so to speak. At the moment, there is also a lot going on in the business, so I can drop by Getquin less than I would like.

Enjoy the sun and be busy, the BIP needs you.

Loch Ness@Der_Dividenden_Monteur

5 Kommentare

11Mon.

Look forward to the report every quarter 🫡

•

2Mon.·

3H - Howsy's Hausse Hedge - Quarterly report

Quarter I 2024 (01.01.2024-31.03.2024)

🗄️Gesamtperformance in the specified period

🟢 +8,7%

🟢 January +2.2%

February +2.3%

🟢 March +4.0%

🧭 Performance of the benchmark indices in the specified period

Berkshire Hathaway +19.67%

iShares Core S&P500 +12.32%

HSBC MSCI World +10.86%

What a brilliant start to the new year. You could actually bag everything now and enjoy your returns until the end of the year. But we all know that "time in the market" is what counts. The major indices, with Mr. Buffett leading the way, have even been able to make a big gain. It's just as well that he is also a small part of my portfolio. I was once again able to outperform the All-World High Dividend, albeit only just (+8.06%).

📈 Top stocks in the period mentioned

🥇 Bitcoin +69.11%

🥈 Ethereum +56.67%

🥉 Walt Disney +39.25%

📉 Flop stocks in the named period

Orion Office Reit -37.28%

Medical Properties Trust -29.76%

3M -16,98%

💸 Dividend distributions (net)

754.73€ (+12% compared to the same quarter of the previous year)

Top dividend payers

🥇 Vanguard FTSE All-World

🥈 Realty Income

🥉 iShares Stoxx Global Select Dividend

Lots of green stocks in the portfolio, spring is awakening, the sun is shining, what more could you want? Things are also going really well at work. You could almost call it stress. That's not necessarily a given, as I work on interior construction sites. So I'd rather be exhausted than poor.

The photovoltaic system on our company roof in conjunction with the heat pump is also fun. In the month of March, we only drew 0.98 kWh from the public grid, so we're virtually self-sufficient at the moment.

I have held a TR Visa since the end of March. Any purchases are now rewarded with 1% save-back. The only downside: increased booking effort at PP, as the debits are made from the clearing account. The 4% is of course (partially) lost, but as already mentioned, these are purchases anyway. Why shouldn't I take the 1% with me? At the end of each month, I plan to transfer the amount of my expenses from my current account back to the TR clearing account so that no liquidity is lost here. Nevertheless, I hope that TR will soon introduce a sub-account so that the clearing account is spared from credit card debits.

I also purchased shares worth €4,979.83 in the first quarter. These included major one-off purchases in Ares, Hercules, J&J, Starbucks, Shell, Realty Income, 3M, Lockheed and Deere.

All with one goal, of course: to increase cash flow!

Alle 10 weiteren Antworten anzeigen

11 Kommentare

Rmann@Epi

2Mon.

Isn't it interesting that it is precisely the non-cash flow stocks that perform best? BRK, BTC, ETH.
Asset accumulation is one thing, asset consumption is another. Don't confuse one with the other.

••

1J.·

3H - Howsy's Hausse Hedge - Quarterly Report

Quarter I 2023 (01.01.2023-31.03.2023)

🗄️Gesamtperformance during the period indicated

🟢 +2,23%

🟢 January +3.8%

🟢 February +0.1%

🔴 March -1.6%

🧭 Performance of benchmark indices in designated period

Nasdaq100 +18.62%

DAX +12.15%

MSCI World +5.68

This quarter I lagged the major indices by miles, led by the Nasdaq. My portfolio is now too defensive to rival the tech heavyweights. Still, I managed to outperform the Vanguard FTSE All-World High Dividend (-0.11%) and Berkshire Hathaway (-2.65%).

📈 Top stocks in named period

🥇 Bitcoin +66.64%

🥈 Ethereum +47.35%

🥉 Sixt +42.64%

📉 Flop values in named period

Medical Property Trust -25.52%

Orion Office Reit -23.05%

CVS Health -20.71%

💸 Dividend distributions (net)

671.43€ (+321% compared to the same quarter of the previous year)

Top dividend payers

🥇 Vanguard FTSE All-World

🥈 Volkswagen

🥉 Realty Income

New year, new luck. January got off to a flying start. After the recent difficult quarters, one had already thought oneself in the seventh investor heaven again. I took advantage of the weak March to buy my ETFs ($VWRL , $SPYD , $ISPA) with larger one-time payments. New in the portfolio is the single stock $HD.