Happy Sunday to all. Today I have my 2 year stock market anniversary. On October 1, 2021 I bought my first share🥳

Now I thought it's time again for open house. Currently I'm doing a further education to logistics specialist, which is why I can unfortunately invest until April 2024 in nothing more. But I hope that I can increase my income after the training and thus invest more. I am now entering the third and last semester. I only have school until the end of January and in March I have the final exam. But now to my portfolio.

The strategy behind my portfolio is a buy and hold strategy and value invest from my idols Warren Buffett and Peter Lynch combined from dividend stocks (With focus on aristocrats and kings) and growh stocks like Amazon, Alphabet, Nvidia, ect. With my first stocks like Nestle and Nike I made the mistake to buy only one stock instead of several. This made no sense because of the fees alone. I will increase these positions in the future. At $AAL (+0.56%) and $NIO (+2.12%) I have paid with apprenticeship money. With American Airlines, I assumed that tourism to Corona will recover. Unfortunately, this is very volatile because of the kerosene prices. And with Nio I got the "tip" from my uncle. I really liked the concept behind it with the loading boxes. But unfortunately, they're not getting off the ground with their expansion. This year they wanted to expand into Switzerland, which of course worked out again. And I'm not happy with the management's decisions, like taking on new debt or even launching a cell phone on the market, even though that's not their core business. Besides, Chinese stocks are too tricky anyway, because companies are strictly regulated by the government. But the most important thing is to learn from mistakes. And I learn firstly that I will never buy Chinese stocks again, and secondly I will never listen to other people who have potential. At that moment I was too irrational. I will sell these two positions as soon as the price is a bit higher again, so that I at least do not make so much loss.

Through my education I could learn a lot, among other things that the future of logistics and transportation lies in automation and AI. That's why I will continue to follow the chip and semiconductor industry with a lot of interest. So TSMC, Intel, AMD, Nvidia, ect. But also CEP services like UPS, FedEx, Amazon. ect. But also in the real estate sector with REIT shares I would like to invest😁.

Am really excited about your feedback and looking forward to new suggestions.