It economy 03.07.2023...

First half of the year is over and the forecasts for July look consistently bullish ⤵️

Today we start the 2nd half of the stock market in 2023. Looking back at the 1st half of the year, we can see the following, among other things:

NASDAQ - since the beginning of the year: +37,49% increased

DAX40 - since beginning of the year: +10,53% increased

DowJones - since beginning of the year: +2,3% increased

S&P500 - since beginning of the year: +14,26% increased

MSCI World (IWDA) - same time: 12,29% increased

My portfolio - same time: +11,30% increased

This shows me that my change in the portfolio unfortunately not yet so much fruit. But I still have half a year time. However, if I would include my other crypto investments, except BTC and ETH, here, then I would have beaten even the NASDAQ. However, I do not include these, as it is a separate project for me. Since I currently put a lot of time into this project, it may also be that I have missed some things here.

A clear story is for example, that I $S92
SMA Solar, much too early sold. At a little over 20 € bagged and sold at just over 60. I have estimated the difficulties, more long-term. Now we stand at 110€. But not every decision that one makes for himself and at the time also for Sinnvoll finds, is a good decision. What is important is that you do not think about it afterwards, when you know the result, but also think about what knowledge you had about the situation at the time of the decision. I would still call the SMA situation a mistake, because this reallocation would not have been necessary and the investment was actually longer thought. Here I have deviated from my strategy, so to speak. This has now cost me quite a bit in terms of returns.

What mistakes did you make in the first half of the year?

Will I do anything differently in the second half of the year? No, I don't actually plan to do that. Maybe I will become a little more active again. I didn't buy anything at all in June because I didn't like the market environment. It still doesn't. I don't feel comfortable at all in phases of exaggeration. At least not in phases where it rises. When it falls massively and everyone howls, then I feel comfortable and of course very happy to buy. Then at least I know what to do. In the second half of the year I will focus more on my strategy and see what I can get out of it. 2-3 bad purchases less and for it again some "short term" stories more. The risk may be a little higher.

But let's see how the new half-year starts economically:

On Tuesday there is then no trade in the U.S. because of Independence Day

Monday: Stock exchange dates, economic data, quarterly figures

Abbreviated trading US bond market (until 8 p.m. CEST), US stock market NYSE / Nasdaq (both until 7 p.m. CEST)

Economic data

08:30

• CH: Consumer Prices June PROGNOSIS: +0.1% yoy/+1.8% yoy previous: +0.3% yoy/+2.2% yoy

09:45

• IT: Purchasing Managers' Index/PMI Manufacturing June PROGNOSIS: 45.3 previous: 45.9

09:50

• FR: Purchasing Managers' Index/PMI Manufacturing (2nd release) June PROGNOSIS: 45.5 1st release: 45.5 previous: 45.7

09:55

• DE: Purchasing managers' index/PMI manufacturing (2nd release) June PROGNOSIS: 41.0 1st release: 41.0 previous: 43.2

10:00

• EU: Purchasing Managers' Index/PMI Manufacturing Eurozone (2nd release) June PROGNOSIS: 43.6 1st release: 43.6 previously: 44.8

10:30

• UK: Purchasing Managers' Index/PMI Manufacturing (2nd release) June PROGNOSIS: 1st release: 46.2 previously: 47.1

15:45

• US: Purchasing Managers' Index/PMI Manufacturing (2nd release) June PROGNOSIS: 48.5 1st release: 46.3 previously: 48.4

16:00

• US: Construction spending May PROGNOSIS: +0.4% yoy previous : +1.2% yoy
• US: ISM manufacturing index June PROGNOSIS: 47.1 points previously: 46.9 points

ex-dividend individual stocks

Porsche Automobil Hold. 2.56 EUR

Prosiebensat.1 0.05 EUR

Datron 0.20 EUR

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