4D·

Depot check in volatile times

Tenbagger2024 · 2025-01-11T01:05:05.637990Z

Hallo meine Lieben, mit der Amtszeit von Donald Trump und Elon Musk rechne ich mit Volatilen Zeiten. Deshalb habe ich meinem Depot einen Check unterzogen um festzustellen wie fest mein Fundament (Core) noch ist. Hierbei wurde nach folgenden Kriterien geprüft Qualitäts-Check Der Qualitäts-Check prüft Aktien auf die Qualität des Geschäftsmodells und auf die Stabilität der Bilanz Dauerläufer-Qualitäten Der Dauerläufer-Indikator prüft, ob Aktienkurse stetig zulegen. Outperformer-Check Jeder Anleger ist mit der Frage konfrontiert, Geld passiv in ETFs zu investieren, oder auf Einzelaktien zu setzen. Eine Aktie sollte mehr als 10% pro Jahr steigen, damit ein Investment lohnenswert ist. KUV-Monster Wenn Firmen gehypt werden und jeder um die Qualität einer Firma weiß, ist das Renditepotential meist gering. Die Top 5 % der am höchsten bewerteten Aktien nach dem KUV-Kriterium sind problematisch. Hierbei stellten sich folgende Unternehmen aus meinem Depot zum Kaufen und Liegenlassen heraus. Alphabet $GOOG Modine Manuf. $MOD Chipotle $CMG Microsoft $MSFT Copart $CPRT Vertex $VRTX Constellation Software $CSU Mensch und Maschine $MUM Corcept Therap. $CORT Tetra Tech $TTI TransDigm Group $TDG IES Holding $IES ASML $ASML

Hello everyone, with Donald Trump and Elon Musk in office, I'm expecting volatile times ahead. I have therefore carried out a check on my portfolio to determine how solid my foundation (core) still is.

The following criteria were used for the check

Quality check

The quality check examines shares for the quality of the business model and the stability of the balance sheet

Enduring qualities

The long-term indicator checks whether share prices are constantly rising.

Outperformer check

Every investor is confronted with the question of whether to invest money passively in ETFs or in individual shares. A share should rise by more than 10% per year for an investment to be worthwhile.

KUV monster

When companies are hyped and everyone knows about the quality of a company, the return potential is usually low. The top 5% of the most highly valued shares according to the KUV criterion are problematic.

The following companies from my portfolio stood out in this regard

buy and leave.

Alphabet $GOOG (+0.41%) Modine Manuf. $MOD (+0.41%) Chipotle $CMG (+0.18%)

Microsoft $MSFT (+0.16%) Copart $CPRT (-0.28%) Vertex $VRTX (+0.08%)

Constellation Software $CSU (+0.52%) Man and machine $MUM (-0.28%)

Corcept Therap. $CORT (+4.14%) Tetra Tech $TTI (+0%) TransDigm Group $TDG (+0.18%)

IES Holding $IES ASML $ASML (-0.52%)

8 Comments

Chris@Multibagger

Interesting tool! May I ask you where it came from? Traderfox?

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Tenbagger2024@Tenbagger2024

Hello dear @Simpson.
Maybe the Check Up is also something for your portfolio.

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Homer@Simpson

@Tenbagger2024 Thank you ☺️👍looks like a good tool, I'll have a look and adjust the savings plans if necessary 🤔

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Tenbagger2024@Tenbagger2024

Here is the link to the tool.
https://traderfox.de/aktien/alphabet-inc-a14y6f/

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Chris@Multibagger

But if I understand correctly, the results of the past are projected into the future, right? This means that ten-baggers corresponding to your name will perform rather poorly in the tool, or am I making a mistake?

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Tenbagger2024@Tenbagger2024

@Multibagger
Yes, my dear, what happened in the past does not have to continue in the future. But you can assume that these are quality companies. Which have proven to be successful over several years. Which have continued to grow over the years. Because some of them have a moat. They have understood how to build up a business model, sometimes independently of the competition. In some cases, they have patents, blockbusters or almost a monopoly. Thanks to their moat, some of these companies are already unassailable. And will remain so in the future

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Chris@Multibagger

@Tenbagger2024 I was aware of that, but in the case of Microsoft, for example, I don't need a tool for that. But if you now analyze smaller stocks with lower MK and history, they will always have a poor ranking, although the growth and thus possible price increases are higher than for top stocks like Microsoft. That's the only thing I wanted to say.

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Tenbagger2024@Tenbagger2024

@Multibagger
But Corcept, Mensch und Maschine, Tetra Tech and IES Holding are not the big companies you have on your radar. And you will find that many small companies also do well in the ranking

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