Hello my dears,

September is over.

That's why I'd like to give you a little overview of the month.

Tops: 📉

$INOD (+8.07%)
$APP (-1.14%)
$MU (+9.96%)
$GILT (+9.01%)
$PNG (+0%)
$AVAV (+10.08%)
$ASML (+3.7%)

Flops: 📈

$UFPT (-0.06%)
$CAMX (+2.43%)
$TDG (-1.22%)
$CMG (-0.25%)
$TTEK (-1.74%)
$CPRT (+0.17%)
$CSU (+1.41%)

It was noticeable in September that there were a lot of long runners and compounders among the flops. For this reason, I am relaxed for the time being and will stick to the values.

📉

My overall portfolio closed the month up 8.64 %.

$EQQQ (+0.99%) NASDAQ 100. +4.81 %

$IWDA (+0.8%) MSCI World. +2,62 %

Today I have completely separated myself from my $AMZN (+0.97%) position today. The reasons for my decision:

○ Disappointing price performance YtD, especially in comparison with other Mag7 stocks

○ Nice price performance of approx. 40% since initial purchase in January 2024

○ No significant AI models and intentions recognizable. Could only become interesting for me again with the advent of humanoid robots

○ Reduction of duplication in the portfolio, as I am working with $MELI (-6.24%) & $9988 (+5.7%) in eCommerce and with $GOOGL (+0.8%) & $9988 (+5.7%) in the cloud sector to other stocks in the portfolio.

I will invest the freed-up capital in Hopfengold at the Oktoberfest in Munich at the weekend. The (hopefully) remaining amount will then flow into the $EQQQ. (+0.99%)

Good morning,

I continue to invest in my ETFs, which means that the relative weighting of individual stocks continues to shrink.

Because of this rock-solid ETF core, I can and want to do without supposedly safe stocks, especially so-called value stocks. I am prepared to take higher risks and focus mainly on growth stocks. After all, ETFs are there for everything else.

Here is my current portfolio: https://app.extraetf.com/de/shared/4MEaYJVdHN

Now I would like to move away from $III (+2.77%) and $CALM (-1.26%) possibly also from $BNTX (+3.87%) and a few others 🤭 I hope this is not a mistake and would therefore like your opinion?

I would also be happy to receive general criticism, suggestions, advice and guidance

$EQQQ (+0.99%)

$VUSA (+0.74%)

$HMWO (+0.77%)

Underperformance 😑

- PE funds usually underperform the NASDAQ 100 over 5 and 10 years.

- The stated target return of 12% p.a. is wishful thinking for advertising purposes.

Extremely high costs 💰

- 2.35% p.a. EQT + 5.00% exit costs

- 4.51% p.a. Apollo

- Comparison: iShares NASDAQ 100 ETF only 0.32% p.a.

- PE fund is up to 23 times (!!!) as expensive and eats up returns like Jumbo Schreiner at the All You Can Eat buffet.

Low liquidity 🤏

- Monthly sale possible, but no buyers guaranteed

- Sale can be prohibited if too many want to sell. You then have to keep the dirt because it is not traded on the stock exchange.

Further risks 🫣

- Apollo is not transparent and does not tell you what is in the fund. You should blindly & naively buy a fortune cookie.

Conclusion 🥱

Hands off. There are many better investments.

#traderepublic
#scalable
#privateequity
#fonds
#etf
#etfs
#nasdaq
#nasdaq100
$UST (+1.01%)
$CSNDX (+1.01%)
$EQQQ (+0.99%)
$QYLE (+0.23%)
#fail

I would like to start a completely new portfolio that will primarily revolve around dividends.

As a core I was thinking of $TDIV (+1.26%)

Would you say this is a good core?

If not I would add $VHYL (+0.72%) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (+0.12%) and or $SXYD (-0.26%)

I would like to represent the NASDAQ with $EQQQ (+0.99%) but I will represent it with $ASML (+3.7%) and $2330 will be added.

Allianz $ALV (+1.8%) and Munich Re $MUV2 (+1.14%) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (+0.74%)

Oil shares are represented by $VAR (+1.49%) and one more.

Do you have any recommendations?

I am thinking about $CVX (-0.3%)
$EQNR (+2.09%) and $PETR4 (+0.12%)

I would also like renewable energies, but I'm not familiar with them.

Do you have any suggestions?

Becoming a defensive company $ULVR (+0.99%)
$D05 (+1.03%)
$O (-0.42%) and of course $NOVO B (+7.32%) Being.

$BATS (-2.53%) I already have in a portfolio, would it be too much of a lump to add $MO (+0.34%) to add to it?

I still have $KHC (+0.88%) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?

Apart from that $RIO (+0.9%)
$NKE (+6.12%)
$1211 (+2.57%)
$SOFI (-1.13%) and $HAUTO (+2.81%) will be represented with smaller positions.

What is your opinion?

Would you improve anything?

What else would you add, especially in EE and defensive stocks?

Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.

This is my first attempt to build something serious.

Greetings to all Getquins out there!

I am currently considering whether it might make sense to transfer my savings rate to the $VWRL (+0.54%) and $EQQQ (+0.99%) for a while and divert capital into a covered call ETF instead.

This could be the $JEGP (+0.12%) for example, but others could also be considered.

The idea would be:

In the current market phase, you could generate additional income through the regular distributions of a cc ETF and reinvest it in a targeted manner.

Should there be a significant correction, my plan would be to sell the cc ETF and reinvest the capital in my standard ETFs $VWRL (+0.54%) and$EQQQ (+0.99%) and

I would be interested in your opinion:

I see the following risks: lost capital gains, the tax aspects and the timing risk. Are there any other risks?

Is there a more attractive alternative to the $JEGP (+0.12%) ?

Do you think that this approach could actually have advantages over a blind buy & hold world ETF in a sideways phase?

I look forward to your opinions and comments 🤓

Actually, I'm just a silent reader here, but I'd like to introduce myself and my overall portfolio.

First of all, about me and my family situation:

I am now 40 years old, married and have 2 children (3 and 8 years old).

My first "real" salary only came in 2013 for me and 2015 for my wife after her traineeship.

I/we only started investing and/or saving shortly before coronavirus.

Before that, my wife and I dutifully paid back our student loans from the KFW bank. We both paid €500 in tuition fees for each semester in NRW and as we didn't receive any financial support from our parents (it wasn't a case of not wanting to, but not being able to), we also received Bafög on top of our student job salary.

My wife works part-time 60% as a teacher and I earn my money as a store manager.

We have around €6,000 as a joint household net income, which is enough to live on in Cologne, but is a far cry from an annual 14-day all-in vacation in a family hotel.

Our savings behavior:

Pot I

This is where we save up equity for a single-family home for our own use, with varying degrees of success.

Somehow it's like tilting at windmills.

We save €300 a month here.

As of now approx. 30000€

• 250€ $XEON (+0.02%)
• 
  50€$SPYI (+0.8%)
• 
  irregularly in fixed-term deposits with a short term

Pot II

This is our pension pot. We save €275 per month in this pot (annual adjustment of 5%).

As of now approx. 7500€

• 27,50€ $EQQQ (+0.99%)
• 
  27,50€ $EWG2 (+0.38%)
• 
  27,50€ $BTC (+0.9%)
• 
  27,50€ $TDIV (+1.26%)
• 
  165€ $SPYI (+0.8%)

One core and four satellites with different directions.

Pot III

Our nest egg is invested here in call money. The nest egg is actually full, but more is always possible;

another €50 a month goes in here

Pot IIII

This actually consists of several pots and is more of a consumption pot.

• Reserves/wear and tear/new purchases 150€
• Vacation 100€
• Family fun (larger trips, eating out, etc.) €50

However, this is only the fixed part.

At the end of the month, this pot and pot I receive equal amounts (25% of the money) that is "left over" at the end of the month.

This is usually €250-600 depending on how quickly children's feet grow or pants wear out 😁

Owning a home is not a must and we have no need. We live in a nice modern 4-room apartment in a quiet area of Cologne for rent with moderate to low rent.

We have a car that belongs to us, which is driven to the end and one that I pay tax on every month.

I hope I haven't forgotten anything. Sometimes the principle of pots seems too complicated and kind of quirky, but it works for us.

You are welcome to leave me feedback.

Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (+1.51%) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.

Another notable transaction involved Block Inc ( $SQ (+1.97%) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.

ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.

In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (+2.73%) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (-5.14%) ), Guardant Health Inc ( $GH (+0.24%) ), Robinhood Markets Inc ($HOOD (-1.9%) ), Palantir Technologies Inc ($PLTR (+2%) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (+1.01%) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (+3.58%) ) and Personalis Inc ( $PSNL (+5.96%) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.

Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (+0.61%) ) and 10X Genomics Inc ( $TXG (+5.77%) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.

Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.

$ARKK (+1.59%) and $ARKF (-1.62%) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (+1.51%) My current portfolio has a lot of risk, as I have generated some cash.

At the moment I'm considering whether I should possibly $HMWO (+0.77%) and $EQQQ (+0.99%) or just the $VUSA (+0.74%) into the portfolio.

Temporarily sold $AMD (+2.49%) +35%, $HIMS (-0.37%) +15%, $DOCN (+5.85%) +9%.

I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.

My positions:

$SOFI (-1.13%)

$ZETA (+1.18%)

$TTD (+1.51%)

On the watchlist

$DDOG (+7.17%)

$LNTH (+2.19%)

$LMND (-0.85%)

$TOST (-1.68%)

$DASH (-1.27%)

$BROS

$APLD (+9.32%)

$SCI (-0.55%)

Today I got rid of some of my winners and shifted further into my ETFs.

I have sold:

$CL2 (+1.23%) +5% this fine ETF, also known as holy amumbo, will be rebuilt right next week via savings plan.

$TXRH (-1.35%) +13% whether this will not become a tenbagger in the long term and was therefore a stupid sale?

$JPM (-1.22%) +20%

$V (+2.87%) +25%

$CAT (+1.11%) +26% I suspect that we are at the end of the cycle here. But who knows for sure?

$LULU (-0.06%) -10% good numbers, very bad chat history, but at least it saved me some taxes.

$RKLB (+0.99%) +28% This stock always made me think of Peter Lynch's quote, "don't buy the stocks of rocket companies, buy the boring ones..."

Bought:

$VWRL (+0.54%) at €129.48 🥱

and

$EQQQ (+0.99%) at 481.75 € 😎