My dears,

and once again the "Tenbagger ETF '

with its current 60 positions.

The DAX and the S&P.

Even the $IWDA (+0.59%) and $CSNDX (+0.25%) he was able to beat.

$AII (+3.36%) Almonty Industries is a Canadian mining company specializing in the extraction and processing of tungsten - a strategically important industrial metal. The company owns active and planned mines in Spain, Portugal and South Korea, including the important Sangdong project, which is scheduled to be put back into operation in 2025. Almonty plans to move to the USA at the end of this year and be listed on the NASDAQ $CSNDX (+0.25%) stock exchange.

I myself have been invested for a short time and am currently increasing my stake as I see great potential here.

📌 Overview & history

• Founded: 2011 in Toronto, Canada (spin-off from predecessor Primary Metals/PMI)
• Name: "Al" from Alfonse (D'Amato), "Monty" from Monty Black (fathers of the founders)
• CEO: Lewis Black - already in the tungsten business since 2005 and the driving force behind Almonty $AII (+3.36%)

______________________________

🌍 What does the company do?

• Field of activity: International mining with a focus on tungsten - with tin, molybdenum and copper as additional by-products
• Locations & projects:
• Los Santos (Spain): Production mine with approx. 500,000 tons of production capacity/year
• Panasqueira (Portugal): Tungsten, tin & copper processing, under Almonty since 2005
• Valtreixal (Spain): Development project with ~2.8 million tons of resources
• Sangdong (South Korea): Former world-class mine, reopening planned for 2025, target capacity approx. 4,000 tons of tungsten concentrate/year

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💰 Figures

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📊 Analyst assessment & price targets

• Consensus: 4 "Buy" recommendations, 0 Hold/Sell → Overall: Strong Buy
• B. Riley (Apr 2025): Rating raised to Strong Buy with expected EPS of: Q1 2025 C$0.01 to FY 2027 C$0.60
• 12-month price target:
• Average target: approx. C$4.87-C$7.31 depending on source
• Upside according to analyst consensus: +5-28%

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🔍 Latest news & developments

• April 2025: Participation in the Planet MicroCap Showcase; B. Riley upgrade
• June/July 2025:
• Inclusion in the S&P/TSX Global Mining Index
• Application for NASDAQ listing & simultaneous 1:1.5 share split/consolidation
• Submission of current NI-43-101 Technical Report for Sangdong

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⚠️ Opportunities & Risks

✅ Opportunities:

• Global market share: China dominates, but geopolitical trends (West) favor tungsten suppliers outside of China
• Sangdong is a high-grade world-class mine - recommissioning from 2025
• Offtake contracts (Plansee: 45%) & funding commitments (KfW Bank) strengthen revenue positions

⚠️ Risks:

• Loss radar - no profits yet, high debt service required
• China could push prices down again, political uncertainty (e.g. South Korea, North Korea)
• Production start delayed - capex risks on completion of Sangdong project

Sources:

📈 Analyst ratings & market data

• B. Riley upgrades Almonty to "Strong Buy" (MarketBeat, April 2025):
• https://www.marketbeat.com/instant-alerts/almonty-industries-tseaii-upgraded-by-b-riley-to-strong-buy-rating-2025-04-16
• More info on the upgrade (ETF Daily News):
• https://www.etfdailynews.com/2025/04/17/b-riley-upgrades-almonty-industries-tseaii-to-strong-buy
• Analyst Consensus (Wall Street Journal, July 2025):
• https://www.wsj.com/market-data/quotes/CA/XTSE/AII/research-ratings

🎤 Events & Presentations

• Participation in the Planet MicroCap Showcase (Nasdaq.com):
• https://www.nasdaq.com/press-release/almonty-industries-participate-planet-microcap-showcase-april-23-24-2025-2025-04-17
• Company announcement on Almonty website:
• https://almonty.com/planet-microcap-showcase-2025

🏦 NASDAQ listing & financing activities

• Application for NASDAQ listing + stock split (Mining.com, July 2025):
• https://www.mining.com/almonty-industries-applies-for-nasdaq-listing

🏭 Company background & projects

• Overview of company history, mines & CEO (Wikipedia):
• https://en.wikipedia.org/wiki/Almonty_Industries

Images:

https://de.marketscreener.com/kurs/aktie/ALMONTY-INDUSTRIES-INC-105958333/finanzen/

Hello everyone,

Now that I've spent some time thinking about the composition of my portfolio, I've come to a decision. Before the first savings plans are made, however, I would like to hear your opinions and criticism so that I don't regret the whole thing later and throw everything over again.

*Briefly about me: I am 21 years old, completed my training as a forwarding agent this month and will be starting further training in business administration in August. My portfolio is currently still quite small and unstructured, as I haven't really been able to handle money in recent years and have spent a lot on unnecessary things or gambling. Since the beginning of the year, I have been determined to take drastic measures. This has worked well since then. I spend almost every day building up assets for my future and have been able to save significantly more money than in previous years. However, as I'm moving into my parents' first apartment towards the end of the year, this money has been put into my portfolio for the time being, but instead into renovations, as I like to implement my own ideas and plans to really feel at home. But enough about me - let's move on to the composition of my future portfolio :) *

At the moment, the portfolio still contains mainly cryptos, which will be completely liquidated in the course of the year (or next year at the latest). The proceeds will be reinvested in ETFs and individual stocks with the appropriate weighting. Novo and Xiaomi will continue to be held and possibly increased over time.

Objective: To build up assets that will mainly serve as equity for the construction of a home in approx. 10-15 years.

60% in ETFs

• 75% World ETF $IWDA (+0.59%)
• 20% Global Quality Growth ETF $QGRG (+0.42%)
• 5% Dividend ETF $TDIV (+0.14%)

Alternatively for the $QGRG (+0.42%) would possibly be a NASDAQ 100 ($CSNDX (+0.25%) ) or an S&P 500 ($CSPX (+0.68%) ).

Advantage: Due to the predominance of software companies, the annual return is somewhat higher.

Disadvantage: Global Quality is more diversified, "only" about 60% US-heavy and the top 10 do not overlap so enormously with the MSCI World.

What would make more sense in your eyes (also in terms of the target)?

The Dividend ETF is deliberately only lightly diversified with individual dividend stocks, as this is already represented in the portfolio and the constantly (albeit only minimally) rising dividend motivates me with every distribution.

~20% individual stocks with a focus on growth

• Alphabet - Software (deliberately overlaps with the MSCI World, as I believe it still has good growth potential)
• ASML - Semiconductors
• Linde - Industrial Gases & Engineering
• Visa - Payment Services
• Ferrari - Automotive industry
• Stryker - Medical Technology

~6% individual stocks with focus on dividends

• Allianz
• Munich Re

The selection of these two companies is probably self-evident. Both pay good dividends and are at the same time quite strong in terms of growth. In addition, both are German insurance companies, which also put some pressure on the US share - I don't think you can go wrong with that.

~7% Bitcoin

~7% cash reserve

This will be used if there are major setbacks on the market again. This is used to build up new positions (if appropriate) or to top up existing positions at lower equity.

At the same time, the MSCI World is also held in a separate custody account, but this is not used for the aforementioned objective, but for early retirement provision.

I look forward to honest feedback.

Hi folks,

I also wanted to take the opportunity to ask the community for advice. I'm still quite new here (started in January 2024) and have been thinking about changing my ETF savings plan strategy for a few weeks. I am currently saving the 5 ETFs you see in the screenshot below, each with 200€ / month.

$XDWD (+0.58%)
$IUIT (+0.11%)
$CSNDX (+0.25%)
$VWRL (+0.53%)
$VUSA (+0.68%)

However, I've been thinking more and more about stopping either the S&P 500 Info Tech. or the NASDAQ 100. I actually have two ETFs in mind. Divided into distributing and distributing per world and with a focus on the US, which would then be the case.

However, in recent weeks we have been reading more and more here and in other media about the $TDIV (+0.14%) and also from $JEGP (-0.46%) .

I'm currently a bit torn because I actually want to reduce to four ETFs, but due to $TDIV (+0.14%) and $JEGP (-0.46%) tempted to expand after all 🙈😅

What would you advise me to do? My investment horizon is 30+ years. In addition to the €1,000 in ETFs, I save €1,000 a month to invest in individual shares.

Completely different ideas for the constellation are also welcome. I like to be inspired and think about it.

PS: before I forget, a huge thank you to this great community, which has made my start in investing much easier. The daily posts and discussions are fun and expand my knowledge from day to day. A positive side effect is the reduced consumption of other social media 🤣

Enough said, I look forward to your feedback. Have a nice rest of Sunday everyone!

John

Hello, here is my current portfolio. With a current return of -3.77%. How would you rate it?

My savings plan:

70% $VWRL (+0.53%) Core

15% $WGLD (+0.52%) - I am convinced of gold

15% $MEUD (+0.25%) - Patriotic, deliberately overweight Europe

+ occasional BTC purchases.

$MSTR (+0.85%) and $CSNDX (+0.25%) are sold as soon as they are green and regrouped. Realizing losses probably makes no sense here?

$CSPX (+0.68%)
$IWDA (+0.59%)
$EIMI (+0.45%)
$CSNDX (+0.25%)
$ACWI (+0.5%)
$VUSA (+0.68%)
$VWRL (+0.53%)

In the case of geopolitical escalations, the average daily loss is 1.2%, the average total loss is 5% and the recovery time is around 47 days.

Just keep calm, stay true to your strategy and don't panic sell ✌️

The historical reaction of the S& P 500 ($CSPX (+0.68%)
$VUSA (+0.68%) ) to important geopolitical events:

Geopolitical shocks usually only have a short-term impact on the performance of the stock markets.

Hello my dears,

the Tenbagger ETF beat the S&P and DAX in May.

Likewise $CSNDX (+0.25%)
$VWRL (+0.53%)

This shows that it is also possible to beat the market with many individual stocks.

Dividend amounted to €242.98