Getquin rewinds - All that glitters is not gold ☄️

Now that the majority of the rewinds shared are performing really well and most of them are in the top 10% of the community, it's time to show the other side of the coin.

Even though my performance is supposedly better than 95% of the community, I would like to show the shit list of my portfolio here 😂

Please make some noise for:

Sea $SE Match $MTCH and Block $SQ all of which have losses of ~50-70%.

But even a Pfizer $PFE at the moment I would prefer to assign Waste Management $WM from @Simpson for recycling 😂

The purchase of Hershey $HSY has not paid off so far - but I'm convinced in the long term and simply started the savings plan at the wrong time in the middle of the year. Sartorius $SRT3 continues to suffer from the normalization after Corona and China in general is simply not doing well, which is reflected in my China ETF $MCHS shows.

With Teladoc $TDOC and BASF $BAS I have already sold two more pipe-drawers this year.

#rewind

#depot

#stock

#personalstrategy

#etfs

Good evening everyone,

I have a general question. Which #depot do you use for your children? If you have #kinder have. I am concerned that they are really custodial accounts that can be in the children's names.

Currently we are with "eBase". But would like to change.

Can you recommend one?

thank you guys. 🙏

Servus together 🙋🏼‍♂️🙋🏼‍♀️

Here you can see all my dividends received in October.

October is sometimes one of my weaker months. Nevertheless, I am getting closer and closer to my goal of receiving €200 net in dividends every month.

How did October look like for you guys? 🤑

#börse
#aktien
#geld
#finanziellefreiheit
#finanzen
#investieren
#passiveseinkommen
#aktie
#etf
#dividendenaktien
#vermögen
#dividende
#depot
#geldanlage
#immobilien
#stocks
#erfolgreichwerden
#dividenden
#dividendenstrategie
#aktienboy97

Hello all,

I brought you 32 industries/sectors here with my respective favorite stocks.

In my portfolio, a good diversification is very important to me, so I always think about which good companies I can get into my portfolio.

What do you think about this selection? 👍🏼↔️👎🏼

#börse
#aktien
#geld
#finanziellefreiheit
#finanzen
#investieren
#passiveseinkommen
#aktie
#etf
#dividendenaktien
#vermögen
#dividende
#depot
#geldanlage
#immobilien
#stocks
#erfolgreichwerden
#dividenden
#dividendenstrategie
#aktienboy97

Hello everyone,

Consumer goods stocks, especially the consumer staples have done it to me. I have brought here a colorful mix with areas where I am thinking about a follow-up (purchase).

Are any of these companies on your watch list?

#börse
#aktien
#geld
#finanziellefreiheit
#finanzen
#investieren
#passiveseinkommen
#aktie
#etf
#dividendenaktien
#vermögen
#dividende
#depot
#geldanlage
#immobilien
#stocks
#erfolgreichwerden
#dividenden
#dividendenstrategie
#aktienboy97

Please Destroy My Portfolio⚰️

Good day stock exchange,

in today's post I link you to my portfolio, feel free to take it apart I am very much looking forward to constructive discussions!

• Briefly My strategy: Core-Satellite strategy.
• Base (world portfolio)
• Rest growth + a few dividend stocks (allowance)
• Growth stocks are sold long term
• 50% then in ETFS / 50% in growth stocks

#aktie
#aktien
#finanzen
#geld
#dividende
#depot
#portfolio
#dividenden

Fragerunde✌️

Good day to you, stockbrokers,

today I have a question for you, how did you get into the stock market and what was your intention.

#aktie
#aktien
#etfs
#geld
#depot
#investieren
#finanzen

Single purchase vs. tranche vs. savings plan

How often I was asked in the last months which savings plans I run. My answer: none at all!

Am I the only one or are there still shareholders among you who really do not buy savings plans?

This is how I proceed: I have chosen a desired size for a position (x€), if a company on my watchlist is now worth buying for me, I buy so many shares that my position is about 50% of the desired size. After that, I buy in tranches, if possible, especially in periods of weakness.

I am also not an enemy of savings plans, for many certainly very useful, but I would like to determine when and at what price I buy shares...

How do you build up your positions? Do you have a desired size for your positions?

#börse
#aktien
#geld
#finanziellefreiheit
#finanzen
#investieren
#passiveseinkommen
#aktie
#etf
#dividendenaktien
#vermögen
#dividende
#depot
#geldanlage
#immobilien
#stocks
#erfolgreichwerden
#dividenden
#dividendenstrategie
#aktienboy97

Hello everyone 🙋🏼‍♂️🙋🏼‍♀️

In recent weeks, the term "pricing power" has come up again more frequently.

To the definition: "One speaks of a price-setting power, when a single economic unit has the power to determine independently the supply prices within an appropriate framework.."

Especially in times of high inflation, companies that have strong customer loyalty with strong products or services have an advantage. They can raise prices more easily and thus profit.

On the 2nd page I have shown 3 examples with PepsiCo, Apple and LVMH.

What other companies do you know with strong pricing power? 🤑

#börse
#aktien
#geld
#finanziellefreiheit
#finanzen
#investieren
#passiveseinkommen
#aktie
#etf
#dividendenaktien
#vermögen
#dividende
#depot
#geldanlage
#immobilien
#stocks
#erfolgreichwerden
#dividenden
#dividendenstrategie
#aktienboy97

Year in review & outlook 2022: Was it good? Was it bad? Or somehow a little bit of everything?

The year 2022 is my 9th year in the stock market and it was definitely not an easy year. Between inflation, war, tech crash and energy shortages, I had to maneuver my portfolio.

And yes, in the process, I met my goal (200k by the end of the year) this year not reached.

Depending on how the remaining days go, I will be missing something between 10 & 20k.

So we start with the bad news:

• Target 200k not reached
• Annual performance is at approx. -15%
• My performance was always rather above the market in the last years, this year I could not not keep up with the market
• Among other things, this was of course due to a high proportion of tech (both big and small tech).
• In addition, in 2021, I was caught by Crypto spoiled (especially by the Crypto.com Coin), here unfortunately many book profits have dissolved again
• The bottom line is that for 2022 after many years once again a stock market year with losses at the end

-> My worst investments in 2022 were:

• Match
  $MTCH Tinder, unfortunately, burned up more like a hot coal this year -> -62%
• Meta Platforms $META Probably doesn't need much to say about it -> -59%
• Ethereum $ETH Overall, I'm still at a doubling though -> -54%
• Shopify $SHOP -> -54%
• Atlassian
  $TEAM -> -49%

It feels like the bad news outweighs the bad news after a year like 2022.

However, if you take a closer look, you can easily refute that. Therefore, here is my (significantly longer list) of good news:

• First, the most important: Corona is over! Yes, Lauterbach sees it differently for sure, but for me in my life it doesn't matter anymore. Whether vacation, going out to eat or to the movies. I feel free again.
• This year I bought a condominium as an investment. I was still able to secure the financing at a super favorable interest rate of just over 1%. Here I expect another boost for my personal finances
• At work I have an important promotion received
• In total I could invest this year invest over 30,000 euros this year
• My dividends could almost break the 2,000 euros this yearthat is a jump of almost +60% compared to 2021
• In addition, there were also many other, private highlight this year

-> My best invests in 2022 were:

• Lockheed Martin
  $LMT For sure due to sad circumstances, nevertheless this year my best invest -> +49%
• Amgen $AMGN Health was the driver in my portfolio this year -> +29%
• Encavis $ECV Profits as a renewable energy producer massively from the current upheavals -> +18%
• Pepsi $PEP Safety was trump this year, that's why even a boring like Pepsi can be found here -> +17%
• Johnson & Johnson $JNJ And another boring one from the health care sector -> +13%

Outlook 2023:

So what's next for the new year?

• As soon as the condominium is ready for occupancy, I hope for reliable rental income and thereby a 3rd source of income besides my salary and dividends.
• The 200.000 Euro in the first quarter of 2023.
• By the end of 2023, the quarter of a million is the (ambitious) target. For this purpose, I consider my total (net) assets including the condominium minus debts.
• To reach the goal, a positive stock market development is important in any case. For this I assume an positive stock market year and an average return of 6-7%. on the stock market.
• My pure capital assets I would like to increase in the next year to approx. 220,000 Euro (cash, securities, crypto, BAV,...)

I will not change too much in my portfolio in the coming year. With $META and Atlassian $TEAM 2 tech stocks will leave my savings plans, but will continue to be held in the portfolio.

Probably the positions of Deere $DE and Eli Lilly $LLY will be taken over.

BASF $BAS and Teladoc $TDOC are still on the sell list. However, these are small positions, so I'm waiting for better prices here (especially with BASF, Teladoc is only a few hundred euros, I'll just leave that).

Gladly year-end feedback on my portfolio. What would you change in my portfolio in 2023? And what do you change in your portfolio?

And the most important thing at the end: Sooner or later the portfolio will run again. I'm already looking forward to the next year with a +25%, whenever that will be then ;)

#jahresrückblick
#depot
#inflation
#immobilien
#aktien
#feedback