3.5 percent interest on the call money account at $BARC (-0.26%) 🫡
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29$BARC (-0.26%) sees rally after US elections 🙋♂️✌️
How do you think the markets will react after the election?
Barclays $BARC (-0.26%) today with a small setback 🙋♂️
Good purchase price in view of the latest figures 🚀🫡
Dear getquin-Community,
after several months of listening in / reading on the sidelines on getquin, I would like to throw my portfolio on the plate for you to give me some feedback / roastings / advice. Everything is welcome ;-)
I do not want to drop the portfolio without sharing some (personal) thoughts from my side, please find below:
- Asset Allocation:
- Bit unsure about short-term effects (e.g. US election) therefore rather high #cash ratio
- Would like to have higher #etf-ratio compared to individual stocks, but I cannot "control" myself as I would like to. Listening to quite a few financial podcasts and my watchlist has expanded since then quite a lot
- Not a big fan of anything else than #stocks and #bonds. My basic principle is that the money has to "work" / create inherent returns. Therefore no #gold, no #bitcoin in my portfolio
- Investment "Style":
- Difficult to explain myself
- Naturally, I feel drawn to #contrarian approaches since I regard stock market to be far from "efficient", much more influenced by behavioral biases pushing stocks too high when everything seems to be going great and pushing stocks too low when #momentum is against them
- I am convinced that these exaggerations can be "exploited" if you have a strong gut and can stand 30-50% draw-backs
- Mindset / Character:
- Had some heavy draw-backs on my positions in the past which I regularly used to increase my positions in these stocks. Examples from the current portfolio include $VNA (+2.7%), $BATS (+0.49%), $BARC (-0.26%), $PYPL (+3%)
- I would describe myself as having a tendency towards over-confidence and I am bit afraid of not being able to let go of losers in my portfolio (examples from my current portfolio could be $VOW (-2.5%), $VALE3 (-5.28%), $ADM (+0.25%), $INTC (+0.53%))
- My general approach would be to "double down" to "prove the others in the market wrong". Which is childish I assume, because why should I have any edge compared to the overall market. My only (potential) edge - e.g. compared to institutional funds - would be that I have rather little difficulties sleeping well if positions are substantially down. So I assume I can stand long periods of draw-backs. But this also makes me prone for sticking with particular investments until eternity/insolvency ;-)
I am were much looking forward to your feedback / roastings on my portfolio.
Thank you very much in advance.
Have a great time investing!
Yours
Markus
Earnings summary this morning 👇🏼
$ULVR (+0.62%) | Unilever Q3 2024 Earnings
Rev €15.25B (est €15.398B)
DIV/SHR €O.4396
Underlying Volume 3.6% (est 3.1%)
Underlying Sales 4.5%, (est 4.25%)
Still Sees FY Underlying Sales To 5% (est 4.2%)
Still Sees FY Underlying Oper. Margin At Least 18%
2024 FY Outlook Unchanged
$BARC (-0.26%) | Barclays Q3 2024 Earnings
Pretax Profit £2.23B (est £1.96B)
Net Interest Income £3.31B (est £3.11B)
Investment Banking £594M (est £552.3M)
FICC Rev. £1.18B (est £1.13B)
Sees FY Cost To Income Ratio About
Sees FY UK Net Interest Income About £6.5B
$AAL (-5.82%) | Anglo American Q3 2024 Earnings
Diamond Prod 5.6M Carats (est 5.6M)
Copper Output 181,000 tons (est 181,334)
American Sees Fy Diamond Prod 23M to 26M Carats
De Beers To Continue To Assess Options To Lower Output
PGMS Demerger Is On Track To Complete By Mid 2025
$RMS (-3.64%) | Hermes International Q3 2024 Earnings
Rev €3.70B (est €3.68B)
Sales At Constant FX 11.3% (est 10.5%)
Leather Goods Sales At Constant FX 14% (est 12.8%)
CFO: Sees No Change In Global Trends Early Q4
CFO: China Higher Basket Spend Made Up For Lower Traffic
$005380 | Hyundai reports a 6.5% drop in profits in the third quarter despite an increase in sales, leading to a fall in the Seoul share price of almost 5%. Operating profit falls to 3.6 trillion won, while the operating margin drops to 8.3%.
$BN (-0.89%) | Danone increases its turnover in the third quarter by 4.2% to 6.9 billion euros, exceeding analysts' expectations. Demand is particularly high in North America and Asia.
$RNO (+0.26%) | Renault increases sales by 1.8% to 10.7 billion euros in the third quarter, but falls short of analysts' expectations. Exchange rate effects have a dampening effect on the result, without which a 5% increase in sales would have been possible.
$SY1 (+1.32%) | Symrise raises its forecast for organic growth in 2024 to around 7 % after strong sales growth in the first nine months. Sales rose by 6 % to 3.8 billion euros, driven by petcare and fragrance products.
$WAF (-1.43%) | Siltronic raises 2024 EBITDA margin guidance to 24-26% as acceptance of new Singapore factory is delayed. Third-quarter sales rise 2.3% to EUR 357m, exceeding expectations, while profit falls to EUR 19m.
$BEI (-0.46%) | Beiersdorf records organic sales growth of 6.5% to 7.5 billion euros, but falls short of analysts' expectations. Sales of the luxury brand La Prairie fall by over 7% in China, while the annual targets for 2024 are confirmed.
Profit increased by 18% in the 3rd quarter ⚠️
Forecasts were exceeded by far.
The credit card business improved significantly ⚠️
Barclays is one of my largest positions in the portfolio and is really fun👌
When you see news like this, you really know how much potential there is in this company 🚀✌️🙋♂️💪
What do you think of Barclays Bank $BARC (-0.26%) ?
I bought another 1k shares today at € 2.88 $BARC (-0.26%) shares today.
Thus my largest position in the portfolio 🚀🤷♂️
Did you buy anything today?
$BARC (-0.26%) Makes a very stable impression for me after the rise of the last few days/weeks 👌
I'm really looking forward to the next figures - could be a good one for long 🚀.
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