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274Starbucks
$SBUX (+2.49%) will introduce a "process" in January to ensure that company employees comply with the guidelines, three days per week in the office.
The memo clarifies that employees who do not comply with these requirements will be subject to dismissal must expect to be dismissed.
Aftermarket after quarterly figures
+21% Carvana $CVNA (+1.98%)
+11% Twilio $TWLO (+1%)
+9% Sprouts Farmers Market $SFM (+4.46%)
+7% Booking $BKNG (+1.31%)
+7% Paycom Software
+5% Allstate
+4% Transocean
+3% Clorox $CLX (+2.37%)
+2% KLA $KLAC (+1.4%)
+1% Starbucks $SBUX (+2.49%)
+1% Omega Healthcare
+0% Microsoft $MSFT (+0.15%)
-1% Amgen
-1% DoorDash $DASH (+1.74%)
-1% AFLAC
-1% Public Storage
-2% Equinix
-3% Meta $META (+0.4%)
-4% MicroStrategy $MSTR (+1.77%)
-4% Coinbase $COIN (+8.63%)
-6% MetLife
-6% MGM Resorts
-6% Riot Platforms $RIOT (+5.52%)
-7% eBay $EBAY (+0.56%)
-7% Ventas
-9% Robinhood Markets $HOOD (+5.61%)
-10% Roku
-11% Monolithic Power Systems
-13% Aurora Innovation
Hello everyone,
I would be very happy to receive feedback on my portfolio. In the beginning I made some typical rookie mistakes, but since 2023 my focus has been mainly on ETFs and high-dividend growth stocks. Recently I have increased my positions $SBUX (+2.49%) and partly also in $AAPL (+0.65%) as I no longer see much growth potential here and also need a little more liquidity for an upcoming wedding ;)
My aim is to build up a stable cash flow in the long term and to buy an apartment in the short term. In the last 12 months, I have been able to invest around €1,200-1,300 per month (a little more with bonuses) via my ETF savings plan. I plan to increase my ETF position to up to 70% by the end of next year. However, I usually buy individual shares without a savings plan.
Thank you in advance ☺️
Week in review 26.10.
New 52-week highs or all-time highs: Gold, Silver, Booz Allen Hamilton, Boyd Gaming, Carvana, Endeavour Silver, GE Vernova, Iron Mountain, L3Harris, Philip Morris, Reddit, SAP, Sea Ltd, Teledyne Netflix, Nvidia, Microstrategy, Palantir PayPal, SoFi, Wells Fargo, Welltower, Wyndham Hotels & Resorts
Palantir (+170%) points to 2024 Vistra (+231%) and Nvidia (+202%) the third-best performer in the S&P 500
Tesla +20% after good quarterly figures, best trading day in 11 years, cheaper new model coming in H1/2025, +9% since the beginning of the year
New Apple MacBooks with M4, Mac mini and iMac will be presented next Monday, Apple shares +26% since the beginning of the year
McDonald's E.coli - bacteria in burger meat, one dead and several injured, shares fall 8%, +1% since the beginning of the year
SAP with good quarterly figures, +61% since the beginning of the year
Deutsche Bank with good quarterly figures, +26% since the beginning of the year
Mercedes with poor quarterly figures due to weak business in China, -9% since the beginning of the year
Microsoft-shareholders want to vote on Bitcoin purchase for the balance sheet at the Annual General Meeting in December, Bitcoin +59% since the beginning of the year
Qualcomm and ARM are in a license dispute over the Nuvia takeover, ARM +112% since the beginning of the year, Qualcomm +23% since the beginning of the year
Lockheed Martin with good quarterly figures, +24% since the beginning of the year
L3Harris with good quarterly figures, +24% since the beginning of the year
RTX (Raytheon) with good quarterly figures, sales and profit forecasts raised, +48% since the beginning of the year
UPS with good quarterly figures, -9% since the beginning of the year
Texas Instruments with good quarterly figures, +25% since the beginning of the year
Coca Cola with good quarterly figures, +15% since the beginning of the year
IBM with strong profit growth but disappointed sales, +36% since the beginning of the year
Munich RE Profit warning due to major losses, +24% since the beginning of the year
Starbucks has suspended its forecast for the coming financial year as new CEO Brian Niccol seeks to restructure the company but increases dividend, +5% year-to-date
Kering with profit warning as Gucci weakens in China, -40% since the beginning of the year
Enphase Energy with poor figures, share falls -12%, -37% since the beginning of the year
Traffic light government decides exit tax on ETF assets from €500,000, savings and independent investing are penalized even more, prosperity and freedom are made more difficult and hindered
Loopholes in the rent control for furnished apartments remain
" If you want to read a review like this every week, leave a like & subscribe here.
$TSLA (+9.97%)
$NVDA (-0.03%)
$PLTR (+5.8%)
$VST (+5.85%)
$BTC (+0.53%)
$AAPL (+0.65%)
$MCD (+2.19%)
$SAP (-0.4%)
$DBK (-2.66%)
$MBG (-3.33%)
$QCOM (-0.3%)
$ARM (-1.08%)
$MSFT (+0.15%)
$MSTR (+1.77%)
$RTX (+3.63%)
$LMT (+3.53%)
$LHX (+3.12%)
$UPS (-0.58%)
$DBK (-2.66%)
$SAP (-0.4%)
$TXN (+2.43%)
$KO (+1.1%)
$IBM (+1.17%)
$MUV2 (-0.5%)
$SBUX (+2.49%)
$KER (-5.61%)
$E2NP34
#steuern
#steuernsindraub
#rückblick
#palantir
#bitcoin
#krypto
#crypto
#aktien
#meme
#memes
#pltrgang
I tidied up my portfolio a bit today. This has partly to do with the fact that I think the stock market is currently running a bit hot, but it's not the decisive factor; it's simply a time when it seems wise to sell some stocks that were no longer at the top of my want list anyway.
First of all, some of you may have noticed that I have switched most of the growth portfolio to ETFs. I've also tidied up a bit there, but it's not worth mentioning.
In the dividend portfolio, I shifted a little more back and forth; although initially I only shifted to the cash portfolio and not yet shifted :D Some of you may remember that I took over some of my grandparents' shares, some of which are also old tax holdings. This is also the case here. But there's no doubt that I also had to pay a lot of tax on the non-old stock. However, I also wanted to tidy up a bit, even though the dividend portfolio was actually intended for buy and hold (forever), so sometimes it turns out that you should perhaps sell after all.
$SBUX (+2.49%) I had started to build up a position at around 85. Then came the Starbucks "crash". This forced me to buy some more. However, the position has become far too large for my dividend portfolio, so I reduced it by a little more than 1/2.
$SAP (-0.4%)
@Karl_ <- Following on from Karl's post. I have a similar view and think that the valuation is no longer really justified. I am also unsure about the German market as a whole at the moment. But after all, SAP also does a lot of business in America. 100% out
$JPM (+0.97%) Perhaps a controversial decision. But I'm not entirely convinced by JPM's return on capital, even for a bank. It is certainly a good investment, but not for me at the moment. But that's more of a gut decision. 100% out
$DHL (+0.1%)
$7974 (-0.11%) were mini positions. Question: Continue to build up or get out? The latter was the answer. I don't see an absolute reason to buy at the moment. 100% liquidated
$JNJ (+0.03%) certainly also a controversial decision. However, I am not convinced by either the performance or the fundamentals. 100% out.
$AZN (+0.56%) Bought Corona for a good reason (vaccination). Now took profits. 100% out.
That's it for now. I now have a cash ratio of almost 50%, which is of course far too much. The cash will flow partly into ETFs in the former growth portfolio and partly into dividend stocks. The main focus will be on consumer staples, industrials and healthcare - if better opportunities arise there. I will gradually build up positions there and post my reasons accordingly.
Edit: I am always grateful for ideas in consumer staples/industrials/healthcare + dividend paying.
$SBUX (+2.49%) REPORTS PRELIMINARY Q4 & FY24 RESULTS, SUSPENDS FY25 GUIDANCE
Starbucks reported Q4 revenue down 3% to $9.1B, with global comparable sales falling 7% and U.S. store sales down 6%. China saw a 14% decline in sales, reflecting competition and soft consumer demand. Adjusted EPS hit $0.80, missing analyst expectations of $1.03.
For FY24, revenue rose 1% to $36.2B, though global store sales fell 2%. Starbucks cited weaker traffic and macro challenges as key hurdles, prompting a suspension of FY25 guidance during its ongoing strategic review.
The company raised its quarterly dividend by 7% to $0.61 per share, signaling long-term confidence.
CEO Brian Niccol in the PR emphasized the need for a “Back to Starbucks” plan, focusing on core strengths to reverse declining traffic and reset strategy. Full earnings release expected Oct. 30.
I am proud to have reached my goal of investing $10,000 annually. It is only mid-October. I am trying to invest in 60% dividend and 40% growth stocks. As the years go by, I want to collect the profits from growth stocks and give more to dividend stocks. I have learned a lot from you and this site. Thank you all.
I bought shares again with my dividends. I bought shares again with the shares I sold. I made $10,400 from $8,200. So I got a total return of 26.4%. This means a success above SP500 (23%).
Starbucks
$SBUX (+2.49%) is cutting promotions and discounts.
This is an early move by new CEO Brian Niccol to refocus the coffee chain after a tumultuous year - WSJ.
$SBUX (+2.49%) I never drink there anyway. Time for me to cash out.
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