3D·

Investment Plan 2026

Hello ✌️😊

We've had a pretty solid start to the year on the stock market so far and I wanted to briefly present my strategy for 2026.

Unfortunately, I have to disappoint some of you and I can no longer make my typical scalable purchases several times a week 😂

Since I've been almost all in since my Advent calendar offensive
I will take it a little easier in 2026 and expect an investment budget of around €15,000, so 4-5 of my beloved €250 purchases per month should be possible😊👍

Due to the now quite high portfolio size, I can only increase my portfolio by approx. 3% through new investments. The price gains in 2026 in comparison are currently €19,000, so the snowball is slowly taking over and new investments will always play a smaller role in the return games.

In contrast to 2025, when I did make some changes, I am largely satisfied with my positions and will continue to expand one or two positions bit by bit at my leisure. With a 42% IT share in the portfolio and a fairly strong run so far, there are hardly any plans to buy into the sector. Alphabet and Microsoft are the only two companies where I might add one or two shares.

Otherwise I will add to
$BRK.B (+0.16%)
$LIN (+0.16%)
$WM (+1.26%)
$RSG (+0.11%)
$AWK (+0.07%)
$UNP (-0.15%)
$APO (-0.16%)
$BRO (+0.38%)
add to the portfolio.

In the long term, I want to invest a maximum of €10,000 in each position, with the exception of Alphabet and Microsoft.

With around €350,000 invested so far, there's still a lot to do with 70 positions over the next few years.✌️😊

12 Comments

Patschke6686@Patschke6686

Thanks for the info on your plan 😃😉

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Faecherstadt_76@Faecherstadt_76

Continued maximum success ☺️

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Leah C.@Leah99

Nice that you're still here... with the deleted old posts, I thought you had left us 🥲 Ah and PS: the 250€ purchases are probably with me . I want to expand further and find this way of getting started very clever ;)

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grudo@grudo

@Simpson What criteria do you use to select stocks for your portfolio?

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Homer@Simpson

@grudo A mix where business model has potential for growth in the future with boring stocks with stable business. Most positions are billion dollar players. An additional advantage if there are share buybacks and the company regularly makes takeovers, but this is no guarantee, see $FI😂

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Johannes@Johannes12345

Sounds like a good plan. Keep us up to date (I don't really need to tell you🤣) and continue to maximize your returns 🚀

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Christoph@ChrisBizz

Very exciting development and nice picture 😀

When are you planning to add to $BRK.B? I last bought at the EMA 200/day in December.

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Homer@Simpson

@ChrisBizz Thank you 😊
Berkshire is in no hurry for now, position size is already in the lead. Under 400€ but certainly with additional purchase

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Alex@nitroxx

@ChrisBizz has tended to move sideways in recent months since the boss left. Will it really pick up again?

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Christoph@ChrisBizz

@nitroxx Yes, the sideways movement is striking. I suspect that investors are waiting to see how things develop and this depends heavily on what strategy Abel adopts. Not an easy task, the cash position is immense and should deliver a return.

I think Buffet and Munger found it easier to justify such a cash position, they were "unassailable", so to speak.

Abel would perhaps benefit from a significant correction this year, which would allow him to buy shares in quality companies in line with the old philosophy and reduce his cash holdings at the same time.

Personally, I find the cash holdings reassuring, just in case, and I would prefer that everything at $BRK.B remains as solid as before. There are other securities for high yields and/or dividends.

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Alex@nitroxx

23H

@ChrisBizz It's not about high returns, but there should be some movement, for me 2025 was a negative year at $BRK.B 🙈

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Christoph@ChrisBizz

23H

@nitroxx Okay, I understand. I think it's picking up speed again - but maybe we still need this transition phase first.

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