3D·

Siemens opens first position

The plan is to build up this position over the coming months as a stable core holding in the portfolio, up to 10k.

12.06

Siemens

Bought x5 at €263.55

€1,317.75

7 Comments

capital_captain_2693@capital_captain_2693

Reasonable. Top companies

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Gomerdoc@Gomerdoc

@capital_captain_2693 Since 2023. The 30 years before that: So-so. A top company: Yes, but not really a top investment. A bit like the German auto industry…

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Pezi@Pezi

@Gomerdoc Well then, please explain to me what the German auto industry’s top investment is…

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Paulchen@Divident_e

@Pezi He said that the German auto industry is NOT a top company or industry

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capital_captain_2693@capital_captain_2693

@Divident_e For me, Siemens is and will always be the cornerstone of my portfolio.
It’s a top-tier company that is increasingly positioning itself well in today’s key growth areas. I disagree with the point that it’s not a top investment. The current valuation is, of course, ambitious and no longer cheap, and the current price is by no means one where you could say it’s undervalued, but if you’re investing for the long term—which I am—I still see plenty of potential.

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Pezi@Pezi

@Divident_e That's right. @Gomerdoc Sorry, I misread it.

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Gomerdoc@Gomerdoc

@capital_captain_2693 As a German citizen, I certainly hope Siemens succeeds.
But if you look at its stock performance over the past few decades, Siemens hasn’t exactly been a stable company with a long-term upward trend. Rather, it’s been quite cyclical.
As I said: the company is top-notch, the products are good, and they’re making money. It’s just that, for investors, that hasn’t really translated into stock price gains—at least not yet.

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