Hello Community,
July is history and here is my usual transparent monthly review directly from the portfolio, which has now reached a value of €34,485. It was a month that perfectly demonstrated the importance of a clear strategy and a steady hand.
📈 1. the performance: solid in a turbulent environment
I am satisfied with a monthly performance of +1.54%. As the chart shows, I was able to outperform the DAX (+0.57%), but was slightly behind the S&P 500 (+2.20%) and the strong NASDAQ100 (+6,35%). The result reflects my portfolio: a high tech component, which benefited from the strength of the US indices, but also positions in Europe and China, which held back in some cases.
2. my purchases: anti-cyclical & quality focus
💸 I made three targeted purchases in July:
- Keyence (501 €) & Novo-Nordisk (526 €): Here I built up my positions in two absolute quality champions at the beginning/middle of the month.
- Ferrari (101 €): Following the exaggerated share price fall of over 11% after the quarterly figures, I took the opportunity to buy a small, disciplined tranche. For me as a long-term investor, such irrational market movements are clear buying opportunities in excellent companies.
3. my savings plans & dividends
🏦 The basis of my asset accumulation continued as usual:
- Alibaba (404 €): I continue to use the savings plan to consistently expand my anti-cyclical bet on the Chinese e-commerce giant.
- BYD (19 €): Here, the dividend received was reinvested directly back into new shares. This is how the compound interest effect works optimally.
4. tops & flops: a reflection of the market
🟢 Top movers:
The list was topped by my speculative stocks American Lithium (+25.00%) and Iris Energy (+12.32%) and the Uranium & Nuclear Technology ETF (+11,36%). This shows that risk appetite in niches is increasing again in an uncertain market environment. My tech stocks such as Cloudflare and Datadog also performed strongly.
🔴 Flop mover:
Here were the losers of the month Novo-Nordisk (-29.94%) and Ferrari (-6,56%). These defensive stocks underwent a strong correction in July, which I, as with Ferrari as shown in the case of Ferrari.
🧠 Conclusion:
July was a month of contrasts. While the overall market performed solidly, there were strong rotations beneath the surface. My strategy of focusing on a mix of a solid ETF core, quality stocks and targeted speculative bets proved successful.
How did your July go? Did you also use the correction in some stocks to buy more? I look forward to hearing from you!
$NOVO B (+1.03%)
$1211 (+0.4%)
$RACE (+0.27%)
$IREN (+6.77%)
$NET (+4.39%)
$BABA (+0.69%)
$DDOG (+2.4%)
$NUKL (+2.34%)
$TOM (+1.39%)
$NU (-0.19%)
$MELI (+1.45%)
