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00:00:00 Market environment & FED

00:25:00 Novo Nordisk & Viking Therapeutics $NVO (+0.42%)
$VKTX (-1.74%)

00:45:00 BYD $1211 (-4.59%)

01:18:30 BHP Group $BHP (-0.68%)

01:39:30 Rio Tinto $RIO (-0.24%)
$RIO (+0.3%)

01:49:15 Palantir & Data Protection $PLTR (-0.78%)

Spotify

https://open.spotify.com/episode/0jDbLBebz6PuMalm2BAB79?si=q1TLdAP9RHiDVdse_LR9tQ

YouTube

https://www.youtube.com/watch?v=Kg9xD1t0NzE

Apple Podcast

https://podcasts.apple.com/us/podcast/108-byd-novo-nordisk-palantir-bhp-rio-tinto/id1695869891?i=1000723350120

A portfolio that supports long-term, solid growth and remains balanced. The focus is on global diversification, strong dividend payers, stable industry leaders and a targeted admixture of future-oriented stocks, including in the crypto sector.

✅ = already available

👀 = on the watchlist, interesting in terms of price soon

❌ = not yet interesting in terms of price at present

ETF selection

• FTSE All World ✅ = Global basis, broadly diversified. $VWRL (-0.55%)
• 
  MSCI World Tech ✅ = Focus on innovative technology stocks.
• Defense USD 👀 = Stability through defense and security.
• FTSE High Dividend 👀 = Dividend-oriented addition.

Single stock focus

Energy & commodities:

Shell ✅, Chevron 👀, Exxon 👀, Rio Tinto ❌ $SHEL (-0.14%)
$CVX (+0.71%)
$XOM (+0.64%)
$RIO (+0.3%)

Insurers & reinsurers:

Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.19%)
$SREN (+0.37%)
$SLHN (-1.74%)
$HNR1 (-0.4%)
$MUV2 (-0.13%)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0.17%)
$BRO (-0.05%)
$MMC (-0.2%)
$V (+0.58%)
$MA (+0.36%)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+4.29%)
$AAPL (-0.09%)
$GOOGL (+0.48%)
$PLTR (-0.78%)
$NVDA (-3.22%)

Health & consumption:

Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2.26%)
$NOVO B (+0.19%)
$ZTS (+2.02%)
$KO (+0.92%)
$WMT (+0.79%)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-3.51%)
$BMW (-0.49%)
$MBG (-0.46%)

Cryptos

• XRP ✅ $XRP (-5.34%)
• 
  RENDER ✅ $RENDER (-6.46%)
• 
  Bitcoin (BTC) ❌ $BTC (-3.62%)
• 
  Solana (SOL) 👀 $SOL (-5.43%)
• 
  Ethereum (ETH) ❌ $ETH (-3.22%)

For the weekend

Strategy remains: Patience, discipline and an eye for opportunities.

📈🌾

Hello everyone,

Since I and my portfolio have recently exceeded the €50,000 mark, I wanted to take this as an opportunity to present my portfolio and my strategy to you. I look forward to your opinion, assessment, criticism and potential for improvement.

About me: I am still 29 years old and work as a team leader in an industrial company in the building materials sector. In terms of education, I feel I've been through all the stages - from a qualifying secondary school certificate to A-levels and a bachelor's degree to a master's degree. The only thing missing is a doctorate 😌

About the overall strategy: My assets are divided between my share portfolio, a condominium and a call money account. I live in your apartment myself. I wouldn't consider renting or real estate as an investment because I think the risks of having to invest money again are too high. You can also suspend the savings plan in your portfolio from time to time. So the apartment is held for as long as it is occupied and then sold when I buy a house.

About the equity strategy: I'll try to summarize this briefly

• Allocation: core-satellite strategy. So core for me is any ETF, satellites are the individual stocks. Core should make up about 80 percent, the individual stocks 20 percent. The buy-in for the individual stocks is always 2000 euros.
• Selection: Dividend strategy - the dividends of the ETFs are reinvested in them, the dividends of the individual shares go into an ETF.
• Buy and hold
• Special feature: I received a loan from a close relative for my apartment, which is repayable on maturity after 8 years. Due to some lucky coincidences, I had the money back together one year after the purchase. So instead of letting it sit in an overnight deposit, I invested it at the beginning of 2024 - with very good timing.

Stock selection and savings plan:

• $VHYL (-0.11%) The big core - I think the ETF is good because it is broadly diversified and has a good, reliable distribution. I am not currently saving in the ETF. Only the remaining shares from the beginning of 2024 are transferred from the second custody account (I transfer cash to a separate account and make a custody account transfer from the second custody account to mine. The loan amount will then accumulate there).
• $VWRL (-0.55%) Will be my new second large core and therefore currently saved with 500 euros per month.
• The following individual securities are currently fully saved: $ALV (-0.19%)
  $BAS (-0.89%)
  $EOAN (-1.21%)
  $BATS (+1.09%)
• As soon as the core share is over 80 percent, further shares are transferred from the second portfolio. $SIE (+0.05%) shares are transferred from the second portfolio. The total buy-in is therefore also EUR 2000.
• The following stocks are still included in the second portfolio and are transferred bit by bit - whenever there is money and depending on the core share in my portfolio: $VHYL (-0.11%)
  $VWRL (-0.55%)
  $PEP (+0.88%)
  $SIE (+0.05%)
  $DHL (-0.17%)
  $VOW (-0.92%)

Further strategy:

At the moment I feel comfortable with the strategy and until all individual stocks etc. have been transferred to the main portfolio. It will take some time before all the individual stocks etc. are transferred to the main portfolio. In the long term, I am considering $TDIV (-0.49%) with a 10 percent share. I will then select individual stocks in the future, but e.g. $RIO (+0.3%) , $MUV2 (-0.13%) or $MAIN (+1.63%) I could well imagine.

Looking forward to your comments on this boring strategy 😌

I have currently received around €6000 from my building society savings and am still a little undecided about what to do with it.

The easiest, probably not the most profitable, option would be to simply invest the money through my savings plans over the next 4 months.

The second, the "boring" one, would be to invest it all in my MSCI World.

The third would be to invest in individual stocks. However, at the moment I can't find many that are interesting for me (some from the pharmaceutical sector $UNH (+2.26%) , $SAN (-1.24%) or $RIO (+0.3%) or $FANG (-0.57%) from the commodities/oil sector)

What would you advise or which positions are interesting for you at the moment?

🤝 Large joint venture

• Rio Tinto $RIO (-0.24%)
  $RIO (+0.3%)
  $RIO (-0.19%) & Hancock Prospecting invest USD 1.61 billion
• Joint project: Hope Downs 2
• Participation: 50/50 partnership

______________________________

🏗️ New pits - high capacity

• Project includes Hope Downs 2 & Bedded Hilltop
• Planned annual production: 31 million tons of iron ore
• Ore will be transported to Hope Downs 1 for further processing

______________________________

🚚 First delivery in sight

• Production start planned for 2027
• Long-term infrastructure project in the Pilbara region, Western Australia

______________________________

📊 Rio Tinto's billion-euro plans

• Over the next 3 years:
• ➤ USD 13 billion planned for new mines, plants & equipment

______________________________

🧭 Strong sign for the iron ore market - Australia remains a commodities heavyweight! 🪨🇦🇺

Source:

https://de.marketscreener.com/kurs/aktie/RIO-TINTO-GROUP-6492854/news/Rio-Tinto-und-Hancock-Prospecting-investieren-1-61-Milliarden-US-Dollar-in-Hope-Downs-2-Projekt-50314210/

After $RIO (-0.24%)
$RIO (+0.3%)
$RIO (-0.19%) has been falling for a few days, I have now more than doubled my shares. For me as a long-term investor, this is a decision I can live with very well. I was also able to adjust my buy-in downwards 😌

Rio is now the largest single share $1211 (-4.59%) the largest single share in my portfolio.

You can find information on today's price drop in my last post, and more detailed information can be found at @SAUgut77 :)

• Investor lawsuit successful: Rio Tinto $RIO (+0.3%) pays USD 138.75 million
• Allegation: deception and concealment of billion-dollar problems 🕶
• Project costs skyrocketed by almost USD 2 billion 🚀
• Up to 2.5 years late - still officially "all okay" in 2018 🤯
• CEO and top management under massive pressure 🔎
• Despite settlement: project remains risky but strategically important 🔋

You can find more detailed information on the whole thing in the article by @SAUgut77 : https://getqu.in/2Wol1G/

$RIO (-0.24%)
$RIO (-0.19%)

Source:

https://www.boerse-express.com/news/articles/rio-tinto-aktie-schleichender-rueckgang-801420

The Board of Directors of Oyu Tolgoi LLC has approved the commencement of development work under an alternative mine plan while discussions continue with Entrée Resources and the Government of Mongolia regarding the transfer of licenses to allow mining in the Entrée joint venture area.

Oyu Tolgoi continues to ramp up production from Panel 0 and Panel 2 in 2025 and 2026 as planned, with Rio Tinto's copper forecast $RIO (-0.24%)
$RIO (+0.3%) for 2025 of 780 to 850kt1 remains unchanged.

The world-class orebody offers options with multiple development pathways. Panel 1, which includes the Entrée joint venture area, was targeted for production from 2027 under the existing mine plan. Development work in the Entrée Joint Venture area is now on hold until the Government of Mongolia has processed the required transfer of licenses from Entrée to Oyu Tolgoi LLC. Limited development work will continue in Field 1 outside of the Entrée Joint Venture area, with resources being redeployed to advance development work in Field 2 South, which is outside of the Entrée Joint Venture area.

Oyu Tolgoi's production ramp-up remains on track to deliver an average of 500 ktpa of copper from 2028 to 2036, with the option to bring Panel 1 or Panel 2 South into production first, depending on the timing of the Entrée license transfer.

Rio Tinto Copper Chief Executive Katie Jackson said: "Oyu Tolgoi continues to ramp up as planned, with the cave performing ahead of expectations. Our understanding of the orebody is growing as production and development progresses, further increasing our confidence and flexibility. As lateral development work has just commenced in Field 1, this is the right time to bring forward development in Field 2 South to preserve our options.

"The transfer of Entrée's joint venture area licenses will maximize the value of Oyu Tolgoi for all parties and we continue to work with the Government of Mongolia and Entrée Resources towards this outcome."

Oyu Tolgoi LLC is the owner and operator of the Oyu Tolgoi mine and is jointly owned by Rio Tinto (66%) and the Government of Mongolia (34%).

Rio Tinto $RIO (-0.24%)
$RIO (+0.3%) has officially opened its newest iron ore mine, Western Range. The Premier of Western Australia, Roger Cook, and the Federal Minister for Resources, Madeleine King, joined the traditional owners of Yinhawangka and senior representatives from Rio Tinto and joint venture partner China Baowu Group (Baowu) to celebrate the milestone.

Western Range has a production capacity of up to 25 million tons of iron ore per year and could sustain the existing Paraburdoo mining hub for up to 20 years.

The 2 billion dollar project1, a joint venture between Rio Tinto (54%) and Baowu (46%), was completed on time and on budget. It included the construction of a primary crusher and an 18-kilometer conveyor belt system connected to the existing processing plant in Paraburdoo.

The new mine provides stability for Paraburdoo's more than 880 stationary and FIFO employees.

It also supports the continued viability of the town of Paraburdoo and strengthens the Western Australian and national economy through royalties and taxes.

Yinhawangka Aboriginal Corporation Chief Executive Robyn Hayden (nee Tommy) and Yinhawangka Traditional Owners attended the launch along with Premier Cook, Minister King, Baowu Group Chairman Hu Wangming, Baowu Resources Chairman Shi Bing, Rio Tinto Chief Executive Jakob Stausholm, Rio Tinto Iron Ore Chief Executive Simon Trott and other government and joint venture representatives.

The Puutu Kunti Kurrama and Pinikura (PKKP) Aboriginal Corporation and Rio Tinto $RIO (-0.24%)
$RIO (+0.3%) have signed a co-management agreement to support a lasting and trusting partnership.

The agreement provides the overarching framework for Rio Tinto's iron ore operations on PKKP land and sets out how the two companies will collaborate on proposals affecting the cultural and social environment throughout the lifecycle of the mine.

It will ensure that knowledge sharing and joint planning are at the heart of Rio Tinto's activities on PKKP Country so that the significant heritage is preserved and jointly managed.

Terry Drage, Traditional Owner of Pinikura and Chairman of PKKP Aboriginal Corporation, said: "This agreement gives PKKP Traditional Owners the certainty that our important places on the land will be protected from mining, while Rio Tinto gets the certainty of where it can develop much earlier in the mining cycle.

"Ultimately, this is good for us as traditional owners and good for business."

Simon Trott, Chief Executive of Rio Tinto Iron Ore, said: "The destruction of the Juukan Gorge rocks on May 24, 2020 has caused immeasurable pain to the PKKP and has profoundly changed our business.

"Our actions were wrong. We failed to uphold our corporate values and our systems and processes were inadequate. Put simply, it should never have happened and we will be forever sorry for that."

"By sharing knowledge and experience openly and sympathetically, PKKP has helped to develop a new approach to heritage protection and mining activities."