Airbnb $ABNB (-4.7%)

Amazon $AMZN (-4.95%)

Axon $AXON (-4.08%)

Cadence $CDNS (-3.26%)

Constellation Software $CSU (-2.07%)

Costco $COST (-1.92%)

Crowdstrike $CRWD (-3.55%)

Fair Isaac $FICO (-2.9%)

Ferrari $RACE (+0.94%)

Hermes $RMS (-1.9%)

Hims & Hers $HIMS (-9.32%)

Intuit $INTU (-3.84%)

Intuitive Surgical $ISRG (-4.87%)

Mastercard $MA (-3.43%)

Microsoft $MSFT (-3.93%)

Moody's $MCO (-0%)

MSCI $MSCI (-2.02%)

Palantir $PLTR (-5.48%)

Robinhood $HOOD (-6.43%)

Roblox $RBLX

Shopify $SHOP (-5.82%)

Tesla $TSLA (-5.06%)

The Trade Desk $TTD (-3.73%)

Transdigm $TDG (-1.15%)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?

Bill McDermott - ServiceNow $NOW

Glenn Fogel - Booking Holdings $BKNG (-3.23%)

Tobias Lütke - Shopify $SHOP (-5.82%)

Daniel Ek - Spotify $SPOT (-4.27%)

George Kurtz - Crowdstrike $CRWD (-3.55%)

Brian Chesky - Airbnb $ABNB (-4.7%)

Mark Miller / Mark Leonard - Constellation Software $CSU (-2.07%)

Calvin McDonald - Lululemon $LULU

Patrick Smith - Axon Enterprise $AXON (-4.08%)

Peter Beck - Rocket Lab $RKLB (-7.85%)

Have I forgotten someone?

From Monday, we can once again expect volatile stock markets due to the introduction of US tariffs for goods from Canada, Mexico and China.

Which companies are at the top of your on your buy list for a long-term investment if share prices fall in the near future?

For me it is these individual shares: ASML $ASML (-2.28%) , Palantir $PLTR (-5.48%) , Spotify $SPOT (-4.27%) , Airbnb $ABNB (-4.7%) , Constellation Software $CSU (-2.07%) and Axon Enterprise $AXON (-4.08%) .

And these ETFs: LS FAANG+ ETP $FAN1 , Nasdaq 100 $CSNDX (-3.45%) and S&P 500 $CSPX (-2.7%) .

Constellation Software $CSU (-2.07%) is one of the top companies on my watch list with one of the best sales charts I have ever seen. Do you have the company on your radar?

Even Salesforce $CRM (-3.89%) , Shopify $SHOP (-5.82%) or Crowdstrike $CRWD (-3.55%) are sweating...

Hello everyone, with Donald Trump and Elon Musk in office, I'm expecting volatile times ahead. I have therefore carried out a check on my portfolio to determine how solid my foundation (core) still is.

The following criteria were used for the check

Quality check

The quality check examines shares for the quality of the business model and the stability of the balance sheet

Enduring qualities

The long-term indicator checks whether share prices are constantly rising.

Outperformer check

Every investor is confronted with the question of whether to invest money passively in ETFs or in individual shares. A share should rise by more than 10% per year for an investment to be worthwhile.

KUV monster

When companies are hyped and everyone knows about the quality of a company, the return potential is usually low. The top 5% of the most highly valued shares according to the KUV criterion are problematic.

The following companies from my portfolio stood out in this regard

buy and leave.

Alphabet $GOOG (-5.69%) Modine Manuf. $MOD (-1.62%) Chipotle $CMG (-2.71%)

Microsoft $MSFT (-3.93%) Copart $CPRT (-1.61%) Vertex $VRTX (-3.58%)

Constellation Software $CSU (-2.07%) Man and machine $MUM (-0.89%)

Corcept Therap. $CORT (-4.31%) Tetra Tech $TTI (-3.45%) TransDigm Group $TDG (-1.15%)

IES Holding $IES ASML $ASML (-2.28%)

Today, some Canadian stocks on my list have become a little cheaper.

Do you also have Canadian stocks on your radar?

$ATD (-1.48%)

$CSU (-2.07%)

$DOL (+0.65%)

$DEFI (-9.6%)

$TD (-1.91%)

$PNG (-3.16%)

Part 5 of 5
/ Review of the year 2024: In the first 4 parts

of my investment story, I looked at the years 2013 to 2023.

A mixture of highs and lows. While there was a lot of learning at the beginning, the last few years are finally bearing fruit!

Monthly view:

2024 was another very positive year, although December again resulted in a slight loss in the portfolio.

In total, December was -0,8%. This corresponds to price losses of -3.200€.

The MSCI World (benchmark) was -0.9% and the S&P500 -2.5%.

In the following, however, I would like to look primarily at the whole of 2024 and not

just December.

Year as a whole:

Winners & losers:

The winner par excellence is hardly surprising NVIDIA $NVDA (-2.82%) with

almost €20,000 in share price gains! And this despite the fact that I took my entire stake of ~€4,000 off the table in March.

In 2nd place follows Bitcoin
$BTC (-2.67%) with approx. 6,000€ price gains. 3rd-5th place

are shared by TSMC $TSM (+3.4%)
Alphabet $GOOG (-5.69%) and Meta
$META (-5.26%) with gains of ~€5,000 each.

On the loser side it looks very relaxed all in all.

Sartorius $SRT (+0.23%)
Nike $NKE (-4.96%)

and Bechtle $BC8 (-3.04%) have each caused share price losses of ~€1,000. They are followed by LVMH $MC (-0.51%) with share price losses of €500 and Amgen $AMGN (-0.51%) with €200.

All in all, share price losses that are not really worth mentioning.

The performance-neutral movements in 2024 were just under €20,000. This is a significant decline compared to the almost €30,000 from previous years. This was due to some private issues and the upcoming house construction.

My performance for the year as a whole was +28,8% and therefore outperformed my benchmark, the MSCI World, by 25.8%.

In total, my portfolio currently stands at ~347.000€. This

corresponds to an absolute growth of ~95,000€ in the current

year 2023. ~71.000€ of which comes from price gains, ~3.800€ from

dividends / interest and ~20.000€ from additional investments.

Dividend:

• The dividends in December were 17% above the previous year at ~€370
• Amgen is in the lead with over 50€ (gross) dividend every 3 months
• For the year as a whole, my dividends amounted to ~2.900€ and thus almost 25% over 2023

Buys & sells:

- I bought in December for a significantly reduced ~500€

- As always, my savings plans were executed:

- Blue chips: Lockheed Martin $LMT (-1.74%) Republic Services $RSG (-1.77%) Thermo Fisher $TMO (-3.05%) ASML $ASML (-2.28%) Northrop Grumman $NOC (-1.68%) Itochu $8001 (-2.72%) Constellation Software $CSU (-2.07%) Hermes $RMS Salesforce $CRM (-3.89%) MasterCard $MA (-3.43%) Deere $DE (-3.26%)

- Growth: -

- ETFs: MSCI World $XDWD (-2.42%) and the WisdomTree Global Quality Dividend Growth $GGRP (-1.45%)

- Crypto: Bitcoin $BTC (-2.67%) and Ethereum $ETH (-3.07%)

- There were no further sales in December

Target 2024 & outlook 2025:

My goal for 2024 was to reach €300,000 in the portfolio. Due to the

extremely positive market performance in the current year, my portfolio stands at ~€ 350,000 at the end of the year. I was therefore able to significantly exceed my target.

What will happen in 2025? The logical target, of course, would be 400.000€ to be achieved. However, due to the upcoming house construction, part of the assets will be invested in the house construction. If I include the property in my statement of assets, the target of €400,000 would of course not change.

However, as I am more likely to be tracking my liquid assets here, I will probably

probably refrain from doing so.

Therefore, my year-end target for 2025 will probably be closer to the final balance for 2024. So around €350,000 at the end of 2025.

How are things looking for you? Have you already thought about your plans for 2025?

Finally, I wanted to say thank you again for all the positive reactions to my investment story!

https://linktr.ee/mister.ultra

#dividends
#dividende
#rückblick
#depotupdate
#aktie
#stocks
#etfs
#crypto
#personalstrategy

Constellation Software has published its results for the second quarter of 2024 and confirmed high revenue growth. $CSU (-2.07%)

Constellation Software Inc (TSX:CSU, ISIN: CA21037X1006) generated revenue of $2.541 billion in the second quarter of fiscal 2024, or 20 percent year-over-year growth.

The core segment of the software group headquartered in Toronto, Canada, was Maintenance, which generated revenue of USD 1.893 billion in the reporting period (previous year: USD 1.521 billion).

Meanwhile, Constellation Software's Professional Services unit generated USD 487 million in the same period (previous year: USD 450 million).

The Canadians' net income in the reporting period amounted to USD 187 million (previous year: USD 219 million) or USD 7.74 per (diluted) share (previous year: USD 10.70).

The software company's cash flow from operating activities amounted to USD 517 million, an increase of one percent compared to the same period in the previous year.

https://www.it-times.de/news/constellation-software-starkes-wachstum-aber-margen-unter-druck-164522/

I would be interested in your current watchlist and where you would like to enter in the current market conditions - especially now that the US elections are coming up and uncertainty is increasing.

My watchlist:

• Constellation Software (2600€) $CSU (-2.07%)
• 
  Munich Re (455€) $MUV2 (-0.66%)

Constellation Software Inc. and Topicus.com Inc. announce results for Topicus.com Inc. for the third quarter ended September 30, 2024. $CSU (-2.07%)

Constellation Software Inc. owns most of the shares of Topicus.com (TOITF).

Headlines Q3 2024:

Revenue increased 12% (4% organic growth) to €312.2 million compared to €278.8 million in Q3 2023.

Net profit increased by 34% from € 28.3 million (€ 0.22 diluted per share) to € 38.0 million (€ 0.28 diluted per share)

The acquisitions were completed for a total amount of € 18.2 million (including the cash acquired). The deferred payments associated with these acquisitions have an estimated value of € 8.5 million, resulting in a total amount of € 26.7 million.

Cash flow from operating activities ("CFO") increased by EUR 6.2 million to EUR 31.7 million compared to EUR 25.5 million in the third quarter of 2023.

Free cash flow available to shareholders 1 ("FCFA2S") increased by EUR 3.9 million to EUR 10.4 million compared to EUR 6.5 million in the third quarter of 2023.

https://www.globenewswire.com/news-release/2024/10/31/2973088/0/en/Constellation-Software-Inc-and-Topicus-com-Inc-Announce-Results-for-Topicus-com-Inc-for-the-Third-Quarter-Ended-September-30-2024.html