$PGHN (-1.01%)

What a wild year so far, one record after another, so it's time for an update and a rough overview of the portfolio.

First of all, some rough facts:

- just under a year ago I was able to report a portfolio balance of 600k euros, now it's already just under 700k ... that's crazy

- I currently have total gains of over 300k (current performance, dividends, sales)

- my total historical gross dividend will crack the 100k mark this year

The portfolio balance is of course only a snapshot and I am therefore particularly pleased about the dividend development. At the end of this year it will be well over 20k. So far, so good ... what do the details say?

Changes in the portfolio:

Ok, what has happened in the portfolio since the beginning of the year?

I have sorted out some low performers, including $MMM (-0.4%)
$COK (+3.56%)
$LAND (-1.6%)

My $INTC (-3.9%) I also sold my position completely in 3 steps, after the last purchases around 20$ this is currently too much euphoria and above all a crazy valuation. $ROP (+0.17%) I have reduced my position a little, which is only possible after a holding period of 4 years, simply to spread it a little more widely. I will also do that from time to time.

The money freed up by the sales has not yet been completely reinvested, but the majority of it has. With $EIX (-1.83%) and $BKW (+0.66%) I have built up a separate energy share and that $DTE (-0.79%) is now also in the portfolio - I'm in. My $XDJP (+0.56%) ETF is doing splendidly and my $XD5E (-0.3%)
$VFEM (-0.48%) and $VAPX (+0.73%) ETFs are doing well and will be expanded further. Otherwise, a lot has flowed into existing candidates (e.g. $ABBV (-0.43%) or $PG) (-1.84%)many US stocks have been increased and $BRK.B (-0.7%) bought a little more. The CHF portfolio was increased by $ZURN (+0.3%) , $SLHN (-0.58%) , $VZN (-0.31%) and the $PGHN (-1.01%) and $BCHN (+1.8%) I have increased my purchases.

Oh and yes, the chip shop $NOVO B (-0.26%) still seems to be alive :-)

My savings plans are continuing as usual, regardless of the current mood. The aim remains to build up a decent passive income with dividends in the long term.

I would say it's going well 🤓

Hello to the GQ community ✌️

My first post after being kicked about 4 weeks ago - who would have thought that solidarity towards one of the members (@Klein-Anleger ) would lead to a ban so quickly? But the goodwill of getquin was so BIG (and above all "on trial") that they graciously let me back into the holy grail of the GQ community 😉

So guys, learn from my mistakes: the goodwill here is not an Infinite Money glitch ! Save your solidarity, reduce your commitment to other members to zero and the most important thing 🚨: No surreptitious advertising for alternative financial platforms like "Cisdord" 😉😂.

Sorry, the side blow after 4 weeks of abstinence had to be 🤝

so joking aside...

⏳The first three months of 2026 have passed. Time for a brief interim summary of the current status of my reconstruction.

Before I started rebuilding the portfolio, I naturally thought about what strategy I wanted to pursue in the coming months and years - especially with regard to stock selection and weighting.

To be honest, my original plan was to keep a portfolio with a maximum of 20 shares. In the course of time, however, I realized that it will probably not stay at 20 stocks, but that the number is more likely to increase to around 30 positions (+/-).

♟️Mein Focus & my strategy:

In a nutshell: The clear focus is on growth 🚀. Dividends tend to play a subordinate role. Here I show you my shopping list and what my portfolio should look like in the future. The stocks I have already bought are marked with a green tick and without a tick, I'm still waiting ⏳

🤖TECH:

• AMAZON $AMZN (-1.23%) ✅
• MICROSOFT $MSFT (+4.66%) ✅
• CROWDSTRIKE $CRWD (+8.15%) ✅
• SYNOPSYS $SNPS (-1.45%) ✅
• INTUIT $INTU (+5.12%) ✅
• CONSTELLATION SOFTWARE $CSU (+2.3%) ✅
• SERVICENOW $NOW (+13.68%) ✅
• ALPHABET $GOOGL (-2.65%)
• NVIDIA $NVDA (-0.78%)
• ASML $ASML (-0.12%)
• MONOLITHIC POWER SYSTEMS $MPWR (-4.86%)
• ARISTA NETWORKS $ANET (+1.98%)
• KEYENCE $6861 (+3.92%) ✅
• TSMC $TSM (-1.1%)
• MARUWA $5344 (+1.01%)
• LASERTEC CORP $6920 (-2.7%)
• NETCOMPANY $NETC (+1.95%) ✅
• CELLEBRITE DI $CLBT (+10.6%) ✅

🏦💸FINANCE:

• SOFI TECHNOLGIES $SOFI (+6.75%) ✅
• S&P GLOBAL $SPGI (+1.5%) ✅
• VISA $V (+0.68%) ✅
• MUNICH RE $MUV2 (-1.29%) ✅
• GERMAN EXCHANGE $DB1 (-0.1%) ✅
• PARTNERS GROUP $PGHN (-1.01%) ✅
• BROOKFIELD CORP $BN (-1.15%) ✅
• HOULIHAN LOKEY $HLI (-2.88%) ✅
• BROADRIDGE $BR (+2.65%) ✅
• CBOE GLOBAL MARKETS $CBOE (-3.09%)

🏥🩻HEALTHCARE:

• NOVO NORDISK $NOVO B (-0.26%) ✅
• INTUITIVE SURGICAL $ISRG (+0.16%)
• STRYKER $SYK (-1.36%)
• BOSTON $BSX (-2.01%)
• CATALYST PHARM $CPRX (+0%)

🏭🏗️INDUSTRIE & REST:

• WASTE MANAGEMENT $WM (-1.44%) ✅
• GRAB HOLDINGS $GRAB (-0.98%) ✅
• CINTAS $CTAS (-1.14%) ✅
• MonotaRO $3064 ✅
• ITOCHU $8001 (+0.02%) ✅
• HERMES $RMS (-1.33%) ✅
• MERCADOLIBRE $MELI (-0.21%) ✅

------------------------

this is my extended watchlist:

IN TECH:

RAMBUS $RMBS (-1.77%) , QNITY ELECTRONICS $Q (-2.2%) ,

INNODATA $INOD (+6.79%) , NETFLIX $NFLX (-0.45%) ,

VERTIV $VRT (-0.4%) , PALANTIR $PLTR (+9.02%) , VAT GROUP $VACN (+1.42%) , BROADCOM $AVGO (+2.92%) , AMADEUS IT $AMS (+2.67%) , DISCO CORP $6146 (-3.57%) , A10 NETWORKS $ATEN (+3.71%) , RORZE $6323 , CAMTEK $CAMT (-1.34%)

FINANCE:

APOLLO GLOBAL $APO (-0.25%) / BLACKSTONE $BX (+0.56%) , ALLIANZ $ALV (-0.74%) , FIRSTCASH $FCFS (-1.58%) , BLACKROCK $BLK (-0.11%) SKYWARD SPECIALITY INSURANCE $SKWD , VERISK ANALYTICS $VRSK (+0.67%) PRIMERICA $PRI (+0.87%) , ERIE INDEMNITY $ERIE (-2.14%)

HEALTHCARE:

MERIT MEDICAL SYSTEMS $MMSI (-1.83%) , REGENERON PHARM $REGN (-0.82%) , UFP TECHNOLOGIES $UFPT (-3.53%) , COLLEGIUM PHARM $COLL (+0.7%) , LIGAND PHARM $LGND (-1.24%) , HOYA CORP $7741 (-1.69%) , SHIONOGI $4507 (-1.3%) , IRADIMED $IRMD (-1.89%)

REST:

MISUMI GROUP $9962 (+2%) , KANEMATSU $8020 (+0.43%) , APPLIED INDUSTRIAL TECH $AIT (-1.55%) , BADGER METER $BMI (-0.84%) , CEMENT ROADSTONE HOLDING $CRH (+1.82%) , KADANT $KAI (-0.72%) , INTERTEK GROUP $ITRK (-1.08%) , IDEX CORP $IEX (+0.28%) , ORLA MINING $OLA (+6.73%) , NEWMARKET CORP $NEU (-1.85%) , ROTORK $ROR (+0%) , POWER INTEGRATION $POWI (-3.78%) , LINDE $LIN (-1.66%) , GAZTRANSPORT & TECHNIGAZ $GTT (-1.07%)

This is not yet my final stock selection/watchlist. Of course, there can always be changes if, for example, the @Tenbagger2024 continues to present such undiscovered gems 🙏🏽🧐

------------------------

What should the sector/country weighting look like?

Let's start with the "desired"

🌍country weighting:

🇺🇸🇨🇦USA ~60%

🇪🇺EUROPA ~20%

🇯🇵JAPAN/ASIA ~15%

Rest ~5%

Sector weighting should be as follows:

💻TECHNOLOGY: ~30-35%

💸FINANCE: ~ 20-25%

HEALTHCARE: ~ 10-15%

🏭INDUSTRY: ~ 10-15%

REST: ~ 5-10%

So, what has happened since the beginning of the year?

Of course there were no sales 😬

There have been a few purchases where I have a finger in the pie.

JANUARY PURCHASES

$INTU (+5.12%)
$GRAB (-0.98%)
$NOW (+13.68%)
$MSFT (+4.66%)

FEBRUARY PURCHASES

$NOW (+13.68%)
$INTU (+5.12%)
$SPGI (+1.5%)
$SNPS (-1.45%)
$CSU (+2.3%)
$SOFI (+6.75%)
$CRWD (+8.15%)

MARCH PURCHASES

$MUV2 (-1.29%)
$3064
$8001 (+0.02%)
$6861 (+3.92%)
$DB1 (-0.1%)
$V (+0.68%)
$HLI (-2.88%)
$MSFT (+4.66%)
$CTAS (-1.14%)
$MELI (-0.21%)
$BN (-1.15%)
$PGHN (-1.01%)
$BR (+2.65%)

Due to the global political situation - especially because of this 🍊 in the White House, whose tweets cause more tsunamis 🌊than real natural disasters - and the current drawdown in the S&P 500 (which is very convenient for me right now and gives me a lot of pleasure 🤩), I am accordingly under water💦🫧 with some of my purchases so far.

but hey, we're investing for the long term, aren't we? So easy going, all relaxed 🥱 I will most likely not make any more purchases in the next few days or weeks, park my cash position elsewhere or put it in overnight money and wait and see which zone the market settles in or wait for it to stabilize.

What do you have on your watchlist?

Are you currently waiting or how are you dealing with the current situation?

@Get_Rich_or_Die_Tryin
@Tenbagger2024
@Max095 and of course all other members

Ok, that's enough now 😂

that's it from me for now ✌️

your stock master

Revenues increased by 20 percent year-on-year to CHF 2.6 billion in 2025, as Partners Group announced on Tuesday. Operating profit at EBITDA level rose to CHF 1.6 billion (+19 percent) and the bottom line was a net profit of CHF 1.3 billion (+12 percent).

Shareholders can now look forward to a 10 percent higher dividend of CHF 46 per share. In 2025, the company achieved a disproportionately high share of growth within the industry, Partners Group CEO David Layton was quoted as saying in the press release.

https://www.partnersgroup.com/en/shareholders/reports-and-presentations

https://www.cash.ch/news/top-news/partners-group-legt-2025-um-ein-funftel-zu-dividende-wird-erhoht-916740

I immediately increased my position further 🤑

$PGHN (-1.01%)

$PGHN (-1.01%)

https://www.finanzen.ch/nachrichten/aktien/partners-group-aktie-springt-an-verwaltetes-vermoegen-in-2025-gesteigert-1035712294

$PGHN (-1.01%)

First position opened. $PGHN (-1.01%)

In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.

I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):

Hercules Capital $HTGC (+0.45%) or Main Street Capital $MAIN (+0.25%)
Chevron $CVX (-0.24%)

Vinci SA $DG (+1.06%)
United Parcel Service $UPS (+0.07%)
3i Infrastructure $3IN (-0.93%)
Iron Mountain $IRM (+1.01%)
Micro Star International $MSS
Nextera Energy $NEE (-0.62%)
Partners Group $PGHN (-1.01%)
Itochu Shoji $8001 (+0.02%)
Canadian National Railway $CNR (-0.64%)
Svenska Cellulosa $SCA B (-1.23%)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (+0.49%)
Linde $LIN (-1.66%)
John Deere $DE (+0.05%)
Landstar Systems $LSTR (+1.72%)
Dover Corporation $DOV (-0.93%)
Alimentation Couche-Tard $ATD (+0.1%)
ASML $ASML (-0.12%)
Infineon Technologies $IFX (+1.6%)
Sherwin-Williams $SHW (-0.46%)
Tencent $700 (+0.3%)
Microsoft $MSFT (+4.66%)
S&P Global Inc. $SPGI (+1.5%) or Moody's Corp. $MCO (+0.52%)
Visa $V (+0.68%) or Mastercard $MA (+0.24%)
Ferrari $RACE (-1.5%)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET, $MA (+0.24%) , $VRTX (+0.01%) , $RMS (-1.33%) , $PGHN (-1.01%) , $COLO B (-2.1%) , $ACN (+5.36%) , $MNST (-0.58%)
$FICO (-2.96%) , $MCO (+0.52%) , $KNIN (+0.25%) , $S&P Global, $ISRG (+0.16%)
$III (+1.01%) , $BKNG (-1.1%)
$HLAG (+0.14%) , $QCOM (+2.75%) , $CFR (+1.31%) and $IFX (+1.6%) . Already blatant companies