Just another quick update from the depths of my portfolio. To be honest, not much has happened. Unfortunately, September really messed up my performance 🤪 But it’s all good.

My focus has shifted a bit toward my CHF investments $NOVN (+1.51%) and $SREN (+0.03%) these are new additions from Q3. Savings plans are still ongoing with $SLHN (+0.57%) and $ZURN (+0.03%) plus a few additional purchases of individual stocks $NESN (-0.49%)
$ACLN (+1.17%)
$VZN (+1.31%)

As for U.S. stocks, from now on I’ll only be making selective purchases, such as with $CARR (+0.84%)
$MCD (+1.96%)
$VZ (-1.96%) ; savings plans have been paused. My euro investments haven’t changed much either, except for reinvested dividends from the ETFs.

Speaking of dividends—and watch out for this milestone! My portfolio has surpassed the €100k gross dividend mark 🥳 In a maximum of 5 years, the €200k mark should be reached at €20k gross per month—and the trend is upward.

The plan for Q4 is therefore to continue making targeted purchases (on the defensive side) and build up cash reserves.

The slight setback following the figures from $CARR (+0.84%) and the weakness in $ACLN (+1.17%) to make a small additional purchase. I also did the same with $NESN (-0.49%) and $MCD (+1.96%) I made small one-time purchases outside of my savings plans.

I’m already very excited about the $ABBV (+1.39%) and $NOVO B (-0.53%) results.

Other than that, the portfolio also hit a new all-time high 🤓

• At USD 1.263 billion, sales were up 23.5% on the previous year
• Operating EBITA rose to USD 321.0 million (+22.6%)
• Net profit rose to USD 243.7 million (+35.8%)
• A dividend of CHF 1.50 is proposed (+20%)
• A share buyback program of CHF 100 million is to be launched
• Net gearing ratio at 0.5 (2024: 0.7) !!!!
• Growth drivers were a strong shipping business, primary energy applications and demand for emergency power solutions for data centers

https://accelleron.com/content/dam/accelleronind/documents/investors/accelleron-annual-report-2025.pdf

$ACLN (+1.17%)

Continued market share gains in turbochargers and high demand for marine services and power generation

• Half-year sales reached USD 608.0 million, +20.1% at constant exchange rates compared to the previous year
• Currency-adjusted sales growth of 16-19% expected for the year as a whole
• Forecast for operating EBITA margin1 confirmed at 25-26%

Now that's an announcement!

https://accelleron.com/investors/news/3016734/accelleron-industries-ag-accelleron-erhöht-die-umsatzprognose-für-2025-nach-beeindruckendem-wachstum-im-ersten-halbjahr

$ACLN (+1.17%)

My new, recently added savings plan candidate $ACLN (+1.17%) The figures for 2024 have just been published. As hoped, they are excellent and the outlook also looks very good. I may buy more today outside the savings plan.

The key figures for 2024 improved in all areas

* Sales reached USD 1.023 bn, an increase of 11.8% compared to the previous year.

previous year

* Operating EBITA increased to USD 261.9 million (+17.4%)

* Net profit rose to USD 179.4 million (+63.1%)

* A dividend of CHF 1.25 is proposed (+47%)

* Development activities completed

* New fuels, data centers, services and retrofits as growth drivers

growth drivers

https://ch.marketscreener.com/kurs/aktie/ACCELLERON-INDUSTRIES-AG-141526850/news/Accelleron-ubertrifft-die-Umsatzmarke-von-USD-1-Mrd-49319119/

Small initial purchase away from the usual suspects. Continues in the monthly savings plan.

$ACLN (+1.17%) develops, produces and maintains turbochargers, injection nozzles and digital solutions that make engines more powerful and efficient. In addition to efficiency, the company also focuses on decarbonization and the use of hydrogen, methanol and ammonia as fuels.

Customers come from the shipping (marine engines), energy supply (hospitals, data centers, base load power plants), oil/gas industry (compression) and railroad sectors. Sales are generated 36% in Europe, 40% in Asia and the Middle East and 24% in the Americas.

The forecast for the full year 2024 was raised in July. Sales growth of 9-12% and a margin of 25% are expected. Full-year figures will be published in March. Dividend yield currently a staggering 2%

Hello,

I would like to take this opportunity to present my portfolio to you.

I use Bitcoin to save money that will not be inflated away and is not an investment for me, but something I use to save.

I don't care about the ups and downs. In the long term (<4 years) there is only one direction.

For the rest, I use something like a core-satellite strategy. For the core, I save the $VWRL (+0.37%) and SQBCSU, which unfortunately is not tracked on Getquin (performance in the portfolio +10.5%). In addition $SPYD (+0.52%) saved regularly.

The savings plan also includes a few individual stocks $SLHN (+0.57%) , $ACLN (+1.17%) and $CTAS (+0.4%) are included.

I believe that an 80% $BTC (-0.44%) of the remaining 20% 70/30 in Core / Satellite will clearly outperform standard portfolios in the long term.

The goal is to have a Bitcoin at the age of 30 and to have 50k in Core and Satellite. (Still 5 years to go)

I look forward to your opinions🐇✌🏻