Good evening, has anyone else had their taxes on the bonus shares of $1211 (+1.23%) that were booked were calculated today?

Hello community,

I would like to present my revised portfolio strategy to you today and am looking forward to your opinions and constructive feedback. I am pursuing a core-satellite approach.

The core (approx. 40%):

My foundation for long-term and stable asset accumulation. Here I rely on the MSCI World and the Nasdaq 100 in order to participate in global economic growth in a broadly diversified manner. Simple, cost-effective and proven.

The satellites (approx. 60%):

Here I pursue clear, thesis-based investments in individual stocks. These can be divided into six thematic clusters:

1. the AI infrastructure (cloud, data & security):

My biggest bet. I believe that the real winners of the AI revolution are the companies that provide the foundation.

Positions:

Cloudflare, CrowdStrike, Snowflake, Datadog.

2. the fintech revolution in emerging markets:

The disruption of traditional banking in populous and digitally savvy regions.

Positions:

MercadoLibre, Nu Holdings.

3. global champions & turnarounds:

Here I bundle global market leaders that I consider undervalued or that are on the verge of a comeback.

Positions:

Alibaba, BYD. For me, these are not speculative gambles, but counter-cyclical bets on dominance in their respective markets.

4. industrial excellence & luxury brands:

A bet on undisputed market leaders in highly profitable niches with strong moats - from armor to high-tech automation to luxury sports cars and one of the best investors of all time.

Positions: Rheinmetall, Ferrari, Berkshire Hathaway, Keyence.

5. future technologies & energy:

The thesis here is clear: more AI and more data centers require massively more energy.

Positions:

The Uranium ETF, Iris Energy, American Lithium.

6. megatrends: health & sustainability:

Investments in global market leaders that benefit from two unstoppable social developments: demographic change and the need for a circular economy.

PositionsNovo Nordisk, Tomra Systems.

My question to the Getquin community:

What is your opinion on this strategy and allocation?

#DepotCheck #PortfolioReview #Feedback #CoreSatellite #Strategy

$NET (+1.36%)
$CRWD (+0.88%)
$NOVO B (+5.32%)
$1211 (+1.23%)
$BABA (+0.58%)
$IREN (+4.12%)
$NLR (+0.39%)
$ACWI
$WSML (+0.59%)
$RACE (+0.98%)
$BRK.B (+0.57%)
$RHM (+3.19%)
$6861 (+2.23%)
$DDOG (+2.08%)
$MELI (-0.74%)
$SNOW (-0.39%)
$NU (+2.15%)
$TOM (-0.27%)

$1211 (+1.23%) At first everything was fine, I got the bonus shares last month and my equity was adjusted to the old level of €10, was well up as before the split.

Now I'm looking at my portfolio again and I'm in the red because the equity was adjusted to 14.xx... what the hell is happening here?

As long as it goes back and forth, I won't buy any more BYD.

$1211 (+1.23%) Bonus shares have suddenly disappeared again from the ING custody account.

Does anyone have the same problem?

Hi everyone,

Now I'm also sharing my portfolio. At the moment I'm actually quite happy with the development, I'm just wondering whether I'm too heavily weighted in the tech sector & whether it would be sensible to halve a stock such as $ANET (+0.94%) in half & include something else like $1211 (+1.23%) to be included.

Especially the issue with the sell-off in $FTNT (+2.69%) due to the moderately ongoing tech refresh of hardware devices makes me doubt Arista for how long this will work.

In general, I think it would make sense not to have so much in the USA...

Other opinions on weighting/portfolio?

bonus shares now tax-free in AT after all

$1211 (+1.23%)

The Rewind looks better in terms of numbers than it feels 😅 $1211 (+1.23%) should like to show green for more than 1 day again 😗

$1211 (+1.23%) Yes this post has no added value. I'm annoyed and hate every one of my 658 shares! The stock is not getting any traction at all. And now with these taxes for the "bonus shares" even more. Can you build me up? My fingers are itching! 🤣

The bonus shares of $1211 (+1.23%) were canceled again.

$1211 (+1.23%)

I had 32 shares before the split (28.02) +( 23 shares bought on 18.07) now I have 119 shares.