May tastes good with some German companies in the portfolio.

$EOAN (+0.45%)

$ADS (+2.82%)

$ALV (+0.34%)

$DHL (+0.76%)

$BAS (+0.73%)

The DHL Group ($DHL (+0.76%) / formerly Deutsche Post) showed a stable performance in May 2025. The share is currently trading at around € 37.10 . In the first quarter of 2025, revenue rose by 2.8% to €20.81 billion and operating profit (EBIT) increased by 4.5% to €1.37 billion.

The Annual General Meeting approved a dividend of € 1.85 per share, which corresponds to a yield of around 5.4% . Analysts see an average target price of € 43.82, with recommendations of 11 buy, 9 hold and 1 sell .

Strategically, DHL is strengthening its position in the pharmaceutical logistics sector with the acquisition of the US company Cryopdp . This acquisition underlines the growth ambitions in the life sciences sector.

Overall, the DHL share presents itself as a solid option with an attractive dividend and positive growth prospects.

To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (+0.61%)
• 06.05.25 -> Ferrari $RACE (+0.82%)
• 06.05.25 -> Progressive $PGR (+0.43%)
• 06.05.25 -> Zoetis $ZTS (+0.46%)
• 07.05.25 -> Novo Nordisk $NOVO B (+1.21%)
• 08.05.25 -> Main Street Capital $MAIN (+2.52%)
• 15.05.25 -> Allianz $ALV (+0.34%)
• 20.05.25 -> Mutares $MUX (-0.6%)
• 22.05.25 -> NextEra Energy $NEE (+1.24%)

July 2025

• 10.07.25 -> Progressive $PGR (+0.43%)
• 21.07.25 -> Prologis $PLD (+1.53%)
• 23.07.25 -> Amphenol $APH (+2.14%)
• 24.07.25 -> Greencoat UK Wind $UKW (-1.47%)
• 24.07.25 -> NextEra Energy $NEE (+1.24%)
• 24.07.25 -> Vidrala $VID (+0.68%)
• 25.07.25 -> Palfinger $PAL (+0.91%)
• 25.07.25 -> Volkswagen $VOW (+0.96%)
• 30.07.25 -> HSBC $HSBA (-0.17%)
• 30.07.25 -> Realty Income $O (+0.61%)
• 30.07.25 -> Rio Tinto $RIO (-0.61%)
• 31.07.25 -> Ferrari $RACE (+0.82%)
• 31.07.25 -> Main Street Capital $MAIN (+2.52%)
• 31.07.25 -> OMV $OMV (+0.04%)

August 2025

• 05.08.25 -> Aflac $AFL (+1.53%)
• 05.08.25 -> DHL Group $DHL (+0.76%)
• 05.08.25 -> Public Storage $PSA (+0.54%)
• 06.08.25 -> Novo Nordisk $NOVO B (+1.21%)
• 07.08.25 -> Allianz $ALV (+0.34%)
• 12.08.25 -> Mutares $MUX (-0.6%)
• 12.08.25 -> Zoetis $ZTS (+0.46%)

October 2025

• 09.10.25 -> Progressive $PGR (+0.43%)
• 21.10.25 -> Prologis $PLD (+1.53%)
• 22.10.25 -> Amphenol $APH (+2.14%)
• 22.10.25 -> NextEra Energy $NEE (+1.24%)
• 27.10.25 -> Palfinger $PAL (+0.91%)
• 28.10.25 -> HSBC $HSBA (-0.17%)
• 29.10.25 -> OMV $OMV (+0.04%)
• 29.10.25 -> Vidrala $VID (+0.68%)
• 30.10.25 -> Main Street Capital $MAIN (+2.52%)
• 30.10.25 -> Volkswagen $VOW (+0.96%)
• 30.10.25 -> Zoetis $ZTS (+0.46%)

November 2025

• 03.11.25 -> Public Storage $PSA (+0.54%)
• 04.11.25 -> Aflac $AFL (+1.53%)
• 04.11.25 -> Ferrari $RACE (+0.82%)
• 05.11.25 -> Novo Nordisk $NOVO B (+1.21%)
• 06.11.25 -> DHL Group $DHL (+0.76%)
• 10.11.25 -> Realty Income $O (+0.61%)
• 13.11.25 -> Mutares $MUX (-0.6%)
• 14.11.25 -> Allianz $ALV (+0.34%)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+1.24%)
• 27.01.26 -> Prologis $PLD (+1.53%)
• 28.01.26 -> Progressive $PGR (+0.43%)
• 28.01.26 -> Amphenol $APH (+2.14%)
• 29.01.26 -> Ferrari $RACE (+0.82%)
• 29.01.26 -> OMV $OMV (+0.04%)

February 2026

• 04.02.26 -> Aflac $AFL (+1.53%)
• 04.02.26 -> Novo Nordisk $NOVO B (+1.21%)
• 13.02.26 -> Allianz $ALV (+0.34%)
• 17.02.26 -> Zoetis $ZTS (+0.46%)
• 19.02.26 -> Main Street Capital $MAIN (+2.52%)
• 24.02.26 -> HSBC $HSBA (-0.17%)
• 24.02.26 -> Palfinger $PAL (+0.91%)
• 24.02.26 -> Public Storage $PSA (+0.54%)
• 24.02.26 -> Realty Income $O (+0.61%)
• 26.02.26 -> Greencoat UK Wind $UKW (-1.47%)
• 26.02.26 -> Vidrala $VID (+0.68%)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-0.61%)
• 05.03.26 -> DHL Group $DHL (+0.76%)
• 17.03.26 -> Volkswagen $VOW (+0.96%)

April 2026

• 15.04.26 -> Mutares $MUX (-0.6%)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+0.67%) ? Unfortunately I can't find them online.

As every Sunday, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/dPPeUQiYKaA?si=J8OBGoP_bVjrvo4T

Monday:

The Darmstadt-based pharmaceutical company $MRK (+0.32%) Merck buys a biotech cancer specialist from the USA. The acquisition is Springworks. A total of 3 billion euros is said to have been invested.

https://www.handelsblatt.com/unternehmen/industrie/merck-deutscher-pharmakonzern-kauft-us-krebsspezialisten-springworks/100124438.html

As expected $RHM (-0.14%) Rheinmetall was able to significantly increase its profit. Expectations were even exceeded, with operating profit increasing by 49% to 199 million euros.

https://www.handelsblatt.com/unternehmen/industrie/ruestung-rheinmetall-steigert-seinen-gewinn-erneut-deutlich/100124650.html

Tuesday:

The logistics group $DHL (+0.76%) DHL can perform better than expected. EBIT rose by 4.5% to 1.37 billion euros in the first quarter. Earnings also increased from 63 (previous year) cents per share to 68 cents.

https://www.handelsblatt.com/unternehmen/dienstleister/dhl-logistikkonzern-startet-besser-als-erwartet-ins-geschaeftsjahr/100124616.html

Wednesday:

Inflation in Germany is falling almost to the ECB target. In April, the inflation rate was probably 2.1% compared to the same month last year. The inflation rate is recorded by Destatis. However, experts had even expected a fall to 2.0%.

https://www.handelsblatt.com/finanzen/geldpolitik/preise-inflationsrate-in-deutschland-sinkt-leicht-auf-21-prozent/100123163.html

Donald Trump's tariff policy is having a full impact on the US economy. While experts expected growth, the US economy is shrinking unexpectedly. GDP shrank by 0.3% (annualized in the USA) in the 1st quarter. In the 4th quarter of 2024, the growth rate was still 2.4 %.

https://www.theguardian.com/business/2025/apr/30/economy-gdp-q1-trump-tariffs

Thursday:

The Bank of Japan leaves the key interest rate at 0.5%. It justifies this with the tariffs imposed by the USA and a lower growth forecast.

https://www.reuters.com/business/boj-keep-rates-steady-cut-growth-forecasts-2025-04-30/

Friday:

A surprisingly strong labor market lifts stock markets worldwide on Friday afternoon. Despite Donald Trump's tariff announcements, many new jobs were created in the USA and the unemployment rate remained constant.

https://www.handelsblatt.com/politik/konjunktur/usa-arbeitsmarkt-waechst-stark-trump-will-dennoch-zinssenkungen/100124915.html

These are the most important dates for the coming week:

Tuesday: 11:00 Producer prices (EUR)

Wednesday: 20:00 Interest rate decision (USA)

Thursday: 13:00 Interest rate decision (UK)

Can you think of any other dates? Write it in the comments 👇

#erzeugerpreise
#leitzins
#fed
#uk

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (+1.22%)
$TDIV (+0.91%)
$DGSD (+1.22%)
$MAIN (+2.52%)
$NOVO B (+1.21%)
$PGR (+0.43%)
$PSA (+0.54%)
$UKW (-1.47%)
$APH (+2.14%)
$DHL (+0.76%)
$HSBA (-0.17%)
$MUX (-0.6%)
$NEE (+1.24%)
$ZTS (+0.46%)
$AFL (+1.53%)
$O (+0.61%)
$SHEL (+0.67%)
$VID (+0.68%)
$RACE (+0.82%)
$PLD (+1.53%)
$OMV (+0.04%)
$PAL (+0.91%)
$RIO (-0.07%) and last but not least $VOW (+0.96%)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

DHL Group ($DHL (+0.76%) ) performed better than expected in the first quarter of 2025 and confirmed its full-year targets despite a challenging global environment. Revenue increased by 2.8 % to 20.8 billion eurosthe EBIT grew by 4.5 % to just under 1.4 billion eurosand the free cash flow rose by over 17% to 732 million eurosall above analysts' expectations. The shareholders' profit also climbed by 6% to 786 million euros.

Key highlights:

• Turnover20.8 billion euros (+2,8 % compared to previous year)
• EBIT1.4 billion euros (+4,5 %)
• Free cash flow732 million euros (+17 %above market expectations)
• Shareholder profit786 million euros (+6 %)

Outlook 2025 (unchanged):

• EBIT target: at least 6 billion euros
• Free cash flow target: approx. 3 billion euros
• Risks from US trade policy are not included in the forecast not taken into account

CEO comment:

Tobias Meyer described the environment as "economically cautious", but continues to see opportunities through efficiency measures and points to the ability to benefit from both negative and positive geopolitical changes.

Conclusion:

DHL is stable and solid compared to its US competitors (UPS, FedEx). The robust Q1 performance underlines the Group's global diversification, even if geopolitical risks such as an intensified US trade conflict could potentially have a negative impact.

Trump signs decree to mitigate tariffs for carmakers + DHL slightly increases operating profit + Mercedes-Benz posts another profit slump at the start of the year + Hims & Hers enters into partnership with Novo Nordisk + Spotify disappoints with outlook for the second quarter + PayPal disappoints with revenue

Trump signs decree to mitigate tariffs for carmakers

• US President Donald Trump has signed a decree to mitigate tariffs for car manufacturers.
• An order signed by Trump on Tuesday stipulates that car manufacturers will not be subject to multiple "overlapping" tariffs.
• Companies that pay tariffs of 25 percent on foreign-built cars should not also have to pay a 25 percent tariff on steel or aluminum, according to a representative of the Department of Commerce.

DHL $DHL (+0.76%)increases operating profit slightly

• DHL performed surprisingly well in the first quarter with moderate revenue and profit growth.
• However, Group CEO Tobias Meyer referred on Wednesday to the economic environment, which was characterized by general restraint as well as US customs and trade policy.
• The management confirmed its forecast for the year, although possible effects from changes in US customs and trade policy are not included in the targets.
• Revenue rose by 2.8 percent to a good 20.8 billion euros in the first quarter, DHL announced in Bonn on Wednesday.
• Of this, almost 1.4 billion euros remained before interest and taxes (EBIT), which is 4.5 percent more than a year ago.
• The free cash inflow increased by more than 17 percent to 732 million euros, which was also higher than estimated on the market.
• The same applies to the profit attributable to shareholders, which rose by a good 6 percent to 786 million euros.
• Annual targets confirmed without customs consequences

Mercedes-Benz $MBG (+1.57%)another profit slump at the beginning of the year

• The car manufacturer Mercedes-Benz continued to struggle at the beginning of the year due to weak business in China.
• In the first quarter, the DAX-listed company's profits plummeted by almost 43 percent to 1.73 billion euros, as the Stuttgart-based company announced on Wednesday.
• Turnover fell by a good 7 percent to 33.2 billion euros because, as already known, sales had shrunk worldwide. In day-to-day business, i.e. before interest and taxes, the result slipped by almost 41 percent to 2.29 billion euros due to the difficult situation.
• In the important passenger car division, the adjusted operating profit margin, which is highly regarded by investors, shrank by 1.7 percentage points to 7.3 percent.
• This was a smaller decline than analysts had feared.

Hims & Hers $HIMS (+2.97%)enters into partnership with Novo Nordisk $NOVO B (+1.21%)enters into

• Danish drugmaker Novo Nordisk has partnered with Hims & Hers Health HIMS to sell its popular weight-loss drug through a bundled offering on the telemedicine company's platform, the two companies announced on Tuesday.
• Customers will get access to offerings of all dosage strengths of Wegovy and a membership starting at $599 per month, Hims said.
• The offer will be available on the Hims & Hers platform starting this week, it added.
• The companies are working on a longer-term roadmap of bundled offerings that will have a unique consumer rating and pricing that we hope to unveil in the coming quarters, Hims CEO Andrew Dudum said.
• Earlier this month, Hims announced that it plans to sell Eli Lilly LLY's Zepbound through its platform.
• While Novo's Wegovy and Lilly's competing drug, Zepbound, were in short supply, several telehealth companies were allowed to sell cheaper copies of the treatments.
• The brand-name drugs have since been removed from the U.S. Food and Drug Administration's shortage list, which could limit mass production.
• Dudum added that the company will continue to offer personalized compound versions of semaglutide on its platform.
• Semaglutide is the active ingredient in Novo's Wegovy.

Spotify $SPOT (+0.52%)disappoints with second quarter outlook

• After a strong start to the year, music streamer Spotify is expecting less momentum in the second quarter.
• In the short term, some disruptive noise is to be expected, said company boss Daniel Ek on Tuesday, according to a statement on the presentation of quarterly figures.
• The number of monthly active users, an important indicator for advertisers, for example, is likely to grow less strongly in the current quarter than recently.
• The forecast disappointed analysts' expectations.
• Spotify shares came under pressure in pre-market trading and lost six percent.
• However, Ek remains confident in the long term.
• Spotify's freemium model gives customers a lot of flexibility in uncertain times.
• Users can choose between a free, ad-financed offering or paid premium services.
• In the first quarter, the number of premium subscribers rose surprisingly sharply by twelve percent to 268 million.
• Monthly active users increased by ten percent to 678 million.
• Spotify expects a further increase to 689 million in the second quarter - although analysts had more on the cards here.
• Sales rose by 15 percent to 4.2 billion euros at the start of the year.
• Thanks to lower expenditure on personnel and marketing, the operating result soared from 168 million euros in the same quarter of the previous year to 509 million euros.
• Here too, however, experts had expected more from the music streamer in advance.

PayPal $PYPL (+1.97%)disappointed in sales but EPS up

• Earned more in the first quarter of 2025.
• Earnings rose from USD 0.830 per share to USD 1.29 per share, meaning that the company performed better than the market had expected.
• Analysts had previously estimated EPS of USD 1.16 per share.
• On the sales side, things went better than a year ago: revenues rose from 7.699 billion US dollars to 7.791 billion US dollars.
• However, this disappointed analysts' expectations, which had previously stood at 7.85 billion US dollars.

Wednesday: Stock market dates, economic data, quarterly figures

Stock exchange trading in Sweden shortened

• ex-dividend of individual stocks
• Hochtief EUR 5.23
• Morgan Stanley 0.93 US

• Quarterly figures / company dates USA / Asia
• 02:00 Samsung Electronics quarterly figures
• 12:30 Caterpillar | GE Healthcare Quarterly figures
• 22:00 Meta | Qualcomm | Align Technology quarterly figures
• 22:05 Microsoft | Ebay | Allstate quarterly figures

• Quarterly figures / Company dates Europe
• 06:45 Societe Genera | Equinor | UBS | Banco Santander quarterly figures
• 07:00 OMV | DHL | Fuchs | Kion | Mercedes-Benz | Nemetschek
• 07:00 Wacker Chemie | Arcelormittal | AMS-Osram | DSM-Firmenich
• 07:00 Siltronic | Credit Agricole quarterly figures
• 07:30 Erste Group Bank | Aixtron | Compugroup Medical | Volkswagen | Adyen
• 07:30 Baader Bank | Befesa | Deutz | Drägerwerk | Fielmann quarterly figures
• 08:00 LPKF Laser | Repsol | Air France-KLM | Barclays | GSK quarterly figures
• 08:00 Stellantis 1Q revenue and sales figures | Mercedes-Benz analyst conference
• 08:30 DHL PK
• 09:00 Iberdrola | Aston Martin quarterly figures
• 09:15 Mercedes-Benz PK
• 10:00 Sto SE Annual Results | Gea Group | Knorr-Bremse | Munich Re | RWE AGM
• 10:00 Fuchs PK | DHL Group Analyst Conference
• 11:00 Atoss Software AGM
• 11:30 OMV Analyst Conference
• 12:00 Fuchs Analyst Conference
• 15:00 Kion Analyst Conference
• 17:45 Airbus quarterly figures + PK

• Economic data

03:30 CN: Purchasing Managers' Index/PMI manufacturing (CFLP/National Bureau of Statistics) April FORECAST: 49.8 previous: 50.5 | Purchasing Managers' Index/PMI non-manufacturing (CFLP/National Bureau of Statistics) April FORECAST: n.a. previous: 50.8

03:45 CN: Purchasing Managers' Index/PMI manufacturing Caixin/S&P FORECAST: n/a previously: 51.2

07:30 FR: GDP (1st release) 1Q | Private Consumption March

08:00 DE: Retail Sales March seasonally adjusted real FORECAST: -0.2% yoy previous: +0.3% yoy | Employment March | Import/Export Prices March Import Prices FORECAST: -0.8% yoy/+2.4% yoy previous: +0.3% yoy/+3.6% yoy

08:45 FR: Consumer prices (preliminary) April PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.8% yoy HICP PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.9% yoy

09:55 DE: Labor market data April seasonally adjusted unemployment rate FORECAST: +20,000 yoy previous: +26,000 yoy Unemployment rate seasonally adjusted FORECAST: 6.3% previous: 6.3%

10:00 DE: GDP (1st release) 1Q calendar and seasonally adjusted yoy FORECAST: +0.2% yoy Q4: -0.2% yoy Q4 calendar-adjusted yoy FORECAST: -0.2% yoy Q4: -0.2% yoy

10:00 IT: GDP (1st release) 1Q FORECAST: +0.2% yoy qoq/+0.4% yoy 4th quarter: +0.1% yoy qoq/+0.6% yoy

11:00 EU: GDP (1st release) 1Q Eurozone FORECAST: +0.2% yoy/+1.0% yoy 4th quarter: +0.2% yoy/+1.2% yoy

11:00 IT: Consumer prices (preliminary) April FORECAST: n/a /+2.0% yoy previous: +0.3% yoy/+1.9% yoy

14:00 DE: Consumer prices (preliminary) April PROGNOSE: +0.3% yoy/+2.0% yoy previous: +0.3% yoy/+2.2% yoy HICP PROGNOSE: +0.5% yoy/+2.1% yoy previous: +0.4% yoy/+2.3% yoy

14:15 US: ADP Labor Market Report April Private Sector Employment PROGNOSIS: +120,000 jobs previously: +155,000 jobs

14:30 US: Labor Cost Index 1Q PROGNOSE: +0.9% yoy 4th quarter: +0.9% yoy

14:30 US: GDP (1st release) 1Q annualized PROGNOSE: +0.4% yoy Q4: +2.4% yoy GDP deflator PROGNOSE: +3.0% yoy Q4: +2.3% yoy

15:45 US: Chicago Purchasing Managers Index April FORECAST: 45.5 previous: 47.6

16:00 US: Personal Spending and Income March Spending / Income FORECAST: +0.5% yoy/+0.4% yoy previous: +0.4% yoy/+0.8% yoy

Hello everyone!

I would like to introduce myself and my "situation" in addition to my portfolio. I am 32 and work in sales (field service).

In 2023, I bought a house (~€360,000) together with my wife and child. At the bank, we were greeted with "You are financing at the worst time in the last 25 years". The 4.7% or 4.99% each month is already a significant factor.

In addition to the house, child and hobby (large garden), there is only sporadic money left over for the stock market or through a small ETF savings plan.

When it comes to individual shares, I focus on dividend payers such as $DHL (+0.76%) or $O (+0.61%)

Short-term target by the end of the year: €5,000 portfolio value

With today's payment of the annual commission, we went on another shopping spree just before the weekend 🛒🛍️

Expanded:

• 3 x $O (+0.61%) 🇺🇸
• 9 x $ICHD (+2.73%) 🇨🇳
• 5 x $XDWL (+1.04%) 🌎
• 10 x $DHL (+0.76%) 🇩🇪

New:

• 2 x $AMZN (+2.71%) 🇺🇸

This means that the portfolio value has almost doubled today and cracked the €3,000 mark 📈

$DHL (+0.76%) If you like the content, you are welcome to drop by on Instagram (einfach.aktien). Addendum* The gross profit margin is unfortunately wrong, I made a mistake: 2022: 16.7% 2023: 20,5% 2024: 16,4%