Dear Community,

I’d like to present my portfolio once again.

The core of my portfolio is the $VWRL (+0.69%) which I contribute to monthly.

I also hold a few dividend-paying stocks such as $ALV (-0.97%)
$MCD (+1.08%)
$BMY (-0.95%) and $TTE (-1.15%) these stocks are my “dividend stocks”—to be honest, I don’t expect much in the way of returns from them, but they might still surprise me. As for $BMY (-0.95%) I’m not quite sure yet whether I should hold onto this stock or focus more on growth in the healthcare sector— $SYK (-0.57%) For example, looks interesting right now—it might even be my new employer in the future 😜.

Then I also have a bit of growth with dividends, though that’s not my main focus $TSM (+1.49%)
$AVGO (-1.2%)
$SU (+0.57%) and $8001 (+1.16%) Itochu is sort of a middle ground.

Last but not least, of course, $BTC (+0.21%) to cover crypto.

Once I’ve adjusted the positions under $MCD (+1.08%) the top holdings—with a target of about 5,000€ per stock for now and BTC at 3,000€—I plan to add new holdings in the form of $VST (+0.8%)
$XYL (-0.7%) and maybe again $RKLB (+1.62%) , though other holdings are of course possible until then.

Thanks for your support, opinions, suggestions for improvement, etc.

Best regards and have a great start to the weekend,

Florian

$TTE (-1.15%)

The oil price rally triggered by the war in Iran has brought TotalEnergies a veritable windfall and its best quarterly results in nearly three years. Adjusted net income jumped 67 percent year-over-year to $6 billion in the second quarter, the French energy company announced on Thursday. This figure was even higher than the $5.4 billion reported in the first quarter of 2026. Analysts had already anticipated profit growth on this scale. Shareholders are set to benefit: TotalEnergies announced $1.5 billion in share buybacks for the third quarter.

The conflict between the U.S., Israel, and Iran, as well as the de facto closure of the Strait of Hormuz, have tightened global supply and driven prices for crude oil and natural gas to multi-year highs. Between April and June, a barrel (159 liters) of North Sea Brent crude cost an average of about $97—45 percent more than a year earlier. TotalEnergies benefited particularly strongly from the bottlenecks in the Persian Gulf in its Refining and Chemicals division. Here, profit soared by 362 percent to $1.8 billion, driven by strong margins and lucrative trading in the scarce fuels. In the Exploration and Production division, earnings climbed by 64 percent to $3.2 billion. TotalEnergies, however, experienced a setback in its liquefied natural gas (LNG) business: Due to weak demand in Europe, profit in this segment fell by 22 percent to $807 million. (Reuters)

Apart from that, the renewable energy division increased its revenue by just under 19 percent. Profit in this division alone rose by 14 percent.

The dividend was increased by 5.9 percent.

Hey everyone, I'm really looking forward to hearing your thoughts.

My core holdings consist of ETFs, supplemented by individual stocks like Airbus and TotalEnergies, which are intended to counterbalance the overweighting of U.S. and tech stocks in the ETFs.

$TTE (-1.15%) I bought these before the Iran crisis as stocks offering a reliable dividend and a favorable valuation, based on the investment thesis that they would grow steadily due to the long-term shift toward renewable energy.

$AIR (-1.98%) I built up this position due to a price pullback and the thesis that Europe is gaining structural importance in the aerospace and defense sectors, driven in part by rising European defense spending and growing strategic independence from the U.S. The position has since grown to about 21% of my portfolio, which I accept as a deliberate concentration risk, as I remain convinced of the thesis.

$NVDA (+1.71%) And $BTC (+0.21%) I’m simply keeping this unchanged, as I currently see no reason to adjust it, and the $MSFT (+0.82%) warrants are just a bit of fun.

$TTE (-1.15%)

The energy group TotalEnergies is massively expanding its computing capacities, as the company announced on Wednesday. Together with Dell Technologies and NVIDIA, the company is developing the high-performance computer Pangea 5, which is being built at the CSTJF research center in Pau, France, at a cost of more than 100 million euros.

https://share.google/6zJmCbFXlWnNBOiUh

First up today is a report on $TTE (-1.15%)

Donald Trump's crusade against wind power continues. According to reports, TotalEnergies will now receive a payment of one billion US dollars if the company withdraws from the expansion of new wind power projects in the USA. In return, the plan is to focus more on investments in oil and gas projects in future.

As a result, the share of renewable energies in the electricity mix in the USA is likely to remain very low by international standards. Wind and solar energy only account for around 17% of electricity generation there. In Germany, this share is already just under 60 percent. At EU level, around 71% of electricity comes from renewable sources such as wind, solar, hydropower and biomass.

TotalEnergies CEO Patrick Pouyanné explained the deal as follows: "TotalEnergies is pleased to sign these settlement agreements with the US Department of the Interior (DOI) and to support the government's energy policy. As the development of offshore wind projects is not in the national interest, we have decided to forego the development of offshore wind farms in the US in exchange for a refund of lease fees." Pouyanné added: "These agreements, under which we will reinvest the refunded lease fees in the construction of the 29 million-ton Rio Grande LNG facility and the further development of our oil and gas activities, will also allow us to support the development of US gas production and exports."

Despite production cuts in the Middle East, there are still very good prospects for$TTE (-1.15%)

The French have the lowest production costs of the five major western oil producers (which also include Exxon, Chevron, BP and Shell). In addition, the company is very well positioned in renewable energies, which are also benefiting indirectly from the sharp rise in oil and gas prices.