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459Netflix is the first of the major technology companies to report its quarterly results on Tuesday.
Get ready for a crazy next 3 weeks, including these heavyweights:
Intuitive Surgical: $ISRG (-0.48%)
LVMH: $MC (+1.82%)
Meta: $META (-0.19%)
Tesla: $TSLA (-3.13%)
Microsoft: $MSFT (-0.35%)
Fair Isaac: $FICO (+0.08%)
Amazon: $AMZN (+0.99%)
Palantir: $PLTR (-0.52%)
Spotify: $SPOT (+3.29%)
AMD: $AMD (-1.3%)
Novo Nordisk: $NOVO B (+3.56%)
Who do you have your eye on in particular?
$ASML (-1.69%) increased ✌️nun 2nd largest share position,
but $MC (+1.82%) somewhat reduced and $8035 (+2.31%) sold.
As every Sunday, the most important news from the past week. As well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/6kS3uOc3Gyo?si=ylP3Ik3aaxt4tQ6Q
Monday:
The Dutch pension fund ABP sold all of its $TSLA (-3.13%) Tesla shares. However, the reason for the sale is not Elon Musk's political statements. It was his remuneration model and the working conditions at Tesla. According to Tesla, Musk is entitled to a 56 billion dollar share package that Musk has been fighting over with American courts.
Tuesday:
$ST5 (-2.03%) Steico exceeded expectations in terms of turnover 376.3 million euros instead of 375 million euros. However, profits were slightly lower than expected. Steico manufactures sustainable insulation materials.
https://www.ecoreporter.de/artikel/steico-mehr-umsatz-weniger-gewinn-aktie-legt-zu/
Producer prices in the USA are less hot than expected. Year-on-year, producer prices rose by 3.3%. However, analysts had expected an increase of 3.5%. Producer prices are regarded as a leading indicator for inflation.
https://www.ariva.de/news/usa-erzeugerpreise-steigen-weniger-als-erwartet-11501258
Wednesday:
The German economy remains in a permanent slump. According to initial estimates, GDP shrank by 0.2% in 2024. This means that GDP has shrunk for two consecutive years (2023: 0.3%). This was last seen in 2002 and 2003 and resulted in Agenda 2010. It is striking that comparable political players were in government in 2002 and 2003, as well as in 2023 and 2024.
New DAX record at 20,609 points. The reason for the rise is a decline in core inflation in the USA. This reduces the risk of a restrictive monetary policy by the Fed. Core inflation was expected to be 3.3 %, but was actually 3.2 %.
Thursday:
As the Swiss luxury group $CFR (+1.41%) Richemont presents strong figures, the entire luxury goods sector takes off. Even $KER (+1.89%) Kering and $MC (+1.82%) LVMH were also able to make significant gains. The Christmas quarter went much better than expected.
Also $ZAL (-0.1%) Zalando reported a strong final quarter and exceeded its profit targets in Q4. EBIT is likely to rise to 510 million euros, whereas a maximum of 480 million euros was originally forecast.
In his first days as President of the European manufacturers' association ACEA, Ola Källenius is campaigning against the CO2 sanctions imposed on car manufacturers. His argument is that we need a market-driven path to decarbonization and not one driven by EU sanctions.
Friday:
Trump is likely planning to make cryptocurrencies a national priority and wants to give crypto insiders a voice in the government to do so.
https://www.instagram.com/p/DE6ZsF6R-5v/?igsh=bjgyMGVhemZjMWZx
Industrial production in the US rises by a surprising 0.6% in December. Experts had only expected an increase of 0.2%. Mining and the production of utilities also increased.
These are the most important dates for the coming week:
Monday: 08:00 Producer prices (DE)
Tuesday: 14:30 Inflation data (Canada)
Thursday: 14:30 Unemployment figures (USA)
Can you think of any other dates? Write it in the comments 👇
Since it's January and this is my first post on this platform, I'm going to take the opportunity to share with you my big bets for this year:
1- $MC (+1.82%)
Actually I believe $NKE (+1.55%) is a very interesting risk/reward oportunity right now.
What are yours ?
Hello,
I am thinking about getting a purely European ETF into my portfolio, as I unfortunately made the mistake at the beginning and let myself be dazzled by the dividends of the $EL4X (+0.43%) I would like to shift the money into another ETF.
Now I'm thinking of either investing only in the DAX and covering the rest of Europe with individual stocks, e.g. France $MC (+1.82%) and Denmark $NOVO B (+3.56%)
or I invest in a European ETF like the $XMEU (+0.54%) or similar.
Hello everyone,
I thought it was time to share my portfolio again and face your criticism👀.
Income: ~900€ net
I save an average of ~€200 per month with special payments and started investing when I started my training: 01.08.23
Brief explanation:
Deka Fond: These are capital-forming benefits (13€ AG / 27€ AN per month)
Had to take an active fund here
Core (planned; distribution not quite right yet)
70% ACWI $ISAC (+0.14%)
10% AI & Big Data
10% India $FLXI (-1.65%)
10% Small Caps
Satellites:
Blackrock 👑 $BLK (-1.64%)
Monster 🧃 $MNST (-1.18%)
Realty Income 🏡 $O (+0.36%)
Novo Nordisk 💉 $NOVO B (+3.56%)
ASML 🔬 $ASML (-1.69%)
LVMH 👜 $MC (+1.82%)
BAT 🚬 $BATS (-0.31%)
Looking back, I'm satisfied with the return so far, knowing that the ACWI alone would probably have performed better on its own. Especially in the first few months, I learned the hard way and tried things out a bit. A few individual stocks are part of the fun, which increases interest in investing in general.
Goals for 2025:
Expand the core, especially the ACWI
Bring individual stocks to €200
First purchase at LVHM, let's see what the future holds. In my opinion, people will continue to consume and luxury will always play a role.
LVMH: $MC (+1.82%)
Hermès: $RMS (+2.93%)
ASML: $ASML (-1.69%)
Where are you involved?
Hello lovelies,
I would like to share my portfolio with you. With the sale of $MC (+1.82%) and a small profit, I'm getting closer to my goal - just the $IWDA (-0.32%) , $BTC (-0.36%) and gold - ever closer.
To be honest, I am very happy that these "old burdens" are gradually giving way to my portfolio. With $DHL (-1.11%) and $DG (-0.63%) I am still waiting for the sale until it is more or less sustainable for me. $FYB (-3.63%) will then also be sold with a plus.
And when I see that other people also want to go this way, I'm very happy :)
P.S. The $ACWI I'm saving for my little son
$MC (+1.82%) Hello community. I would like to get your opinion. Unfortunately I bought LVCM very high, buy in at 723 €. Do you believe in a come back or would you rather sell at a loss at € 680 - € 695.
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