Hello Community,

August is over and it's time for the transparent monthly review. The portfolio has reached a new high of € 36,188. It was a month of contrasts, in which the strength of some satellites offset the weakness in the tech sector.

1. the performance: 🚀

Beating the market 📈

With a monthly performance of +0,94% I am very satisfied. As the chart shows, my portfolio clearly outperformed the broad market (FTSE All-World: -0.31%) and the major US indices (S&P 500: -1.11%, NASDAQ100: -2.23%). The result proves the strength of diversification: while my tech stocks corrected, other sectors carried the performance.

2. my buys & sells: 🛒

None ❌

In August, I deliberately kept my feet still and did not make any individual purchases or sales. My focus was on waiting for the important quarterly reports and preparing my tactical purchases for September.

3. my savings plans & purchases in September: Tactical allocation 💸

As you know, I take a flexible approach to my individual shares and adjust my purchases on a monthly basis. Only my ETF savings plans run consistently. My allocation for the start of September looks like this:

➡️ $ACWI
$WSML (+0.52%) (150 €): As always, the foundation is being consistently strengthened.

➡️ $MELI (-1.66%) (€150) & Datadog (€75): Here I continue to build on my core conviction positions.

➡️ $TEM (+0%) (125 €): This is my tactical pick for the month. I am opening a position in a highly potent and diversifying bet on the AI medical revolution.

➡️ $DDOG (+0.47%) (75 €): A core position in my cl infrastructure cluster. Digital transformation and the need for cloud monitoring and security are unwavering megatrends for me.

➡️ $NOVO B (-1.78%) (3 €): This is not an active allocation, but the automatic reinvestment of dividends received to maximize the compound interest effect for this quality position.

4. tops & flops: A reflection of the rotation 📉📈

Top mover: 🟢

The list was topped this month by the spectacular performance of $IREN (+1.33%) (+60.69%), which is benefiting from the continuing demand for energy for AI data centers. My speculative bet on American Lithium (+20.00%) also showed strength. The recovery in $BABA (+3.46%) (+10.21%) following good news on the cloud division and AI chip development.

Flop mover: 🔴

As expected, my tech stocks were hit here. $CRWD (+0.28%) (-11.16%) and $DDOG (+0.47%) (-5.45%) suffered and the weak market environment for growth stocks, although the quarterly figures were fundamentally good. Also $1211 (+0.7%) (-8.22%) also suffered after disappointing figures; the situation here remains tense.

Conclusion:

August was perfect proof of why broad diversification across different sectors and themes is so crucial. Weakness in one area (US tech) was more than compensated for by strength in others (energy, China recovery). My flexible approach to monthly purchases allows me to react specifically to such market phases.

How did your August❓ go?

Which shares did you buy tactically ❓

I look forward to the exchange in the comments!

Hello Community,

Today's figures from $BABA (+3.46%) show a mixed picture:

Total revenue missed expectations slightly, but the cloud division shines with 26% growth and beats forecasts. But the really important news came from the Wall Street Journal and explains the future of the company: Alibaba is developing its own advanced AI processors!

1. The context: necessity is the mother of invention

The US sanctions prohibit #NVIDIA the sale of its cutting-edge AI chips to China. For Alibaba Cloud, the heart of China's AI infrastructure, this is an existential threat. Without access to the best hardware, it is at risk of being left behind in the global AI race. Today's news is the logical and only possible response to this.

2. The strategic response: vertical integration

Alibaba is not only investing over 100 billion RMB in AI, but is now also building the crucial "shovels" itself. This move towards vertical integration is a brilliant move:

• Independence: Freeing itself from dependence on US technology and geopolitical tensions.

• New business segmentIn the long term, Alibaba could not only use these chips for its own cloud, but also sell them to other Chinese tech companies, thus opening up a new, highly profitable source of income.

• Perfect timingThe strong performance of the cloud division shows that the demand is there. Developing the right hardware now will secure future growth.

3. Impact on the market

The news briefly put pressure on NVIDIA shares today. This shows: The market understands that a potentially huge competitor is emerging here in a closed-off but gigantic market. For China, this is a decisive step on the road to technological sovereignty.

My conclusion:

The slight revenue miss is short-term noise. The strategic decision to build its own AI chip ecosystem is the real main story and a massively bullish signal for Alibaba's long-term future. Management is not just reacting, it is acting with foresight and turning the biggest weakness (dependency) into a potential new strength.

#CloudComputing
#AI
#Halbleiter
#TechWar
#China

$BABA (+3.46%) Position increased again. I am positive about the coming weeks and months.

$PDD (+1.18%)
$601318
$EH
$OKTA (-0.24%)
$MDB (-0.34%)
$3690 (-1.18%)
$KSS (+0%)
$ANF
$CRWD (+0.28%)
$SNOW (+0.56%)
$HPQ (+0.56%)
$NTNX (+3.3%)
$NVDA (+0.25%)
$DHER (+2.11%)
$LI (-0.25%)
$DELL (+0.22%)
$S (+0.94%)
$IREN (+1.33%)
$ULTA (-0.11%)
$MRVL (+0.45%)
$AFRM (+0.79%)
$ADSK (+0.34%)
$BABA (+3.46%)

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 (+0.46%)
$CRWD (+0.28%)
$NOVO B (-1.78%)
$1211 (+0.7%)
$BABA (+3.46%)
$IREN (+1.33%)
$NLR (+0.87%)
$ACWI
$WSML (+0.52%)
$RACE (-1.88%)
$BRK.B (-0.02%)
$RHM (+1.81%)
$6861 (-0.78%)
$DDOG (+0.47%)
$MELI (-1.66%)
$SNOW (+0.56%)
$NU (-0.12%)
$TOM (+1.73%)

Greetings from your vacation!

$1810 (+1.75%)
$9868 (+2.42%)
$HD (+0.14%)
$PANW (+0.57%)
$9888 (+6.74%)
$TGT (+0.25%)
$EL (+0.13%)
$BABA (+3.46%)
$WMT (-0.19%)
$INTU (+0.21%)
$WDAY (-0.06%)
$ZM (-0.03%)

Hello Community,

July is history and here is my usual transparent monthly review directly from the portfolio, which has now reached a value of €34,485. It was a month that perfectly demonstrated the importance of a clear strategy and a steady hand.

📈 1. the performance: solid in a turbulent environment

I am satisfied with a monthly performance of +1.54%. As the chart shows, I was able to outperform the DAX (+0.57%), but was slightly behind the S&P 500 (+2.20%) and the strong NASDAQ100 (+6,35%). The result reflects my portfolio: a high tech component, which benefited from the strength of the US indices, but also positions in Europe and China, which held back in some cases.

2. my purchases: anti-cyclical & quality focus

💸 I made three targeted purchases in July:

• Keyence (501 €) & Novo-Nordisk (526 €): Here I built up my positions in two absolute quality champions at the beginning/middle of the month.

• Ferrari (101 €): Following the exaggerated share price fall of over 11% after the quarterly figures, I took the opportunity to buy a small, disciplined tranche. For me as a long-term investor, such irrational market movements are clear buying opportunities in excellent companies.

3. my savings plans & dividends

🏦 The basis of my asset accumulation continued as usual:

• Alibaba (404 €): I continue to use the savings plan to consistently expand my anti-cyclical bet on the Chinese e-commerce giant.

• BYD (19 €): Here, the dividend received was reinvested directly back into new shares. This is how the compound interest effect works optimally.

4. tops & flops: a reflection of the market

🟢 Top movers:

The list was topped by my speculative stocks American Lithium (+25.00%) and Iris Energy (+12.32%) and the Uranium & Nuclear Technology ETF (+11,36%). This shows that risk appetite in niches is increasing again in an uncertain market environment. My tech stocks such as Cloudflare and Datadog also performed strongly.

🔴 Flop mover:

Here were the losers of the month Novo-Nordisk (-29.94%) and Ferrari (-6,56%). These defensive stocks underwent a strong correction in July, which I, as with Ferrari as shown in the case of Ferrari.

🧠 Conclusion:

July was a month of contrasts. While the overall market performed solidly, there were strong rotations beneath the surface. My strategy of focusing on a mix of a solid ETF core, quality stocks and targeted speculative bets proved successful.

How did your July go? Did you also use the correction in some stocks to buy more? I look forward to hearing from you!

$NOVO B (-1.78%)
$1211 (+0.7%)
$RACE (-1.88%)
$IREN (+1.33%)
$NET (+0.46%)
$BABA (+3.46%)
$DDOG (+0.47%)
$NUKL (+0.09%)
$TOM (+1.73%)
$NU (-0.12%)
$MELI (-1.66%)

I would like to add 5% China to my portfolio.

I am wavering between buying the $CNUA (+0.42%) or two or three individual stocks. For example $BABA (+3.46%)
$700 (+1.92%) and $1211 (+0.7%)

the "big" Chinese companies already make up almost 50% of the ETF.

What do you generally think of an admixture at this time and which option would you choose and why?