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 (-0.07%)
• 06.05.25 -> Ferrari $RACE (+0.83%)
• 06.05.25 -> Progressive $PGR (+0.17%)
• 06.05.25 -> Zoetis $ZTS (-0.31%)
• 07.05.25 -> Novo Nordisk $NOVO B (+0.94%)
• 08.05.25 -> Main Street Capital $MAIN (+0.24%)
• 15.05.25 -> Allianz $ALV (-0.31%)
• 20.05.25 -> Mutares $MUX (+1.06%)
• 22.05.25 -> NextEra Energy $NEE (+0.1%)

July 2025

• 10.07.25 -> Progressive $PGR (+0.17%)
• 21.07.25 -> Prologis $PLD (-0.22%)
• 23.07.25 -> Amphenol $APH (+0.12%)
• 24.07.25 -> Greencoat UK Wind $UKW (+0.37%)
• 24.07.25 -> NextEra Energy $NEE (+0.1%)
• 24.07.25 -> Vidrala $VID (-0.46%)
• 25.07.25 -> Palfinger $PAL (-1.13%)
• 25.07.25 -> Volkswagen $VOW (-1.77%)
• 30.07.25 -> HSBC $HSBA (-1.02%)
• 30.07.25 -> Realty Income $O (-0.07%)
• 30.07.25 -> Rio Tinto $RIO (-0.27%)
• 31.07.25 -> Ferrari $RACE (+0.83%)
• 31.07.25 -> Main Street Capital $MAIN (+0.24%)
• 31.07.25 -> OMV $OMV (-0.15%)

August 2025

• 05.08.25 -> Aflac $AFL (-0.74%)
• 05.08.25 -> DHL Group $DHL (+0.27%)
• 05.08.25 -> Public Storage $PSA (-0.77%)
• 06.08.25 -> Novo Nordisk $NOVO B (+0.94%)
• 07.08.25 -> Allianz $ALV (-0.31%)
• 12.08.25 -> Mutares $MUX (+1.06%)
• 12.08.25 -> Zoetis $ZTS (-0.31%)

October 2025

• 09.10.25 -> Progressive $PGR (+0.17%)
• 21.10.25 -> Prologis $PLD (-0.22%)
• 22.10.25 -> Amphenol $APH (+0.12%)
• 22.10.25 -> NextEra Energy $NEE (+0.1%)
• 27.10.25 -> Palfinger $PAL (-1.13%)
• 28.10.25 -> HSBC $HSBA (-1.02%)
• 29.10.25 -> OMV $OMV (-0.15%)
• 29.10.25 -> Vidrala $VID (-0.46%)
• 30.10.25 -> Main Street Capital $MAIN (+0.24%)
• 30.10.25 -> Volkswagen $VOW (-1.77%)
• 30.10.25 -> Zoetis $ZTS (-0.31%)

November 2025

• 03.11.25 -> Public Storage $PSA (-0.77%)
• 04.11.25 -> Aflac $AFL (-0.74%)
• 04.11.25 -> Ferrari $RACE (+0.83%)
• 05.11.25 -> Novo Nordisk $NOVO B (+0.94%)
• 06.11.25 -> DHL Group $DHL (+0.27%)
• 10.11.25 -> Realty Income $O (-0.07%)
• 13.11.25 -> Mutares $MUX (+1.06%)
• 14.11.25 -> Allianz $ALV (-0.31%)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+0.1%)
• 27.01.26 -> Prologis $PLD (-0.22%)
• 28.01.26 -> Progressive $PGR (+0.17%)
• 28.01.26 -> Amphenol $APH (+0.12%)
• 29.01.26 -> Ferrari $RACE (+0.83%)
• 29.01.26 -> OMV $OMV (-0.15%)

February 2026

• 04.02.26 -> Aflac $AFL (-0.74%)
• 04.02.26 -> Novo Nordisk $NOVO B (+0.94%)
• 13.02.26 -> Allianz $ALV (-0.31%)
• 17.02.26 -> Zoetis $ZTS (-0.31%)
• 19.02.26 -> Main Street Capital $MAIN (+0.24%)
• 24.02.26 -> HSBC $HSBA (-1.02%)
• 24.02.26 -> Palfinger $PAL (-1.13%)
• 24.02.26 -> Public Storage $PSA (-0.77%)
• 24.02.26 -> Realty Income $O (-0.07%)
• 26.02.26 -> Greencoat UK Wind $UKW (+0.37%)
• 26.02.26 -> Vidrala $VID (-0.46%)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-0.27%)
• 05.03.26 -> DHL Group $DHL (+0.27%)
• 17.03.26 -> Volkswagen $VOW (-1.77%)

April 2026

• 15.04.26 -> Mutares $MUX (+1.06%)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (-0.32%) ? Unfortunately I can't find them online.

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 (+0.04%)
$TDIV (-0.39%)
$DGSD (+0.44%)
$MAIN (+0.24%)
$NOVO B (+0.94%)
$PGR (+0.17%)
$PSA (-0.77%)
$UKW (+0.37%)
$APH (+0.12%)
$DHL (+0.27%)
$HSBA (-1.02%)
$MUX (+1.06%)
$NEE (+0.1%)
$ZTS (-0.31%)
$AFL (-0.74%)
$O (-0.07%)
$SHEL (-0.32%)
$VID (-0.46%)
$RACE (+0.83%)
$PLD (-0.22%)
$OMV (-0.15%)
$PAL (-1.13%)
$RIO (-0.06%) and last but not least $VOW (-1.77%)

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

After my basic framework (after buying the house in September) with $AVGO (+0.3%) , $COST (-0.59%) , $APH (+0.12%) , $PH (-0.21%) , $CVX (-0.76%) , $EXENS (+0.52%) & $NOC (-0.63%) stands again,

Now go buy something in the almighty $HMWO (+0.04%)

I would like to make these purchases:

$SPOT (+0.13%) , $META (+0.15%) , $GOOGL (+0.22%) ,$APH (+0.12%) ,$CSPX (-0.04%) , $MC (-2.24%)
$MELI (-0.23%) but I would still wait for the US. Stock market or wait for the reaction of other countries

What do you want to get in any case?

We need more Amphe. Meanwhile a forward P/E ratio below 25 with a growth in the next 3 years top line 10% and bottom line 15%

Have a nice weekend 🫡

Bought $APH (+0.12%) bought it because of the name. Reminds me somehow of my favorite food 😵

Quality Growth with an excellent track record not only in the share price but also in the dividend.

Profits are expected to grow by around 15% over the next few years, the P/E ratio is just 27 and margins are expected to continue to grow. Generally a boring cabling company, but one that is used everywhere. Diversified in sensor and communication technology and a fast-growing area for robust and critical cabling.