Hi Getquin Community,

Here is my portfolio as a student. I started in September 2022, but only really started in 2023 and 2024. Happy to rate on a friendly level.

About my savings plans:

• $D6RM (-0.01%) Deka DividenenStrategie - €100 per month.
• $CSPX (+0.37%) Ishares S&P 500 - 50 €/month
• $VWCE (+0.3%) Vanduard FTSE All World - 50 €/month
• $BRK.B (-0.15%) Berkshire Hathaway B - €50/month
• $SMEA (+0.01%) Ishares MSCI Europe 50 €/month
• $VHYL (-0.1%) Vanguard FTSE High Div. - €25/month

Further Deka savings plans have been capped, as I no longer wish to save in my Deka investments in the long term (possibly complete sale).

I would like to reduce my portfolio in the future. In other words, I want to divest myself of assets at the lower end. In return, I want to keep the ETFs and individual other stocks (e.g. $MUV2 (-0.39%) , $AMZN (+0.32%) , $AAPL (+0.31%) ) should continue to grow.

I am also toying with the idea of investing in an emerging markets ETF. My choice would have been the classic $EIMI (+0.81%) would have been the classic choice.

I have already invested in a crypto-boker (Bitavo - please give me your opinion) and will buy at the next opportunity (under USD 100,000). $BTC (-2.96%) buy.

Should be removed from the portfolio:

• $TGT (-0.14%) Target
• $NKE (+0.31%) Nike
• $D6RF (+0.87%) Deka Umweltinvest
• $DEDG (+0.47%) Deka Artificial Intelligence

My main trading brokers are TradeRepublic, Scalable and Deka.

I would be very happy about constructive criticism, suggestions and of course praise ;)

I see relatively few additional purchases here, although I now consider the share price to be very attractive and a quality investment, especially for the future.

Feel free to leave your feedback in the comments 🙌🏽

$BRK.B (-0.15%)

The share has been in my savings plan for six months. Since the departure of Warren Buffett, I have felt the cost-average effect and the weaker share prices have continuously lowered my entry price.

But hopefully things will pick up again at the end of the year - I'm really curious to see what impact Warren Buffet's departure will have. At the moment, I'm not as critical as the stock market.

Do you have any opinions?

📊 My June 2025 in the portfolio: winners, losers & additional purchases

⸻

✅ Top performers in June

- Iris Energy: +53 % $IREN (-0.51%)

- Cloudflare: +16,2 % $NET (+1.05%)

- Datadog: +10,7 % $DDOG (+0.55%)

- VanEck Uranium ETF: +9,8 % $NUKL (+0.47%)

- NuBank: +8,7 % $NU (+0.56%)

⸻

❌ Losers in June

- BYD: -12,1 % $1211 (+1.43%)

- Berkshire Hathaway: -6,8 % $BRK.B (-0.15%)

- Rheinmetall: -4,6 % $RHM (-1.52%)

- Alibaba: -3,9 % $BABA (+5.92%)

- MercadoLibre: -1,3 % $MELI (+0.2%)

⸻

🔁 My additional purchases in June

- MSCI ACWI - 170 € (Core)

- MSCI Small Cap - 15 € (Core)

- Iris Energy - 50 €

- Tomra Systems - 100 € (buy after crash)

- Alibaba (ADR) - 50 € (long-term position building)

- Datadog (A) - 50 € (long-term position building)

- Ultrashort Bonds (EUR) - 150 € (dry powder)

⸻

📎 I track my portfolio transparently on Getquin - link in bio

💬 What was your strongest or weakest stock in June?

#DepotUpdate #Month in review #Investing #BuyAndHold #StockMarket #ACWI #ETFStrategy #Uranium #Cloudflare #LongTermInvesting #TheSpeculator #Getquin #parqet

Hello dear people!

I am looking for new and interesting stocks for my long-term portfolio and would like to build up a few new positions.

They should be growth stocks with high quality, away from the big tech stocks.

In addition, they should be rather cheap/fairly valued.

Dividends are not a priority for my investment strategy, so classic defensive dividend stocks would not be an option for me.

Either purchase in tranches or as a monthly savings plan.

Thought I'd ask the great GQ community for advice, maybe you can give me a few new ideas or some inspiration and tell me your favorites 💡

I'm looking forward to your answers/comments 🤗

$IWDA (+0.36%)
$VWRL (+0.32%)
$VWCE (+0.3%)
$CSPX (+0.37%)
$NVDA (+4.56%)
$MSFT (-0.2%)
$GOOGL (+0.32%)
$AMZN (+0.32%)
$NOVO B (+1.01%)
$NU (+0.56%)
$ASML (+1.97%)
$NOVO B (+1.01%)
$1211 (+1.43%)
$MA (+0.19%)
$BRK.B (-0.15%)
$UNH (-0.01%)

I started investing at the beginning of the month and have spent the last three weeks building up a portfolio with the aim of accumulating wealth over the long term. I am now relatively familiar with the topic, have analyzed many strategies and have decided on an approach based on two pillars:

1. growth portfolio:

I invest in broadly diversified ETFs such as the $VWCE (+0.3%)combined with thematic focuses such as $XAIX (+0.57%) and the healthcare sector. I also invest in individual stocks such as $NVDA (+4.56%), $BRK.B (-0.15%) or $TTWO (+0.58%) - the latter deliberately as a small position for the speculative component (GTA VI hype is realistically not entirely irrelevant).

2. distributing dividend portfolio:

Here I am betting on classic dividend stocks. These include the $VHYL (-0.1%), $SPYW, (+0.01%)
$SEDY (-0.21%) as well as individual stocks such as $KO (-0.18%) or $ALV (-1.03%). The aim is to generate a steady cash flow that can be reinvested in the long term.

I am aware that there is no perfect distribution. That's why I'm interested in your opinion:

• Which stocks would you weight higher or reduce?
• Is there anything that doesn't fit in at all from your point of view?
• How do you balance growth and dividends?

I am open to criticism, experience and other perspectives.

Like many here, I also invested in United Health ($UNH) (-0.01%) this week - and deliberately at a time when many investors have lost confidence. Here are my thoughts:

🔻 Massive sell-offs

UnitedHealth has lost around 60 % from its high - driven by legal uncertainties, negative newsflow and general uncertainty.

💰 "Purchasing is where the profit lies"

For me, this was a classic case of anti-cyclical entry. If operational substance remains intact but panic dominates, an attractive entry opportunity can arise.

🕵️ Unusually high insider buying

In the last few days over 400 million dollars in share purchases (06.06.25) registered - possibly by institutional investors. Rumors point to participation by Berkshire Hathaway ($BRK.B) (-0.15%) is involved. There will be no official clarity until the next 13F filing at the earliest.

📈 Dividend increase as a signal

Despite the headwinds, the quarterly dividend was increased from USD 2.10 to USD 2.21 - This is a sign of operational strength and management confidence (increase of just under 5%).

I see UnitedHealth as a long-term quality company with temporary problems. For me an exciting anti-cyclical position - with upside when confidence recovers.

What do you think? Will the slide continue for the time being?