Hello everyone,

I've been thinking about the $CALM (-1.35%) share, but a completely different idea came to me at the same time. The bird flu seems to be quite well under control, or is on the road to recovery. However, I have now read more and more reports that this bird flu, also known as H5N1, is increasingly spreading to cattle and in some cases also to humans. I had also read that in the USA it is very difficult and strict to effectively protect other animals against H5N1 or to detect this infection first. Now my assumption was or is that many animals could also die there or have to be culled, which could lead to an increase in the price of the meat or the animals themselves. I'm sure this idea existed before me and I may be late with it. I will therefore take a small gamble that the prices for the animals will rise in the near future, as the USA is probably not fully aware of what might happen.

It is also possible that I am completely wrong, so I would like to know your opinion. I just ask for one thing: no moralizing, because I don't wish death or anything like that on any animal, it's just the possibility that this virus is completely underestimated there.

$VKTX (+3.29%)

$RKLB (+3.02%)

$NBIS (+3.78%)

$HIMS (+0%)

$SOFI (+4.31%)

$3350 (-1.14%)

$HAG (+1.06%)

$LDO (-0.05%)

$RHM (+0.47%)

Have I forgotten something?

Only Novo is doing well $NOVO B (-0.82%)

And my egg farm $CALM (-1.35%)

$CALM (-1.35%) -Investment pays off:

Q4 sales at USD 1.1 billion (previous year USD 640.8 million) +70% 🟢

Profit 342.5 million or 7.04 per share (previous year 113.2 million or 2.32). +200% 🟢

https://finance.yahoo.com/news/cal-maine-foods-reports-financial-200500405.html

I also swapped a few smaller tranches of US shares for Japanese shares, which should also be worthwhile due to the new agreements. 💹

$8001 (+1.23%)
$8002 (+1.18%)
$8053 (+0.52%)
$8031 (+2.2%)

https://www.spiegel.de/wirtschaft/donald-trump-verkuendet-handelsabkommen-mit-japan-a-60ac8d8d-41e3-42ba-91ad-d9ea9a80a4de

Here in the link my previous portfolio (unfortunately can no longer be updated here at the moment) and the train of thought of the last months briefly summarized:

https://getqu.in/4Kl605/

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This is my portfolio as of today.

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I probably won't manage to get rid of individual stocks completely.

But at least I could eliminate supposedly unnecessary overweightings and overlaps and focus more on second-tier stocks, such as $CALM (-1.35%)
$TXRH (-2.1%)
$SOFI (+4.31%)

In any case, I haven't reallocated much since the article linked above.

I'm taking it rather slowly, as it still feels wrong to me, although the opposite would be more accurate.

So far I have sold the following stocks:

Lotus $LOTB (+3.75%) -7,3 %

Hims $HIMS (+0%) +202 %

DE Telekom $DTE (-0.55%) +-0

Church&Dwight $CHD (-1.38%) -6 %

Ecolab $ECL (-0.91%) +1 %

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Below is the X-Ray, which illustrates overweightings and allocations. Nvidia and Apple are not in my portfolio as individual stocks, but are strongly represented due to the ETFs. However, I have $MSFT (+0.32%) and $GOOGL (+1.76%) shares in the portfolio, which leads to an overweighting. Alphabet convinces me in many ways, so the overweight could make sense here. But with Microsoft, the ETF share could actually be enough for me. I am therefore considering adding an SL to Microsoft, for example 7% below the current price level.

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I had already been keeping an eye on them after the egg crisis in the USA. Their figures are simply good, and the current share price is pretty much at fair value around USD 100 $CALM (-1.35%)

The week summarized:

Monday

• S&P U.S. Manufacturing PMI (final March)
• Construction Spending (February)
• ISM Manufacturing (March)

Tuesday

• Vacancies (February)
• The President of the FED of San Francisco, Mary Dalygives speeches, and the President of the FED of New York, John Williamsmoderates a panel discussion
• Publication of business figures from Paychex ($PAYX (-0.34%) ), Cal-Maine Foods ($CALM (-1.35%) ) and Dave & Buster's Entertainment ($PLAY (-3.23%) )

Wednesday

• ADP Employment (March)
• S&P U.S. Services PMI (final March)
• ISM Services (March)
• The President of the FED of Chicago, Austan Goolsbeegives speeches, and Jerome Powell participates in a forum at at Standford University attends
• Publication of business figures from Acuity Brands ($AYI (-1.74%) ), Levi Strauss ($LEVI (+0.32%) ) and BlackBerry Limited ($BB (+0%) )
• Annual General Meeting of Disney ($DIS (-0.46%) )

Thursday

• US trade balance (February)
• Speeches by Loretta MesterPresident of the FED of Cleveland, and Austan GoolsbeePresident of the Chicago FED
• Publication of earnings by RPM International ($RPM (-0.46%) ) and Conagra Brands ($CAG )

Friday

• 
  US Labor Market Report (March)
• Consumer Credit (February)

There are some important economic events coming up in the next week that could be relevant:

Monday

• S&P Global Manufacturing PMI - Final Reading (September)
• ISM Manufacturing PMI (September)
• Construction Spending (August)

Tuesday

• Companies like McCormick & Company ($MKC (-1.2%) ), Cal-Maine Foods Inc. ($CALM (-1.35%) ) and Novagold Resources Inc.. ($NG (-2.3%) ) will release their quarterly reports.
• Job Openings and Labor Turnover Survey (JOLTS) (August)
• IBD/TIPP Economic Optimism Index (October)
• LMI Logistics Managers' Index (September)

Wednesday

• Companies like RPM International Inc. ($RPM (-0.46%) ), Acuity Brands Inc. ($AYI (-1.74%) ) and Helen of Troy Ltd.. ($HELE (-2.79%) ) will release their quarterly reports.
• ADP National Employment Report (September)
• S&P Global Services PMI - Final Reading (September)
• S&P Global Composite PMI - Final Reading (September)
• ISM Services PMI (September)
• PLAndings Manufacturing (August)

Thursday

• Companies like Constellation Brands ($STZ (-0.77%) ), Lamb Weston Holdings ($LW (-1.09%) ), ConAgra Brands ($CAG ) and Levi Strauss & Co. ($LEVI (+0.32%) ) will release their quarterly reports.
• Challenger, Gray & Christmas Job Cuts (September)
• Trade Balance of the USA (August)

Friday

• U.S. Nonfarm Payrolls (September)
• Consumer Credit Report (August)
• Updates on the Labor Market

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗦𝗵𝗶𝗯𝗮 𝗜𝗻𝘂 𝗯𝗲𝗹𝗶𝗲𝗯𝘁𝗲𝗿 𝗮𝗹𝘀 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 / 𝗖𝗵𝗶𝗻𝗮 𝘇𝗶𝗲𝗵𝘁 𝗞𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝘇𝗲𝗻

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Cal-Maine Foods inc ($CALM (-1.35%)) presents its quarterly figures.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Canadian Imperial Bank of Commerce ($CM (-0.22%)), Armada Hofler Properties ($AHH (+0%)) and CVB Financial corp. ($CVBF (-1.42%)) are trading ex-dividend.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

China - China's central bank PBOC announces a revision of monetary policy for next year. Triggered by the highly indebted real estate giant Evergrande ($3333), a stable management system for real estate financing is to be introduced, it said. Economists, the Chinese government recently had to lower the forecasts of economic growth the reason lies in the debt problems of the real estate companies.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Shiba inu. ( $SHIB (+0.08%) ) - Memecoin Shiba inu. is the most popular cryptocurrency in 2021, according to crypto data aggregator CoinMarketCap. The cryptocurrency clearly takes first place with more than 188 million views. In second place is Bitcoin ($BTC (+0.15%)) with 145 million views and in third place is Memecoin Doge ($DOGE (+0.64%)) with 107 million views.

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