Posts
12My best purchase so far this year is $HSBA (-1.88%) / $HSBC (-1.51%) - Even though I haven't been invested for too long, I really like the share price performance so far.
I am curious to see what else will come in the next few years. My time horizon is 30-40 years (God willing) and I plan to continue buying in the long term.
What has been your best investment so far this year?
I'm looking forward to hearing your experiences - let's hear it!
Now my reserves are used up, I can start saving again... $HSBA (-1.88%)
$HSBC (-1.51%)
I couldn't resist, for the next 30 days there will only be spagetthi with ketchup. $HSBC (-1.51%)
$HSBA (-1.88%)
I've decided to use the current market situation to add some new positions to my portfolio and increase some others that I feel positive about.
ETF:
Was planing to increase this position anyways.
$IWDA (+1.3%) 10x
Opened this position to diversify a bit across other countries than the US.
Stocks:
$NOVO B (+1.43%) 10x
As the demand for diabetes and other drugs increase in the following decades I feel like this is a great opportunity to buy.
Increased my position in meta because the price seems alright.
Increased my position because the price seems great and I wanted to increase this position anyways.
Increased my position because BYD isn't going anywhere.
$MSFT (+2.08%) 0.8x
Rounded up my former position.
Increased my position to make use of the lower price.
Increased my position
$BNZL (-2.02%) 10x
Added this position mainly to increase the dividend returns but also because it seems like a good buy.
$HSBC (-1.51%) 20x
Added this position to increase the dividend returns - More of a risky investment but you gotta keep it interesting, right?
I'd appreciate some feedback, would you have waited a bit? The US market is probably gonna go down a bit more before recovering but I'm not gonna try to predict the market so I'm happy with what I got.
Podcast episode 60 "Buy High. Sell Low."
Banker interview part 2, job application, life, personal & private matters. Subscribe to the podcast, because part 3 is coming soon!
Spotify
https://open.spotify.com/episode/67iGQ3lcRqhxsQSXgsdHdY?si=pl4NBip0SK2HevoroljtQA
YouTube
Apple Podcast
$DBK (+0.77%)
$CBK (-1.98%)
$BNP (-1.97%)
$HSBC (-1.51%)
$HSBA (-1.88%)
$GLE (+0.02%)
$ACA (-0.16%)
$FUT
$MS (+1.29%)
$GS (+2.37%)
$C (+1.84%)
$WFC (+1.6%)
$SAN (-1.54%)
$BAC (+1.68%)
$USB (+0.74%)
$RBC (+1.04%)$NUBR33$BNS (-0.58%)$PBB (+0.24%)
#podcast
$SPOT (+1.45%)
$AAPL (+1.39%)
$GOOGL (+5.72%)
$GOOG (+5.13%)
#bank
#banken
#karriere
#geld
#job
Week in review 28.09.
New all-time highs for DAX, Dow Jones, S&P 500, Gold, GE Vernova, Meta, Netflix, SAP, Vistra Corp, Walmart 👑🥇 $LYY7 (+0.83%)
$CSPX (+1.47%)
$ABX (+1.23%)
$GEV (+6.71%)
$META (+3.74%)
$NFLX (+4.18%)
$SAP (-0.94%)
$VST (+2.31%)
$WMT (+0.44%)
New 52-week highs for 3M, Air Products, Alibaba, Arista Networks, Barrick Gold, Bank of Nova Scotia, BlackRock, Caterpillar, Constellation Energy, DuPont, HSBC, Infosys, Live Nation, McDonald's, Palantir, PayPal, Public Storage, Royal Bank of Canada, Royal Caribbean, Sea Ltd, Spotify, Tangier 💵📈 $PLTR (+6.4%)
$9988 (-0.7%)
$BABA (-0.66%)
$BLK
$CAT (+1.89%)
$BNS (-0.58%)
$STZ (-0.56%)
$DD (+3.45%)
$HSBA (-1.88%)
$HSBC (-1.51%)
$INFY
$LYV (+0.43%)
$MCD (-1.47%)$PUB
$PUB
$RCL (+1.25%)
$SEA (+0%)
$SKT (-0.57%)
Bitcoin with new 1-month high, +22% in three weeks since the low on 07.09. from 52k$ to 66k$, +150% in 12 months📉📈 $BTC (+0.71%)
PayPal's own stablecoin PYUSD (crypto) is growing strongly and is now one of the top 100 cryptos by market capitalization at 95th place 💰 $PYPL (+2.78%)
Palantir with inclusion in the S&P 500 on Monday #PLTRgang 🤜🤛👊✊ $PLTR (+6.4%)
Uber is working with Google's Waymo (Alphabet) and wants to offer robotaxis for a surcharge 🚗🤖 $UBER (+5.15%)
$GOOGL (+5.72%)
$GOOG (+5.13%)
After the ECB and FED, China has also turned on the money printer *brrr brrr*, plus a big economic stimulus program, China stocks therefore have their best week in 10 years, car and luxury stocks with Chinese business are therefore rising 🖨🇨🇳 $MC (+0%)
$P911 (-0.53%)
$BMW (-0.32%)
$MBG (-0.34%)
AMD CEO and Nvidia CEO confirm continued high demand for AI chips 🧠🤖, Nvidia CEO does not want to sell any more of his own shares for the time being. $AMD (+3.01%)
$NVDA (+2.65%)
Upcoming Playstation 6 with AMD chip again, but AMD will leave the high-end graphics card market for PC gamers and try to scale more strongly in the mid and lower segments. Nvidia would then have a monopoly 🎮 $SONY (+0%)
$6758 (-0.07%)
Super Micro suspected of accounting fraud. US justice is apparently already investigating according to an insider, -62% share price in three months 🔍👮 $SMCI
AI needs a lot of electricity and nuclear power plants are being reactivated in the USA. In Germany, it's the other way around due to the world's stupidest energy policy. US electricity provider shares, uranium mines - shares and ETFs are rising. ⚛️⚡️ (see podcast episode 57 "Buy High. Sell Low." pinned to my profile at the top) $URNM
$URA (+3.38%)
$UEC (+1.6%)
Micron with good quarterly figures and +13% share price, semiconductor stocks rally 💻📈 $MU (+4.86%)
Costco - quarterly figures mixed, EPS exceeds estimates but sales worse than expected, share price falls slightly 🛒 $COST (-0.8%)
McDonald's increases quarterly dividend by 6% to 1.77$. Since the first dividend payment in 1976, the payout has been increased 48 years in a row. 🍟🍔 $MCD (-1.47%)
Investigation initiated against Visa 💳 and SAP 💻 in the USA for illegal price fixing $V (-0.19%)
$SAP (-0.94%)
Oil price falls again, Shell & Co. on the way to 1-year low 🛢⛽️ $SHEL (-0.6%)
$GB00B03MM408
$RDS.A
Meta releases VR glasses Quest 3s for €330 from 15.10.24 📱👓
Intel launches AI accelerator "Gaudi 3" as an alternative to Nvidia's H100. IBM, Google & Dell as first customers. 🧠 $INTC (-2.39%)
US debt level climbs above 35 trillion dollars for the first time 🖨💵
Ubisoft share price collapses due to postponement of "Assassin's Creed: Shadows", -70% 1-year performance 🎮📉 $UBI (-0.07%)
DHL raises outlook / growth forecast until 2030 and increases letter postage by 10.5% in Germany from 2025 📦✉️📯 $DHL (+1%)
BASF struggles with high energy prices and weak demand, threat of plant closure and dividend cut 🇩🇪📉 $BAS (+0.81%)
Adidas (+28%) significantly better than Nike (-18%) since the beginning of the year ⚽️🏀👟 $ADS (-0.73%)
$NKE (+0.04%)
Takeover poker at Commerzbank by Ital. Unicredit continues 🏦🇮🇹🇩🇪 $CBK (-1.98%)
$UCG (-0.48%)
Jefferies issued a buy recommendation for BioNTech and sees the antibody BNT327 against cancer as a potential massive sales driver. 👨⚕️⚕️💊 $DE000A0V9BC4
Mutares -14% because shortseller Gotham City raises serious allegations against the SDAX member: Ponzi scheme, false accounting and circular business model 🔍👮 $MUX (+1.83%)
>> If you want to read a review like this every week, leave a like & subscribe. What important news have I forgotten? 👍❤️
+ 6
Podcast episode 54: Banker interview part 1: IB, WM, How do millionaires invest? Salary, career, studies, everyday life, networking
Subscribe to the podcast, because part 2 is coming soon!
Spotify
https://open.spotify.com/episode/4YsZurcJTxHC0ktE5y5f0J?si=NB6dHPnJRd2eGkSJLALbVQ
YouTube
Apple Podcast
#podcast
#spotify $GS (+2.37%)
$JPM (+0.12%)
$MS (+1.29%)
$DBK (+0.77%)
$CBK (-1.98%)
$BNP (-1.97%)
$GLE (+0.02%)
$HSBA (-1.88%)
$HSBC (-1.51%)
The Estimates for the consumer prices (CPI)🇺🇸
Bank of America ($BAC (+1.68%) ): 3,3%
Barclays ($BARC (-0.58%) ): 3,4%
Citigroup ($C (+1.84%) ): 3,4%
Goldman Sachs ($GS (+2.37%) ): 3,4%
JP Morgan ($JPM (+0.12%) ): 3,4%
Morgan Stanley ($MS (+1.29%) ): 3,4%
HSBC ($HSBC (-1.51%) ): 3,4%
UBS ($UBSG (+1.1%) ): 3,4%
Wells Fargo ($WFC (+1.6%) ): 3,5%
Scotiabank ($BNS (-0.58%) ): 3,5%
Further on, the total ETF share will be increased further. With the British hide so some companies. Anyone else invested in the ETF ?
Largest 10 positions:
$AZN (+1.03%) 8,87%
$SHEL (-0.6%) 7,96%
$HSBC (-1.51%) 6,12%
$ULVR (+0.14%) 5,21%
$BPE (+1.76%) 4,13%
$DGE (-0.17%) 3,83%
$BATS (-0.39%) 2,95%
$GSK 2,77%
$RIO (+2.14%) 2,68%
$GLEN (+2.69%) 2,67%
getquin Daily Summary 01.08.2022
Hello getquin,
I wish you a good start of the week!
Europe🌍:
1. Retail sector in Germany records biggest sales slump since 1994
Retail in Germany is not exempt from the financial crisis. Sales in the sector fell in June by the most in 28 years. As the Federal Statistical Office announced on Monday, retail sales fell by 8.8% compared to the same month last year. Statisticians have been recording sales on a monthly basis since 1994.
Significant declines of more than 16 percent were seen in furniture, household appliances and building materials. Not much is left of the Corona era, nor of the Internet and mail order boom. Here, sales fell by 15.5 percent.
Interested in the topic? https://bit.ly/3oN0GdO
2. Wage increase for ground staff
Ground staff at numerous German airports will receive more money. The collective agreements negotiated by the ver.di trade union apply to more than 6,000 employees in smaller companies. "In view of the labor shortage and the high workload, many companies are more willing to grant significant wage increases. That's really gratifying," explained Marvin Reschinsky, ver.di negotiator. For example, wages are rising at the passenger handling company Aviation Handling Services, which operates at Düsseldorf, Hanover and Cologne/Bonn airports. Employees will receive between 17 and 26 percent more money over the next six months. At ground handling service provider Aviapartner in Düsseldorf and Hanover, salaries will rise by 300 euros with immediate effect.
Click here for source: https://bit.ly/3bhiYB6
America🌏:
2. Starbucks union demands coffee giant give wage increases and benefits to unionized stores
Starbucks Workers United is calling on the company to extend wage increases to workers in unionized stores. In May, the coffee chain announced it would raise wages for workers in non-union stores. The company said it was unable to make changes in organized stores without negotiations.
More info here: https://cnb.cx/3cXv6rl
🟩 $SBUX (+0.56%) (🔼 +0.73%)
Quarterly figures
HBSC
$HSBC (-1.51%)
EPS: 🟩 $0.15 expected vs $0.16 published; difference: 9.60%.
Sales: 🟥 $12.54 billion expected vs $12.46 billion published; variance: -0.63%
Stocks of the day:
🟩 TOP $PGY €31.58 (🔼 +27.54%)
🟥 FLOP $AJRD 38,73 € (🔽 -10,46%)
🟩Most searched $AMZN (+3.74%) , 134,26 € (🔼 1,67%)
🟥 Most traded $VAR1 , 75,52 € (🔽 6,08%)
🟩 S&P500, 4,137.72 (🔼 +0.18%)
🟩 DAX, 13,543.84 (🔼 +0.44%)
🟩 Bitcoin ₿,€22,771.31 (🔽 -0.28%)
Time: 17:00 CEST
Fun Fact:
Did you know that Starbucks' round tables are specially designed to make customers feel less alone.
