Occidental

Trade Republic - Round up

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The Trade Republic Round up is a savings function that allows you to invest small amounts automatically.

Each time you make a payment with your Trade Republic card, the amount is rounded up to the next full euro and invested weekly in an ETF or share of your choice.

Depending on your preference, the round up can be operated without a multiplier or times 2, 3x, 5x, 10x.

Case study:

For example, you pay €12.34 at a grocery store with the Trade Republic Debit Card.

With a simple round-up, your cash account is debited with €13 and the difference of €0.66 goes into the round-up pot, where all round-ups from card payments are collected until the following week.

In the following week for the regular savings plan execution, the accumulated amount is then invested in the share or ETF of your choice.

With an active multiplier, the same purchase would have resulted in a savings amount of 2x - € 1.22, 3x € 1.98, 5x € 3.30, 10x € 6.60.

Fun fact:

If a payment is round, for example €2.00, it is rounded or multiplied by 1 whole euro. So a coffee at McDonald's Austria with 10x round up, which I treat myself to at most once a week (sometimes maybe twice), costs me €12.00 instead of €2.00. 🤪

My personal opinion:

I love the round up feature. Especially with the tenfold multiplier, it just adds up. High double-digit and small three-digit amounts are absolutely realistic, depending on how the cards are used.

Because daily spending and consumption seem to cost me more and sometimes much more (McDonald's, for example), I think more carefully about whether a purchase is really necessary and consume more consciously overall. At the same time, I'm getting used to a higher price level in the future, which helps me to manage money better in the long term.

Another small advantage is that the round up can be processed longer and more often than savings plans. I'm not sure, but I think the round up can even be edited on the day of execution. In any case, it can still be edited the day before, when savings plans can no longer be edited "long ago", and it can also be edited every week, whereas with savings plans it is only possible to create or adjust them every two weeks.

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Now it's up to you: 🧐

I still have my 10x round up for tomorrow.

My idea this time would be to simply put it into one of the stocks where I'm the deepest in the red.

That could be, for example:

$VKTX (+2.61%) -17%

$OXY (+1.28%) -7%

$MDLZ (+0.19%) -6%

(You are also welcome to recommend other stocks from my portfolio).

Would you simply take the stocks with the biggest losses or would you give priority to another one?

Or would you take a completely different approach? (ETFs don't make sense this week, as savings plans are already in place)

The International Energy Agency (IEA) is forecasting an oversupply on the oil market for 2025. The reason for this is the planned expansion in production, while demand growth is slowing down. Rising capacities in the USA and countries such as Brazil and Guyana in particular could push supply above the level of global demand. According to the IEA, these developments could stabilize oil prices or even put them under pressure.

Personal opinion:

The election of Donald Trump is also a big factor that could put a lot of pressure on oil prices. With the oil price already weak, Trump has announced that he will boost oil production during his candidacy. To me, that sounds more like oil prices will continue to fall.

$SHEL (+0.64%)
$CVX (+1.06%)
$OXY (+1.28%)
$BP. (+1.3%)

Source:

https://www.reuters.com/business/energy/iea-sees-2025-oil-market-supply-surplus-2024-11-14/

The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No advice.

Earnings next week (11.11 - 15.11)

$SHOP (+1.18%)

$SOUN

$MARA (+9.62%)

$BABA (-2.2%)

$CAVA

$SPOT (+1.87%)

$AMAT (+0.08%)

$DIS (+1.22%)

$PLUG (+1.65%)

$HD (+2.91%)

$MNDY (+3.47%)

$OXY (+1.28%)

$RKLB (+5.29%)

$BSEM

$ZETA (+1.43%)

$SE (-2.34%)

$RKT

$CSCO (+2.41%)

$ASTS

$WULF

$ONON

$OKLO

$HUT (+11.16%)

$NVAX (+5%)

$HTZ (+5.98%)

$LUNR

$CART

$TALN

$BITF (+3.57%)

$GRAB (-10.23%)

$JD (-1.41%)

$LAZR (-93.33%)

$ALT (+3.1%)

$CRON (+2.05%)

$ICL

$NICE

$CYBR (-2.06%)

$BXSL (+1.74%)

$DESP (+1.71%)

$ARMK (+2.35%)

$TSN (+0.57%)

$RUM

$PGY

$TGI

$AAP (+6.7%)

$AXSM (+4.29%)

$AZN (+3.27%)

$BILI (-2.78%)

$LINC

$LQDA (+5.91%)

Good time 🥶🦾

Detailed oil price analysis 🛢️⛽️

Oil demand

China, Europe & USA

Slowing momentum

Peak in fuel demand

Rising production capacities

Impending oversupply

OPEC+

Link: https://www.ideas-magazin.de/2024/ausgabe-270/maerkte/peak-oil-auf-der-nachfrageseite-zuerst/?utm_source=techaktien-instagram&utm_medium=influencer&utm_content=aktie&utm_campaign=ideas-magazin

#FinX
#Aktien
#Öl
#Benzin
$SHEL (+0.64%)
$GB00B03MM408
$RDS.A
$BP. (+1.3%)
$XOM (+0.52%)
$CVX (+1.06%)
$SLB (+1.01%)
$OXY (+1.28%)
$APA (+2.15%)
$TTE (+0.54%)
$ENI (+0.67%)
$GAZP

I have also been busy selling stocks today, but not the defense stocks (This was originally the plan, hence the survey in the morning, but they are simply very well positioned fundamentally and still have a lot of potential). Instead, I disposed of the following candidates:

$EPR (+1%) +10,7%

$BXP (+0.36%) +25,46%

$STAG (+1.24%) -0,44%

I have now gone from the initial 77 positions down to 70. 🫡

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Part of the capital was reinvested in$OXY (+1.28%) reinvested (subsequent purchase)

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Here is the original post with the 77 positions. However, I think you can already see the current portfolio. 😇

https://app.getquin.com/de/activity/qEnhSMyQOe

🥃 New position opened.

Occidental Petroleum ($OXY (+1.28%) ) has been on my list for some time, partly because Warren Buffett has been buying shares for about 2 years and now owns almost 30% of the company. He has also said that he would like to increase his stake to up to 50%.

It is also interesting that Li Lu, who is regarded as an extremely talented investor, is now also investing in Occidental. Li Lu made a name for himself when, during his studies in the USA, he somehow made a million dollars with his student loans on the stock market. He later managed money for Charlie Munger, Buffett's long-time business partner, among others, for decades, particularly in Asian markets. He is regarded as someone who only invests in companies that he really believes in and really holds them as a long-term investor. The fact that he is now backing Occidental is therefore a strong sign.

At the moment, the majority of Occidental's cash flow is being used to reduce its high level of debt. The company has the highest debt among the major oil and gas companies, but this is scheduled to be significantly reduced by the end of 2025 or 2026. Once this has been achieved, around 10% of the cash flow could flow directly to shareholders through dividends and share buybacks.

There is also an exciting aspect to Occidental: the company is a leader in the field of carbon capture, utilization and storage (CCUS). Occidental is one of the few companies that is actively involved in the development of technologies to combat climate change. They are focusing on "Direct Air Capture", a technology designed to remove carbon dioxide directly from the atmosphere. This CO2 can either be stored or reused for industrial purposes.

Of course, I don't know exactly how all this is supposed to work, but I've invested some time that I don't really have at the moment and tried to get as much of an overview as possible.

In any case, Occidental is planning to build the world's largest "direct air capture plant" 😅 in the USA, with the aim of removing millions of tons of CO2 every year. This technology could play a decisive role in reducing greenhouse gases in the long term.

Interestingly, OXY can also use the captured CO2 for enhanced oil recovery, which allows the company to make double use of it: they improve their oil production and contribute to reducing CO2 at the same time.

Many investors have not yet fully recognized this future potential of the CO2 business, but it could prove to be an important growth driver for Occidental in the coming years.

For dividend hunters, the current dividend yield of approx. 1,55% perhaps a little low, as the company only pays out around 20% of its profits. However, significantly more could flow back to shareholders in the future once the debt has been reduced. (e.g. through buybacks, which I particularly like! 🙌)

I am curious about your opinion, I have been talking about Occidental in my circles for the last few days and surprisingly I have heard from many that they are also invested or at least know someone/community's who are also talking about it.

- GERIT 🐅

Once again, Vicki Hollub slid neatly into the DMs 🐊