I sold my Amphenol bill today for a total of € 967.60 with a profit of € 233.70. At the same time, I sold half of my Broadcom lever bill to secure the profit-taking, with a partial profit of +476.00€. The Siemens leverage certificate was sold for a profit of €784.

Now I bought the Aixtron bill for around €1000, of which around €30 came from dividends.

Aixtron has new special chips based on gallium nitride chips in the pipeline, which are supposed to be particularly energy efficient and have now broken out of the GD50 and GD200 lines, which in my opinion signals a clear upward trend. Aixtron is still quite dominant and has a moat in its technology.

Let's wait a few days/weeks and then some of the profits from my other bills will be invested in dividend stocks.

I currently consider the following dividend stocks to be undervalued in terms of earnings and dividend yield:

$Tokyo Marine Holdings (JP3910660004)

$WTRG (+0.33%)

$PEP (+1.7%)

$ZTS (+1.91%)

let's see what happens!

Dear friends

After careful consideration, I have decided to throw out golgende in my portfolio reduction:

$ZTS (+1.91%)

$FMG (+3.42%)

$6367 (+0.12%)

I see little growth in these stocks...and they are one of my smallest positions

with the freed up cash I would $PRY (-1.02%) and $ATCO B (+1.85%) buy

what do you think or would you kick out other stocks?

mfg

My $CDI (+3.76%) position in $ZTS (+1.91%) has been reallocated. I see significantly more growth potential and dividend growth here.

Today, after a long period of consideration, I have decided to part with $CDI (+3.76%) ... I have learned that it can also make sense to realize losses.

I now want to invest the money in shares that are better suited to my dividend growth strategy and show more growth. I am thinking of companies like $V (+0.07%)
$ZTS (+1.91%)
$NOVO B (+2.15%)
$6383 (+0%)
$VST (-0.63%)
$VRT (-7.59%)

Please share your opinion!

🖥️ Field report

Inspired by the many great members on getquin and their super contributions, I wanted to share my experiences with you with this small series of reports and give something back to the community.

I was able to increase my income enormously due to a job change, but this also means that I don't expect such an increase in my income this year.

I was able to reduce my expenses significantly compared to the previous year. Unfortunately, as I had built up credit card debt, paying it off increased my financial burden.

Fortunately, I was able to get out of this situation within a few months by being disciplined and learning how to organize my finances.

The 50-30-20 rule was a particular help to me. I also opened a smart account with C24Bank, which allows me to create sub-accounts. The sub-accounts enable me to organize different pots of money for different purposes and use them with different cards. I have set automatic saving rules via the app, which has worked very well so far.

I also use the app to track and analyze my spending and income.

My portfolio was doing very well at the beginning of the year, but then unfortunately the correction started and from February to March my portfolio was only in the red. I didn't let this put me off and kept my savings plans running continuously.

There was one change to my ETF core from February onwards: I no longer have the STOXX Europe 600 in my savings plan, but now have the MSCI Momentum and the MSCI EM Value. With Momentum, I want to focus primarily on long-term trends and not actively on certain ETF themes that may only experience a brief hype.

With EM Value, I wanted to weight EM somewhat higher, taking the value factor into account.

I have also made some additional purchases to further advance my dividend growth strategy. Assuming that the stocks I had chosen could not fall any further, I bought them and was then particularly successful with $UNH (+0.64%) and $TSM (-0.51%) were proved wrong.

To my delight $RSG (-0.12%) , $V (+0.07%) and $DE (+3.84%) held up very well despite the correction.

Before I got serious about finance and building wealth, I traded a lot in collectibles and currently have a mid to high 4 figure amount of collectibles in my inventory.

In the long term I would like to part with my collection as I have changed my mind and believe that investing so much money in old video game consoles, rated video games and Pokémon cards was not a good financial decision.

👨‍💻 Finances

🟢 Income YoY: +13.40%

🔴 Expenses YoY: -29.04%

💰 Monthly savings rate: €800

🏦 Portfolio

📊 Allocation:

📄 73% ETF

📄 24% equities

🟠 03% Bitcoin

🏎️ Performance:

📈 01/2025: +5,90 %

📉 02/2025: -1,85 %

📉 03/2025: -7,45 %

📉 YTD 2025: -3.65 %

📉 TTWROR 2025: -2.91%

🔥 Top performer - YTD:

🥇 $RSG (-0.12%) +15,81%

🥈 $V (+0.07%) +6,69%

🥉 $DE (+3.84%) +6,58%

🤡 Top Loser - YTD:

🥇 $TSM (-0.51%) -19,13%

🥈 $ASML (+1.37%) -10,71%

🥉 $IS3R (-0.28%) -6,37%

💹 Transactions:

🔄 03/2025: $ISAC (+0.55%) x5,55

🔄 03/2025: $IS3R (-0.28%) x2,80

🔄 03/2025: $5MVL (+1.18%) x1,83

➡️ 03/2025: $TSM (-0.51%) x1,726

➡️ 03/2025: $ZTS (+1.91%) x2,093

➡️ 03/2025: $UNH (+0.64%) x0,796

💶 03/2025: Interest +€25.29

💸 03/2025: $V (+0.07%) +1,05€

💸 03/2025: $ZTS (+1.91%) +2,28€

💸 03/2025: $UNH (+0.64%) +1,97€

🔄 02/2025: $ISAC (+0.55%) x6,8

🔄 02/2025: $MEUD (+0.23%) x0,50

⬅️ 02/2025: $BRK.B (+0.03%) +51,29€

⬅️ 02/2025: $PG (+1.05%) +543,98€

💶 02/2025: Interest +€25.20

💸 02/2025: $DE (+3.84%) +4,06€

💸 02/2025: $ASML (+1.37%) +2,68€

💸 02/2025: $COST (-1.37%) +0,03€

💸 02/2025: $PG (+1.05%) +2,83€

🔄 01/2025: $ISAC (+0.55%) x5,75

🔄 01/2025: $MEUD (+0.23%) x0,53

➡️ 01/2025: $UNH (+0.64%) x1

➡️ 01/2025: $TSM (-0.51%) x2

➡️ 01/2025: $BTC (+0.63%) x0,00111

💶 01/2025: Interest +€18.79

💸 01/2025: $RSG (-0.12%) +1,16€

💸 01/2025: $SYK (+1.38%) +0,84€

🏦 Other investments

🎰 Collectibles:

⬅️ Pokémon Black Edition 2 sealed

⬅️ Pokémon Shining Pearl & Shining Diamond sealed

🔮 Outlook

I don't expect my income to increase in the coming quarter, but I do expect my expenses to continue to develop positively, as the savings potential of the changed insurance and electricity tariffs will make itself felt over the course of the year.

The savings plans will definitely continue as before.

If the correction on the stock market continues, I will increase further positions.

I will also continue to significantly reduce my holdings of collectibles and reallocate the freed-up capital to my portfolio.

🧰 I use these tools:

🔧 Tracking investments: Getquin

🔧 Company analysis: Share finder

🔧 Chart analysis: TradingView

📢 Recommendations:

👉 Current account: C24Bank - https://s.c24.de/t1NQ7ikwwc/

Broker: Trade Republic - https://refnocode.trade.re/hfxr6pwh

#️⃣ Hashtags:

#vermögensbau
#etfs
#aktien
#dividenden

Zoetis Inc. $ZTS (+1.91%) reported first quarter EPS of $1.48, $0.07 higher than the analyst estimate of $1.41.

Revenue for the quarter totaled $2.22B, compared to the average estimate of $2.2B.

Forecast:

Zoetis Inc expects fiscal 2025 EPS of $6.20-$6.30. Analysts had expected an average of $6.06.

Zoetis Inc estimates revenue of $9.43B-$9.58B for the fiscal year 2025. Experts had expected an average of $9.33B.

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 (+0.08%)
• 06.05.25 -> Ferrari $RACE (+1.46%)
• 06.05.25 -> Progressive $PGR (-0.64%)
• 06.05.25 -> Zoetis $ZTS (+1.91%)
• 07.05.25 -> Novo Nordisk $NOVO B (+2.15%)
• 08.05.25 -> Main Street Capital $MAIN (+2.21%)
• 15.05.25 -> Allianz $ALV (-2.31%)
• 20.05.25 -> Mutares $MUX (+0.07%)
• 22.05.25 -> NextEra Energy $NEE (+1.3%)

July 2025

• 10.07.25 -> Progressive $PGR (-0.64%)
• 21.07.25 -> Prologis $PLD (+3.16%)
• 23.07.25 -> Amphenol $APH (+0.41%)
• 24.07.25 -> Greencoat UK Wind $UKW (+1.4%)
• 24.07.25 -> NextEra Energy $NEE (+1.3%)
• 24.07.25 -> Vidrala $VID (+0.31%)
• 25.07.25 -> Palfinger $PAL (+0.2%)
• 25.07.25 -> Volkswagen $VOW (+1.86%)
• 30.07.25 -> HSBC $HSBA (+1.14%)
• 30.07.25 -> Realty Income $O (+0.08%)
• 30.07.25 -> Rio Tinto $RIO (+0.77%)
• 31.07.25 -> Ferrari $RACE (+1.46%)
• 31.07.25 -> Main Street Capital $MAIN (+2.21%)
• 31.07.25 -> OMV $OMV (+0.71%)

August 2025

• 05.08.25 -> Aflac $AFL (+0.03%)
• 05.08.25 -> DHL Group $DHL (+0.41%)
• 05.08.25 -> Public Storage $PSA (+1.05%)
• 06.08.25 -> Novo Nordisk $NOVO B (+2.15%)
• 07.08.25 -> Allianz $ALV (-2.31%)
• 12.08.25 -> Mutares $MUX (+0.07%)
• 12.08.25 -> Zoetis $ZTS (+1.91%)

October 2025

• 09.10.25 -> Progressive $PGR (-0.64%)
• 21.10.25 -> Prologis $PLD (+3.16%)
• 22.10.25 -> Amphenol $APH (+0.41%)
• 22.10.25 -> NextEra Energy $NEE (+1.3%)
• 27.10.25 -> Palfinger $PAL (+0.2%)
• 28.10.25 -> HSBC $HSBA (+1.14%)
• 29.10.25 -> OMV $OMV (+0.71%)
• 29.10.25 -> Vidrala $VID (+0.31%)
• 30.10.25 -> Main Street Capital $MAIN (+2.21%)
• 30.10.25 -> Volkswagen $VOW (+1.86%)
• 30.10.25 -> Zoetis $ZTS (+1.91%)

November 2025

• 03.11.25 -> Public Storage $PSA (+1.05%)
• 04.11.25 -> Aflac $AFL (+0.03%)
• 04.11.25 -> Ferrari $RACE (+1.46%)
• 05.11.25 -> Novo Nordisk $NOVO B (+2.15%)
• 06.11.25 -> DHL Group $DHL (+0.41%)
• 10.11.25 -> Realty Income $O (+0.08%)
• 13.11.25 -> Mutares $MUX (+0.07%)
• 14.11.25 -> Allianz $ALV (-2.31%)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+1.3%)
• 27.01.26 -> Prologis $PLD (+3.16%)
• 28.01.26 -> Progressive $PGR (-0.64%)
• 28.01.26 -> Amphenol $APH (+0.41%)
• 29.01.26 -> Ferrari $RACE (+1.46%)
• 29.01.26 -> OMV $OMV (+0.71%)

February 2026

• 04.02.26 -> Aflac $AFL (+0.03%)
• 04.02.26 -> Novo Nordisk $NOVO B (+2.15%)
• 13.02.26 -> Allianz $ALV (-2.31%)
• 17.02.26 -> Zoetis $ZTS (+1.91%)
• 19.02.26 -> Main Street Capital $MAIN (+2.21%)
• 24.02.26 -> HSBC $HSBA (+1.14%)
• 24.02.26 -> Palfinger $PAL (+0.2%)
• 24.02.26 -> Public Storage $PSA (+1.05%)
• 24.02.26 -> Realty Income $O (+0.08%)
• 26.02.26 -> Greencoat UK Wind $UKW (+1.4%)
• 26.02.26 -> Vidrala $VID (+0.31%)

March 2026

• 04.03.26 -> Rio Tinto $RIO (+0.77%)
• 05.03.26 -> DHL Group $DHL (+0.41%)
• 17.03.26 -> Volkswagen $VOW (+1.86%)

April 2026

• 15.04.26 -> Mutares $MUX (+0.07%)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+0.67%) ? 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 (+0.56%)
$TDIV (+0.14%)
$DGSD (+0.35%)
$MAIN (+2.21%)
$NOVO B (+2.15%)
$PGR (-0.64%)
$PSA (+1.05%)
$UKW (+1.4%)
$APH (+0.41%)
$DHL (+0.41%)
$HSBA (+1.14%)
$MUX (+0.07%)
$NEE (+1.3%)
$ZTS (+1.91%)
$AFL (+0.03%)
$O (+0.08%)
$SHEL (+0.67%)
$VID (+0.31%)
$RACE (+1.46%)
$PLD (+3.16%)
$OMV (+0.71%)
$PAL (+0.2%)
$RIO (+3.23%) and last but not least $VOW (+1.86%)

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

Good evening everyone,

Here are my favorites for the health sector.

Novo Nordisk $NOVO B (+2.15%)

Stryker $SYK (+1.38%)

Intuitive Surgical (P/E ratio 70, P/B ratio 19 🤑) $ISRG (+0.08%)

Astra Zeneca $AZN (+2.64%)

Zoetis $ZTS (+1.91%)

Idexx Lab. $IDXX (+0.92%)

Amgen (profit margin declining) $AMGN (+2.54%)

I would be interested to know what your favorites are for a long-term investment?

$NOVO B (+2.15%) 15x

$TGT (+2.98%) 3x at 99€

Another 7x will follow if we reach the 95€.

$VST (-0.63%) 5x at 105€

another 5 will follow if we reach €97.

$ZTS (+1.91%) 5x at 148€