Today, another 40 $UBER (+0.03%) shares have been added to my portfolio. This brings the position up to about 8K€, making it one of my stronger holdings in the portfolio.

For me, this is both another small step toward financial freedom and my last stock purchase for this year.

Overall, I’m very satisfied with my purchases this year. Among others, Uber, Meta, Microsoft, Celsius, Netflix, Adobe, and Berkshire Hathaway have been added to my portfolio.

As a result, I currently have a portfolio that I feel very comfortable with for 2027.

I’m 30 years old and currently investing approximately €1,000 to €2,000 per month in my portfolio. My investment horizon is about 15 years, and my goal is to build a strong portfolio that will eventually allow me to live partly off the dividend income.

I’m focused on long-term investing and would really appreciate feedback from experienced investors. I’m interested in hearing your thoughts on the overall composition of my portfolio, its diversification, potential risks, and whether you think this strategy is suitable for achieving my goal of generating a reliable passive income stream in the future.

At the moment, I’m also considering buying or adding to my positions in $UBER (+0.03%), $VPK (+0.51%)
, $AD (+0.26%), $NFLX (-1.46%)
and $SBMO (+0.67%). I’m curious to hear your thoughts on these companies in the context of a long-term portfolio, especially since some are more growth-oriented while others could contribute more directly to dividend income.

I’m not necessarily trying to maximize dividend yield right now. With a 15-year time horizon, my priority is building wealth and growing the portfolio, with the goal of gradually shifting the focus toward reliable dividend income over time.

Any suggestions, feedback, or ideas for improvement are very welcome. I’m especially interested in hearing how you would balance growth, dividend growth, diversification, and current income at this stage.

-------

I’m 30 years old and currently invest about €1,000 to €2,000 per month in my portfolio. I’ve now reached the €200,000 mark . My investment horizon is about 15 years, and my goal is to build a strong portfolio that will allow me to live partly off my dividend income in the long term.

I focus on long-term investing and would greatly appreciate feedback from experienced investors. I’m interested in your opinions on the overall composition of my portfolio, diversification, potential risks, and whether you think this strategy is suitable for building a reliable source of passive income over the long term.

I’m also currently considering adding shares of Uber, Vopak, Ahold Delhaize, Netflix, and SBM Offshore or to further expand my existing positions. I’d be interested to hear how you assess these companies within the context of a long-term portfolio—especially since some are more growth-oriented, while others could contribute more to my future dividend income.

My goal isn’t necessarily to achieve the highest possible dividend yield right now. With a 15-year investment horizon, my main priority is to continue building my wealth and growing my portfolio. Over time, I’d like to gradually shift my focus more toward reliable dividend income.

I welcome suggestions, feedback, and ideas for improvement. I’d be particularly interested to hear how, at my age and with this investment horizon, you strike a balance between growth, dividend growth, diversification, and current dividend income .

----

I’m 30 years old and currently invest about €1,000 to €2,000 per month in my portfolio. My investment horizon is about 15 years, and my goal is to build a strong portfolio that will eventually allow me to live partly off the dividend income.

I’m focused on long-term investing and would love to get feedback from experienced investors. I’m curious to hear your thoughts on the overall composition of my portfolio, its diversification, potential risks, and whether you think this strategy is suitable for eventually building a reliable stream of passive income.

Right now, I’m also considering adding shares of Uber, Vopak, Ahold Delhaize, Netflix, and SBM Offshore or further expanding my existing positions in them. I’m curious to hear how you view these companies within a long-term portfolio, especially since some are more growth-oriented, while others can contribute more to dividend income.

My goal isn’t necessarily to achieve the highest possible dividend yield right now. With a 15-year investment horizon, my priority is primarily to build and grow my wealth. The idea is to gradually shift the focus more toward reliable dividend income over time.

All suggestions, feedback, and ideas for improvement are welcome. I’m especially curious to know how you, at my age and with this investment horizon, would strike a balance between growth, dividend growth, diversification, and direct dividend income.

Many see robotaxis as a risk to $UBER (+0.03%). I see them more as a catalyst.

Tesla, Waymo, and others will likely fragment the market, but Uber could be the platform that brings it all together.

At around 15x 2027 earnings and expected double-digit growth, I still think the risk-reward ratio is very attractive.

Bill Ackman seems to see it similarly.

Monday, August 3

3:45 a.m. | 🇨🇳 CHN: RatingDog Manufacturing PMI (July)

8:00 a.m. | 🇩🇪 GER: Retail Sales (June)

9:55 a.m. | 🇩🇪 GER: Manufacturing PMI (July)

10:00 a.m. | 🇪🇺 EUR: Manufacturing PMI (July)

4:00 p.m. | 🇺🇸 US: ISM Manufacturing PMI (July) 🌶

4:00 p.m. | 🇺🇸 US: Construction Spending (June)

Tuesday, August 4

2:30 p.m. | 🇺🇸 US: Trade Balance (June)

4:00 p.m. | 🇺🇸 US: JOLTs Job Openings (June)

4:00 p.m. | 🇺🇸 US: Industrial Orders (June)

Wednesday, August 5

3:45 a.m. | 🇨🇳 CHN: RatingDog Services PMI (July)

2:15 p.m. | 🇺🇸 US: ADP Employment Report (July)

4:00 p.m. | 🇺🇸 US: ISM Services PMI (July) 🌶

4:30 p.m. | 🇺🇸 US: EIA Crude Oil Inventories

Thursday, August 6

8:00 a.m. | 🇩🇪 GER: Industrial Orders (June)

11:00 a.m. | 🇪🇺 EUR: Retail Sales (June)

1:00 p.m. | 🇬🇧 UK: Bank of England (BoE) Interest Rate Decision

2:30 p.m. | 🇺🇸 US: Initial Jobless Claims

Friday, August 7

8:00 a.m. | 🇩🇪 GER: Employment, Q2

2:30 p.m. | 🇺🇸 USA: U.S. Employment Report (Nonfarm Payrolls, July) 🌶

2:30 p.m. | 🇺🇸 USA: U.S. Unemployment Rate (July)

9:00 p.m. | 🇺🇸 USA: Consumer Credit (June)

$PLTR (+0.61%)
$PFE (+0.41%)
$CAT (+3.55%)
$AMD (+6.11%)
$MCD (+0.09%)$SPCX (+1.41%)
$ANET (+5.24%)
$LLY (+0.46%)
$UBER (+0.03%)
$SHOP (-1.07%)
$DIS (+0.21%)
$SNDK (+3.56%)
$WDC (+5.15%)
$COP (-2.13%)
$QBTS (+5.31%)
$DDOG (+0%)
$CELH
$DKNG (-1.32%)
$ABNB (-0.34%)
$TTWO (-0.36%)

$PLTR (+0.61%)
$SNAP (-4.05%)
$HSBA (-5.49%)
$9434 (-1.03%)
$ZAL (+0.51%)
$BOSS (-0.27%)
$BNTX (+0.13%)
$SPOT (-3.39%)
$BP. (-2.87%)
$BAYN (+0.7%)
$DOCN (+6.89%)
$MCD (+0.09%)
$CAT (+3.55%)
$PFE (+0.41%)
$ANET (+5.24%)
$PINS (-0.79%)
$SPCX (+1.41%)
$AMD (+6.11%)
$PARA (+3.72%)
$LUMN (+5.53%)
$KTOS (+2.84%)
$CPNG (+2.14%)
$IFX (+2.9%)
$ENR (+4.7%)
$DHL (+0.84%)
$NOVO B (-0.55%)
$CVS (-1.18%)
$UBER (+0.03%)
$SEDG (-3.25%)
$WULF (+6.04%)
$CRCL (+1.71%)
$SHOP (-1.07%)
$DIS (+0.21%)
$HUBS (-4.65%)
$DASH (+2.32%)
$FSLY (+7.37%)
$SNDK (+3.56%)
$MELI (+1.12%)
$DUOL
$APP (+1.24%)
$SMR
$FIG (-1.44%)
$SIE (+2.11%)
$CBK (+1.59%)
$IOS (-1.2%)
$FI (-2.13%)
$DDOG (+0%)
$RHM (-1.25%)
$QBTS (+5.31%)
$G24 (-1.19%)
$AKAM (+1.4%)
$MUV2 (-0.39%)
$UA (+2.26%)
$OKLO