I saw it and bought it for the first time today. Here, $MDLZ (+2,86 %) and $LOTB (+5,29 %) . I know—Mondelez in particular is taking a real beating right now, but this chocolate-covered cookie bar is actually really good.

I keep the bar way in the back of the cupboard so the kids can’t find it. 😉

Just tactically rotated some exposure from HBM into Keks.

I'm a bit confused right now.

At the beginning of the year, my €1000 exemption order was reset to €0 (as usual). So far everything is normal.

So far this year I have:

• a larger partial sale → $SHOP (+0,24 %) with a profit of around €350
• a few dividends → under €150 in total
• I have even sold 4 positions in the red $MCD (+0 %) & $7974 (+3,93 %) & $LOTB (+5,29 %) & $QDV5 (-0,32 %) (about 150€ minus)

Means: I should be somewhere around ~350-400 € usage.

Nevertheless, Trade Republic shows me that my exemption order has already been exhausted.

In addition, I notice:

➡️ For about two weeks now, capital gains tax has been withheld on all dividends, as if the exemption amount had been completely used up.

This cannot be mathematically correct.

Have you ever experienced this?

• Display bug?
• Advance flat rate? I don't even see it yet
• Delay in the internal calculation?
• Or a known problem at Trade Republic?

Before I contact support, I wanted to hear whether this has already happened to you.

Thank you 🙏

As many companies in the consumer staples sector are currently rising well again, I wonder whether this is already a sustainable recovery or whether it will go down again.

What do you think?

Among other things $RI (+1,45 %)
$PG (-2,56 %)
$MDLZ (+2,86 %)
$HSY (+1,07 %)
$LOTB (+5,29 %)

$LOTB (+5,29 %)

I'm really interested in the share, but it's already very expensive 🤔

Does it even make sense to put a savings plan on it for a few or decades?

And further increased ✊

#momentumstrategie

As promised, I have listed the monthly performance of the reported stocks.

I hope it will inspire you to find new companies.

And a little added value.

1 to 10

$ONDS (-8,35 %) 172,70 %. $IREN (-9,27 %) 79 %

$NB (-2,42 %) 67,48 %. $LMND (-23,07 %) 37,24 %

$BMNR (-3,31 %) 28,85 %. $UUUU (-2,74 %) 24,70 %

$NBIS (-6,89 %) 23,64 %. $GILT (-5,03 %) 22,64 %

$UNH (+0,29 %) 20,74 % $VLA (-0,18 %) 19,61 %.

$ETH (-1,34 %) 19,05 %

10 to 20

$APP (-3,83 %) 18,69 %. $RDDT (-0,04 %) 18,41 %

$MP (-4,83 %) 13,81 %. $HOT (-0,79 %) 13,37 %.

$9868 (+3,32 %) 13,18 %. $XPEV 12,87 %

$LOTB (+5,29 %) 12,78 %. $CWCO (-2,9 %) 11,76 %

$TUI1 (-0,62 %) 9,41 %. $AHT 7,66 %

Remainder

$PRY (-2,13 %) 7,47 %. $MU (-5,8 %) 6,82 %

$AAPL (+0,47 %) 6,87 %

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (-4,83 %)
$NBIS (-6,89 %)
$LMND (-23,07 %)
$AAPL (+0,47 %)
$BMNR (-3,31 %)

$ELF (-1,12 %)
$9868 (+3,32 %)
$XPEV (+3,23 %)
$UCG (-1,8 %)
$PRY (-2,13 %)

$G1A (-1,26 %)
$LOTB (+5,29 %) +10% $UFPT (-1,63 %) +9,34%. $AHT 7,15%. $UNH (+0,29 %) 20,26%

$ETH (-1,34 %)
$NB (-2,42 %)
$VLA (-0,18 %)

$HOT (-0,79 %) +13%. $CWCO (-2,9 %) +14%

$ALV (-1,27 %) +6,4 %. $MAIN (-0,06 %) +5,3%. $TUI1 (-0,62 %) +18,3%

$RDDT (+1,28 %) . $GUBRA (+1,07 %)
$ONDS (-8,35 %)
$IREN (-9,27 %)

My shares would be

$MU (-5,8 %) +17%. $GILT (-5,03 %) +20%. $APP (-3,83 %) +17%

The shares are for identification purposes only.

And does not constitute a buy recommendation.

An analysis and evaluation of the multiples should definitely be carried out here.

You are also welcome to share your results with us.

I look forward to hearing more about your performers.

$LOTB (+5,29 %) Maybe one or the other can recommend something to me. What would you do with the share if you were down around 15%? Continue to hold and hope for a turnaround - or would you rather sell and reallocate?

I bought the share when it started to correct, but unfortunately I didn't wait for a bottom to form.

$LOTB (+5,29 %) I read an interesting report today on why the share price has plummeted. Despite high demand, production capacity for the cookies cannot be expanded any further in the short term. However, they are planning to do this with new production facilities by summer 26. They have also agreed a cooperation with a large ice cream producer, which means that Lotus ice cream will also be available from 2026.

I think I'll open a savings plan as a long-term investment. Or would it be better to invest in the abstrusely highly valued $PLTR (+1,19 %) ?

Questions upon questions! I'd rather have my trading portfolio. Short-term decisions, short-term trading, usually quick profits or rarely quick losses! In any case, no long deliberations!