Dear Community,
What is at the top of your watchlist?
For me:
$SNPS (+1,89 %)
$NXPI (+2,39 %) or $ASML (+4,37 %) and $ATD (+0,63 %)
VG
Dear Community,
What is at the top of your watchlist?
For me:
$SNPS (+1,89 %)
$NXPI (+2,39 %) or $ASML (+4,37 %) and $ATD (+0,63 %)
VG
Depot review August 2024 - calm before the (September) storm?
While September has lived up to its name so far (worst month on the stock market, negative in more than 50% of cases), August was a boring month in my portfolio. In keeping with the vacation season, my portfolio also shifted down a gear.
Monthly view:
In total, August was +0,5%. This corresponds to price losses of ~1.400€.
This was therefore unable to fully make up for the losses from the previous month of July (-2.2%).
Winners & losers:
There was therefore not much going on on the winners' and losers' side in August.
On the winning side are MercadoLibre and Palo Alto Networks at the top with ~€1,000 each. They are followed by Starbucks, Crowdstrike and Meta.
On the loser side are the crypto assets in my portfolio in August. Ethereum at the top with price losses of €1,500, Bitcoin in 3rd place with €900. Alphabet with ~€1,000 in price losses.
The performance-neutral movements in August were just under €4,000, after being somewhat lower in the previous months due to private issues.
However, only just under €1,400 of this went into shares, the rest is cash.
Current year:
My performance in the current year is +15,3% and thus still slightly above my benchmark, the MSCI World at 14.2%. Even if the gap is slowly narrowing.
In total, my portfolio currently stands at ~312.000€. This corresponds to an absolute growth of ~€60,000 in the current year 2023. ~44.000€ of this comes from price gains, ~2.400€ from dividends / interest and ~13.000€ from additional investments.
Dividend:
Buys & sells:
Target 2024:
My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market performance this year, my portfolio currently stands at ~€312,000.
However, after the first few days of trading in September, my portfolio only stands at €304,000. Compared to the level of €320,000 at the end of June, this is now a significant decline in total assets.
It therefore remains exciting to see how the share price will develop in the last third of the year. However, if we see a year-end rally after a weak September, I am optimistic about my target.
Retail stocks - which stock is your favorite? 🛒
After yesterday's quarterly figures from Walmart $WMT (-1,47 %) the share is up +7%. This has given me reason to talk about the sector.
These stocks did particularly well last year. Here is a little insight into the 1Year Performance⬇️:
🇺🇸
Walmart $WMT (-1,47 %) +37%
Costco Wholesale $COST (+0,3 %) +55%
🇨🇦
Alimentation Couche Tard $ATD (+0,63 %) +20%
🇳🇱
Ahold Delhaize $AD (-1,2 %) also manages the turnaround 📈
I have Ahold Delhaize and Walmart in my portfolio, but speculate on adding Alimentation Couche-Tard.
Which retail stocks do you have in your portfolio?
How do you rate the sector?
🏪 Alimentation Couche-Tard Inc. $ATD (+0,63 %) : Advantages, opportunities and risks 🚀
Overview: Alimentation Couche-Tard Inc (Ticker: ATD) is a leading convenience store and mobility company operating in approximately 29 countries and territories. With more than 16,700 stores, nearly 13,100 of which offer road transportation fuels, the company is a major player in the retail industry.
Corporate structure and market presence:
Alimentation Couche-Tard operates under the well-known brands Circle K, Couche-Tard and Ingo. The company is represented in the USA and Canada, Scandinavia, the Baltic States, Ireland, Poland, Hong Kong, Belgium, Germany, Luxembourg and the Netherlands. In North America, the network consists of approximately 17 business units, including 14 in the US covering 47 states and three in Canada covering all 10 provinces. In Europe, the company operates a broad retail network across seven business units.
Financial data and growth:
Dividend history:
Alimentation Couche-Tard has an impressive dividend history with continuous growth:
Analyst ratings: The price target for Alimentation Couche-Tard is CAD 87.16, which represents an increase of 13.54%. The stock is rated by 16 analysts, 14 of which have a Buy recommendation.
Strategy and expansion:
The company focuses on the continuous expansion and diversification of its portfolio. It invests in new technologies and continuously improves the customer experience in its convenience stores. Alimentation Couche-Tard also plans to increase its presence in electromobility through state-of-the-art charging stations.
Financial strengthAlimentation Couche-Tard shows continuous growth with a solid financial position. The company offers stable dividends and has a long history of dividend increases, making it an attractive option for income investors.
Future prospectsThe company remains committed to strengthening its market position through innovation and expansion into emerging markets. Sustainability and technology leadership are key components of the future business strategy.
RisksDespite its many strengths, there are some risks that investors should be aware of:
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Hey guys
where do you watch the news when a company publishes figures etc.?
I would like to know how the figures of $ATD (+0,63 %) turn out
yesterday at 10 pm numbers should be reported and today 2 pm earning calls?
and what is the difference between reporting numbers and calls?
VG