Richemont

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- KEPLER CHEUVREUX raises the price target for SAP from EUR 200 to EUR 230. Hold. $SAP (-0,03 %)

- UBS upgrades HUGO BOSS from Neutral to Buy and raises target price from EUR 41 to EUR 49. $BOSS (+0,51 %)

- BOFA raises the price target for FRAPORT from EUR 55 to EUR 56. Neutral. $FRA (+5,53 %)

- UBS raises target price for RICHEMONT from CHF 144 to CHF 150. Buy. $CFR (+0,21 %)

- BOFA upgrades HOCHTIEF from Neutral to Buy and raises target price from EUR 112 to EUR 140. $HOT (+0,35 %)

- JPMORGAN raises target price for FEDEX from USD 350 to USD 366. Overweight. $FDX (-8,08 %)

- JPMORGAN raises the price target for ROCHE from CHF 220 to CHF 230. Underweight. $ROG (+0,46 %)

- UBS upgrades BMW from Neutral to Buy and raises target price from EUR 75 to EUR 83. $BMW (+0,87 %)

- JEFFERIES raises target price for UNICREDIT from EUR 47 to EUR 49. Buy. $UCG (+0,05 %)

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- HAUCK AUFHÄUSER IB lowers the price target for DELIVERY HERO from EUR 61 to EUR 52. Buy. $DHER (+3,05 %)

- BARCLAYS lowers the target price for VOLKSWAGEN VORZÜGE from EUR 110 to EUR 100. Overweight. $VOW (+1,96 %)

- BARCLAYS lowers the target price for PORSCHE SE from EUR 35 to EUR 30. Underweight. $PAH3 (+0,42 %)

- UBS downgrades MERCEDES-BENZ from Buy to Neutral and lowers target price from EUR 72 to EUR 55. $MBG (-0,07 %)

- EXANE BNP downgrades HYPOPORT from Outperform to Neutral. $HYQ (-0,35 %)

- HAUCK AUFHÄUSER IB lowers the price target for IBU-TEC from EUR 12 to EUR 7.40. Hold. $IBU (-0,85 %)

- KEPLER CHEUVREUX downgrades SYMRISE from Buy to Hold and lowers target price from EUR 122 to EUR 114. $SY1 (-0,34 %)

- DEUTSCHE BANK RESEARCH lowers the price target for SANOFI from EUR 90 to EUR 85. Sell. $SAN (-0,6 %)

- JPMORGAN lowers the price target for CARL ZEISS MEDITEC from EUR 56 to EUR 45. Underweight. $AFX (+0,2 %)

- JPMORGAN lowers the price target for SARTORIUS from EUR 290 to EUR 275. Overweight. $SRT (+2,08 %)

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET, $MA (-0,34 %) , $VRTX (-0,44 %) , $RMS (+0,75 %) , $PGHN (-0,02 %) , $COLO B (+0,94 %) , $ACN (-1,66 %) , $MNST (-0,16 %)
$FICO (+1,63 %) , $MCO (+0,31 %) , $KNIN (+0,44 %) , $S&P Global, $ISRG (-0,89 %)
$III (+0 %) , $BKNG (-1,19 %)
$HLAG (+1,67 %) , $QCOM (+2,48 %) , $CFR (+0,21 %) and $IFX (-1,35 %) . Already blatant companies

Would love some portfolio feedback!#portfoliocheck

The goal is to save +- 35 selected stocks evenly over the long term in order to build up a passive income with dividends.

As soon as $PAEM (-0,46 %) has a positive return, it is sold and also reallocated to equities.

The following stocks will follow in the next few months:

Individual shares

$HOLN (-0,73 %)

$CFR (+0,21 %)

$PM (+0,48 %)

$BALN (+0,26 %)

$BKW (+0,76 %)

$MCD (-0,31 %)

$CL (-1,99 %)

Bonds, gold and a global ETF

$CSBGC7

$SGLD (+0,01 %)

$ZPRG (+0,23 %)