BYD

In your opinion, how will the BYD $1211 (-0,37 %) stock change after the US elections?

In the third quarter, BYD $1211 (-0,37 %) with sales of 28,2 billion dollars for the first time $TSLA (+4,29 %) whose sales
25,2 billion dollars.

Nevertheless, the net profit of BYD fell to 1,63 billion dollars behind Tesla's profit of 2,2 billion dollars.

Photo: byd.com

Time for a little update 🧐

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From the original 77 positions, there are now 57 left.

Many well-known, large companies that were considered safe have left my portfolio and some have been replaced by more speculative stocks. 😜

Not all of the stocks included are long-term investments, as I have a few trades that have not yet been completed or that I have just entered into. These are among others: $PAH3 (+1 %)
$3EML (+0,65 %)
$GKP (+2,51 %)
$MC (+1,27 %)
$RKH (+1,81 %)
$PYPL (+2,85 %)
$HSY (+0,38 %)

If all my trades were closed immediately, I would probably already be under 50 positions.

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Where I still have concerns:

The Magnificent Seven. I have them all except $META (+0,15 %) and I wonder whether this is wise, as they are already heavily weighted in my ETFs. On the other hand, these very stocks have performed well. That's why I only recently invested in $AMZN (+0,2 %) and am thinking about getting Meta. 🤯

I'm particularly torn when it comes to $TSLA (+4,29 %) Tesla. I bought Tesla because of Elon, Musk and all his promising projects. But in hindsight, I'm increasingly of the opinion that Tesla shares only benefit the carmaker and that it's no longer that interesting because the competition is getting better, faster and cheaper, for example $1211 (-0,37 %) . Meta, on the other hand, could remain very interesting for the next few years.

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More unpopular thoughts:

Maybe I got in too early at $ASML (+0,8 %) too early, 738€. Didn't wait for the bottom to form or for a reversal signal. I will definitely be more cautious in the future, especially with stocks that have already had a long profit history and are therefore at risk. That large investors/institutional investors realize profits after price slumps and this then leads to even greater price slumps.

Waste management $WM (+1,84 %) very popular (hype?), fundamentally quite solidly positioned, moat available (I believe it is a duopoly in the USA) and with increasing population and consumption the future prospects should also be given. But will Waste Management deliver anything extraordinary besides a good return and a rising dividend? I don't think so and the business is neither scalable nor high-margin. Therefore, this could be one of the next candidates to be shot down.

Good morning, after the good rally of the China Stocks I was able to $1211 (-0,37 %) I am of the opinion that the share also has a lot of potential in the future.

At the moment I only hold the $IWDA (+1,13 %) and the $CSNDX (+1,04 %) with €200 each per month. I would like to buy fewer individual stocks in the future. (unless they are available at unbeatable prices🤭)

I hope that I won't have to rely on any of these funds for the next few years or decades and therefore have a long-term investment.

Opinions and criticism are welcome 👆🏻

Apple
$AAPL (+1,26 %) and the Chinese 🇨🇳Automobilhersteller BYD
$1211 (-0,37 %) have been secretly working on a safe and powerful battery system for the canceled Apple Car reports Bloomberg.

Week in review 12.10.

All-time highs for S&P 500, Dow Jones, Air Products & Chemicals, American Express, Arista Networks, Bank of New York Mellon, BlackRock, Caterpillar, CAVA, Fiserv, GE Vernova, Goldman Sachs, Mastercard, Morgan Stanley, Motorola Solutions, Piper Sandler, Royal Caribbean, Uber, Unum

52-week highs for Carnival, Commerzbank, GE Aerospace, Hilton Worldwide, MicroStrategy, Norwegian Cruise, Palantir, Ralph Lauren, Robinhood Markets, Sea Ltd. , Shake Shack, Tangier, Teledyne

Tesla Cybercab / Robotaxi planned from 2026 for under 30,000$. In addition, an autonomous bus with 20 seats was presented, share falls -8.1%, market is disappointed, -19% 1-year performance

Nvidia partner Hon Hai increases capacity to meet "crazy" AI demand, Nvidia shares +8.3% this week, +176% 1-year performance

AMD unveils MI325X AI accelerator to compete with Nvidia's H200, customers include Google, Microsoft, OpenAI, Dell, Oracle, Meta, Hewlett Packard Enterprise, Supermicro, Lenovo and Databricks, AMD launches EPYC 5th Gen Datacenter CPU to compete with Intel's Xeon, AMD currently has 34% market share in Datacenter CPUs, MI350 coming in 2025 to compete with Nvidia's Blackwell, AMD stock drops -4%, apparently sell the news event, +45% 1-year performance

92% of desktop processor sales at major German online retailer Mindfactory were from AMD last week, Intel only at 8% share and -36% 1-year performance

TSMC with good quarterly figures, share price rises slightly, +97% 1-year performance

JPMorgan with good quarterly figures, share +5.1%, +48% 1-year performance

Wells Fargo with good quarterly figures, share +6.5%, +49% 1-year performance

PepsiCo and Samsung with poor quarterly figures, shares fall slightly

Amazon Pharmacy announces same-day delivery of prescription drugs in 20 more US states and expands its service to almost half of the states in 2025, +43% % 1-year performance

Jefferies says Apple's hopes for an AI phone are overdone and high expectations are premature, Hold rating, +26% 1-year performance

The situation is similar at Microsoft after Oppenheimer downgraded its rating from "Outperform" to "Perform", it was the second such downgrade by analysts in recent weeks, AI sales are overestimated and shares have underperformed since July due to "AI fatigue", plus losses at OpenAI, +26% 1-year performance

Two Google scientists from the subsidiary DeepMind receive the Nobel Prize in Chemistry, they developed the AI model "AlphaFold2", which can be used to predict the structures of all 200 million known proteins, the AI is used in 190 countries, for example in the clarification of antibiotic resistance or the use of enzymes to break down plastics, Alphabet shareholders like this, +12% 1-year performance

Inperial Brands increases dividend, now pays out quarterly and buys back shares, share price rises 5%, +36% 1-year performance

FTX - customers will soon get their balances paid out after the crypto exchange went bankrupt in 2022 and the management was imprisoned

Shortseller Hindenburg Research with allegations of fraud and safety concerns for children at gaming service Roblox, share price falls -6%, even -70% since November 2021

After two very positive weeks, China stocks fall like a flash in the pan as the market expected more stimulus from the Chinese dictator. Dictator, Hang Seng with worst day since the 2008 financial crisis, this week

China strengthens real estate sector and signals more spending ahead, Finance Minister announces measures to support real estate sector today and government would now have more room to borrow and increase deficit, China also announces issuance of special government bonds today to bolster capitalization of its largest state-owned banks, Printer is coming

Fitch downgrades France's credit rating to negative due to higher deficits, government debt expected to rise to 118.5% of GDP by 2028

FTSE Russell: Greek equities on track for upgrade to developed markets, FTSE Russell to provide update as part of March 2025 review, Greek equity index up 53% since start of 2023

Porsche sells 7% fewer cars due to China slump by -29%, -5% North America but +7% Germany & Europe, -21% % 1-year performance

Deutsche Telekom increases dividend and launches share buyback program for € 2 bn, highest share price in 23 years, +33% 1-year performance

Commerzbank reaches highest share price since the euro crisis in 2011, +61% 1-year performance

Bayer with new lawsuit in the USA over PCBs, share price -7%, -41% 1-year performance

German industrial order intake fell unexpectedly sharply by 5.8% in August compared to the previous month

E.on CEO expects energy prices to rise in the long term thanks to higher taxes & levies and the world's stupidest energy policy

The Ampel expects the economy to shrink for the second year in a row, revising its GDP forecast for 2024 from +0.3% to -0.2%, only the second consecutive year of shrinking GDP since the fall of communism in 1990

After the pension insurance, the German long-term care insurance is also bankrupt, as recipients of citizens' benefits are not paying in and society is ageing, Lauterbach therefore wants to increase the monthly contribution for long-term care for all workers, so soon less net from gross again

" If you want to read a review like this every week, leave a like and subscribe.

$NVDA (-2,33 %)
$AMD (+1,27 %)
$TSLA (+4,29 %)
$CBR
$INTC (+1,17 %)
$2330
$JPM (+2,25 %)
$WFC (+1,97 %)
$PEP (+1,38 %)
$AMZN (+0,2 %)
$GOOGL (+0,04 %)
$GOOGL (+0,04 %)
$AAPL (+1,26 %)
$MSFT (+1,55 %)
$IMB (+1,09 %)
$CNUA (-2,39 %)
$941
$9988 (-2,27 %)
$700 (-1,14 %)
$1211 (-0,37 %)
$P911 (+0,93 %)
$PAH3 (+1 %)
$DTE (+1,33 %)
$BAYN (+1,36 %)
$EOAN (+3,48 %)
$PLTR (+5,1 %)
$RBLX
$BLK

In September
2024 recorded BYD
$1211 (-0,37 %) recorded the most successful sales month in its history with 419.426 vehicles sold, which represents an increase of 32 % compared to the previous year. -ITTimes

Broken down:

- 252.647 Plug-in hybrids

- 164.956 Battery electric vehicles

- 1.823 Commercial vehicles (buses and commercial vehicles)

I have just sold part of the position and made a good profit. I am holding the remaining position and will buy more when the opportunity arises.