What do you think? Realistic scenario?

Are any of you still invested? $PUM (-1,71 %)

-72% The Trade Desk $TTD (+0,66 %)

-72% Fiserv $FI (-1,73 %)

-65% Dogecoin $DOGE (-1,03 %)

-65% Cardano

-61% Gerresheimer

-60% Enphase Energy $ENPH (-1,14 %)

-59% CarMax $KMX (+3,18 %)

-57% Strategy $MSTR (+7,51 %)

-56% Deckers Outdoor

-56% Alexandria Real Estate

-50% Redcare Pharmacy

-50% PUMA $PUM (-1,71 %)

-50% lululemon

-49% Dow

-49% Novo Nordisk $NOVO B (-0,22 %)

-48% MARA $MARA (+2,96 %)

-48% Molina Healthcare

-47% FactSet

-47% Charter Communications

-47% HelloFresh

-45% Wolters Kluwer

-43% Solana $SOL (-0,97 %)

-43% Cocoa

-42% UnitedHealth $UNH (-1,06 %)

-41% Atlassian

-41% Li Auto

-40% Copart

-40% Meituan

-38% PayPal

-38% Chipotle Mexican Grill

-36% TeamViewer

-35% GameStop $GME (+0,28 %)

-35% Orsted $ORSTED (-0,11 %)

-33% Pernod Ricard $RI (+1,13 %)

-33% Evotec

-33% Symrise

-31% Marvell Technology $MRVL (+0,3 %)

-30% Comcast

-30% Natural Gas

-30% Kraft Heinz $KHC (+0,5 %)

-30% Adobe $ADBE (-5,02 %)

-29% Salesforce $CRM (-6,96 %)

-28% Nike $NKE (+1,43 %)

-28% Adidas $ADS (-2,02 %)

-27% Sugar

-27% XRP $XRP (-0,12 %)

-26% Stellantis $STLAM (-3,03 %)

-25% JD .com

-24% Procter & Gamble $PG (+0,84 %)

-23% Arm $ARM (-2,52 %)

-22% Ferrari $RACE (-4,49 %)

-22% Porsche AG $P911 (-2,13 %)

-21% Zalando $ZAL (+4,6 %)

-21% NEL ASA $NEL (+0,63 %)

-21% Ethereum $ETH (-0,21 %)

-18% Bitcoin $BTC (-0,19 %)

-16% Brent Oil

-16% Delivery Hero

-13% Vonovia $VNA (-0,22 %)

-12% Coinbase $COIN (+4,44 %)

-11% SAP $SAP (-0,7 %)

-7% Amazon $ (-1,16 %)AMZN (-1,16 %)

First things first. I hope you all had a peaceful Christmas season and were able to spend a few lovely days with family and friends! 😊

Even though December isn't quite over yet, I'd like to give you a quick update on the past month before the new year and take a brief look at the performance since I started at getquin in September.

👉🏻 December:

Start: 1,253,497 euros + 19,000 cash

End: 1,336,908 euros + 400 cash

Deposit: 3,000 euros

Profit: +61,811 euros (+4.86%)

As in previous months, the portfolio benefited from the continued strength of gold in December. The overweight in K92 Mining ($KNT (+2,86 %)), Equinox Gold ($EQX (+1,62 %) ), B2Gold ($BTO (-0,75 %) ) and, more recently, Euro Sun Mining ($ESM (-3,34 %) ) has contributed significantly to the good performance. My sale of SantaCruz Silver ($SCZ) (-2,46 %) in November, on the other hand, unfortunately proved to be an expensive mistake. I lost 50% of my profit, but as you know, you're always smarter afterwards and who could have guessed that silver would go through the roof like this.

Otherwise, not much has changed in my portfolio. I have now fully reinvested the 19,000 euros in cash. Among other things, I have taken an initial position in Vonovia ($VNA (-0,22 %) ) and Zalando ($ZAL (+4,6 %) ). I have also added some Ubisoft ($UBI (+0,49 %) ) and Fuchs Petrolub ($FPE (+2,81 %) ). I only took profits on Puma ($PUM (-1,71 %) ) and significantly reduced my position here when the share price was driven up again by takeover rumors.

As already mentioned, an extremely successful stock market year 2025 comes to an end tomorrow. The performance alone since I started with getquin in September has left me surprised. I wish every year was like this, but ... well. It will probably remain a pipe dream, but I'm all the happier for it! 😊

👉🏻 September - December:

Start: 1,022,339 euros

End: 1,336,908 euros + 400 cash

Return (adjusted): +235,305 euros (+21.39%)

A large part of the performance is of course due to (mainly unrealized) price gains, especially in my two largest positions (K92 Mining and Equinox), which now have a very high impact on the overall performance due to their size. However, other trades have also played their part. For 2025 as a whole, I expect to generate around EUR 115,000 in realized capital gains. Of this, around EUR 20,000 is attributable to dividends received, EUR 20,000 to trading profits with K92 Mining and other various gold/silver mines and around EUR 75,000 to the remaining shares (e.g. Alibaba, Xiaomi, Volkswagen, Porsche, 1&1, Ceconomy, etc.), to name just a few.

I am aware that the main ingredient for such a performance is luck (or inside information). Since I don't have the latter, let's agree on luck... 😉

For this reason, I am setting my targets for 2026 correspondingly lower. My main goal is always to receive around 5% of my assets in the form of investment income. Based on today's values, this would mean a range of 70,000 - 90,000 euros. I no longer set myself a target for my total assets. Although my salary can be planned, it is of secondary importance in the overall picture and, as we all know, you can't plan for price gains on the stock market... 👍🏼

➡️🆓: On my way towards 4 million total assets, the target achievement rate is now 44%. 😊

So, enough chatter. I wish you all a happy new year, happiness, satisfaction, health and, of course, success on the stock market in 2026! 🍀

Enjoy the quiet time! I'm off for 3 weeks in the sun and then I'll see you again at the end of January!

See you in a few days! 😊

Let's see if that works out... I'm still well in the red with the paper.

That sounds really exciting: Puma shares will once again become the focus of market interest on Thursday - this time due to fresh takeover speculation, which could get the recently hard-hit share price moving again. As early as mid-September, a report by Manager Magazin had already given rise to speculation.

At the time, it was reported that several hedge funds were considering a takeover of the Franconian sporting goods manufacturer.

At the time, the news caused a short-term jump in the share price, but the euphoria did not last long. The share price soon turned downwards again and even slipped to its lowest level since 2015 last week.

Now, however, there seems to be new momentum in the discussion. The news agency Bloomberg reports, citing informed sources, that there is serious interest in Puma from China. In particular, the sporting goods giant Anta Sports, which has expanded rapidly in recent years and gone on an international shopping spree, is said to be examining a possible takeover. Bloomberg also mentions two other names that are making the industry sit up and take notice: Li Ning - one of the leading Chinese sporting goods groups - and Japan's Asics, which has been a force to be reckoned with for decades, particularly in running. $PUM (-1,71 %)

Dear Community,

After reading all the posts with great enthusiasm, I would like to hear your opinion on my portfolio today.

A few words about me:

I am 27 years old and bought my first share around 2019. Since then, I've unfortunately made a few mistakes and made a mistake ($KER (-2,23 %) , $NOVO B (-0,22 %) , $PUM (-1,71 %) ). At that time, I unfortunately always had the approach that if it had fallen sharply, it had to go up again at some point...

That's why I've now increased my ETF holdings somewhat. The idea is to build up the portfolio mainly with ETFs and to improve the return with a few shares. However, I'm not really satisfied with the return yet...

I currently invest €3100 a month together with my partner, mainly in the $IWDA (+0,07 %) and $VWCE (-0,09 %) .

500€ flow into $BTC (-0,19 %) .

I am looking forward to your opinion.

P.s.: I am aware that the stocks in the MSCI world, ftse world and s&p are duplicated. There are historical reasons why they are in my portfolio and they don't bother me at the moment.

$KDP (+0,72 %)
$7751 (-1,23 %)
$NXPI (+0,73 %)
$WM (-0,55 %)
$CDNS (-0,89 %)
$BN (+0,13 %)
$SOFI (+1,66 %)
$UNH (-1,06 %)
$AMT (+1,01 %)
$UPS (-1,4 %)
$BNP (-1,11 %)
$NVS (+0,62 %)
$DB1 (-2,17 %)
$MSCI (+0,6 %)
$ENPH (-1,14 %)
$BKNG (-1,41 %)
$LOGN (-0,52 %)
$V (-4,05 %)
$MDLZ (+2,12 %)
$PYPL (-1,02 %)
$000660
$MBG (-0,13 %)
$BAS (-0,37 %)
$UBSG (-1,01 %)
$SAN (+0,62 %)
$CVS (+0,68 %)
$OTLY (-2,03 %)
$GSK (-0,6 %)
$ETSY (+2,16 %)
$CAT (+1,67 %)
$KHC (+0,5 %)
$ADYEN (-2,19 %)
$ADS (-2,02 %)
$AIR (+1,52 %)
$SBUX (+0,95 %)
$CMG (-2,06 %)
$META (-1,59 %)
$KLAC (+1,08 %)
$MELI (-3,4 %)
$WOLF (+6,37 %)
$GOOGL (+1,55 %)
$EQIX (+2,31 %)
$MSFT (-1,22 %)
$CVNA (+0,91 %)
$EBAY (+1,56 %)
$005930
$6752 (+2,85 %)
$KOG (-2,65 %)
$VOW3 (-0,51 %)
$GLE (+0,64 %)
$LHA (-0,86 %)
$STLAM (-3,03 %)
$SPGI (-0,13 %)
$MA (-3,68 %)
$PUM (-1,71 %)
$AIXA (-2,93 %)
$FSLR (+1,9 %)
$AAPL (+0,67 %)
$REDDIT (-0,19 %)
$AMZN (-1,16 %)
$NET (+1,31 %)
$MSTR (+7,51 %)
$GDDY (-2,34 %)
$TWLO (-1,43 %)
$COIN (+4,44 %)
$066570
$CL (+1,49 %)
$ABBV (+0,32 %)
$XOM (+2,35 %)

After giving a lot of thought to whether I should add to one of my many positions or look for a tidbit, I decided to welcome SAP to my portfolio - one of the few companies in Germany that still has sufficient potential, but is moving sideways this year.

In addition, I will probably be getting rid of some positions soon and cleaning up my portfolio a little by the end of the year - at least that's my plan... The following are the main ones that catch my eye

$PUM (-1,71 %)

$LXS (-1,8 %)

$PAH3 (-0,7 %)

$SIX2 (-1,17 %)

Once bought with the idea of dividends and a possible turnaround in mind, I doubt that the situation with these companies will change abruptly and now regard them more as yield killers.

SAP comes in handy as an addition in order to still be able to invest alongside $ALV (-0,17 %) and $DHL (-1,05 %) another German company in the portfolio.

Puma is currently making considerable gains, apparently due to the takeover of a major shareholder. $PUM (-1,71 %)

Currently down 3%, is anyone else invested? 💰

$PUM (-1,71 %) has just brought out the club and is investing over a billion euros in ManCity as a supplier until 2035.

In the current situation of $PUM (-1,71 %) I don't know if that's not a little over the mark $PUM (-1,71 %) in terms of volume.

I hope they know what they're doing......

I recently considered investing small in Puma. I think I'll put that on hold for now and wait and see.

https://www.sport.de/news/ne10499321/milliarden-deal-manchester-city-unterzeichnet-rekordvertrag/

The last press went pretty well for $PUM (-1,71 %) pretty well and I'm hoping for a comeback. I've been invested here for a while, but not much has happened with the stock so far📄

What do you think?