E-car sector in transition - Tesla slips further

VW doubles e-car deliveries

Tesla $TSLA (+1,18 %)slips further - VW on the upswing

• The US electric car manufacturer Tesla is still unable to capitalize on the upswing in the European electric car market.
• In April, the company of controversial CEO Elon Musk suffered another severe setback.
• Once again, new registrations in the European Union plummeted, this time by more than half, according to data from the European manufacturers' association Acea.
• After the first four months of the year, Tesla had to cope with a drop of a good 46 percent to just 41,677 cars.
• Although the EU car market as a whole has been treading water so far this year, the electric car market in particular is picking up strongly again after last year's weakness.
• In the first four months of the year, 15.3% of new registrations in the EU were battery-powered cars, compared to just 12% a year earlier.
• In terms of units, growth amounted to over a quarter.

VW $VOW (+0,95 %)doubles e-car deliveries

• Tesla is coming under increasing pressure in a market for which the controversial entrepreneur Musk has set up his so-called gigafactory in Grünheide, just outside Berlin, and invested billions in.
• Not only is Volkswagen now getting up to speed with its electric cars and is miles ahead of Tesla - the Wolfsburg-based company more than doubled its deliveries of purely electric vehicles in Europe in the first quarter.
• The Chinese electric world market leader BYD ("Build Your Dreams") is also breathing down Musk's neck - what's more, it has now overtaken him in Europe in terms of pure electric drives (BEV - battery electric vehicles).
• According to data from market researchers at Jato Dynamics, this was the case for the first time in April.

BYD $1211 (+3,75 %)from China overtakes Tesla

• In Jato's figures - which cover 28 countries instead of just the EU - BYD came in a hair's breadth ahead of Tesla with 7,231 cars in April.
• Despite the small lead, Jato analyst Felipe Munoz spoke of a "turning point" for the European car market, especially as Tesla has been leading the market for years and BYD only really got going late.
• BYD is currently relying heavily on dealers' own registrations and sales to car rental companies, as data from the Federal Motor Transport Authority shows for Germany, the largest car market in the EU.
• In the first four months, only just under twelve percent of the 2,791 newly registered BYD models in Germany went to private owners.
• It is true that sales to companies in Germany generally account for the lion's share of registrations for other car manufacturers too.
• However, the proportion of private buyers at BYD is very low: Mercedes, for example, accounts for almost 37 percent and the VW Passenger Cars brand for around 26 percent.

Tuesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Deutsche Wohnen SE € 0.04

• Quarterly figures / company dates USA / Asia
• 15:00 Merck & Co AGM
• No time specified: Qualcomm Deadline for decision on a firm bid for Alphawave IP Group

• Quarterly figures / Company dates Europe
• 07:00 Adler Group | paragon Quarterly figures
• 07:30 Datagroup quarterly figures
• 10:00 Bechtle | Daimler Truck | Fraport | Hensoldt | Kion | Zalando | Baywa | Deutsche Beteiligungs AG | Medios AGM
• 10:30 Indus Holding AGM
• 13:00 Roche Diagnostics Investor Day 2025
• 14:00 Krones AGM
• No time specified: Heidelberg Materials Capital Markets Day

• Economic data

08:00 DE: GfK Consumer Climate Indicator June FORECAST: -19.6 points previously: -20.6 points

08:45 FR: Consumer prices (preliminary) May PROGNOSE: +0.1% yoy/+0.9% yoy previous: +0.6% yoy/+0.8% yoy HICP PROGNOSE: +0.1% yoy/+0.9% yoy previous: +0.7% yoy/+0.9% yoy

11:00 EU: Economic Sentiment Index May Eurozone Economic Sentiment Forecast: 94.0 Previous: 93.6 Eurozone Industrial Confidence Forecast: -10.5 Previous: -11.2 Eurozone Consumer Confidence Forecast: -15.2 Previous: -15.2 Previous: -16.6

14:30 US: New orders for durable goods April FORECAST: -7.8% yoy previous: +9.2% yoy

16:00 US: Consumer Confidence Index May PROGNOSE: 86.0 previous: 86.0

Hello Getquins,

As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.

As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.

$ROST (+1,71 %) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.

My investment $PEP (+1,34 %) I hardly see here except for sweets like Lay Chips but $KO (-0,44 %) is the leading beverage here.

I have $TSLA (+1,18 %) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.

They build like mad here, whether streets $CAT (+1,99 %)

$DE (+1,72 %) or entire residential areas with several hundred houses.

The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.

Almost 90% of people here have $AAPL (+1,33 %) iphone, $F (+2,4 %) pickups or $GM (+3,48 %) a few European ones can also be seen here $VOW (+0,95 %)
$BMW (+0,99 %)

The bar culture, restaurants and dinners are very popular.

$BOM

Of course there is a huge $WMT (+0,78 %) and next to it the $CVS (+0,46 %)

Best regards and hope you had Easter or soon Whitsun vacation.

So long

Smudo

Hey everyone,

Unfortunately, not every sale is a profit - I'm currently down around 30% with BMW, Mercedes, VW and Porsche Holding.

$VOW (+0,95 %)
$MBG (+0,74 %)
$BMW (+0,99 %)
$PAH3 (-0,16 %)

The dividends are nice, but what would you do? Hold or sell?

Alternatively, I would shift them into an ACWI ($ISAC) (+0,8 %) to shift them.

Thank you for your assessment!

Greetings Dagobert

To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (-0,43 %)
• 06.05.25 -> Ferrari $RACE (-0,16 %)
• 06.05.25 -> Progressive $PGR (+0,11 %)
• 06.05.25 -> Zoetis $ZTS (+1,31 %)
• 07.05.25 -> Novo Nordisk $NOVO B (-1,85 %)
• 08.05.25 -> Main Street Capital $MAIN (+1,45 %)
• 15.05.25 -> Allianz $ALV (-0,07 %)
• 20.05.25 -> Mutares $MUX (-0,68 %)
• 22.05.25 -> NextEra Energy $NEE (+1,78 %)

July 2025

• 10.07.25 -> Progressive $PGR (+0,11 %)
• 21.07.25 -> Prologis $PLD (+0,79 %)
• 23.07.25 -> Amphenol $APH (+1,8 %)
• 24.07.25 -> Greencoat UK Wind $UKW (+1,85 %)
• 24.07.25 -> NextEra Energy $NEE (+1,78 %)
• 24.07.25 -> Vidrala $VID (-0,37 %)
• 25.07.25 -> Palfinger $PAL (-0,34 %)
• 25.07.25 -> Volkswagen $VOW (+0,95 %)
• 30.07.25 -> HSBC $HSBA (-0,12 %)
• 30.07.25 -> Realty Income $O (-0,43 %)
• 30.07.25 -> Rio Tinto $RIO (-0,56 %)
• 31.07.25 -> Ferrari $RACE (-0,16 %)
• 31.07.25 -> Main Street Capital $MAIN (+1,45 %)
• 31.07.25 -> OMV $OMV (-0,44 %)

August 2025

• 05.08.25 -> Aflac $AFL (+1,04 %)
• 05.08.25 -> DHL Group $DHL (+0,09 %)
• 05.08.25 -> Public Storage $PSA (-1,46 %)
• 06.08.25 -> Novo Nordisk $NOVO B (-1,85 %)
• 07.08.25 -> Allianz $ALV (-0,07 %)
• 12.08.25 -> Mutares $MUX (-0,68 %)
• 12.08.25 -> Zoetis $ZTS (+1,31 %)

October 2025

• 09.10.25 -> Progressive $PGR (+0,11 %)
• 21.10.25 -> Prologis $PLD (+0,79 %)
• 22.10.25 -> Amphenol $APH (+1,8 %)
• 22.10.25 -> NextEra Energy $NEE (+1,78 %)
• 27.10.25 -> Palfinger $PAL (-0,34 %)
• 28.10.25 -> HSBC $HSBA (-0,12 %)
• 29.10.25 -> OMV $OMV (-0,44 %)
• 29.10.25 -> Vidrala $VID (-0,37 %)
• 30.10.25 -> Main Street Capital $MAIN (+1,45 %)
• 30.10.25 -> Volkswagen $VOW (+0,95 %)
• 30.10.25 -> Zoetis $ZTS (+1,31 %)

November 2025

• 03.11.25 -> Public Storage $PSA (-1,46 %)
• 04.11.25 -> Aflac $AFL (+1,04 %)
• 04.11.25 -> Ferrari $RACE (-0,16 %)
• 05.11.25 -> Novo Nordisk $NOVO B (-1,85 %)
• 06.11.25 -> DHL Group $DHL (+0,09 %)
• 10.11.25 -> Realty Income $O (-0,43 %)
• 13.11.25 -> Mutares $MUX (-0,68 %)
• 14.11.25 -> Allianz $ALV (-0,07 %)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+1,78 %)
• 27.01.26 -> Prologis $PLD (+0,79 %)
• 28.01.26 -> Progressive $PGR (+0,11 %)
• 28.01.26 -> Amphenol $APH (+1,8 %)
• 29.01.26 -> Ferrari $RACE (-0,16 %)
• 29.01.26 -> OMV $OMV (-0,44 %)

February 2026

• 04.02.26 -> Aflac $AFL (+1,04 %)
• 04.02.26 -> Novo Nordisk $NOVO B (-1,85 %)
• 13.02.26 -> Allianz $ALV (-0,07 %)
• 17.02.26 -> Zoetis $ZTS (+1,31 %)
• 19.02.26 -> Main Street Capital $MAIN (+1,45 %)
• 24.02.26 -> HSBC $HSBA (-0,12 %)
• 24.02.26 -> Palfinger $PAL (-0,34 %)
• 24.02.26 -> Public Storage $PSA (-1,46 %)
• 24.02.26 -> Realty Income $O (-0,43 %)
• 26.02.26 -> Greencoat UK Wind $UKW (+1,85 %)
• 26.02.26 -> Vidrala $VID (-0,37 %)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-0,56 %)
• 05.03.26 -> DHL Group $DHL (+0,09 %)
• 17.03.26 -> Volkswagen $VOW (+0,95 %)

April 2026

• 15.04.26 -> Mutares $MUX (-0,68 %)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+1 %) ? Unfortunately I can't find them online.

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (+0,82 %)
$TDIV (-0,55 %)
$DGSD (+0,58 %)
$MAIN (+1,45 %)
$NOVO B (-1,85 %)
$PGR (+0,11 %)
$PSA (-1,46 %)
$UKW (+1,85 %)
$APH (+1,8 %)
$DHL (+0,09 %)
$HSBA (-0,12 %)
$MUX (-0,68 %)
$NEE (+1,78 %)
$ZTS (+1,31 %)
$AFL (+1,04 %)
$O (-0,43 %)
$SHEL (+1 %)
$VID (-0,37 %)
$RACE (-0,16 %)
$PLD (+0,79 %)
$OMV (-0,44 %)
$PAL (-0,34 %)
$RIO (-0,88 %) and last but not least $VOW (+0,95 %)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

$VOW (+0,95 %)
$UBER (-1 %)

Volkswagen and the US ride-sharing service Uber want to launch a new ride-sharing service in the United States. VW is supplying self-driving vans for the service, which is due to start as early as 2026.

Volkswagen and the ride-sharing service Uber have agreed a partnership for the US market. Over the next ten years, the car manufacturer will provide thousands of autonomous ID Buzz AD electric vans for rides in the USA, as announced by the Hamburg-based VW subsidiary Moia. Uber customers will be able to call the vans via the US company's app.

Commercial trips from 2026

The partnership will begin immediately, said a Moia spokesperson. According to the plan, a test phase will begin at the end of the year. The first commercial rides will then be offered in 2026 - initially in Los Angeles. More specifically, the partnership involves Volkswagen ADMT LLC - a company of the VW US subsidiary - Moia and Uber

The Google subsidiary Waymo has long been successful in the robotaxi business in the USA in San Francisco, Phoenix, Los Angeles and Austin. Further cities are to be added this year. In an interview with manager magazin, Volkswagen CEO Oliver Blume recently announced his intention to compete with Waymo in the field of autonomous driving. "We see great progress on the way to being able to offer an integrated series solution in the next few years. Comparable to Waymo, but with our own product - the ID.Buzz."

Tesla wants to produce a robotaxi called Cybercab from 2026. General Motors terminated the corresponding Cruise project at the end of 2024 after the car manufacturer had burned through ten billion dollars.

https://www.manager-magazin.de/unternehmen/autonomes-fahren-vw-und-uber-schliessen-robotaxi-partnerschaft-a-e42c3be0-9232-43aa-b61f-c3901c6997d7

Hello everyone,

First of all, let me introduce myself: I'm Robin, 20 years old and I'm just about to finish my apprenticeship. I have already been involved in crypto and share trading for about 1-2 years on and off and have also made small investments, which I would now like to expand and deepen after completing my education.

As I am still pretty much at the beginning, I would like to ask you for tips and advice.

In order to learn more in general, I would also like to buy a book or two on the subject of investing. This brings me to my first question:

• Can you guys recommend any books or other resources? Of course you can find a lot on the internet, but unfortunately there is also a lot of misleading information or products that are supposed to make money but ultimately don't help. I'm also simply missing some technical terms and certainly some basic knowledge that I would like to learn and understand before I get fully involved with investing.

I also have other questions that some of you with more experience may be able to answer better and more easily:

• Why can it be advantageous to buy shares/stocks of a company (e.g. $NOVO B (-1,85 %) ) despite a constantly falling share price?

I have already read individual posts on this subject and have noticed that opinions on the company are sometimes very divided. However, I am increasingly seeing that many investors are using it to expand or further increase their portfolio.

• How do you analyze shares comprehensively before deciding to invest?

This is a very general question, so the answer here is probably too broad. I would therefore like to refer back to my first question about books. Surely there are books, platforms, social media channels, etc. that go into this in depth and can explain it in the best possible way. I would be very grateful for any suggestions or experiences.

• Why are some shares (e.g. $VOW (+0,95 %) ) are not always in such high demand despite their high dividend yield?

I follow news and I am aware that VW is not the best choice at the moment (e-car demand, profit slump, ...). In my opinion, it is a stable company with a high dividend yield and yet is not as sought after as expected. Are there specific reasons for this or is it just due to the current situation?

• Conversely, there are shares (e.g. $BLK , $GOOGL (-1,05 %) ) that are in greater demand despite a comparatively low dividend yield. Are we simply expecting an increase in the share price or why are such shares also in high demand when you can simply buy shares with a high dividend yield?

• Finally, I have a question about the share portfolio. It is of course advantageous to diversify your investments (ETFs, shares, crypto). There are a lot of large companies in various sectors in which you can buy shares. Do you have any recommendations for a good allocation so that it is not too one-sided in one area?

Of course, I could find all this out myself through my own research & and I would like to do that - but a little help with tips & advice would help me a lot to get started.

I look forward to hearing from you and thank you for your answers :)

Hello everyone,

Having only entered the stock market in February, I have decided to make a radical change today: I want to restructure my portfolio towards a dividend portfolio.

About the savings plan: Monthly deposits, duration: until retirement, i.e. around 38 years.

The aim is not necessarily to be able to live off the dividends, but rather to use them as a nice extra. An average dividend of 4% p.a. would be desirable.

About the portfolio:

The portfolio should consist of a 60/40 ratio of dividend-paying ETFs. The background to this is that I want to diversify as widely as possible. I currently have the $VHYL (+0,24 %) with just under 25%, the $ZPRG (+0,51 %) with just under 22% and the $IMEU (-0,3 %) with just under 13%.

The remaining 40% of the portfolio should consist of equities. And this is where your expertise is needed: which high-dividend stocks with future potential would you no longer want to do without in your portfolio?

To begin with, I have opted for $ALV (-0,07 %)
$VOW (+0,95 %)
$MBG (+0,74 %)
$O (-0,43 %)
$ULVR (-0,02 %)
$INGA (-1,15 %) and $BAS (-0,71 %) today.

I would like to have a total of 20 shares with 2% each in my portfolio. These should be as diversified as possible - both in terms of sectors and regions - even if the ETFs already contribute to this. Speculative shares may be included, but only sporadically.

Thank you very much and I look forward to your feedback!

Volkswagen $VOW (+0,95 %) is in close contact with the US government regarding the planned new US car tariffs, as a Group spokesperson confirmed to finanzen.net. The aim is to minimize the impact on the subsidiary brand Audi, which produces models in Mexico for the US market. The Group is currently examining options for greater localization of production in the USA in order to avoid possible punitive tariffs. VW emphasizes that it is in a constructive dialogue with Washington in order to create legal certainty for future investments. The share initially reacted cautiously to the news, as the outcome of the talks is still open.

Mehr dazu bei finanzen.net

The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates! (Unless you see no added value in this ;) )

The German bank has now also used the coalition agreement and the associated special fund as the basis for a list of recommendations.

The result is a list of 10 potential profiteers.

The result:

$CBK (+0,77 %) - Commerzbank

$ENR (+1,01 %) - Siemens Energy

$VOS (-0,31 %) - Vossloh

$HEI (-2,01 %) - Heidelberg Materials

$EVK (-0,45 %) - Evonik

$KGX (+1,05 %) - Kion

$BC8 (-1,46 %) - Bechtle

$COK (-0,09 %) - Cancom

$VOW (+0,95 %) - Volkswagen

$PAL (-0,34 %) - Palfinger

Source: "Welt"