$TUI1 (+2,78 %)

The major hurdle of €8 has been overcome. If the figures are correct in 1 week, there will be a further increase, the short sellers will have to buy more and this will drive the price even higher.

26.11.2024

BICO with poor quarterly figures + Trump's tariff threats weigh on stock markets + Tui wants to further reduce debt and invest

BICO Group
$BICO (-0,39 %) delivers very poor quarterly figures

• Net sales amounted to SEK 495.5 million (587.6), which corresponds to a decline of -15.7% compared to the same quarter last year.
• Organic sales growth for the quarter amounted to -12.6% (16.7%). From Q1 2024, BICO reports all organic growth figures in constant currency
• The gross margin amounted to 53.1% (52.8%). As of Q1 2024, BICO has switched to functional reporting and the comparative figures have been adjusted
• Adjusted EBITDA amounted to SEK 39.6 million (94.7), which corresponds to a margin of 8.0% (16.1%)
• EBITDA amounted to SEK 37.0 M (89.5), which corresponds to a margin of 7.5% (15.2%).
• Net profit/loss for the quarter from continuing operations amounted to SEK -247.5 M (-40.1), which corresponds to earnings per share from continuing operations before and after dilution of SEK -3.49 (-0.57)
• Cash flow from operating activities amounted to SEK 45.0 million (3.6)

On his first day in office, US President-elect Donald Trump intends to impose high import tariffs on all goods from Mexico and Canada as well as additional tariffs on goods from China. This will be one of his first executive orders on January 20, Trump explained on the Truth Social platform, which he co-founded.

Tariffs of 25 percent are to apply to goods from Mexico and Canada. The US President-elect justified this with immigrants who bring crime and drugs across these two borders into the USA. Until this stops, the tariffs should remain in force. Both Canada and Mexico have the power to solve the problem. "We hereby call on them to use their power, and until they do, it's time for them to pay a very high price," Trump explained. Additional tariffs of ten percent are to apply to goods from China. Trump also justified this with the fact that drugs such as the deadly fentanyl were entering the USA from the country. Although China has announced that it will take action against this, it has not done so. US President Joe Biden, who is still in office, met China's head of state Xi Jinping on the sidelines of the Asia-Pacific Economic Community (Apec) summit in the Peruvian capital Lima just over a week ago. Xi had assured Biden there that he also wanted to work together with the future US administration under Trump.

With the share price of TUI $TUI1 (+2,78 %) Sebastian Ebel is not satisfied. However, the Tui CEO will not be boosting the share price with a dividend payment for the time being; his focus in the use of free cash flow is on investments and debt reduction. "Our goal is to reduce our net leverage to well below 1x. When we present our figures for the financial year in December, you will see that we have already taken a big step towards this goal," Ebel told the Börsen-Zeitung. The rating has not yet returned to pre-crisis levels. "These components are the basis for formulating a sustainable dividend policy, which is an entrepreneurial decision that we will make in due course," said Ebel. (Börsen-Zeitung)

Tuesday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

Johnson & Johnson USD 1.24

Quarterly figures / company dates USA / Asia

13:00 Analog Devices quarterly figures

13:30 Abercrombie & Fitch quarterly figures

22:30 HP Inc quarterly figures

No time specified: Dell | Best Buy | Autodesk | Macy's Quarterly figures

Quarterly figures / Company dates Europe

07:00 Siemens Healthineers detailed annual results and annual report

Untimed: Stratec - Analyst conference on the occasion of the German Equity Forum

Economic data

• 11:00 FI: ECB Governing Council member Rehn, hearing in the parliament's economic committee
• 15:00 US: FHFA House Price Index 9/24
• 16:00 US: Consumer Confidence Index November PROGNOSIS: 113.0 previous: 108.7
• 16:00 US: New Home Sales October FORECAST: -2.4% yoy previous: +4.1% yoy
• 20:00 US: Fed, minutes of the FOMC meeting, November 6 and 7

$SOL (+0,15 %)

Sometimes you also need luck 🍀:

On New Year's Eve 2022, I opened a new securities account with Finanzen.zero because I was curious about the shares that were given as a gift (you can always try it).

As a condition, I had to deposit €100. Done, done.

The gift share was a $TUI1 (+2,78 %) TUI share for around €3.30. Disappointed, I sold the share and put the €100 into Solana. Let's see what happens, you can't do anything with the €100 anyway.

I also had €50 left on TR and put it into Solana at the same time.

With the 150€ investment I am now 1500% in profit. I currently have around 2500€ in Solana, which is by far my best coin in terms of percentage profit.

🙂

23.10.2024

IBM with strong profit growth but sales disappoint + Tesla share jumps after quarterly figures + Musk promises two million robotaxis per year + Coca-Cola exceeds expectations in the third quarter + TUI picks up speed: Break made and share price continues to rise

Strong demand for software has IBM $IBM (-0,87 %) a surprisingly high quarterly profit. The artificial intelligence (AI) developed by the IT group is trustworthy and powerful, said CEO Arvind Krishna on Wednesday. He expects similar growth rates for the annual financial statements as in the past quarter. He is also confident of achieving the full-year target for free cash flow, which was raised to twelve billion dollars a few months ago and is used as an indicator for the dividend amount. Thanks to the growing demand for profitable AI software, IBM made a net profit of 2.30 dollars per share in the past quarter. The volume of the AI order book, which includes orders and booked sales related to this technology, has grown by one to three billion dollars in recent months, emphasized CEO Krishna. However, due to a weakening consulting and infrastructure business, total sales fell short of expectations at 14.97 billion dollars. The gloomy economic outlook had an impact here, explained IBM CFO James Kavanaugh in an interview with the Reuters news agency.

The electric car manufacturer Tesla $TSLA (-4,58 %) earned more in the past quarter than Wall Street had expected. The share price jumped by more than nine percent at times in after-hours trading in New York on Wednesday. In terms of turnover, Tesla just missed analysts' forecasts. Revenue rose by eight percent year-on-year to just under 25.2 billion dollars. The market had expected an average of around 25.4 billion dollars. The money that Tesla earns from the sale of CO2 certificates to car manufacturers with combustion engines also played a role here. In the pure car business, turnover rose by two percent to a good 20 billion dollars. On the bottom line, Tesla's profit rose by 17 percent year-on-year to around 2.17 billion dollars. Adjusted earnings per share amounted to 72 US cents - while analysts had only expected 58 US cents. Tesla increased deliveries in the past quarter by six percent to just under 463,000 vehicles. The lion's share of this was made up of around 440,000 cars from the more affordable Models 3 and Y. However, the new electric pickup "Cybertruck" now follows them in third place in the ranking of electric vehicles sold in the USA, Tesla announced without providing a specific sales figure.

Elon Musk is backtracking on his bold promises to make Tesla the leading provider of self-driving cars. At least two million vehicles of the specialized robotaxi model "Cybercab" will be built annually, "maybe four million in the end", Musk said at the presentation of fresh quarterly figures. He qualified that the forecast was his "best possible estimate". Moreover, every current Tesla electric car will be able to drive autonomously anyway.

https://de.marketscreener.com/kurs/aktie/TESLA-INC-6344549/news/Musk-verspricht-zwei-Millionen-Robotaxis-pro-Jahr-48147007/

The Coca-Cola Co. $KO (-0,4 %) beat analysts' estimates of USD 0.75 with earnings per share of USD 0.77 in the third quarter. Sales of USD 11.9 billion above expectations of USD 11.63 billion. Coca-Cola exceeds expectations in the third quarter with organic sales growth of nine percent, although net sales declined slightly. The Group is more optimistic for 2024 and is raising its forecast for organic sales growth to ten percent.

The TUI share $TUI1 (+2,78 %) gains more than one percent to 7.62 euros on Wednesday. The next resistance level is the psychologically important 8 euro mark. If further buyers come onto the scene, it could continue above this level towards 9.50 euros. A horizontal resistance can be identified there - the November 2022 high was around EUR 9.48.

https://www.deraktionaer.de/artikel/aktien/tui-nimmt-fahrt-auf-break-geschafft-kurs-steigt-weiter-20368747.html

Thursday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

BAE Systems GBP 0.12

Quarterly figures / company dates USA / Asia

07:00 Hyundai quarterly figures

07:30 LG Electronics quarterly figures

12:00 UPS quarterly figures

12:30 Honeywell quarterly figures

13:00 American Airlines quarterly figures

14:00 Dow Inc quarterly figures

No time specified: Harley-Davidson | Valero Energy | ResMed | Hasbro | Southern Company | Northrop Grumman | Weyerhaeuser Quarterly figures

Quarterly figures / Company dates Europe

06:45 Equinor ASA Quarterly figures

07:00 Beiersdorf | Siltronic | Takkt | Amadeus Fire quarterly figures | Renault sales 3Q

07:30 Orange SA | Symrise Trading Update 9 months | Danone sales 3Q

08:00 MTU | LPKF Laser | Villeroy & Boch | Anglo American | Barclays Quarterly Figures | Hermes Turnover 3Q | Unilever | Relx | London Stock Ex. Trading Statement

17:45 Vinci | Accor 3Q sales

18:30 Valeo 3Q sales

Without time information: Sodexo | Dassault Systemes quarterly figures | Atos sales 3Q

Economic data

• 08:00 JP: Machine tool orders 9/24 (final)
• 08:45 FR: Business Climate Index October PROGNOSIS: 98 previously: 99
• 09:15 FR: Purchasing Managers' Index/PMI non-manufacturing | Purchasing Managers' Index/PMI manufacturing
• 09:30 DE: Purchasing Managers' Index/PMI non-manufacturing (1st release) October FORECAST: 50.6 PREVIOUS: 50.6 Total Purchasing Managers' Index (1st release) FORECAST: 47.6 PREVIOUS: 47.5
• 09:30 DE: Purchasing Managers' Index/PMI manufacturing (1st release) October FORECAST: 40.7 PREVIOUS: 40.6
• 10:00 EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (1st release) October FORECAST: 51.5 PREVIOUS: 51.4
• 10:00 EU: Purchasing Managers' Index/PMI manufacturing Eurozone (1st release) October FORECAST: 45.3 PREVIOUS: 45.0 Total Purchasing Managers' Index (1st release) FORECAST: 49.8 PREVIOUS: 49.6
• 10:30 UK: Purchasing Managers' Index/PMI non-manufacturing | Purchasing Managers' Index/PMI manufacturing
• 14:30 US: Initial jobless claims (week) FORECAST: 245,000 Previous: 241,000
• 15:45 US: Purchasing Managers' Index/PMI Services (1st release) October FORECAST: 55.3 PREVIOUS: 55.2
• 15:45 US: Purchasing Managers' Index/PMI Manufacturing (1st release) October FORECAST: 47.5 PREVIOUS: 47.3
• 16:00 US: New Home Sales September FORECAST: +0.6% yoy previous: -4.7% yoy

02.10.2024

Middle East escalation drives oil and armaments, airlines weak + Boeing considers billion-euro capital increase

Oil stocks benefited from the news of a possible conflagration in the oil-rich Middle East, as this is associated with the risk of a shortage of the raw material. Chevron $CVX (+0,4 %) , Exxonmobil $XOM (-0,4 %) and ConocoPhillips $COP (-1,23 %) gained up to 2.4 percent in New York. In Europe Totalenergies $TTE (+0,86 %) and Eni $ENI (-0,58 %) rose by up to 1.4 percent. In times of war, it is also not unusual for arms manufacturers to see share price gains. In the USA, for example Lockheed Martin $LMT (+0,94 %) and RTX $RTX (-0,37 %) recorded gains of around 2.7 percent in some cases, while in Europe Rheinmetall $RHM (-0,78 %) was particularly popular in Europe, with a rise of more than 5 percent. BAE Systems $BA. (-0,57 %) were 3 percent higher.

The situation was different for shares in tourism groups and airlines. For the latter, the risks of higher kerosene prices are increasing. Some travel destinations may also be canceled for the time being and the risk of terrorist attacks is increasing. Investors in Tui $TUI1 (+2,78 %) saw their share price fall by 2.5 percent. For the share price of Lufthansa $LHA (+1,28 %) fell by more than 2 percent. IAG $IAG (+2,13 %) lost 3.9 percent. Shares in US airlines such as American, Delta and United Airlines fell by up to 2.4 percent.

The US aircraft manufacturer Boeing $BA (-0,46 %) is considering a capital increase in the double-digit billion range in its ongoing crisis, according to insiders. The company is considering issuing new shares worth at least 10 billion US dollars (just under 9 billion euros), the Bloomberg news agency reported on Tuesday, citing people familiar with the matter. The fresh money from shareholders is intended to fill the manufacturer's coffers, which are becoming ever emptier as a result of years of ongoing crisis with flight bans and production restrictions as well as the recent strike by tens of thousands of employees. A Boeing spokesperson declined to comment. According to insiders, it is likely to be at least a month before Boeing gets serious about such a capital increase

Economic data, quarterly figures

Stock market holiday in China

ex-dividend of individual stocks

Cisco Systems USD 0.40

Quarterly figures / company dates Europe

07:00 Grenke new business 3Q

09:00 Gea Group Capital Markets Day

No time specified: Totalenergies Investor Day - 2024 Strategy & Outlook

Economic data

• 11:00 EU: Labor market data August Eurozone Unemployment rate Forecast: 6.4% Previous: 6.4%
• 14:15 US: ADP Labor Market Report September Private Sector Employment PROGNOSE: +128,000 jobs previous: +99,000 jobs

First day of vacation, 32°C and a 30km walk towards Stuttgart. I was able to find over 35 stock companies along the route.

Highlight, $BTC (+0,05 %) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-0,07 %)
$DTG (-0,16 %)
$VOW (+1,96 %)
$BMW (+0,87 %)
$VOLV B (-0,76 %)
$TSLA (-4,58 %)
$1211 (-0,27 %)
$P911 (-0,41 %)
$F (+0,74 %)
$8058 (+0,45 %) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+0,88 %) Kyocera, a manufacturer of electronic devices from Japan and $WLK (-0,91 %) Westlake Chemical from the USA.

From Germany there were also $SIX2 (+0,72 %) Sixt $DTE (-0,92 %) Telekom $TUI1 (+2,78 %) Tui $AGCO (+2,63 %) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (-0,29 %) Siemens $EBK ENBW $DHL (+0,13 %) Post and $ALV (-0,66 %) in the process.

Other companies:

$CAT (+0,86 %) Caterpillar $HEIA (-1,33 %) Heineken $HOG (+1,83 %) Harley Davidson $PM (+0,48 %) Philip Morris $NKE (-6,85 %) Nike $AAPL (+1,34 %) Apple $005930 Samsung $UPS (+0,66 %) UPS $SHEL (-0,74 %) Shell $V (-0,14 %) Visa $MA (-0,34 %) Mastercard $KER (+0,06 %) Kering

$KO (-0,4 %) Coca-Cola $QSR (+1,31 %) Restaurant Brands (Burger King)

$O (+1,22 %) Reality Income (leased to Decathlon)

Would you have recognized everything? It's interesting what you discover when you consciously look around.

Out of interest, please link if you post something similar 🫡 or use the #aktienmarsch

On August 14, the earning call of $TUI1 (+2,78 %) .

What do you think of TUI and the travel and vacation industry in general? Do you generally listen to the earning calls?

#tui

https://www.einzelaktien.com/blog/tui-aktie-analyse-2024

#lossporn

A purchase from my bloody beginnings. My thoughts at the time were something like this: "TUI = big = good company" and "share has fallen a lot --> lots of upside potential".

Then one thing led to another, of course TUI fell even further and I also missed redeeming my subscription rights from the share split because I was frustrated at the time and hadn't looked at the portfolio for a while.

The result of all this: A loss of a comfortable 81% (not shown correctly here)

The real loss was quite low but it still hurt.

Learning from the whole thing: Just because a stock has been high before doesn't mean it has the potential to get back to the old level... And, of course, that you should also keep up to date with the stocks in your portfolio...

+++ New price targets for you 🎯 +++

As already announced this morning, I would like to present my new course targets in time for the sunny weekend ☀️ new course targets.

I have also lowered some existing targets further. downwards which you are welcome to include in your considerations.

As some people do not agree with the course targets, I would still ask you to consider the reality recognize the reality. ~Thank you!

-New price targets:

$COIN (+0,27 %) 35.00 $

$MARA (-3,48 %) 2.50 $

$SBUX (-1,55 %) 42.00 $

$ETH (+0,31 %) 800.00 $

$RI (-0,91 %) 15.00 $

$META (-2,23 %) 90.00 $

$1211 (-0,27 %) 3.50 $

$AVGO (+0,31 %) 300.00 $

$AMD (-0,35 %) 30.00 $

$CRM (+0,69 %) 51.00 $

$BA (-0,46 %) 60.00 $

$SQ (+1,31 %) 10.00 $

$BLK 108.00 $

$SWK (+2,62 %) 15.00 $

$DASH (+1,33 %) 55.00 $

$PEP (+0,05 %) 70.00 $

-Downgrade of my previous price targets:

$SOFI (+1,24 %) 0.85 $

$NKE (-6,85 %) 45.00 $

$PYPL (-0,38 %) 16.50 $

$BTC (+0,05 %) 4500.00 $

$NVDA (+2,01 %) 85.50 $

As there were also some requests from the community, I would like to name these as well:

$ACLS (-0,8 %) 25.00 $

$ULTA (+0,22 %) 88.00 $

$LULU (+1,1 %) 30.00 $

$TUI1 (+2,78 %) 1.25 €

$UBER (-0,14 %) 18.00 $

$V (-0,14 %) 155.00 $

$CO 0.01 $

$BRK.A (+0,54 %) 187.000 $

🚀 Price potential 🚀

$TSLA (-4,58 %) 400.00 $

$AWE (-1,27 %) 23.00 $

$MSFT (-1,05 %) 490.00 $

$AAPL (+1,34 %) 300.00 $

$GOOGL (+0,94 %) 220.00 $

$RHM (-0,78 %) 1500.00 $

$O (+1,22 %) 91.00 $

$AMZN (+0,26 %) 270.00 $

$KO (-0,4 %) 105.00 $

$MUX (-2,14 %) 69.00 $

So have a great weekend and never forget, the belief in rising rates is as old as a dinosaur, but sometimes it feels like we're all stuck on a stick waiting for the next rocket launch! 🚀

Annual review 2023 - +147% in the portfolio. Every stock analysis in 2023 a bull's eye?

Here you can find the complete article in a well-formatted web view: Jahresrückblick 2023

Happy Birthday: 1 year Investorsapiens

As the first full year draws to a close, the time has come for me to do my first annual review and celebrate the first birthday of investorsapiens.de.

I am also reviewing all previous stock analyses and articles.

With what goal was investorsapiens.de created?

With the start of the technology stock crash at the end of 2021 / beginning of 2022, the irrational behavior of many investors, which I already knew from my distant past during the financial crash (early 2000s), was repeated.

Solidly undervalued shares were sold at huge losses and the remaining money was invested in leveraged warrants in the hope of recouping the losses, just like in a casino. As in a casino, however, the bank usually wins with warrants and the gambler comes away empty-handed in the long term.

Even worse: some people sold everything in a panic and left the stock market for good.

In 2023, a new trend emerged: people sold all their individual shares at a loss and put the money into an ETF.

The first two options are not a solution. Leveraged warrants and KO certificates lead to a total loss for 99% of investors in the long term. An experience that I also had when I started with warrants 16 years ago.

Leaving the stock market is also not a rational solution. In times of historically high inflation, money loses purchasing power very quickly. In addition, it is relatively difficult to build up assets without the stock market.

What about the 1-2 ETFs investment strategy that is currently being hyped?

Is it really the best investment strategy that nothing can match?

Many investors do not seem to be aware of what the ETF actually consists of. After all, the shares that are exchanged for the ETF in a crash make up almost 1/3 of the ETF and have actually been the ETF's performance drivers over the last 10-15 years. The remaining 2/3 of the ETF are thousands of fractional shares of companies that 99% of investors don't even know and would never buy themselves.

There is no question that ETFs are good and important as a passive investment optionIn my investment strategy, I also recommend that absolute beginners who have no experience of the stock market (or no time / no interest) start with a FTSE All World / MSCI World. I also buy the FTSE All World, into which I gradually transfer profits from the shares.

However, the 1 ETF strategy is by far not the best performer. An ETF that consists of 5% Apple can never match the performance of Apple. We are talking about 10x to 20x performance differences in favor of quality stocks. Of course, a single stock has a higher default risk, but that is a matter of risk management and diversification. Before the ETF supporters go into white heat and gasp, please just finish reading.

In addition, with the development of artificial intelligence long before the release of ChatGPT, I saw a new technological disruptive upheaval coming, a so-called Kondratieff cycle with a unique opportunity for investors to profit from the new megatrend. The technology crash was a perfect fit, as it provided a historically favorable entry point (or opportunity to buy more) into existing quality companies such as NVIDIA, Microsoft, Google and others.

We are all currently witnessing the emergence of a new disruptive innovation and, as investors, can be there from the start. The last time investors had a similar opportunity was in the early 2000s with the spread of the internet and Web 2.0.

With the publication of the stock analyses, I wanted to show for the reasons mentioned above that the stock market has much more to offer than the "1-2 ETF strategies". Because with an ETF you cannot invest "smart/targeted" and participate in the developments of the economy and the world in a targeted manner. (But you can certainly profit from general economic growth with a world ETF without having to actively engage with the stock market).

Stock analyses 2023

14 stock analyses 14 direct hits

Since January 2023, I have been publishing detailed stock analyses consisting of four parts here and on my website:

• Research on the company and the business segment
• current news and figures
• current overview of analysts' opinions
• Detailed chart analysis

100% hit rate with an average performance of 83%

At this point, I would like to explicitly point out once again that my stock analyses only represent my personal view and, despite the high hit rate and positive performance, do not constitute investment advice. no investment advice and not a recommendation to buy constitute investment advice or a buy recommendation. I make no claim to the accuracy or completeness of the information provided. Many shares are in my portfolio.

Supplementary information to the table below:

The stocks with the negative performance (BASF, ETSY and MPT) were community wish analyses in which I pointed out risks and negative developments. The performance of the shares is not included in the performance because I advise against trading in warrants and leverage certificates. However, if this were added as "capital preservation", the performance would be even higher.

As of today, PAYPAL has only developed very weakly and, with a performance of + 4 percent, is minimally on the positive side. However, as I continue to assume a positive trend and expect prices to rise further, I still count this analysis as a hit and expect prices to rise further. PAYPAL is still in my portfolio.

At the end of the list I have the position "BITCOIN" without a date. In the sections "Investment strategy" and "Bitcoin", I explain why I think a crypto share of 5 to 10 percent in the portfolio makes sense. Since the end of 2022 / beginning of 2023, Bitcoin has also performed positively with a gain of around +150%.

I could not insert a proper table here, so here as a screenshot or as a table on my site.

Share
Share Date
Outlook
Hit
Performance

$TSLA (-4,58 %) 21.01.2023 positive yes 150%

$AMZN (+0,26 %) 23.01.2023 positive yes 75%

$BAS (-0,12 %) 29.01.2023 negative yes -25%

$AAPL (+1,34 %) 29.01.2023 neutral - 25%

$META (-2,23 %) 03.02.2023 positive yes 145%

$MSFT (-1,05 %) 08.02.2023 positive yes 52%

$GOOGL (+0,94 %) 09.02.2023 positive yes 61%

$NVDA (+2,01 %) 14.02.2023 positive yes 200%

$ETSY (-1,16 %) 17.02.2023 negative yes -56%

$ALV (-0,66 %) 25.02.2023 positive yes 15%

$MPW (+1,92 %) 05.03.2023 negative yes -60

$PYPL (-0,38 %) 18.05.2023 positive yes 4%

$TUI1 (+2,78 %) 21.08.2023 positive yes 20%

$SPLK 24.08.2023 positive yes 36%

$BTC (+0,05 %) - positive yes 150%

Individual shares Performance 83 percent

If you put together a portfolio from the 11 shares analyzed above + Bitcoin and weight everything notionally with, for example, 1000 euros. At the end of the year, 11,000 euros invested would have become 20,080 euros. A performance of + 83 percent. I have not included Apple (neutral), BASF (negative), ETSY (negative) and MPT (negative) in the performance. Theoretically, you could add the stocks that I warned about and which then fell sharply as a positive return as "capital preservation", but I have not done this, I have only included the positive outlooks in the analysis.

The two ETFs: FTSE All World and MSCI World will achieve a performance of around 20 percent in 2023. Here, too, the performance is largely attributable to the same stocks. The top 10 of MSCI consists of: Apple, Microsoft, Amazon, NVIDIA, Alphabet, Meta and Tesla.

Portfolio performance 2023

A plus of 147 percent

The performance of the investorsapiens.de portfolio in 2023 (01.01.2023 to 26.12.2023) was +147 percent in total, based on the absolute portfolio value on 31.12.2022.

The overall performance is made up of the performance of the investment and the monthly payments (savings installments) together. For the sake of completeness, I must of course mention that 2023 was a particularly good year. How much we will achieve in 2024 is completely open.

Investments in AI and technology stocks in particular have performed very well. By way of comparison, the portfolio performance in 2022 was +78% (performance + savings rate).

investorsapiens.de - The website

Finally, I would also like to highlight the development of the investorsapiens.de website/project itself in 2023. Because this is directly related to the content that I will make available here in the future.

The attentive reader has probably noticed. In January 2023, I launched an interactive "Stock analysis of the week" format. I gave the community a choice of around 10 stocks. I then analyzed the stock with the most votes for you. In February, I sometimes even published 2 analyses per week:

• 4 stock analyses in January
• 6 stock analyses in February

But then the "stock analysis of the week" format disappeared and the stock analyses were published only rarely

• In the months from March to December, there were only 3 stock analyses in 10 months in total

Why is that?

Even though stock analyses are exactly the kind of content that I enjoy very much, the effort involved in preparing the analyses, both in terms of content and appearance, is disproportionate to the feedback that I received. In fact, none at all. Despite high four-digit access figures, there were hardly any social media follows or social media shares and hardly any newsletter subscriptions.

A stock analysis alone takes me half an hour: I skim the latest news, look at the key figures and quickly run a chart analysis on Tradingview and I have everything I need to make an informed decision. After 16 years on the stock market, this is an automatic process that hardly requires any time or effort.

A proper article/post, on the other hand, takes me many hours. If there are also graphics that have to be created or selected in a decent quality in compliance with copyright law, an analysis can easily take 1-2-3 days. As I work a lot in my main job, after two months I had to ask myself whether I was still prepared to sacrifice 100% of my free time for stock analyses that ultimately bring me nothing. At the latest after the "worried" call from the tax office asking whether it was true that the website had actually generated a four-figure loss and no income at all, I realized that I would have to think about something in the long term. Never before had the tax office been so touchingly concerned about me :D

So I invested more time in informative articles and organic reach. In the period from March to December 2023, I published 12 articles / posts aimed at organic reach. The feedback was immediately noticeable. Growing organic visitor numbers, cooperation requests from companies, universities and other financial blogs and organizations were a welcome change. The long-term minimum goal must be to cover the ongoing fixed costs, as I am currently financing this project from my own deposit, which is definitely not healthy and is a very expensive hobby.

To put the above into figures as an example: The stock analysis for NVIDIA, with over 200 percent performance was shared a whole 0 times. Neither on Facebook, nor on Twitter, nor on any other social media networks. The response was a whopping 0, despite four-digit read accesses.

But as I'm not a person who gives up quickly, I'll give it some more time. Perhaps the share analyses will be more popular after all, or the feedback will at least come close to the number of hits. If so, I will of course be prepared to devote more time and energy to the analysis. So please let me know if you would like to see more stock analyses in 2024:

Subscribe to the newsletter, follow me on social media and on Getquin. For you it's just a click, for me it's a sure sign that the work wasn't in vain.

Until then, Happy New Year 2024, have a good start to a no less successful and profitable 2024 🙂 🥂