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 (-0,03 %)
• 06.05.25 -> Ferrari $RACE (+1,4 %)
• 06.05.25 -> Progressive $PGR (-1,91 %)
• 06.05.25 -> Zoetis $ZTS (+0,12 %)
• 07.05.25 -> Novo Nordisk $NOVO B (+0,08 %)
• 08.05.25 -> Main Street Capital $MAIN (+0,1 %)
• 15.05.25 -> Allianz $ALV (+0,34 %)
• 20.05.25 -> Mutares $MUX (+1,59 %)
• 22.05.25 -> NextEra Energy $NEE (+1,23 %)

July 2025

• 10.07.25 -> Progressive $PGR (-1,91 %)
• 21.07.25 -> Prologis $PLD (+0,34 %)
• 23.07.25 -> Amphenol $APH (-1,64 %)
• 24.07.25 -> Greencoat UK Wind $UKW (+0,8 %)
• 24.07.25 -> NextEra Energy $NEE (+1,23 %)
• 24.07.25 -> Vidrala $VID (+1,31 %)
• 25.07.25 -> Palfinger $PAL (-1,36 %)
• 25.07.25 -> Volkswagen $VOW (+1,78 %)
• 30.07.25 -> HSBC $HSBA (+0,96 %)
• 30.07.25 -> Realty Income $O (-0,03 %)
• 30.07.25 -> Rio Tinto $RIO (+1,47 %)
• 31.07.25 -> Ferrari $RACE (+1,4 %)
• 31.07.25 -> Main Street Capital $MAIN (+0,1 %)
• 31.07.25 -> OMV $OMV (-0,35 %)

August 2025

• 05.08.25 -> Aflac $AFL (-0,09 %)
• 05.08.25 -> DHL Group $DHL (-0,13 %)
• 05.08.25 -> Public Storage $PSA (-0,68 %)
• 06.08.25 -> Novo Nordisk $NOVO B (+0,08 %)
• 07.08.25 -> Allianz $ALV (+0,34 %)
• 12.08.25 -> Mutares $MUX (+1,59 %)
• 12.08.25 -> Zoetis $ZTS (+0,12 %)

October 2025

• 09.10.25 -> Progressive $PGR (-1,91 %)
• 21.10.25 -> Prologis $PLD (+0,34 %)
• 22.10.25 -> Amphenol $APH (-1,64 %)
• 22.10.25 -> NextEra Energy $NEE (+1,23 %)
• 27.10.25 -> Palfinger $PAL (-1,36 %)
• 28.10.25 -> HSBC $HSBA (+0,96 %)
• 29.10.25 -> OMV $OMV (-0,35 %)
• 29.10.25 -> Vidrala $VID (+1,31 %)
• 30.10.25 -> Main Street Capital $MAIN (+0,1 %)
• 30.10.25 -> Volkswagen $VOW (+1,78 %)
• 30.10.25 -> Zoetis $ZTS (+0,12 %)

November 2025

• 03.11.25 -> Public Storage $PSA (-0,68 %)
• 04.11.25 -> Aflac $AFL (-0,09 %)
• 04.11.25 -> Ferrari $RACE (+1,4 %)
• 05.11.25 -> Novo Nordisk $NOVO B (+0,08 %)
• 06.11.25 -> DHL Group $DHL (-0,13 %)
• 10.11.25 -> Realty Income $O (-0,03 %)
• 13.11.25 -> Mutares $MUX (+1,59 %)
• 14.11.25 -> Allianz $ALV (+0,34 %)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+1,23 %)
• 27.01.26 -> Prologis $PLD (+0,34 %)
• 28.01.26 -> Progressive $PGR (-1,91 %)
• 28.01.26 -> Amphenol $APH (-1,64 %)
• 29.01.26 -> Ferrari $RACE (+1,4 %)
• 29.01.26 -> OMV $OMV (-0,35 %)

February 2026

• 04.02.26 -> Aflac $AFL (-0,09 %)
• 04.02.26 -> Novo Nordisk $NOVO B (+0,08 %)
• 13.02.26 -> Allianz $ALV (+0,34 %)
• 17.02.26 -> Zoetis $ZTS (+0,12 %)
• 19.02.26 -> Main Street Capital $MAIN (+0,1 %)
• 24.02.26 -> HSBC $HSBA (+0,96 %)
• 24.02.26 -> Palfinger $PAL (-1,36 %)
• 24.02.26 -> Public Storage $PSA (-0,68 %)
• 24.02.26 -> Realty Income $O (-0,03 %)
• 26.02.26 -> Greencoat UK Wind $UKW (+0,8 %)
• 26.02.26 -> Vidrala $VID (+1,31 %)

March 2026

• 04.03.26 -> Rio Tinto $RIO (+1,47 %)
• 05.03.26 -> DHL Group $DHL (-0,13 %)
• 17.03.26 -> Volkswagen $VOW (+1,78 %)

April 2026

• 15.04.26 -> Mutares $MUX (+1,59 %)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+0,35 %) ? 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 (+0,63 %)
$TDIV (+0,16 %)
$DGSD (-0,14 %)
$MAIN (+0,1 %)
$NOVO B (+0,08 %)
$PGR (-1,91 %)
$PSA (-0,68 %)
$UKW (+0,8 %)
$APH (-1,64 %)
$DHL (-0,13 %)
$HSBA (+0,96 %)
$MUX (+1,59 %)
$NEE (+1,23 %)
$ZTS (+0,12 %)
$AFL (-0,09 %)
$O (-0,03 %)
$SHEL (+0,35 %)
$VID (+1,31 %)
$RACE (+1,4 %)
$PLD (+0,34 %)
$OMV (-0,35 %)
$PAL (-1,36 %)
$RIO (-0,14 %) and last but not least $VOW (+1,78 %)

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

I used the sale of Enphase to make a new investment in Vidrala, which has been on my radar for a few weeks. The company actually has everything I like about companies: an established, rather defensive business model, good dividend growth (even without the special dividend of the last two years), a bit of sustainability, growth ambitions and a suitable size, not too small but not too big either. What's more, it's cheaper over time than it has been for years. A subsequent purchase in the near future would also be an option, but I will wait and see how the investment develops in the near future.