LVMH

In the end, you can only hope that you don't regret it. European shares in the summer sale.

Today I bought the last tranche of Carl Zeiss Meditec $AFX (-4,11 %) today. The reason is of course that I am still convinced of the company, but nobody can say how long it will be before the share comes back to life.

It could probably go down even further, but I have decided not to buy any more from now on as the position is large enough and otherwise my risk management will no longer work.

Overall, I have increased my position size from around 1% to just over 3%, which already represents a clear commitment to a German company, which is known to be particularly volatile.

The same applies to L'Oreal $OR (+0,15 %) here, too, I have finished buying with a buy-in of €365 and have reached a position size that is already approaching the 4% portfolio weighting. The shares will probably continue to fall for the time being, which I will simply have to hold on to.

I would now rather concentrate on other opportunities such as Thermo Fisher $TMO (-0,58 %) where I have already doubled down this month. Here, however, I can well imagine buying significantly more if prices fall.

It cannot be ruled out that, if the market as a whole weakens, LVMH $MC (-1,81 %) and $ASML (-0,14 %) a first purchase could take place. With the four stocks already mentioned here (+ $NOVO B (-3,27 %) ) mentioned here, I believe that the potential of Western European equities has already been fully exhausted.

It's just a difficult case. Europe is currently more attractive than ever before compared to the hot American market. Either you can seize the opportunity of the decade NOW and bet on a recovery of the European economy, then the champagne corks will pop here in two years' time. Or there will be a complete implosion of the European economy (and then the double-digit losses in the portfolio will be the least of our problems)

Analyst updates, 21.11.

⬆️⬆️⬆️

- BERNSTEIN RAISES TARGET FOR NVIDIA TO USD 175 (155) - 'OUTPERFORM' $NVDA (-1,75 %)

- JPMORGAN RAISES TARGET FOR NVIDIA TO 170 (155) USD - 'OVERWEIGHT' $NVDA (-1,75 %)

- EVERCORE ISI RAISES TARGET FOR NVIDIA TO 190 (189) USD - 'OUTPERFORM' $NVDA (-1,75 %)

- JEFFERIES RAISES TARGET FOR SIXT STEMS TO EUR 110 (100) - 'BUY' $SIX2 (-1,83 %)

- DEUTSCHE BANK RESEARCH RAISES RHEINMETALL TO 'BUY' (HOLD) - TARGET 700 (550) EUR $RHM (+1,1 %)

- BARCLAYS RAISES TARGET FOR FRESENIUS SE TO EUR 40 (38) - 'OVERWEIGHT' $FRE (+2,18 %)

- WARBURG RESEARCH raises the target price for ALSTRIA OFFICE from EUR 3.40 to EUR 7.10. Hold. $AOX (-1,81 %)

- BERNSTEIN raises the price target for ESSILORLUXOTTICA from EUR 194 to EUR 200. Market-Perform. $EL (-2,01 %)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for NESTLE from CHF 87 to CHF 85. Hold. $NESN (-0,91 %)

- DEUTSCHE BANK RESEARCH lowers the price target for MEDIOS from EUR 23 to EUR 18. Buy. $ILM1 (-7,08 %)

- ODDO BHF lowers the price target for GRENKE from EUR 27.30 to EUR 18.30. Neutral. $GLJ (-2,81 %)

- BERNSTEIN lowers the price target for KERING from EUR 260 to EUR 220. Market Perform. $KER (-3,8 %)

- BERNSTEIN lowers the price target for LVMH from EUR 795 to EUR 700. Outperform. $MC (-1,81 %)

- BERNSTEIN lowers the price target for VESTAS from DKK 250 to DKK 215. Outperform. $VWS (-2,22 %)

- JEFFERIES lowers the price target for SMA SOLAR from EUR 19 to EUR 14. Hold. $S92 (-4,48 %)

- JEFFERIES lowers the price target for VERBIO from EUR 27 to EUR 22. Buy. $VBK (-6,33 %)

- JEFFERIES lowers the price target for PVA TEPLA from EUR 14.50 to EUR 12. Hold. $TPE (-1,54 %)

- HSBC downgrades TARGET to Hold. Target price USD 138. $TGT (+1,02 %)

- UBS lowers the price target for BAYER from EUR 30 to EUR 22. Neutral. $BAYN (-0,53 %)

Have a nice Wednesday evening,

I would be interested to know what your biggest bad investments were this year? For me it was quite clear $TGTX (+6,42 %) I think I made a loss of around 40% and sold it again quite quickly. I think it was generally one of my most ill-considered investments ever haha. Otherwise this year went extremely well. What was also a "bad investment" is $MC (-1,81 %) Although I think the share will recover in the long term, I still wonder whether the money could be better invested until then. What do you think, will LVMH recover in the near future or will we continue to see a downward trend?

Have a nice evening! :)

You have to take advantage of such discounts for quality stocks, mmn. I filled my position $MC (-1,81 %) position presumably full.

(Delayed) portfolio review October 2024 - A month with 5 share sales and one ETF sale

Even though October was just over two weeks ago, it feels like a different time. Germany still had an (unspeakable) traffic light government, in America the race for the White House was still open and a phone call between Scholz and Putin was unthinkable.

And even though November has been much more exciting on the stock market than October so far, October was a month of major changes from a personal perspective.

Apart from stock market investments, we are slowly starting to think about building a house. As a result, for the first time in a long time I made several sales in my portfolio and therefore also cleared out a little.

Previously this year, there were only 2 sales in my portfolio: at NVIDIA I took my stake out in February and since then have only let the profits run. In addition, in March I had Encavis after the takeover bid.

There were a total of 6 sales in October. For just under €7,000 I sold my China ETF which has recovered well over the last few months.

On the equity side, I have now sold most of the Corona Hype stocks and Match, Atlassian, Shopify and Block have been sold. In addition, I have also Pfizer sold. That was another €8,000, leaving only Sea from the Corona hype times, where I will remain invested for the time being, as it covers a completely different region geographically with Southeast Asia.

My savings quota will therefore be significantly reduced for the time being due to the upcoming house building project. From just under €1,500 to €2,000, it will only be €500-600 per month for the time being

Monthly view:

In total, October was +1,7%. This corresponds to price gains of ~5.000€.

The MSCI World (benchmark) was +0.9% and the S&P500 +1.5%

Winners & losers:

A look at the winners and losers is part of the usual picture:

On the winning side is, as so often NVIDIA is at the top with almost €3,000 in share price gains. It is followed by TSMC, Bitcoin, Alphabet and Palo Alto Networks with gains of €900-1,000 each.

On the loser side above all ASML made its contribution with price losses of almost €1,400. This was followed by Bechtle, Thermo Fisher, LVMH and Nike a broader mix of stocks that have not necessarily performed well recently. Nevertheless, all 5 loser stocks are still part of my savings plans.

The performance-neutral movements in October were just under €4,600. The sales proceeds are all still in cash accounts at the moment, so they have not yet flowed out of the assets. There will be a larger dip here at some point in the future.

Current year:

My performance in the current year is +27,5% and thus above my benchmark, the MSCI World with 23.7%.

In total, my portfolio currently stands at ~331.000€. This corresponds to an absolute growth of ~€79,000 in the current year 2023. ~53.000€ of this comes from price gains, ~3.000€ from dividends / interest and ~22.000€ from additional investments.

Dividend:

• Dividends in October were 32% above the previous year at ~€150
• TSMC is in the lead with a (gross) dividend of €30 every 3 months. TSMC has already raised the dividend for next year by 30% again
• In the current year, the dividends after 10 months are +25% over the first 9 months of 2023 at ~2.350€

Buys & sells:

• I bought in October for approx. 1.500€
• As always, my savings plans were executed:
• Blue chipsNovo Nordisk $NOVO B (-3,27 %) LVMH $MC (-1,81 %) Apple $AAPL (-1,06 %) Home Depot $HD (+1,42 %) Microsoft $MSFT (-0,76 %) Nike $NKE (+0,34 %) Starbucks $SBUX (+0,45 %) Stryker $SYK (+0,77 %) Texas Instruments $TXN (+0,27 %)
• 
  GrowthCrowdstrike $CRWD (+2,51 %) MercadoLibre $MELI (-0,21 %)
• 
  ETFsMSCI World $XDWD (-0,16 %) Nikkei 225 $XDJP (+0,14 %) and the WisdomTree Global Quality Dividend Growth $GGRP (-0,25 %)
• 
  Crypto: Bitcoin $BTC (+2,54 %) and Ethereum $ETH (+6,86 %)
• 
  Sales as mentioned, there were some in October with Match $MTCH (+0,29 %) Pfizer $PFE (-0,25 %) Block $SQ (+1,41 %) Shopify $SHOP (+3,12 %) Atlassian $TEAM Invesco MSCI China All-shares $MCHS (-0,05 %)

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market development in the current year, my portfolio already stands at ~€331,000 at the end of October.

As of mid-November and thanks to the Trump rally, my portfolio is currently approaching €350,000 and was even slightly above this level a few days ago. However, with a larger cash portion that will sooner or later flow into financing as equity.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

I set up a custody account with Scalable Capital last week.

In addition to my cash flow depotwhich currently pays me a dividend of €709.45 next year (see picture), I will set up a savings plan custody account there.

This savings plan custody account will have a term of 20 years+.

I will pay in €495 per month and divide it between 15 companies as follows:

$GOOGL (-5,69 %) - 33€

$AMZN (-1,53 %) - 33€

$AAPL (-1,06 %) -33€

$ASML (-0,14 %) - 33€

$FAST (-0,06 %) - 33€

$JNJ (+0,42 %) - 33€

$MC (-1,81 %) - 33€

$MCD (-1,86 %) - 33€

$MSFT (-0,76 %) - 33€

$NOVO B (-3,27 %) - 33€

$PEP (+0,1 %) - 33€

$PG (+0,76 %) - 33€

$UNP (+0,88 %) - 33€

$UNH (+0,03 %) - 33€

$V (+0,24 %) - 33€

The savings plans will be executed for the first time on Monday and then continue on a monthly basis.

I will post a monthly update here

Hello everyone! 😊

I've already seen a few posts here in the forum where you show your portfolios and give each other tips and opinions on them. I find that super exciting because I always learn something new - be it about individual companies, strategies or simply your experiences. That's why I thought I'd jump over my shadow and introduce you to a few positions from my small but steadily growing portfolio. Maybe you have a tip or two for me!

Briefly (again) about me: I'm Ayumi, 21 years old, and in 2021 really started to really get into investing. There are two ETFs in my portfolio (one S&P 500 and one climate-friendly ETF), but I've also ventured into individual stocks - albeit in very small doses. Here I try to pick companies that I know, understand and trust.

My problem children include Nike and LVMH

I currently have two individual stocks that I would like to discuss: Nike and LVMH. Both are currently in the red for me, which to be honest makes me a bit nervous because I haven't been in them that long. Nevertheless, I believe in the companies - but perhaps you have a different view?

Nike $NKE (+0,34 %)
(share price currently around USD 76)

Nike is a brand that I see super often in everyday life - be it in the stores or on the feet of what feels like every second person. 😄 The figures actually look good in the long term: They have strong sales and a well-known brand that is established worldwide. Nevertheless, the share is somehow weak this year. Maybe it's because many people are currently saving and spending less money on clothes and shoes?

I've read that Nike is growing in Asia in particular, but at the same time is facing challenges in the US, where many consumers are more cautious. My thought: should I stick with it and bet on the long-term strength of the brand? Or do you think there are better alternatives in this area?

LVMH $MC (-1,81 %)
(share price currently around EUR 586)

LVMH is my little "luxury dream" in the portfolio. The company unites so many well-known brands such as Louis Vuitton, Dior and Moët & Chandon. Especially in London, where I work, I see every day how popular luxury brands are - especially among tourists from all over the world.

Nevertheless, the share is currently under pressure, especially since the Chinese market has weakened. China has been a huge growth driver for the luxury sector so far. On the other hand, I think to myself: such brands have a long-term value, don't they? Those who save may buy a few months later, but the desire for luxury remains.

What do you think? Is LVMH a good buy opportunity right now, or should I keep the position smaller until the situation improves?

Your opinions are needed!

I'm really still a beginner when it comes to individual shares and would gratefully accept any opinions or tips. 😊 I want to invest for the long term, but I find it difficult to stay calm when prices fall. Do you know this too?

I'm also happy to receive recommendations: Which companies are you currently looking at? Maybe there's an exciting share that I don't even have on my radar yet.

I look forward to your answers and am curious to hear what you think about my two problem children. Thank you for your time and tips!

Kind regards

Ayumi 😊

Pair of chips taken from the table.

Then slowly moves into candidates like $ASML (-0,14 %) , $MC (-1,81 %) , $NOVO B (-3,27 %)

Why is the market not afraid of the Powell speech?

Sure, the inflation data came in pretty much in line with expectations, maybe a tad above. But I see Powell being rhetorically hawkish today. The "red wave" has sparked a lot of euphoria, and Trump may make the Fed more restrictive than under Harris. Asset inflation has been quite high this year, which should now slowly (with a delay of 6-18 months) feed through to core inflation. The betting markets currently see an 82% probability of a rate cut in December - but wouldn't today be an opportunity for Powell to slowly steer the market towards caution?

What's your take on this, is this really relevant at all at the moment or am I completely wrong?

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