Itochu

Passed the next thousand faster than expected - 5,000. An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETFs and 5 individual shares).

Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.

The ETFs as my main investment with currently just under 40% and the goal of reaching 50-60% at some point.

• $VWRL (+0,87 %) FTSE All-World, which has now replaced the MSCI World, in order to keep the US below 60% in the long term. (savings plan)
• $VUSA (+1,05 %) S&P 500 extra to take advantage of slightly higher returns than the All-World. (savings plan)

Plus a handful of individual stocks:

• $MSFT (+0,08 %) f long-term blue chip growth with a small dividend. (savings plan)
• $8001 (-0,28 %) long-term strong growth and a decent dividend. (savings plan)
• $ALV (+1,84 %) as a long-term runner with a decent yield and very good dividend. (savings plan)
• $BA. (+1,77 %) (UPDATE) back in since September. (savings plan)
• $PLTR (+0,69 %) as a long-term tech bet with +140% so far/since November '23. Additional purchases when opportunities arise.

Unfortunately, I missed the jump in time, but so be it... It's a shame about the dividend, but I no longer see the potential at the moment, nor do I see it in the future.... for all European car manufacturers.

Money has flowed into $8001 (-0,28 %) flowed into

PS: Bought in the Corona "Crash"

Good morning,

I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.

I have the following criteria:

-No tech, I have enough of that already

-If possible, no USA. But this is not an exclusion

-Dividend doesn't matter

-Investment horizon > 10 years

Here are the 9:

$LOTB (+0,09 %)

$CTAS (+2,12 %)

$LIN (+1,73 %)

$8001 (-0,28 %)

$RMS (-0,13 %)

$LMT (+2,15 %)

$V (+1,31 %)

$BRK.B (+1,12 %)

$BLK

If there are any concerns about the nine, I will gladly take some out again

Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:

There are a few more smart criteria that fit my preferences and gut feeling. These would be:

I like stocks with long-phase linear growth, see $CTAS (+2,12 %) in the last 12 months and $8001 (-0,28 %) . $LOTB (+0,09 %) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (+1,73 %) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (+2,15 %) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.

$BRK.B (+1,12 %) is somehow part of such a portfolio:-), I'm not sure about $V (+1,31 %) I'm not sure about. Thanks for the suggestions on medical+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.

Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:

$BLK (+1,3 %) flies out again, $V (+1,31 %) stays

Instead there are 2 new ones from your suggestions:

$CAT (+3,05 %) and $NOVO B (-2,54 %)

So it looks like this:

$LOTB (+0,09 %)

$CTAS (+2,12 %)

$LIN (+1,73 %)

$8001 (-0,28 %)

$RMS (-0,13 %)

$LMT (+2,15 %)

$V (+1,31 %)

$BRK.B (+1,12 %)

$CAT (+3,05 %)

$NOVO B (-2,54 %)

I did a backtest from 1.1.2020, all equally weighted

Average annual return: 24.32%

Total return approx. twice as high as the S&P ETF $CSPX (+0,89 %)

In the difficult years 2020 and 2022 each over 13% plus

10k became 28.5k with dividends in the 4.5 years

Nice linear progression over the entire term:

But unfortunately: forecasts are difficult, especially when they concern the future!

Depot review September 2024 - The first green September in my depot since 2019 📈

September is generally regarded as the worst month on the stock market, with a negative monthly performance more than 50% of the time. This is also consistent with my experience since 2013. In 11 years, it has been negative 6 times and positive 5 times. From 2020 to 2023, the last 4 years were all negative. However, September 2024 is now the first positive September since 2019, which means it is exactly 50/50 for me - 6 positive and 6 negative Septembers since 2013.

The Fed's interest rate turnaround and the stimulus in China have certainly contributed to the positive trend

Monthly view:

In total, September was +1,2%. This corresponds to price gains of ~3.600€.

The MSCI World (benchmark) was +1.0% and the S&P500 +1.3%

Winners & losers:

A look at the winners and losers is particularly exciting this month.

On the winning side at the very top are my China ETF with € +1,300 and is thus back in the green for the first time in a long time. The following winners are also a colorful mix with Meta, Bitcoin, Home Depot and Sea. Really a very broad mix with no clear tendency towards regions, sectors or the like

On the loser side in my portfolio in September were mainly pharmaceutical stocks. Novo Nordisk, Amgen and Johnson & Johnson. Even worse, with price losses of ~€700 each, were only Palo Alto Networks and ASML.

The performance-neutral movements in September were just under €4,500. The premium refund from my private health insurance also played a large part in this. In September, I received over €2,000 back for the year 2023, which was of course invested directly to compensate for any higher pension contributions.

Current year:

My performance in the current year is +20,4% and thus above my benchmark, the MSCI World with 17.2%.

In total, my portfolio currently stands at ~321.000€. This corresponds to an absolute growth of ~€69,000 in the current year 2023. ~49.000€ of this comes from price increases, ~2.800€ from dividends / interest and ~17.000€ from additional investments.

Dividend:

• Dividends in September were 23% above the previous year at ~€360
• Amgen is in the lead with a (gross) dividend of €50 every 3 months. But Johnson & Johnson with €45 is also a delight
• In the current year, the dividends after 9 months are +25% over the first 9 months of 2023 at ~2.210€

Buys & sells:

• I bought in September for approx. 3,500€. 2,100 of this came from the premium refund from my private health insurance and went into the WisdomTree Global Quality Dividend Growth
• As always, my savings plans were executed:
• Blue ChipsLockheed Martin $LMT (+2,15 %) Republic Services $RSG (+1,26 %) Thermo Fisher $TMO (+1,71 %) ASML $ASML (+3,19 %) MasterCard $MA (+1,13 %) Deere $DE (+8,79 %) Northrop Grumman $NOC (+1,56 %) Itochu $8001 (-0,28 %) Salesforce $CRM (+4,63 %) Hermes $RMS (-0,13 %) Constellation Software $CSU (+3,77 %)
• 
  Growth: -
• ETFsMSCI World $XDWD (+1 %) Nikkei 225 $XDJP (+0,98 %) and the WisdomTree Global Quality Dividend Growth $GGRP (+0,8 %)
• 
  Crypto: Bitcoin $BTC (+0,57 %) and Ethereum $ETH (-0,47 %)
• 
  Sales there were none in September

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 currently stands at ~€321,000.

At the beginning of September, my portfolio was still quite a bit lower at €304,000 due to the weak start to the month. At this point, it was therefore quite a way off the previous high of €320,000 in June.

I have now reached a new high of €321,000 and am optimistic that I can still beat my year-end target of €300,000.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

I have once again added a little to my portfolio. The earnings performance and earnings growth were the decisive factors for me.

In my portfolio for a year now. Itochu Corp. $8001 (-0,28 %)

Another small buy from yesterday.

With this I was able to lower my purchase price from €42👍

$8001 (-0,28 %) currently not tradable at Trade Republic 😕

I used today's correction to increase my ITOCHU position. The Japanese company was of course punished severely today in line with the market situation. 🇯🇵

Did you buy shares today?

First shares bought. Let's see if it falls any further ... ⬇️