Google's
$GOOGL (+0,99 %)
Waymo is negotiating with Hyundai
$005380 about outsourcing the production of its self-driving vehicles.
Representatives of Waymo and Hyundai have already met several times to discuss a plan that would allow the deployment of Hyundai's Ioniq 5 electric vehicles for the sixth generation of Waymo's autonomous driving technology technology.
Operating margin car manufacturers Q1/24
+38.2% Ferrari
+15.7% Porsche
+11.2% Stellantis
+10.8% Mercedes
+10.0% Toyota
+8.8%% BMW
+5.5% General Motors
+7.6% Renault
+7.2% Volvo
+6.6% Volkswagen
+5.8% Hyundai
+5.6% Honda
+5.5% Tesla
+4.7% BYD
+2.9% Ford
>> Opinions?
$TSLA (+6,49 %)
$RACE (+3,21 %)
$P911 (+0,6 %)
$STLAM (+0,86 %)
$MBG (-2,54 %)
$7203 (+3,68 %)
$BMW (+0,81 %)
$GM (-0,54 %)
$RNO (-0,43 %)
$VOLV B (+1,09 %)
$VOLV A (+0,94 %)
$VOW (-0,25 %)
$005380
$1211 (+0,93 %)
$81211
$F (-1,21 %)
$7267 (+2,56 %)
Hello everyone,
It's time for another little milestone post - today I reached a portfolio value of €25,000.
I know many people don't like it, but that doesn't matter for now.
I reached my last milestone, the €10,000 mark, about 10 months ago. A lot has happened since then.
Thanks to a change of employer last year, I managed to increase my savings rate to €1,200+.
Of this, €140 is invested in ETFs.
I currently have a significant overhang in individual shares. It all started with dividend stocks. However, dividends now only play a very minor role in my investment decisions.
My aim is to invest for the future in the long term, and I'm enjoying the topic more and more. Although I started early and had to learn the hard way here and there, I am now very satisfied with the development of the past 2-3 years. At the age of 26, many people haven't even started thinking about the future and investing.
I will probably use up the tax-free allowance of €1,000 for the first time next year at the latest, which is not a direct goal (I don't want to / have to use up this amount tomorrow), but symbolizes another stage that I have mastered. (It's a shame that this is set so low for small investors)
In my opinion, only 2 sectors are now missing from my portfolio - pharmaceuticals and commodities / mining, with my selection probably (as of today) limited to $JNJ (-1,21 %) and $RIO (+2,9 %) would fall.
I would also like to invest in a few Asian companies, which are currently on my watchlist. $005930
$7974 (+0,13 %)
$005380
$4507 (+1,49 %)
$8001 (+4,11 %) currently on my watchlist.
However, my portfolio shouldn't get much bigger and I will probably invest a little more in ETFs and reduce the savings rate for individual shares.
I look forward to any constructive feedback from you. :)
$005380 Hi, what do you think about the purchase of Boston Dynamics by Hyundai? Good as speculation on the future trends robot market? An early pearl? Good competition to Tesla at first glance. The Atlas is already very impressive. It's all still so young and developing in the market and the Chinese are pretty far along too. The robotics ETFs do not have Hyundai in their portfolio.....that surprised me, because you can certainly make money with the products of Boston Dynamics......check it out. anyone of you maybe more in the topic inside?https://www.youtube.com/watch?v=GJZeMgqQMjA
Are there any companies you would buy if you didn't have to look at the valuation ratio?
I am often annoyed by finding an exciting company where the investment case is very shaky and objectively the stock should not really be bought because of the valuation.
For me it is with Hyundai $005380 and Porsche $P911 (+0,6 %) so
Hyundai $005380
Best-in-class price-performance offerings, both Kia and Hyundai offer the most exciting new cars for a wide range of needs....
(Both brands have also introduced well-selling first electric models).
Margin offers room for improvement, but since the new gasoline models are superior to all others (and the E models are also ahead, see Ioniq 5 )
the increasing sales growth will probably solve most of the "problems".
Unfortunately difficult to assess how subjective this opinion is (different brand image in Europe/ Asia/ America?) , therefore assessment equally difficult....
Besides, car manufacturers are not exactly the future, especially not in Europe.
TA: Downward trend.
Porsche $P911 (+0,6 %)
For obvious reasons. Sales increase with prosperity, fan base as well, a very good first E model in its class.
Certainly also a higher profit margin possible in the long term.
Nevertheless (as you could see today in the numbers) the valuation was too high for me, in the long term ok, but also for Porsche there will be years in which sales decline.
I would rather attribute to the luxury industry, but that's why the valuation is also 🚀
TA: ...no idea whether that works at all with such young AGs.
