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What a week! This week alone, my portfolio has invested almost 129.000€ this week alone. >> How much has your portfolio gained this week?

#performance
#portfolio
#depot
#trump
$BTC (+3,03 %)
$PLTR (+5,8 %)
$GOOGL (-0,6 %)
$GOOGL (-0,6 %)
$MSTR (+1,77 %)
$COIN (+8,63 %)
$SOL
$NU (+0,57 %)
$HOOD (+5,61 %)
$RIOT (+5,52 %)
$MARA (+1,47 %)
$AMD (-0,12 %)

Podcast episode 63 "Buy High. Sell Low."

Subscribe to the podcast to make Palantir a Tenbagger!

00:00:00 US election

00:04:00 Palantir $PLTR (+5,8 %)

00:24:00 AppLovin

00:35:00 Meta $META (+0,4 %)

00:45:00 Alphabet $GOOGL (-0,6 %)
$GOOG (-0,66 %)

00:55:30 PayPal $PYPL (+3 %)

01:12:45 Vistra $VST (+5,85 %)

01:24:00 Robo-Advisors vs. ETFs

Spotify $SPOT (+0,87 %)

https://open.spotify.com/episode/1EEZA9phh1ndeZbmMofoEe?si=Z4bINmNZTBiEvBuEUHI1Lg

YouTube

https://youtu.be/C5bvhDp8K5U

Apple Podcast $AAPL (+0,65 %)

https://podcasts.apple.com/us/podcast/folge-63-palantir-paypal-meta-alphabet-vistra-applovin/id1695869891?i=1000676295613

Waymo $GOOGL (-0,6 %) has announced that it now has over 150.000 paid Robotaxi-rides per week - an increase from 100,000 rides per week in August.

The entire Robotaxi-fleet of Waymo fleet covers over one million fully autonomous miles every week.

Photo: Hyundai

Hi guys, I put a few euros into a 25x leveraged share of Nvidia today for testing purposes and since $NVDA (-0,03 %) rose by 6% I was able to take 144% with me. Question to you. Do you know any other stocks where such leverage is possible and where you currently see good potential for an increase in the coming days and weeks? :)

$GOOGL (-0,6 %) I find it interesting for a second test😄

Thank you 🙏🏼

Do you think a possible Trump candidacy could have negative long-term consequences due to the idea of breaking up the company that emerged during his first term? $GOOGL (-0,6 %) Group during his first term? I personally believe, contrary to many analysts, that it would be a short-term setback, but not a major problem in the future.

Waymo
$GOOGL (-0,6 %) recently received over five billion US dollars from investors, bringing the company's valuation to over 45 billion dollars.

This brings Waymo almost reaches the market capitalization of Volkswagen $VOW (-2,5 %)which is around 49 billion dollars.

The robotaxi service is currently focusing on San Francisco 🇺🇸 and Phoenixbut is planning to expand to Los Angeles, Atlanta, New
York and Washington D.C. -Trade Journal

Photo: Hyundai

Greetings to you all!

As I already started asking you for tips at the beginning of September (as I was only able to invest from then on) I would like to do it again.

My strategy is the core-satellite strategy:

After much deliberation, I have now finally decided on this strategy.

I will close my position this year at $BATS (+0,49 %) [200€] this year (I am simply not convinced that the tobacco hype will continue in the future). I am now looking for a good exit opportunity to get out with less of a loss.

I would like to ask you how I am using your core-satellite strategy. Do you save your core and individual shares in a savings plan?

My idea would be to save the core [ ETF (50€) +BTC (50€)] weekly and buy the individual shares when there is a good opportunity (correction/dip).

Or would you recommend saving the individual positions in a savings plan?

The core would consist of $BTC (+3,03 %) u. $IWDA (+0,72 %) (70%) and 30% of the positions:

$PLTR (+5,8 %)

$GOOGL (-0,6 %)

$ASML (-0,38 %)

I will $MC (-2,6 %) , $MUX (-3,12 %) , $BATS (+0,49 %) in the near future (I think towards the end of the year) and will invest the profit in $PLTR (+5,8 %) u. $GOOGL (-0,6 %) to simply have a good basis that I can build on for 1-2 years.

I would like to add a 4th single stock to my core-satellite strategy, but unfortunately I haven't found any.

Perhaps you have small companies that have good potential in the near future that I can add to my portfolio.

Thank you very much for your feedback

Your Wiktor

As every Sunday, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/daFPRwE-j8E?si=rm959Ks8BvcSsCC6

Sunday:

Strong competition is causing profits in China's automotive industry to slump. In addition, data continues to point to high deflationary pressure and subdued demand for credit. China's economy is probably recovering more slowly than expected. The quarterly figures for car manufacturers and the luxury industry have already hinted at this development.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-chinas-industriegewinne-brechen-ein/100083447.html

Monday:

As Israel has spared Iran's oil facilities, the price of oil falls significantly. The markets are thus pricing in an increasing escalation of the conflict.

https://www.t-online.de/finanzen/aktuelles/wirtschaft/id_100518666/oelpreis-sinkt-aktuell-trotz-angriff-auf-iran-schwaches-china-als-ursache.html

Tuesday:

$GOOGL (-0,6 %) Alphabet once again surprises analysts in a positive sense. Revenue increases by 15 %. Cloud and advertising business in particular drive the result. YouTube is also growing faster than expected. Quarterly revenue increased to USD 88.27 billion.

https://www.handelsblatt.com/technik/it-internet/tech-konzern-cloud-geschaeft-und-werbeeinnahmen-schieben-alphabet-an/100082032.html

Real estate prices in the USA 🇺🇸 reach a new all-time high. Prices rose by a further 4.2 % in August compared to the previous year. In Germany, on the other hand, prices have corrected in recent years. In New York City, prices have even risen by 8.1%. Followed by Las Vegas, Chicago, Cleveland and Detroit.

https://www.bankrate.com/real-estate/case-shiller/

Wednesday:

$VOW3 (-2,26 %) VW presents its figures and, as expected, they are poor. The operating margin in Q3 is still at 3.6%. The forecast for the year as a whole is 5.6%. VW must therefore deliver strong figures in Q4, otherwise a further forecast reduction is imminent. Cost savings seem unavoidable after these quarterly figures. However, wage negotiations with the IG-Metall trade union are due to start right now.

https://www.handelsblatt.com/unternehmen/industrie/volkswagen-vw-gewinn-bricht-im-dritten-quartal-dramatisch-ein/100081845.html

$KGX (-3,27 %) Kion is growing in terms of turnover and is increasing EBIT significantly. The company's cash flow is also increasing. In particular, lower-margin old orders were processed, which increased EBIT.

https://www.boerse.de/nachrichten-amp/EQS-News-KION-Group-erzielt-starkes-Ergebnis-und-steigert-Profitabilitaet-in-den-ersten-neun-Monaten-des-GJ-2024/36628115

Inflation in Germany rose to 2.0%, which is exactly in line with the ECB's target. The main reason for this is a slight increase in energy prices in October. However, the effect is likely to be reversed again next month due to the sharp fall in oil prices.

https://www.faz.net/aktuell/finanzen/die-inflation-in-deutschland-steigt-auf-2-prozent-110078902.html

Thursday:

The Bank of Japan leaves key interest rates unchanged. This was expected and prevents further distortions due to the carry trade, among other things.

https://ch.marketscreener.com/kurs/wahrung/EURO-JAPANESE-YEN-EUR-JPY-4592/news/Japanische-Notenbank-halt-Zinsen-stabil-48215141/

Friday:

$AAPL (+0,65 %) Apple records growth in sales and profits, but the share still loses ground, this has to do with a cautious forecast. Turnover will only increase in the low to medium percentage range. Investors are also concerned about a decline in sales in China.

https://www.finanzen.net/nachricht/aktien/ikonzern-mit-zahlenvorlage-apple-aktie-sinkt-dennoch-apple-mit-zuwaechsen-bei-umsatz-und-gewinn-13968697

Key dates for the coming week:

Tuesday: Presidential election (USA)

Wednesday: 11:00 Producer prices (EU)

Thursday: 13:00 Interest rate decision (UK)

What other important dates can you think of?

#uswahl
#trump
#harris
#uk
#eu

Month in review Uptober

Total portfolio

+56,700€ book profit

+14% monthly performance

462,700€ Total portfolio size

Wert securities

+46,200€ book profit

+16% monthly performance

331,700€ Depot size

Cryptos

+10,500€ book profit

+9% monthly performance

131,000€ Depot size

Largest positions

+361% MicroStrategy-OS $MSTR (+1,77 %)

+55% MicroStrategy factor $MSTR (+1,77 %)

+16% Bitcoin $BTC (+3,03 %)

+15% Nu Holdings leverage cert. $NU (+0,57 %)

+14% Palantir $PLTR (+5,8 %)
#PLTRgang

+10% AMD $AMD (-0,12 %)

+4% Alphabet $GOOGL (-0,6 %)
$GOOGL (-0,6 %)

-3% BEST (crypto) #best
For comparison

+0% S&P 500

-1% MSCI World

-3% MSCI Emerging Markets

The MicroStrategy - OS was already bought in April, then fell to -95% and turned positive after the subsequent purchase. After a green August and September, I will have a green October. I am ready for Moonvember, because November is historically the best month for Bitcoin with an average of +42.77%. 52-week high for Palantir and MicroStrategy. New all-time high for Nu Holdings and Bitcoin in euros.

>> Which stocks were your best performers in October? #aktie
#börse#btc
#bitcoin
#krypto
#crypto