We (around 40 people from SW development) trundled into a bar after work last week and wanted to round off the evening in a relaxed atmosphere. Instead of 2 beers, there were of course significantly more and the topic of our operational business was over relatively quickly, in the end of course (once again) we only talked about AI and the discussion hype/sustainability and how each individual can benefit from it (many do without any company insurance, prefer to receive an annual bonus and invest it in the stock market).

In the end (8 beers later) there was relative agreement that it is

a) it is a megatrend with a tailwind (comparable to the internet or smartphones back then)

b) AI will change every industry (and in my opinion very quickly)

c) targeted investments will lead to significant increases in value in 5-10 years.

What has left us all with questions is the impact on the labor market. Entire industries will look completely different in the future; instead of people, there will be robotics and perhaps a handful of people monitoring everything. Where will that lead? Tax systems need to be rethought (loss of jobs = loss of wage tax and social security contributions), the education system needs to be revolutionized and so on. Where are we heading? AI user tax? Digital value-added taxation?

Very exciting with our political leaders and little hope :D

Of course, this is all minimally frightening, but it also offers us all incredible opportunities.

To return to the core issue: I think we all have an opportunity here to build massive wealth. My portfolio is extremely tech-heavy, so I'm still betting on the big players ($NVDA (-0,25 %) , $TSM (-1,21 %) , $ASML (-0,84 %) - entire value chain for chip development), $GOOGL (-0,48 %) , $META (-0,44 %) . $AMZN (-0,12 %) and also a few riskier ones like $PLTR (-2,43 %) , $SMCP, $NOW (-1,65 %) etc.).

Quantum computing would of course be the next big highlight, but that's another story.

What do you think about it? How will AI shape our generations, what social impact will it have and where are you investing?

LG Max

Would you $GOOGL (-0,48 %) sell? I have somehow only heard bad news recently and had actually bought with confidence at a P/E ratio of approx. 18.

After I missed the last dip

Before the moment is over again, I would like to take a moment to celebrate my first small milestone: after almost a year of active trading, I have reached €10,000.

Most of the time I was still a student - with small savings rates, a lot of curiosity and learning by doing (and many mistakes). I've now been working as an engineer for a month and can invest properly for the first time. I'm excited to see where the journey will take me.

I am pursuing a long-term growth strategy, but I also like the charm of dividends as a motivator. With half of the bonuses, I will probably buy individual shares or burn a penny or two by gambling.

I know things aren't going perfectly, but I'm prepared to learn from mistakes and constantly question my strategy.

One small fly in the ointment: my Mercedes shares are currently still blocked.

I look forward to your feedback, experiences and tips - on the subject of crypto, I'm still torn as to whether I've missed the party.

Savings plans: 690€

200€ - $IWDA (-0,12 %)

60€ - $EIMI (-0,28 %)

40€ each - $JEGP (-0,27 %)
$MAIN (+1,12 %)

25€ each - $NOVO B (+2,97 %)
$HTGC (-0,04 %)
$GOOGL (-0,48 %)
$WMT (-0,26 %)
$CRWD (+0,67 %)
$AMZN (-0,12 %)
$MELI (-1,12 %)
$META (-0,44 %)
$NET (-0,48 %)
$ALV (+0,17 %)
$WM (+0,28 %)
$ASML (-0,84 %)
$SAP (+0,31 %)
$PLTR (-2,43 %)

First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅

As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈

since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹

At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆

In my portfolio introduction post, I mentioned that I would like to $DHR (-0,6 %) against $SYK (-0,61 %) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+1,3 %) I also parted with

I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂

I tried as best I could to increase "every" position in the portfolio a bit🧐

First of all, I'll mention the positions that were further expanded

$VWCE (-0,09 %) + ~10k

$GRAB (-1,19 %) + ~1k to (3.38)

$BLK (-0,12 %) + ~ 1.3k (678)

$ASML (-0,84 %) + ~2.7k (555,45)

$GOOGL (-0,48 %) + ~ 1.5k (124,66)

$MPWR (-2,5 %) + ~ 1.6k (409,21)

$SOFI (-1,53 %) + ~ 0.7k (7,78)

$LIN (+0,86 %) + ~ 1.1k (388,20)

$QCOM (+0,11 %) + ~ 1.5k (113,62)

$CRWD (+0,67 %) + ~ 0.9k (289,75)

$MSCI (-0,99 %) + ~1.3k (451)

$V (+0,45 %) + ~ 1.4K (274)

$AMZN (-0,12 %) + ~ 1.4K (159,74/159,34)

$MSFT (+0,66 %) + ~ 1.7k (335/337,75)

$MC (-1,81 %) + ~ 1.9k (482,31)

$NOVO B (+2,97 %) + ~ 2.5k (51,68)

$ABBV (+0,98 %) +~ 1.5k (152)

$NVDA (-0,25 %) +~ 2k (85,04)

$UNH (+7,98 %) +~ 1.7k (336,30)

$PEP (-0,68 %) +~ 1.1k (114,97)

$MRK (+1,1 %) +~ 1k (67,70)

------------------

now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇

$SYK (-0,61 %) ~ 2.1k (305,72)

$META (-0,44 %) ~ 1.4k (467,30)

$AVGO (+0,85 %) ~ 1.1k (156,76)

$ISRG (-0,62 %) ~ 1.6k (398,30)

$SPGI (-0,37 %) ~ 1.2k (403,22)

$ANET (+0,33 %) ~ 1.8k (70,50/58,65)

$UNP (-1,59 %) ~ 0.9k (187,56)

$CAT (-0,95 %) ~ 1.5k (246,50)

(I hope I have not forgotten anything)

I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬

Now I'm curious to see what you've bought, my dear investors?

Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣

thanks again for reading 🥸

in that sense

have a nice weekend ✌️