And this is why $GOOGL (+8,53 %) is the biggest position in my portfolio.
Congratz google investors 💪🏼
Not forced to sell Chrome. 📈
Puestos
846And this is why $GOOGL (+8,53 %) is the biggest position in my portfolio.
Congratz google investors 💪🏼
Not forced to sell Chrome. 📈
$GOOGL (+8,53 %) jumps over +5% after a court ruling says the company won’t have to sell Google Chrome. 📈🔥
US companies plan share buybacks on a historic scalewhich is a sign of the American economy's confidence in the economy. Nvidia Corp is the latest company to join the long list of buyback plans.
The announced buybacks exceeded the 1 trillion US dollars reaching this level in a very short time, according to data from Birinyi Associates. The previous record was set in October last year.
In recent months, corporate giants - particularly in the areas of finance and technology - have given the green light for extensive share buyback programs.
Source: https://www.moneyweb.co.za/news/markets/us-firms-racing-through-1trn-buyback-spree-in-record-time/
So 1.5 weeks have now passed. The first gimmicks are over and my Watchlist Pie has returned a total of 4.5% in one week. This has now been sold and I have built up a pie to save for the next 8-10 years. I'm starting with 50€ a week until I've completed the broker's test phase. After that I'll ramp it up to about 1k per month.
There are still a few stocks missing, but the big ones will be scaled down a bit. Among others $IREN (+8,43 %) ....
What do you think of the selection?
$NVDA (-1,38 %)
$GOOGL (+8,53 %)
$MSFT (-0,28 %)
$AVGO (-0,01 %)
$005930
$AMD (+0,78 %)
$TSLA (-0,66 %)
$IBM (-0,56 %)
$RKLB (+2,17 %)
$NU (+1,51 %)
$SMCI (-0,67 %)
$HIMS (-2,57 %)
$ENR (-5,09 %)
$HOOD (-2,03 %)
$PLTR (+1,52 %)
$CSCO (-0,9 %)
$MTX (-2,99 %)
$TTD (-0,69 %)
$QBTS (+0,82 %)
$9866 (+0,07 %)
$CRWV (-7,37 %)
And what of course should not be missing is $SIKA (-1,38 %) These are still weighted at 2% 😉 As a craftsman, I really enjoy using the products myself. The technological progress compared to other products such as StoCretec or others is already enormous, but it would go beyond the scope of this article.
and I'm going on vacation on Monday, I have another Scandinavian doubling pearl for those who $CLAV too speculative, I have another Scandinavian doubling pearl.
This is the $NOD (-6,24 %) a chip company that is at home in Bluetooth technology and, thanks to its superior technology in this area, contributes to halving energy requirements while doubling performance in the so-called IoT area.
The customers of $NOD (-6,24 %) include $MSFT (-0,28 %) , $AAPL (+3,26 %) , $META (+0,93 %) and $GOOGL (+8,53 %) 4 of the Magnificat 7.
But Huawei and $700 (-0,65 %) are among the illustrious clientele.
I believe that $NOD (-6,24 %) can take a good slice of the growing IoT market and that a share price of between €25 and €30 is realistic over the next 12 months.
So now I wish everyone a good weekend. And remember, Monday is a holiday in the USA. My flight to the other end of the world is not the USA, but the other direction, so I've put it there specially.😂😎
Hello everyone,
I wanted to ask you if you are invested in $QBTS (+0,82 %) and if so, at what buyin?
I see the future in quantum computers, but find $QBTS (+0,82 %) still quite expensive at the moment.
A 1300% increase within one year is pretty steep...
Where is your buy zone?
Or do you prefer to invest in $GOOGL (+8,53 %) and $IBM (-0,56 %) for the development of quantum chips?
Looking forward to your opinions :D
Good morning to all Getquiners,
Today I would like to share with you my train of thought and the associated changes in my portfolio...
What my portfolio looked like:
Predominance of quality stocks like Siemens, Airbus, Telekom etc.
Small part in the FTSE World
With a small weighting in warrants and Bitcoin
Now that I have studied the stock market in depth, I have decided at my age (not 20) to invest more in faster-growing and smaller companies and more in Bitcoin in order to increase the return to 20%+...
My portfolio in the future, partly already today (currently in the process xD):
Predominantly riskier stocks with higher growth rates such as $RKLB (+2,17 %) , $IOS (-5,04 %) ...
Increase of the $BTC (+0,02 %) Bitcoin position to approx. 30% of the portfolio...
Approx. 15% of the portfolio in warrants...
If you have a few more stocks that fit into my new investment strategy, I would appreciate your suggestions freuen✌️:
I currently have on the WL
$TTR1 (+0,38 %) , $VSAT (-3,09 %) , $ENR (-5,09 %) , $VWS (-3,01 %) , $GEN (-1,56 %) , ($GOOGL (+8,53 %) )
Target:
20%+ p.a. & save for a future house purchase
Anyone who enjoys it can also see my portfolio with the current weightings and realize that I have already implemented some things 😁 The OS are not always up to date because I always have to enter them manually...
Could you let me know what you think of this approach?
HG Kleinanleger 😊
🇺🇸 USA
The S&P 500 and Dow saw a mild pullback after recent gains, with tech leading the resilience.
Tech snapshot:
• $NVDA (-1,38 %) showed strength as AI chip demand remains strong
• $AVGO (-0,01 %) continued steady growth, supported by semiconductors
• $GOOGL (+8,53 %) gained momentum from search and cloud earnings
• $META (+0,93 %) had a slight pullback after its recent rally
🇪🇺 Europe
European markets ticked higher, helped by banks and corporate earnings.
Banks in focus:
• $UCG (-2,02 %) continued to attract investors with strong capital returns
• $ISP (-0,93 %) benefited from robust Q2 earnings
• $BPE (-1,55 %) Banca maintained steady growth
• $BBVA (-1,07 %) was supported by stable loan growth
• $CE (-1,11 %) showed consistent results
Other notable names included $RR. (-3,24 %) , boosted by aerospace recovery, and $LDO (-2,74 %) , riding momentum in defense.
🌏 Asia
Asian markets were broadly higher, with Japan, Korea, China, and Taiwan supported by tech and semiconductor exports. Australia pushed toward new highs on commodities strength.
💱 Forex
The euro strengthened against the dollar, while sterling held steady ahead of UK data. The yen firmed as US yields eased, keeping the dollar index on the back foot.
🥇 Gold
Gold remained supported by softer yields and risk-off flows.
🛢 Oil
WTI and Brent gained on ongoing supply concerns and steady demand.
💰 Crypto
Bitcoin consolidated after recent volatility, Ethereum showed resilience above key levels, and TRON continued its steady climb with strong network activity.
$CRO (+4,66 %) attracted extra attention today, as its ecosystem expansion and staking programs fueled growing community engagement — signaling that it could become a more relevant player in the next market cycle.
🔎 Global Insight
Markets are showing a mixed but generally constructive tone across regions. Equities in the US remain supported by tech strength, while Europe benefits from strong banks and industrials. Asia continues to ride the semiconductor wave, and commodities like oil and gold stay firm. In crypto, the spotlight is on Bitcoin’s consolidation, Ethereum’s stability, and CRO’s growing presence — pointing to a market where selective plays are starting to shine.
💬 Community Note
If you enjoy my daily analysis, leave a comment and follow me here on Getquin — I love discussing the markets with this community!
Principales creadores de la semana