Cummins

In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (+2,19 %)
$AMP (+2,25 %)
$CMI (+2,89 %)
$SNA (+1,52 %)
$FI (+0,18 %)
$PANW (+7,32 %)
$ANET (+6,77 %) .

There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.

9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.

Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (+2,5 %)
$KO (+1,89 %)
$PG (+2,05 %)
$PEP (+1,54 %) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (+3,19 %)
$SNPS (+2,77 %)
$KLAC (+3,32 %)
$LRCX (+4,98 %)
$AMAT (+3,95 %) The healthcare sector has also been somewhat disappointing. $ISRG (+1,97 %) and $SYK (+1,66 %) are positive exceptions here.

The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.

Let's see how things continue to develop.😁

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗖𝗵𝗶𝗽-𝗔𝘂𝗳𝘀𝗰𝗵𝘄𝘂𝗻𝗴 / 𝗦𝘁𝗮𝗵𝗹𝗵𝗮𝗿𝘁𝗲𝘀 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 / 𝗛𝗼𝗱𝗹 / 𝗣𝗲𝗿𝘂'𝘀 𝗖𝗕𝗗𝗖

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, 3M ($MMM (+0,67 %)), Cognizant ($COZ (+2,33 %)), Cummins ($CUM (+2,89 %)), Ford ($FMC1 (+1,39 %)), GlaxoSmithKline ($GS7), Hershey Company ($HSY (+1,4 %)), L3Harris Technologies ($HRS (+1,6 %)), Microchip Technology ($MCP (+2,72 %)), Otis Elevator Company ($4PG (+0,7 %)), Raytheon Technologies ($5UR (+1,87 %)), Sherwin-Williams ($SJ3 (+3,82 %)) and Tyco Electronics ($TY1C) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Alibaba Group ($2RR (-0,72 %)), Applied Materials ($AP2 (+3,95 %)), Farfetch ($F1F), Full Truck Alliance Co ($YMM (-1,08 %)), Globant ($GLOB (+3,93 %)), Intuit ($ITU (-0,35 %)), JD.com ($013A (+1,05 %)), National Grid ($NNGF (-0,42 %)), Nuance Communications ($SC2), Palo Alto Networks ($5AP (+7,32 %)), Ross Stores ($RSO (+10 %)), Williams-Sonoma ($WM1 (-0,96 %)) and Workday ($W7D (+3,51 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Nvidia ($NVD (+1,51 %)) - In after-hours trading yesterday, NVIDIA shares were able to make strong gains, driven by high demand for chips for data centers and computer games. In the past quarter, NVIDIA reported an 84 percent increase in profits to $2.46 billion. Among other applications, NVIDIA's technology is used for artificial intelligence applications, graphics cards and data center chips. NVIDIA is considering plans to buy British chip designer Arm, whose technology is in almost all smartphones, despite concerns from competition authorities. Based on Arm's chip architecture, companies including Apple ($APC (+0,52 %)), Samsung ($SSUN (+3,73 %)) and Qualcomm ($QCI (+1,7 %)) design their own processors for mobile devices.

thyssenkrupp ($TKA (-0,54 %)) - Steel group thyssenkrupp beat expectations for the past fiscal year 2020/21 (ending September) with significant growth and benefited from the economic recovery. Adjusted earnings before interest and taxes came to 769 million euros. However, shareholders will again have to do without a dividend this year. The Group expects mid-single-digit percentage growth and around a doubling of adjusted EBIT to between 1.5 and 1.8 billion euros and net income of at least 1 billion euros for the recently launched new fiscal year.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (+0,08 %)) - Recent data shows that bitcoin holders who bought for $20,000 are refusing to sell BTC at all-time highs. Despite tempting triple gains, last November's buyers are determined to continue with the "hodl" strategy. BTC buyers hold their nerve and hold their coins despite various all-time highs.

Peru - The president of Peru's central bank (Julio Velarde) has announced that the country is working with India, Singapore and Hong Kong to develop a central bank digital currency (CBDC). According to the Atlantic Council, 87 countries (accounting for more than 90% of global GDP) are currently researching a CBDC, and seven have already launched their own. By comparison, only 35 countries have considered developing a CBDC in the 2020 mail.

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