Hi,
I'm currently considering buying my share of Microsoft $MSFT (-3,8 %) for UPS $UPS (-2,85 %) for UPS.
$MSFT (-3,8 %) I would sell at 20.75%.
I'm still a newbie, so I'm keen to hear your opinions.
Thank you and have a nice weekend
Puestos
70Hi,
I'm currently considering buying my share of Microsoft $MSFT (-3,8 %) for UPS $UPS (-2,85 %) for UPS.
$MSFT (-3,8 %) I would sell at 20.75%.
I'm still a newbie, so I'm keen to hear your opinions.
Thank you and have a nice weekend
In the longer term, I hope it's a good investment...
Announced cost-cutting measures must take effect.
Everyone is talking about $NOVO B (+1,26 %) honestly, people? That was foreseeable after the events of the current year. The crises won't stop... So what's the point?
I find the developments of $SMHN, (+0,71 %)
$UPS (-2,85 %) or $SWK (-2,4 %) ...
🔹 Revenue: $21.2B (Est. $20.8B) 🟢; UP +1.9% YoY
🔹 Adj. EPS: $1.55 (Est. $1.57) 🔴
FY Guidance
🔹 CapEx: ~$3.5B
🔹 Dividends: ~$5.5B (subject to Board approval)
🔹 Effective Tax Rate: ~23.5%
🔹 Pension Contributions: $1.4B (including $921M already paid)
🔹 Share Repurchases: ~$1.0B (completed)
🔹 Expense Reductions Expected: $3.5B (from network reconfiguration & efficiency programs)
Q2 Segment:
U.S. Domestic
🔹 Revenue: $14.08B; DOWN -0.8% YoY
🔹 Adj. Operating Profit: $982M
🔹 Adj. Operating Margin: 7.0%
International
🔹 Revenue: $4.49B; UP +2.6% YoY
🔹 Adj. Operating Profit: $682M
🔹 Adj. Operating Margin: 15.2%
Supply Chain Solutions
🔹 Revenue: $2.65B; DOWN -18.3% YoY
🔹 Adj. Operating Profit: $212M
🔹 Adj. Operating Margin: 8.0%
Other Key Q2 Metrics:
🔹 Adj. Operating Profit: $1.9B
🔹 Adj. Operating Margin: 8.8%
CEO Commentary
🔸 “Our second quarter results reflect both the complexity of the landscape and the strength of our execution.”
🔸 “We are making meaningful progress on our strategic initiatives, and we’re confident these actions are positioning the company for stronger long-term financial performance and enhanced competitive advantage.”
🔸 “I want to thank all UPSers for their dedication and hard work in what continues to be a dynamic and evolving trade environment.” – CEO Carol Tomé
Here is a clear overview of the quarterly figures due next week.
$NXPI (-3,47 %)
$CLF (-5,54 %)
$LOGN (-5,08 %)
$KO (-0,29 %)
$GM (-2,37 %)
$LMT (-1,13 %)
$NOC (+0,22 %)
$PM (-1,52 %)
$RYTT34
$UPS (-2,85 %)
$V (-3,35 %)
$T (-0,46 %)
$FCX (-1,65 %)
$GD (-1,62 %)
$GOOGL (-2,86 %)
$IBM (-2,76 %)
$NOW (-4,44 %)
$TSLA (-3,11 %)
$DOW (-7,25 %)
$HON (-3,49 %)
$VLO (-4,02 %)
$BMY (+0,34 %)
$AON (-2,2 %)
$CL (-2,37 %)
Last year, I stood in front of my depot and asked myself: What is actually still missing?
Tech? Checked off. Dividends? Yes. Growth stocks? Also included.
But somehow I was still missing a real value stock with a defensive character. One that also sleeps peacefully when the stock market is rattling. 😴📉
💡 Then it occurred to me: "What always works - regardless of whether it's a crisis, war or consumer restraint?"
➡️ That's right: parcels.
And that's how I came across UPS.
What convinced me:
But of course there are also downsides:
🔁 Conclusion for me:
Not a high flyer, but a solid anchor in the portfolio. I see $UPS (-2,85 %) as a dividend play with turnaround potential, especially when the economy picks up again.
📬 What do you think: UPS - buy & hold or too old-fashioned in the age of drones & same-day delivery?
#Depotstory
#UPS
#Dividende
#Logistik
#ValueInvesting
#getquinCommunity
BEFORE: I have completely revised my portfolio review. There are now even more in-depth figures to see and I have greatly reduced the body text. Only my introduction is a little more detailed. The visual overview on Instagram has also been completely revamped. There is also a budget review, which I am not publishing here as a post. However, I have included a few key figures from this one in the portfolio review.
I am very happy about likes here at GQ and on both IG posts, as the complete renewal has cost me a lot of nerves and time. 🙃 If you also want to know how my personal finances have developed, I'd like to refer you to my personal budget review on Instagram.
In future, I will publish my detailed assessments on individual topics that were previously part of the review (such as crypto cycles or my succession strategy for crypto) separately in individual posts on GQ. Perhaps as a kind of supplementary post.
Are you missing important key figures or do you have suggestions for optimization? Constructive suggestions are always welcome.
For me, May was characterized by calm and composure, because I kept the noise of the markets and US trade policy away from me. I can do no more than simply buy more. I like to refer here to the stoic way of thinking, which focuses on prioritizing what you can influence. And that is my personal development. So that meant doing sport (at home with YouTube cardio and strength, abs, core, running), stockpiling Instagram posts so that I have some breathing space in the summer and delving deeper into the topic of AI. And the tax return was also completed. Meanwhile, dividends have been stable with the second strongest month ever, which was April. Time for a deep dive into my figures.
Overall performance
My portfolio performed well in May. Bit by bit, we are fighting our way up from the tariff lows. The key performance indicators are
Share allocation & performance
Which shares performed particularly well in May? Which are at the top of the chain and which at the bottom? Which were the biggest losers?
Size of individual share positions by volume
Share: Share of total portfolio in % (portfolio)
Smallest individual share positions by volume:
Share: Share of total portfolio in % (securities account)
Top-performing individual shares
Share: Performance since first purchase % (securities account)
Flop performer individual stocks
Share: Performance since first purchase % (securities account)
ETFs vs. shares
The breakdown of ETFs vs. shares across all portfolios is 38.8% to 61.2%. This differs slightly from the breakdown of my ETFs to equities savings plans (43% to 57%).
Investments and subsequent purchases
Here is a small overview of what I have invested via savings plans according to my fixed planning.
In addition, there were the following additional investments from returns, refunds, cashback, etc. as one-off savings plans/repurchases:
Additional purchases: as one-off savings plans as part of my cashback pension, reinvested discounts from previous grocery and drugstore purchases and a refund from the health insurance bonus program.
If you want to know how my cashback pension tops up the share and ETF pension, please let me know.
Passive income from dividends
My income from dividends amounted to € 163.13 (€ 89.68 in the same month last year). This corresponds to an increase of +42.32 % compared to the same month last year. The following is further key data on the distributions:
The top payers are:
My passive income from dividends (and some interest) mathematically covered 21.08% of my expenses in the month under review.
Crypto performance
My crypto investments also moved a little:
I find the topic exciting, but it is very underrepresented in my overall portfolio due to my strategy. Profits have long since been realized, my focus here has long been elsewhere. Accumulation will take place in the coming bear market.
Performance comparison: portfolio vs. benchmarks
A comparison of my portfolio with two important ETFs shows:
Outlook and conclusion
According to the tax estimate, I can expect a tax refund. When this arrives, part of it will be donated and the rest will of course be reinvested. May was also a no-spend month for me and, as a convinced frugalist, this went off without a hitch. I was able to reflect more closely on my spending behavior and even found further potential despite my basic low spend attitude. Now I'm preparing a Hartz IV/citizen's allowance experiment for at least 3-4 months (or more) for the second half of the year. Simply because I feel like challenging myself. My planned expenses and provisions according to the budget only just exceed my theoretical entitlement to citizen's allowance. More info coming soon on Instagram. After March and April, I was again able to record expenses of less than €1,000 per month in May. This will change in June due to a large annual insurance premium, but maybe I'll be lucky and stay at a maximum of €1,100 to €1,200. As in the previous months, I will continue to use the early summer in June for hiking, swimming and day trips.
👉 You want my review as an Instagram post?
Then follow me on Instagram:
📲 As well as the depot and budget review, there's also: @frugalfreisein
How was your May at the depot? Do you have any tops & flops to share? Leave your thoughts in the comments!
I used these courses to expand the logistics area. The course from $UPS (-2,85 %) was simply too tempting.
Another nice, reliable dividend stock.
In the S&P 500, 224 out of 500 shares are in the red this year. "Welt" has analyzed which stocks have the potential to catch up.
The criteria:
The stocks must have lost at least 20 percent in price since the beginning of the year, have at least double-digit price potential according to analysts' estimates and also be recommended as a buy by at least 50 percent of augurs.
The candidates (selection):
$UNH (-6,32 %) - United Health
$DECK (-3,77 %) - Deckers Outdoor
$UPS (-2,85 %) - UPS
$HAL (-4,1 %) - Halliburton
$MRK (-2,68 %) - Merck
$NCLH (-5,24 %) - Norwegian Cruise Line
$IQV (-2,52 %) - IQVIA Holdings
Source: Welt, 14.05.25 (excerpt) | Image: ChatGPT
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