$VZ (+0,04 %)
$P911 (+4,51 %)
$NOVN (+0,3 %)
$PYPL (-0,2 %)
$SOFI (+2,64 %)
$UPS (-0,86 %)
$GLW (+3,37 %)
$KO (+0,94 %)
$RCL (-1,07 %)
$NXPI (+4,72 %)
$V (+2,03 %)
$STX (+7,43 %)
$HOOD (+4,32 %)
$SKHY (+12,31 %)
$MBG (+0,46 %)
$DBK (+3,79 %)
$GEV (-1,51 %)
$TER (+1,08 %)
$ADYEN (-13,23 %)
$WM (-2,49 %)
$AIR (-0,6 %)
$GOOGL (+0,48 %)
$CMG (+4,38 %)
$FTNT (-4 %)
$NOW (-2,2 %)
$KLAC (+2,99 %)
$MSFT (-1,12 %)
$CVNA (+1,01 %)
$006400
$VOW3 (+1,14 %)
$BMY (-1,78 %)
$INCY (+4,42 %)
$CAT (+0,19 %)
$N1CL34
$MO (+0,29 %)
$MA (+0,93 %)
$AIXA (+3,2 %)
$LLY (+0,74 %)
$SBUX (+1,1 %)
$RDDT (-1,62 %)
$RBLX (-2,25 %)
$ILMN (+2,17 %)
$SNDK (+6,87 %)
$INTC (+0,36 %)
$MDLZ (-0,89 %)
$COIN (-0,11 %)
$AMZN (-0,66 %)
$TWLO (-1,29 %)
$PINS (-1,33 %)
$285A (+11,15 %)
$CL (+0,24 %)
$GD (-0,03 %)
$ABBV (+0,35 %)
$PUM (+1,09 %)
$CVX (+1,46 %)
Starbucks
Price
Debate sobre SBUX
Puestos
286Quarterly Results: Oct. 26–30, 2016
The Week Ahead
Monday, Oct. 26
🇩🇪 10:30 a.m. – Germany: ifo Business Climate Index (Oct.)
🇺🇸 1:30 p.m. – U.S.: Chicago Fed National Activity Index (Sept.)
🇺🇸 3:30 p.m. – U.S.: Dallas Fed Business Index (Oct.)
Tuesday, Oct. 27
🇪🇺 10:00 a.m. – Eurozone: M3 Money Supply & Lending (Sept.)
✈️ 12:30 p.m. – U.S.: Boeing (Q3 Earnings)
🇺🇸 1:30 PM – U.S.: Durable Goods Orders (Sep.)
🇺🇸 2:00 PM – U.S.: FHFA House Price Index (Aug.)
🇺🇸 3:00 PM – U.S.: Conference Board Consumer Confidence (Oct.)
🇺🇸 3:00 PM – U.S.: New Home Sales (Sep.)
🪶 10:00 PM – Robinhood (Q3 earnings)
Wednesday, Oct. 28
🇩🇪 8:00 AM – Germany: GfK Consumer Climate (Nov.)
🇨🇦 2:45 PM – Canada: Bank of Canada Interest Rate Decision
🇺🇸 7:00 PM – US: Fed Interest Rate Decision (FOMC) 🌶
🇺🇸 7:30 PM – U.S.: Fed press conference (Kevin Warsh)
🤑 9:00 PM – U.S.: Alphabet & Microsoft (Q3 earnings)
Thursday, Oct. 29
🇪🇺 11:00 a.m. – Eurozone: Economic and Industrial Confidence (Oct.)
🇺🇸 1:30 p.m. – U.S.: Q3 2026 GDP (1st estimate) & Personal Consumption
🇺🇸 1:30 PM – U.S.: Initial Jobless Claims
🇪🇺 2:15 PM – Eurozone: ECB Interest Rate Decision 🌶
🇪🇺 2:45 PM – Eurozone: ECB press conference (Christine Lagarde)
💵 9:00 PM – U.S.: Amazon & Intel (Q3 earnings)
Friday, Oct. 30
🇯🇵 12:30 a.m. – Japan: Tokyo CPI & Unemployment Rate
🇩🇪 10:00 a.m. – Germany: Q3 2026 GDP (1st estimate)
🇪🇺 11:00 a.m. – Eurozone: Q3 2026 GDP (1st estimate) & Unemployment Rate
🇩🇪 2:00 p.m. – Germany: CPI Inflation (Oct., preliminary)
🇺🇸 2:45 PM – U.S.: Chicago Purchasing Managers’ Index (Oct.)
🇺🇸 8:30 PM – U.S.: CFTC Commitments of Traders (COT Report)
$HOOD (+4,32 %)
$BA (-0,5 %)
$MSFT (-1,12 %)
$INTC (+0,36 %)
$SKHY (+12,31 %)
$V (+2,03 %)
$CCO (-0,09 %)
$GOOG (+0,56 %)
$GOOGL (+0,48 %)
$SNDK (+6,87 %)
$XOM (+1,82 %)
$CVX (+1,46 %)
$SNDK (+6,87 %)
$VZ (+0,04 %)
$COIN (-0,11 %)
$SBUX (+1,1 %)
$7751 (+1,27 %)
$BP. (+1,74 %)
$CAT (+0,19 %)
Quarterly Results: July 27–July 31, 26
$MC (-0,97 %)
$MBG (+0,46 %)
$ULVR (-1,49 %)
$PYPL (-0,2 %)
$NBIS (+0,72 %)
$SPGI (+0,2 %)
$UPS (-0,86 %)
$KO (+0,94 %)
$GLW (+3,37 %)
$BA (-0,5 %)
$KER (-1,8 %)
$ENPH (+0,04 %)
$NXPI (+4,72 %)
$STX (+7,43 %)
$BE (+2,28 %)
$V (+2,03 %)
$MDLZ (-0,89 %)
$000660
$P911 (+4,51 %)
$BN (+3,92 %)
$RMS (-1,23 %)
$BAS (+1,25 %)
$AG1 (-0,57 %)
$LMND (-0,52 %)
$SOFI (+2,64 %)
$NDX1 (+0,69 %)
$TER (+1,08 %)
$GD (-0,03 %)
$APH (+1,82 %)
$AIR (-0,6 %)
$SBUX (+1,1 %)
$CMG (+4,38 %)
$META (-1,06 %)
$FTNT (-4 %)
$QCOM (-1,31 %)
$LRCX (+5,8 %)
$HOOD (+4,32 %)
$ARM (+2,95 %)
$MSFT (-1,12 %)
$CVNA (+1,01 %)
$005930
$SU (+0,04 %)
$INGA (+0,32 %)
$OR (-0,85 %)
$BMW (+0,95 %)
$BATS (+0,45 %)
$MA (+0,93 %)
$ADS (+0,6 %)
$SHEL (+0,9 %)
$RACE (+0,18 %)
$RDDT (-1,62 %)
$TEM (+6,29 %)
$COIN (-0,11 %)
$AAPL (-0,61 %)
$AMZN (-0,66 %)
$CCO (-0,09 %)
$LIN (+0,62 %)
$ABBV (+0,35 %)
$PUM (+1,09 %)
$HAG (+0,3 %)
$XOM (+1,82 %)
$CVX (+1,46 %)
A Look Back at June 2026 in *Stern des Wechsels*
📊 Performance & Markets
At the midpoint of the year, I'm still well below my annual goal.
🏆 Hot Pick: Nvidia
👑 King Midas Factor: Agnico Eagle
💶 1 Swiss franc was trading at 1.09 euros.
₿ Crypto & Alternative Investments
My $BTC (-0,32 %) was approaching my average. That’s why I sold my entire position and then rebuilt it at a lower price.
There were no new buys or sells in Timeless. There’s also no news regarding NFTs and music rights.
🍷 Winery: No news.
📈 Individual Stocks, ETFs & Savings Plans
🟢 Buy: $PAH3 (+1,53 %)
🔴 Sale: $SBUX (+1,1 %)
🏅 Top of the Month: $NA9 (+0,13 %)
📉 Flop of the Month: $CWR (-4,82 %)
🚀 Crowdcube & Startups: No news.
🧠 Nao: The savings plans are still ongoing.
🌴 Personal Recap
First, I had to take the car in for its inspection again. After that, I spent two weeks at the North Sea and then three days in Hamburg. If my commute weren’t so long, Hamburg would definitely be my adopted home.
I also finally switched my cell phone plan—10 euros a month feels a lot better than 30 euros.
Today, I also received my employer’s mobility allowance for the first time, amounting to 282 Swiss francs per year was approved.
With the start of the World Cup, I’m back to playing prediction games—this time via Check24 and in the Bitcoin community on Kickstr.
🎧 Interest Rates, Podcasts & Real Estate
After the ECB raised interest rates, I parted ways with Vivid. The higher interest rates weren’t passed on to customers, and the premium plan is personally too expensive for me.
Having everything with Trade Republic would be easy, but I’d also like a debit card with cashback and a bit more flexibility. That’s why I’m now testing the ZinsPlus account from Unitplus, which currently invests in the Easy € Overnight (BNP Overnight, LU3025345516) and is currently paying 2.58% + cashback. Downside: fee
🎙️ Podcast is in Season 3, Episode 1 . Topic: Financial Goals.
🏠 I’m still saving diligently for the special payment on my mortgage in 2026.
🔮 July Outlook
Tomorrow I’m heading to Berlin for the Finch concert. I actually wanted to stop by the getquin headquarters too, but I heard it’s usually pretty quiet there on Fridays. 😄
In July, all my insurance premiums and the vehicle tax will be debited. I also have a new smartphone on my shopping list.
On July 18, I’ll finally be heading back to the stadium: FC Basel vs. Juventus.
Between August and October, my stock investments will take a planned summer break.
What about you? How was your June?
If you’d like to learn more, feel free to follow me. And if you don’t like my investments: The block feature works😄
A Little Vacation Break
Get rid of $SBUX (+1,1 %) out with $PAH3 (+1,53 %)
Welcome to the elite club 😆
3 more US Stocks added to my portfolio 😎
$MKC (-3,73 %) - McCormick - 25Q
$TGT (+0,08 %) - Target - 10Q
$SBUX (+1,1 %) - Starbucks - 12Q
These 3 individual Stocks I intend to keep them in my portfolio for a long time as defensive stocks and to take dividends in the long run, never to be sold...
The 18 U.S. Stocks that I intend to purchase in the near future with some charts...
- $MAIN (+0,15 %) - Main Street Capital
- $ARCC (-0,88 %) - Ares Capital
- $CWT (-0,7 %) - Ca Water Serv
- $TGT (+0,08 %) - Target
- $SBUX (+1,1 %) - Starbucks
- $MKC (-3,73 %) - McCormick
- $ABM (+0,42 %) - ABM Industries
- $SYY (+0,2 %) - Sysco
- $ED (+0,07 %) - Consolidated Edison
- $VZ (+0,04 %) - Verizon Communications
- $SO (+0,23 %) - The Southern Co.
- $MDLZ (-0,89 %) - Mondelez International, Inc.
- $MO (+0,29 %) - Altria Group, Inc.
- $PEP (-0,92 %) - PepsiCo, Inc.
- $KO (+0,94 %) - The Coca-Cola Co.
- $PG (+0,14 %) - Procter & Gamble Co.
- $ABBV (+0,35 %) - AbbVie, Inc.
- $MCD (+1,07 %) - McDonald's Corp.
A portfolio more oriented to resilience the long-term growth of the dividend and to have a part of my total portfolio (consisting to date of +90% from ETFs) also a more "defensive" part and with companies that tend to increase their dividend or give an already high dividend, even if the majority is less than 4%
Staggered payments ensure a steady cash flow...
Estimated gross monthly income...
Edit: Here are the monthly distributions minus the -15% at source in the US and then the -26% Italian.
However, in the count there are Main and Ares which are not dividend aristocrats, you could get the same dividend by dividing the sum into 78% ETF, 11% Main and 11% Ares, this way you would have only 3 items to track instead of 20 (I asked chatgpt how much you need to have in Main and Ares to reach 2.39% net by taking the 2025 distribution as dividend yield).
Regarding the message earlier where you said the dividends had decreased, that is all because of the exchange rate effect, which you would also have by buying the 20 individual stocks, in fact an ETF having only dividend aristocrat the dividend has to necessarily increase from year to year, otherwise they would not be what they are.
The point of the whole argument is that you took stocks with the only discriminant being the dividend, try backtesting or asking the AI to compare this basket of stocks of yours with the benchmark index, if you notice an outperformance over time of what you selected then fine, if not, it was all wasted effort that you could have avoided with an ETF that has an annual yield of almost 12 percent
Here is the list of 20 "U.S. Stocks I plan to add to my portfolio!
With a total expenditure of €20,000 I intend to commit about €1,000 per single Stock; here is the list I made, tell me if you like it:
These 20 individual U.S. Stocks 🇺🇸 I intend to hold them for a long time as an investment geared toward value stocks and creating a steady and growing passive income, including several Dividend Aristocrats and Dividend Kings that flank higher dividend-paying Business Development Companies (BDCs) so as to make up in part for the relative low distributions of many of the more defensive stocks in the 20 selected Stocks.
If you are betting that the historical growth of established companies like CocaCola will continue, you can certainly follow this approach.
Personally, I would have too many individual stocks to monitor. I think that the share price performance will also lag a good deal behind an investment in tech stocks - but of course that's the famous looking into the crystal ball.
For my own strategy of a distribution portfolio, actual dividends would be too low for me. However, if you are looking for dividend growth and substance, you can certainly add these stocks to your portfolio. Alternatively, there are certainly ETFs that follow the underlying approach (US large caps ex tech).
In any case, I wish you every success 🙂
Slight change in the dividend portfolio
The last few weeks have shown me that my portfolio is too cash flow-heavy and that I should focus more on dividend growth and growth stocks again. I have therefore spent the last few days looking at several of my stocks and scrutinizing overlaps, performance and cash flow. The result is a shift of around 10% of the portfolio towards more stability and growth with less risk.
Good and poor underperformers have been removed from the portfolio,
- $SBUX (+1,1 %) Starbucks
- $GLAD (+0,45 %) Gladstone Capital
- $KMB (+0,48 %) Kimberly-Clark
- $KO (+0,94 %) Coca-Cola
Reduced, the super run,
- $CAT (+0,19 %) Caterpillar (insert completely pulled out)
New additions to the portfolio are the stocks that are currently very attractively valued in my opinion,
- $REL (-0,8 %) Relx
- $SPGI (+0,2 %) S&P Global
Stable stocks with potential for outperformance were added,
- $MCD (+1,07 %) McDonalds
- $PEP (-0,92 %) PepsiCo
- $AMGN (+1,01 %) Amgen
- $ARCC (-0,88 %) Ares Capital
Overall, I have reduced the number of positions somewhat, eliminated underperformers and at the same time shifted into stability and growth.
I feel very comfortable with this adjustment and will keep a close eye on what further adjustment potential I find in my portfolio.
In addition, I'm keeping around 10k dry in case things go downhill again if peace between the USA and Iran doesn't materialize after all... I have serious doubts that this will work out.