Siemens is one of the drivers: the share price reached a record high following the expansion of the AI partnership with Nvidia. Additional tailwind comes from Bernstein ("Outperform") and the expectation of a recovery in the automation business.

$SIE (-1,96 %)

Due to geopolitical developments, interest rate policy and internal company decisions, there are currently a number of shares that could be kept an eye on.

🔎 A few exciting examples:

🛢 Energy

- ExxonMobil ($XOM (+0,24 %) ) / Chevron ($CVX (+0,75 %) )

→ Stable cash flows, strong dividends, benefit from geopolitical tensions & oil demand

- Schlumberger ($SLB (+1,1 %) )

→ Service provider ("shovel seller"), benefits from increasing investment activity regardless of the oil price

💻 Technology / AI

- Microsoft $MSFT (-0,63 %) )

→ Strong position in the AI sector (Azure, OpenAI), high margins, defensive tech giant

- Nvidia ($NVDA (+0,26 %) )

→ AI demand remains high, but valuation remains an issue → Volatile, but interesting

🏭 Industry & infrastructure

- Siemens ($SIE (-1,96 %) )

→ Profiteer of digitalization, automation & energy transition

- Caterpillar ($CAT (-0,2 %) )

→ Infrastructure projects, raw materials, global investments

🧪 Healthcare

- Bayer ($BAYN (+2,48 %) )

→ Turnaround bet, a lot of pessimism priced in, focus on internal restructuring

- Novo Nordisk ($NVO (+0,83 %) )

→ Strong growth due to GLP-1 drugs, but high expectations

🌍 Macro factors that will remain important in 2026

- Interest rate policy & inflation

- Geopolitics (USA, Middle East, commodities)

- Investments in AI, energy & infrastructure

💡 Conclusion:

No market without risk - but if you watch companies with a clear strategy, solid figures and structural tailwinds, you could find interesting opportunities.

Not investment advice.

Which stocks are currently on your watchlist? 👀📊

Dear Community,

At the end of the year, I would like to share my portfolio and my strategy with you.

I am 38 years old, have been in the stock market since 2024 and am aiming for financial freedom at the age of 58. Time will tell whether that will work out... 😉 I'm not investing to maximize my profits, but to be able to live a relaxed life in the long term. To this end, I have deliberately separated my investments into two portfolios with a clear purpose.

Portfolio 1 - Growth (ING)

$VWCE (-0,39 %) , $XNAS (-0,19 %) , $WGLD (-1,09 %) and as an admixture some Bitcoin via ETP $IB1T (-1,13 %) .

This portfolio is saved monthly until 58 and then remains more or less untouched.

My savings rates would be:

800€ $VWCE (-0,39 %)

375€ $XNAS (-0,19 %)

150€ $WGLD (-1,09 %)

0€ $IB1T (-1,13 %) - Position is currently at 10% and should rest for the time being

Portfolio 2 - Cash flow (SC)

Here I am investing via 2 dividend ETFs ($VHYL (-0,28 %) , $TDIV (-0,2 %) ) and selected quality stocks to build up a steadily growing cash flow. All distributions are reinvested equally in the ETFs. Furthermore, a small cushion is built up here via $XEOD (+0,01 %) is built up here.

My savings rates would be

250€ $XEOD (+0,01 %)

200€ $VHYL (-0,28 %) - Start January 26

200€ $TDIV (-0,2 %) - Start January 26

425€ Individual assets (as required, no savings plan, no obligation)

My individual stocks:

Allianz $ALV (+0,51 %)

Munich Re $MUV2 (+0,06 %)

Procter & Gamble $PG (-0,08 %)

PepsiCo $PEP (-1,28 %)

Johnson & Johnson $JNJ (+0,18 %)

Novo Nordisk $NOVO B (+0,44 %)

Lime $LIN (-0,03 %)

ADP $ADP (+0,58 %)

Waste Management $WM (+0,11 %)

Siemens $SIE (-1,96 %)

Accenture $ACN (-0,45 %)

Alphabet $GOOGL (+0,98 %)

Itochu $8001 (+0,16 %)

visas $V (-0,3 %)

No speculation, no trading. For most people here, extremely boring... 😴 But hopefully the selection will bring some stability to the portfolio in turbulent times. 😉

For the time being, we will stick with these stocks and gradually buy more when good opportunities arise. Each individual position will of course be capped later and should make up between 2-3% of the portfolio (including the proportion within the ETFs). Alphabet would be an exception.

The reallocation idea

Nothing is invested from 58. The plan is to reallocate around 5 % annually from custody account 1 to custody account 2. In this way, growth is gradually converted into cash flow - without significant erosion of assets. And in the best-case scenario, my growth portfolio can continue to grow. I consciously accept taxes 😉

Thank you for reading and have a successful 2026.

P.S. My allocation doesn't fit yet because I've been focusing more on my individual stocks in recent weeks. Chart is also not meaningful because of ING Autosync and Itochu split 🥲

As announced, I have parted with my broad mass of numerous individual stocks and ETFs and focused on these 21 positions.

The core here is the Kommer and the All World (ACWI is held exclusively for my daughter).

The 4 main satellites are $GOOGL (+0,98 %) , $SIE (-1,96 %) , $4901 (-0,42 %) and the cost environment consisting of $MCD (-0,28 %) , $KO (+0,04 %) and $ULVR (-1,55 %)

In addition, I have created $PNG (+1,05 %) and $DMAG (-2,88 %) two larger segments in the future-oriented area - also with $IREN (-0,93 %) , $VKTX (+0,36 %) and $ONDS (+5,33 %) albeit much smaller.

The $XDWU (-0,16 %) is intended to bring a little more security into the system. The $EUDF (+1,46 %) clearly speaks for itself and the $XDWH (+0,03 %) likewise.

I have now slightly exceeded my target of 60/35/5 in etf/equities/crypto, so the savings rate will go into equities and crypto over the next few months.

The stocks I will be saving in now are: Alphabet, Siemens, Fuji, coca-Cola, McDonald's and Unilever.

From my point of view, I now have a portfolio that offers greater security overall, but is also forward-looking in terms of sectors.

What do you think?

My dears, as we look ahead to the new year, I'm already taking a look around.

With the question of which values could be the winners in 2026.

Last year, I read comments from time to time. Which said that the top performers of 2024 will not perform next year or will even lose.

If I had listened to them, I wouldn't have stayed invested in AppLovin. And I would have missed out on the Tenbagger 2025.

Dear ones, how are you dealing with your TOP performers from this year?

When looking at the TOPs from the indices, I keep noticing which pearls in the NASDAQ Composite are hidden.

My TOPs from this index are in the upper midfield.

It takes a lot of courage and risk to be among the best stocks here. Because as you can see, almost all of these stocks have no P/E ratio. That means they are not profitable.

But there are also these gems in the S and M DAX, and perhaps it is worth taking a closer look here. Even if we like to talk Germany down.

There are also a few surprises, so I wouldn't have bet a flower pot on SMA Solar and Nordex. Even a Tenbagger is off the mark 😂🙈. Or who of you would have expected these stocks to be at the top?

Which value is a surprise for you, and which values do you still see at the top?

After all, a turn of the year shouldn't put an end to momentum.

@Epi
@Krush82

I am at least pleased to be among the winners in some indices. 😘

My TOPs from the stock market indices:

NASDAQ $MU (-1,2 %) Micron 205.34 %

$APP (-1,21 %) AppLovin 126.32 %

$GOOGL (+0,98 %) Alphabet 62.94 %

DAX$SIE (-1,96 %) Siemens 24.58 %

$ENR (-1,41 %) Siemens Energy 140.30 %

Dow Jones$NVDA (+0,26 %) NVIDIA 38.50 %

$MSFT (-0,63 %) Microsoft 11.19 %

M DAX - - - - -

NIKKEI$6857 (-3,23 %) Advantest 98.45 %

TecDAX$AIXA (-3,98 %) Aixtron 17.87 %

SDAX -------

NASDAQ Composite

$FEIM (-0,52 %) Frequency Electronics 159 %

$GILT (+6,4 %)
Gilat Satellite Networks 102 %

$IESC (-0,45 %)
IES Holdings 92,5 %

NASDAQ

DAX

Dow Jones

M DAX

NIKKEI

TecDAX

SDAX

NASDAQ Composite

$SIE (-1,96 %)

Somebody say the Chinese are ahead of us.

I remain invested in Siemens.

Siemens has won a prestigious major order for its high-speed trains in Vietnam in front of the Chinese competition: The Siemens Mobility train division is to build a high-speed network in the Southeast Asian country in cooperation with the local company Vinspeed. This includes the delivery of the Velaro Novo trains as well as parts of the rail network, including control and safety technology, as Siemens Mobility announced. According to Siemens, the Velaro Novo trains will consume around 30 percent less energy than previous high-speed trains. In Germany, Siemens played a key role in the development of Deutsche Bahn's ICE trains, among other things. In the summer, a DB Velaro Novo test train reached a speed of more than 400 km/h, which is unusual in Germany. China has been very active on the Southeast Asian market for some years now, originally also developing its high-speed trains in cooperation with Siemens and other European and Japanese companies.

Source: ntv.de

https://www.n-tv.de/wirtschaft/der_boersen_tag/Siemens-holt-mit-neuem-Hochgeschwindigkeitszug-Grossauftrag-aus-Vietnam-id30155181.html

$SIE (-1,96 %)

My dears,

Siemens is moving more and more into the growth sectors. That's why I remain invested.

AI and defense can also be played via rather boring stocks.

Until now, Siemens has always kept a very low profile when it comes to defense. Research by WELT AM SONNTAG now shows that both Siemens and Siemens Healthineers are cooperating with Rheinmetall.

The technology group Siemens and its spun-off medical technology subsidiary Siemens Healthineers are cooperating with the armaments company Rheinmetall on several projects.

Rheinmetall admitted this on the basis of research by WELT AM SONNTAG. According to Rheinmetall, Siemens has "contributed to the automation of various production facilities" at the plants in Weeze and Neuss in North Rhine-Westphalia. Rheinmetall manufactures fuselage parts for the F-35 fighter jet at the plant in Weeze.

Siemens does not wish to comment on the cooperation with Rheinmetall. The company stated that it is a "long-term technology partner to the aerospace and defense industry". Siemens also stated that it maintains "business relationships with the ten largest Western defense companies, including BAE Systems, Boeing, Lockheed Martin, Rolls-Royce, Northrop Grumman and Airbus".

Companies are keeping a low profile

The company is unable to provide any information on specific contracts due to confidentiality clauses. Siemens emphasizes that it does not manufacture any armaments itself.

The medical technology group Siemens Healthineers also cooperates with Rheinmetall. Rheinmetall told WELT AM SONNTAG that "among other things, various containers" of its mobile cash hospitals are "equipped with CT and X-ray machines from Siemens Healthineers".

Rheinmetall would not provide any further details. Siemens Healthineers did not wish to comment on its deliveries to Rheinmetall.

https://www.welt.de/wirtschaft/article6932ecfebdb9c3d5970e529e/technologiekonzern-siemens-kooperiert-bei-kampfjet-f-35-mit-rheinmetall.html