Xtrackers Nikkei 225 JPY ETF

(Delayed) portfolio review October 2024 - A month with 5 share sales and one ETF sale

Even though October was just over two weeks ago, it feels like a different time. Germany still had an (unspeakable) traffic light government, in America the race for the White House was still open and a phone call between Scholz and Putin was unthinkable.

And even though November has been much more exciting on the stock market than October so far, October was a month of major changes from a personal perspective.

Apart from stock market investments, we are slowly starting to think about building a house. As a result, for the first time in a long time I made several sales in my portfolio and therefore also cleared out a little.

Previously this year, there were only 2 sales in my portfolio: at NVIDIA I took my stake out in February and since then have only let the profits run. In addition, in March I had Encavis after the takeover bid.

There were a total of 6 sales in October. For just under €7,000 I sold my China ETF which has recovered well over the last few months.

On the equity side, I have now sold most of the Corona Hype stocks and Match, Atlassian, Shopify and Block have been sold. In addition, I have also Pfizer sold. That was another €8,000, leaving only Sea from the Corona hype times, where I will remain invested for the time being, as it covers a completely different region geographically with Southeast Asia.

My savings quota will therefore be significantly reduced for the time being due to the upcoming house building project. From just under €1,500 to €2,000, it will only be €500-600 per month for the time being

Monthly view:

In total, October was +1,7%. This corresponds to price gains of ~5.000€.

The MSCI World (benchmark) was +0.9% and the S&P500 +1.5%

Winners & losers:

A look at the winners and losers is part of the usual picture:

On the winning side is, as so often NVIDIA is at the top with almost €3,000 in share price gains. It is followed by TSMC, Bitcoin, Alphabet and Palo Alto Networks with gains of €900-1,000 each.

On the loser side above all ASML made its contribution with price losses of almost €1,400. This was followed by Bechtle, Thermo Fisher, LVMH and Nike a broader mix of stocks that have not necessarily performed well recently. Nevertheless, all 5 loser stocks are still part of my savings plans.

The performance-neutral movements in October were just under €4,600. The sales proceeds are all still in cash accounts at the moment, so they have not yet flowed out of the assets. There will be a larger dip here at some point in the future.

Current year:

My performance in the current year is +27,5% and thus above my benchmark, the MSCI World with 23.7%.

In total, my portfolio currently stands at ~331.000€. This corresponds to an absolute growth of ~€79,000 in the current year 2023. ~53.000€ of this comes from price gains, ~3.000€ from dividends / interest and ~22.000€ from additional investments.

Dividend:

• Dividends in October were 32% above the previous year at ~€150
• TSMC is in the lead with a (gross) dividend of €30 every 3 months. TSMC has already raised the dividend for next year by 30% again
• In the current year, the dividends after 10 months are +25% over the first 9 months of 2023 at ~2.350€

Buys & sells:

• I bought in October for approx. 1.500€
• As always, my savings plans were executed:
• Blue chipsNovo Nordisk $NOVO B (-2,54 %) LVMH $MC (-1,36 %) Apple $AAPL (+0,52 %) Home Depot $HD (+3,24 %) Microsoft $MSFT (+0,08 %) Nike $NKE (+3,29 %) Starbucks $SBUX (+2,42 %) Stryker $SYK (+1,66 %) Texas Instruments $TXN (+0,59 %)
• 
  GrowthCrowdstrike $CRWD (+2,94 %) MercadoLibre $MELI (+2,47 %)
• 
  ETFsMSCI World $XDWD (+1 %) Nikkei 225 $XDJP (+0,98 %) and the WisdomTree Global Quality Dividend Growth $GGRP (+0,8 %)
• 
  Crypto: Bitcoin $BTC (+0,53 %) and Ethereum $ETH (-0,41 %)
• 
  Sales as mentioned, there were some in October with Match $MTCH (+4,16 %) Pfizer $PFE (+1,18 %) Block $SQ (+3,97 %) Shopify $SHOP (+3,36 %) Atlassian $TEAM Invesco MSCI China All-shares $MCHS (+0,13 %)

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market development in the current year, my portfolio already stands at ~€331,000 at the end of October.

As of mid-November and thanks to the Trump rally, my portfolio is currently approaching €350,000 and was even slightly above this level a few days ago. However, with a larger cash portion that will sooner or later flow into financing as equity.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

Depot review September 2024 - The first green September in my depot since 2019 📈

September is generally regarded as the worst month on the stock market, with a negative monthly performance more than 50% of the time. This is also consistent with my experience since 2013. In 11 years, it has been negative 6 times and positive 5 times. From 2020 to 2023, the last 4 years were all negative. However, September 2024 is now the first positive September since 2019, which means it is exactly 50/50 for me - 6 positive and 6 negative Septembers since 2013.

The Fed's interest rate turnaround and the stimulus in China have certainly contributed to the positive trend

Monthly view:

In total, September was +1,2%. This corresponds to price gains of ~3.600€.

The MSCI World (benchmark) was +1.0% and the S&P500 +1.3%

Winners & losers:

A look at the winners and losers is particularly exciting this month.

On the winning side at the very top are my China ETF with € +1,300 and is thus back in the green for the first time in a long time. The following winners are also a colorful mix with Meta, Bitcoin, Home Depot and Sea. Really a very broad mix with no clear tendency towards regions, sectors or the like

On the loser side in my portfolio in September were mainly pharmaceutical stocks. Novo Nordisk, Amgen and Johnson & Johnson. Even worse, with price losses of ~€700 each, were only Palo Alto Networks and ASML.

The performance-neutral movements in September were just under €4,500. The premium refund from my private health insurance also played a large part in this. In September, I received over €2,000 back for the year 2023, which was of course invested directly to compensate for any higher pension contributions.

Current year:

My performance in the current year is +20,4% and thus above my benchmark, the MSCI World with 17.2%.

In total, my portfolio currently stands at ~321.000€. This corresponds to an absolute growth of ~€69,000 in the current year 2023. ~49.000€ of this comes from price increases, ~2.800€ from dividends / interest and ~17.000€ from additional investments.

Dividend:

• Dividends in September were 23% above the previous year at ~€360
• Amgen is in the lead with a (gross) dividend of €50 every 3 months. But Johnson & Johnson with €45 is also a delight
• In the current year, the dividends after 9 months are +25% over the first 9 months of 2023 at ~2.210€

Buys & sells:

• I bought in September for approx. 3,500€. 2,100 of this came from the premium refund from my private health insurance and went into the WisdomTree Global Quality Dividend Growth
• As always, my savings plans were executed:
• Blue ChipsLockheed Martin $LMT (+2,15 %) Republic Services $RSG (+1,26 %) Thermo Fisher $TMO (+1,71 %) ASML $ASML (+3,19 %) MasterCard $MA (+1,13 %) Deere $DE (+8,79 %) Northrop Grumman $NOC (+1,56 %) Itochu $8001 (-0,28 %) Salesforce $CRM (+4,63 %) Hermes $RMS (-0,13 %) Constellation Software $CSU (+3,77 %)
• 
  Growth: -
• ETFsMSCI World $XDWD (+1 %) Nikkei 225 $XDJP (+0,98 %) and the WisdomTree Global Quality Dividend Growth $GGRP (+0,8 %)
• 
  Crypto: Bitcoin $BTC (+0,53 %) and Ethereum $ETH (-0,41 %)
• 
  Sales there were none in September

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market development in the current year, my portfolio currently stands at ~€321,000.

At the beginning of September, my portfolio was still quite a bit lower at €304,000 due to the weak start to the month. At this point, it was therefore quite a way off the previous high of €320,000 in June.

I have now reached a new high of €321,000 and am optimistic that I can still beat my year-end target of €300,000.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

Depot review August 2024 - calm before the (September) storm?

While September has lived up to its name so far (worst month on the stock market, negative in more than 50% of cases), August was a boring month in my portfolio. In keeping with the vacation season, my portfolio also shifted down a gear.

Monthly view:

In total, August was +0,5%. This corresponds to price losses of ~1.400€.

This was therefore unable to fully make up for the losses from the previous month of July (-2.2%).

Winners & losers:

There was therefore not much going on on the winners' and losers' side in August.

On the winning side are MercadoLibre and Palo Alto Networks at the top with ~€1,000 each. They are followed by Starbucks, Crowdstrike and Meta.

On the loser side are the crypto assets in my portfolio in August. Ethereum at the top with price losses of €1,500, Bitcoin in 3rd place with €900. Alphabet with ~€1,000 in price losses.

The performance-neutral movements in August were just under €4,000, after being somewhat lower in the previous months due to private issues.

However, only just under €1,400 of this went into shares, the rest is cash.

Current year:

My performance in the current year is +15,3% and thus still slightly above my benchmark, the MSCI World at 14.2%. Even if the gap is slowly narrowing.

In total, my portfolio currently stands at ~312.000€. This corresponds to an absolute growth of ~€60,000 in the current year 2023. ~44.000€ of this comes from price gains, ~2.400€ from dividends / interest and ~13.000€ from additional investments.

Dividend:

• Dividends in August were 24% above the previous year at ~€160
• Procter & Gamble is in the lead with almost €50 (gross) dividends every 3 months
• In the current year, dividends after 7 months are +24% over the first 8 months of 2023 at ~1.840€

Buys & sells:

• I bought in August for approx. 1.400€
• As always, my savings plans were executed:
• Blue chipsTSMC $TSM (+1,17 %) S&P Global $SPGI (+2,04 %) Procter & Gamble $PG (+2,05 %) Johnson & Johnson $JNJ (+2,5 %) Hershey $HSY (+1,4 %) Caterpillar $CAT (+3,05 %) Amgen $AMGN (+1,21 %) Alphabet $GOOG (-4,95 %) Alimentation Couche-Tard $ATD (+2,6 %)
• 
  GrowthBechtle $BC8 (-0,68 %) Synopsys $SNPS (+2,77 %)
• 
  ETFsMSCI World $XDWD (+1 %) Nikkei 225 $XDJP (+0,98 %) and the WisdomTree Global Quality Dividend Growth $GGRP (+0,8 %)
• 
  CryptoBitcoin $BTC (+0,53 %) and Ethereum $ETH (-0,41 %)
• 
  Sales there were none in August

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market performance this year, my portfolio currently stands at ~€312,000.

However, after the first few days of trading in September, my portfolio only stands at €304,000. Compared to the level of €320,000 at the end of June, this is now a significant decline in total assets.

It therefore remains exciting to see how the share price will develop in the last third of the year. However, if we see a year-end rally after a weak September, I am optimistic about my target.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

It's that time again and the Japan season is open.

As of today, due to the time change from winter to summer, you can trade Japanese stocks with a lower spread between 8 - 9 am.

My favorites:

$7011 (-1,63 %) MHI Heavy Metal

YTD+61.09% KGV 12.55

$6361 (+0,97 %) Ebara Services Energy, Environment

YTD +59.06% KGV 20.53

$6501 (+2,79 %) Hitachi Service IT

YTD +36.95% KGV 15.58

$7974 (+1,38 %) Nintendo Entertainment

YTD +17.21% KGV 19.33

$7203 (-0,41 %) Toyota Automotive

YTD +10.66% KGV 10.94

$5411 (+0,93 %) JFE Holdings Chipmaking IT

YTD 10.71% KGV 5.98

$8001 (-0,28 %) Itochu Trading

YTD +7.60% KGV 12.82

My favorite Etf:

$XDJP (+0,98 %) Nikkei 225

YTD 15.46% TER 0.09%

Semi-annual distribution Feb + August 1.33%

There are of course countless other shares, companies and ETFs. I myself have $7011 (-1,63 %) and $XDJP (+0,98 %) .

Good luck

Hi Community, I need your swarm knowledge to help me select ETFs (or shares) to expand my portfolio to the Asian market (no China!). Possibly also towards Australia.

I'm not really happy with my selection yet, as I only want to have one more ETF, but there doesn't seem to be a suitable index?

At the moment I am leaning towards the following two:

$FVSJ (-0,02 %) for everything except China (and unfortunately Japan)

and then

$XDJP (+0,98 %) for Japan as compensation

maybe you know an "all-in-one"?

TER should be comparatively low.

I'd also like not so much IT, I already have more than enough ;-).

As I said, no or really only very little China (I sold mine $EIMI (+0,35 %) that's why I sold mine).

$FVSJ (-0,02 %) actually has too low a fund volume for me.

$IJPA (+1,04 %) would also be an alternative to $XDJP (+0,98 %) .

$SPYX (+0,8 %) is too expensive for me.

perhaps an Asia Pacific would also be interesting? Then I could also take Australia with me, e.g. $VAPU (+1,43 %) / $VAPX (+1,33 %) instead of $FVSJ (-0,02 %) ?

Opinions on this? Other ideas?

Thanks for your support

#etf
#etfs
#japan
#asien
#indien
#taiwan
#hongkong
#australien
#asia
#pacific

Source with info why Japan is not part of most Asia (Pacific) ETFs: https://www.justetf.com/de/how-to/invest-in-asia-pacific.html

🇯🇵 Japan 🇯🇵

Since the beginning of this year, the Nikkei 225 has performed really well compared to other major indices such as the S&P500.

Here is a small comparison between:

$XDJP (+0,98 %) 🇯🇵

$SPY5 (+1,06 %) 🇺🇸

$CD5 (+0,42 %) 🇪🇺

$VWRL (+0,87 %) 🇺🇳

According to William Pesek for Barron's (link to article below), there are three reasons:

- Favorable P/E ratios;

- A central bank still pressing on the monetary gas pedal;

- A renaissance in Japanese corporate governance.

I have been overweight Japan in my portfolio for several months (~15%-17%).

Are you invested in Japan?

Are you bullish?

Japan's Bull Run Is Due for a Reality Check: https://www.barrons.com/articles/japan-bull-run-is-due-for-a-reality-check-yen-stock-7b24359e

My savings plan:

I have created a savings plan with 500€ per month and would like to share it with you. Gladly with feedback:

All approximate data:

Etfs (44%):

$ANX (+0,9 %) Amundi Nasdaq 100 36%

$XDJP (+0,98 %) Xtrackers Nikkei225 4%

$VUKE (+1,19 %) Vanguard Funds PLC 100 GBP 4%

Equities (56%):

$GLEN (-0,09 %) Glencore 4%

$LIN (+1,73 %) Linde 4%

$DTE (+0,38 %) German Telekom 4%

$STLAM (+0,22 %) Stellantis 4%

$WM (+1,93 %) Waste Management 3%

$PG (+2,05 %) Procter+Gamble 3%

$ALV (+1,84 %) Alliance 2%

$IFX (+0,2 %) Infineon 2%

$BLK Black Rock 2%

$RWE (-0,87 %) RWE 2%

$SHA Schaeffler 2%

$MSFT (+0,08 %) Microsoft 2%

$JPM (+2,19 %) JP Morgan 2%

$MDLZ (+0,96 %) Mondelez 2%

$WMT (+2,04 %) Walmart 2%

$8001 (-0,28 %) Itochu 2%

$BRK.B (+1,12 %) Berkshire Hathaway 2%

$MA (+1,13 %) Mastercard 2%

$V (+1,31 %) Visa 2%

$DIS (+1,21 %) Disney 2%

$SHEL (+1,41 %) Shell 2%

$NOVO B Novo Northdisc 2%

$RHM (+1,35 %) Rheinmetall 2%

The ETFs will remain. If the Tech ETF has a lull, I will switch to S+P500. I will check the stocks once a year.

In addition to the savings plan, I have short-term shares in Tupperware $TUP and medium term in Nvidia $NVDA (+1,51 %) and on my investment list Hillenbrand $HI (+3,97 %) .

I am very happy about feedback.

Thank you community

Depot review May 2023 - Sell in May and... oh shit 🚀🚀🚀

"Sell in May and go away" - One of the most famous stock market sayings par excellence and following it would have cost me a lot of money this year.

In the depot May was with +4,0% the strongest month after January. Compared to May 2022 with -5.1% an extreme difference.

In the current year, my performance is currently +13,1% and thus significantly above my benchmark (MSCI World +9.6%).

Not surprisingly, of course, extremely strongly driven by NVIDIA $NVDA (+1,51 %) with +41% / + 2.700€. This accounts for almost one third of the price gains in May. Also strong Alphabet $GOOG (-4,95 %) and Palo Alto Networks $PANW (+7,32 %)

On the losing side, in May it was mainly Starbucks $SBUX (+2,42 %) Nike $NKE (+3,29 %) and Sartorius $SRT (-1,35 %)

In total my portfolio stands at over 210.000€ even though I only broke the 200,000€ barrier in April.

Dividend:

• Dividend +16% compared to prior year
• Current year dividends are +32% above first 5 months 2022 after 5 months

Purchases & Sales:

• Bought in May for approx. 3.200€
• Executed mainly my savings plans:
• Blue Chips: Caterpillar $CAT (+3,05 %) NVIDIA $NVDA (+1,51 %) TSMC $TSM (+1,17 %) Amgen $AMGN (+1,21 %) Procter & Gable $PG (+2,05 %) Johnson & Johnson $JNJ (+2,5 %) S&P Global $SPGI (+2,04 %) and as a new investment Hershey $HSY (+1,4 %)
  
• GrowthBechtle $BC8 (-0,68 %) and Palo Alto Networks $PANW (+7,32 %)
  
• ETFsMSCI World $XDWD (+1 %) Nikkei 225 $XDJP (+0,98 %) and the Invesco MSCI China All-Shares $MCHS (+0,13 %)
  
• Crypto: Bitcoin $BTC (+0,53 %) and Ethereum $ETH (-0,41 %)
  
• Sold with the x-trackers MSCI Emerging Markets my complete holdings of the ETF.
• Reasons for this are many, especially the weak performance
• Since I also have a pure China ETF monthly and China makes up about 30% of the MSCI EM I am still invested here. In addition, I have TSMC in my portfolio, which makes up about 7% of the MSCI EM. So in total I have over 35% of the index covered in my portfolio anyway. In addition, the Samsung share $005930 with a share of 5-6% in the Emerging Markets Index on my watchlist.

In the next month I will probably follow the current trend and try with an Itochu $ITC in the savings plan to increase my Japan share a little.

How did your portfolio perform in May? And what do you think of stock market wisdom like "Sell in May and go away"?

#dividende
#dividends
#personalstrategy
#depotupdate
#performance
#update
#rückblick

Depot review April 2023 - The 200k cracked, at the end of the month again just under it

April is over and with it already a third of the year 2023 - madness, how fast time flies.

In the depot, April was the first negative month in 2023 with -0,7%. Compared to April 2022 with -4.8% the month was nevertheless significantly better.

(Fun Fact: April is generally considered to be the best month on the stock market).

Nevertheless, I was able to break the 200k mark for the first time in April after almost 10 years on the stock market. At the end of the month the portfolio closes nevertheless scarcely under it with 199,5k.

In the current year my current performance is +8,3% and thus above my benchmark (MSCI World +6%).

Dividend:

• Dividend +50% compared to the previous year - However, Sartorius $SRT (-1,35 %) paid out in March last year, this year in April.
• "Adjusted" for the Sartorius dividend, distributions were nevertheless +33 +33% above the previous year

Purchases & Sales:

• I bought again for approx. 2.500 Euro
• Executed mainly my savings plans in (shares always quarterly - In total 30 share savings plans divided into 3 months):
• Blue ChipsLVMH $MC (-1,36 %) Apple $AAPL (+0,52 %) Home Depot $HD (+3,24 %) Lockheed $LMT (+0 %) Microsoft $MSFT (+0,08 %) Nike $NKE (+3,29 %) Starbucks $SBUX (+2,42 %) Stryker $SYK (+1,66 %) Texas Instruments $TXN (+0,59 %)
  
• GrowthCrowdstrike $CRWD (+2,94 %) and Mercadolibre $MELI (+2,47 %)
  
• ETFs: x-trackers MSCI World $XDWD (+1 %) Nikkei 225 $XDJP (+0,98 %) and Invesco MSCI China All-Shares $MCHS (+0,13 %)
  
• Crypto: Bitcoin $BTC (+0,53 %) and Ethereum $ETH (-0,41 %)
  
• Sold was with Teladoc $TDOC (+16,57 %) a stock that has long been on the hit list

In the next month, Hershey will be added to the $HSY (+1,4 %) a new stock in the savings plan (consumer staples with growth prospects and a very capital market affinity - share buybacks & high dividend growth).

BASF $BAS (-1,23 %) is still very much on the brink of being sold.

How did your portfolio perform in April? And how long do you hold a stock in the savings plan before adding a new one?

#dividende
#dividends
#personalstrategy
#depotupdate
#performance

Monthly savings plan