November was once again a classic "rollercoaster month" - with a fortunately positive outcome. We started with a portfolio performance of -3% and then rose to +5% in the middle, then fell again to -2% and closed the month with around +8%! For the portfolio, this means that we have reached a new all-time high! 👍🏼

Start: 1,148,200 euros

End: 1,253,497 euros + 19,000 cash

Deposit: 30,000 euros

Profit: +94,297 euros (+8.2%)

Once again this month (as in October), my two gold positions were mainly responsible for the volatility, as they now account for 44% of my portfolio - but hey, I'm still convinced that there's a lot of potential in these stocks. So the rollercoaster will continue... 🎢

One of my less heavily weighted mining stocks, $SCZ (+4,71 %) SantaCruz Silver Mining, I sold completely on Friday after disappointing quarterly figures. Although the share is being driven by the strong silver price, this can quickly go in the other direction if the support falls away. The bottom line was a gain of +12% after only 6 weeks. We can be satisfied with that. I only have a total of 4 mines left in my portfolio: $KNT (-0,44 %)
$EQX (-2,5 %)
$BTO (-0,55 %) and $ESM (+1,36 %) .

Otherwise, I used the month to buy stocks that had fallen out of favor but that I am still convinced of. These include $PYPL (+1,23 %)
$NOVO B (+0,01 %)
$1810 (-0,57 %) (Xiaomi) $GLJ (+0,07 %) (Grenke), $LXS (-0,25 %) and $EVK (-0,15 %) have been. Novo-Nordirsk in particular presented a great opportunity a few days ago when the share price briefly plummeted by 10% without justification. 📉

At the same time, I was also able to realize a few profits. I took the opportunity to sell some of my Puma shares after the takeover rumors and at the beginning of the month I also sold Lufthansa, BHP Billiton and a small amount of Western Union (which has already been bought back at a lower price). 📈

I currently hold 19,000 euros in cash again and am waiting for the next opportunities! 💵

➡️🆓: On my way towards 4 million total assets, the target achievement rate is now 42.3%. 😊

Let's see how November turns out. As always, it remains exciting!

October marks the end of one of the most turbulent months for my portfolio. My portfolio reached a new ATH and I had the highest absolute daily gain (approx. 50,000 euros) and the highest daily loss (also approx. 50,000 euros) within a few days.

Start: 1,116,452 euros

End: 1,152,698 euros

Deposit: 26,034 euros

Profit: + 10,212 euros (+0.89%)

Anyone who has ever looked at my portfolio will know that I am significantly overweight in gold, or more precisely in gold mines. This quickly explains the reason for the volatility. 🎢

In the shadow of the gold price, mines have of course also risen disproportionately. With the slump in the gold price by 10% in places in just a few days, the good performance of the mines also came to an end. Some of the junior mines recorded price falls of over 50% in just one week (fortunately not mine).

While gold $4GLD (+0,54 %) still rose by +3.8% in October, the October performance of K92 Mining (my largest position) was $KNT (-0,44 %) (my largest position) was +5.5% and Equinox Gold $EQX (-2,5 %) was +0.8%. I assume that gold will continue to perform well, as none of the problems (geopolitical tensions, inflation, etc.) have been solved. For this reason, I have also taken another small position $SCZ (+4,71 %) (SantaCruz Silver Mining) in the portfolio. The crash offered a very good opportunity! 📈

Novo-Nordirsk performed less well this month $NOVO B (+0,01 %) with -15% and PayPal $PYPL (+1,23 %) with +3.9%. PayPal is particularly disappointing here, as the quarterly figures were excellent. This sent the share price up almost 18% intraday. Unfortunately, it was subsequently sold off completely. But this confirms my belief that you just have to be patient with PayPal. The day of truth for Novo-Nordirsk will come next week... 📉

Otherwise, I received around 700 euros in dividends this month and realized around 3,000 euros in gains on Mercedes and Alibaba, among others. 💵

➡️🆓: On my way towards 4 million total assets, the target achievement rate is now 39.9%. 😊

Let's see how November turns out. As always, it remains exciting!

After I posted again last week about commodities in general and rare earths in particular, I would like to take stock of the stocks I have in my portfolio today.

$MP (+0,1 %) The next stage is being ignited again today. This is the largest position in this area, as a savings plan is running there. So far + 65%

https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3T70NZ:0/

$SCZ (+4,71 %) with 15% in 2 weeks a solid start

$PMET (+3,9 %) 20% in the first two weeks also good

$MTM (-3,35 %) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (+1,67 %) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (+0 %) so far + 53% and

$CDE (-0,8 %) + 24%.

So I think commodities should not be missing from any portfolio as an admixture, and not just for dividend reasons.

Can anyone tell me how long trading will be suspended and why?