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00:00:00 Market environment & FED

00:25:00 Novo Nordisk & Viking Therapeutics $NVO (-0,47 %)
$VKTX (+0,1 %)

00:45:00 BYD $1211 (+1,7 %)

01:18:30 BHP Group $BHP (-0,86 %)

01:39:30 Rio Tinto $RIO (+0,12 %)
$RIO (+0,31 %)

01:49:15 Palantir & Data Protection $PLTR (-0,79 %)

Spotify

https://open.spotify.com/episode/0jDbLBebz6PuMalm2BAB79?si=q1TLdAP9RHiDVdse_LR9tQ

YouTube

https://www.youtube.com/watch?v=Kg9xD1t0NzE

Apple Podcast

https://podcasts.apple.com/us/podcast/108-byd-novo-nordisk-palantir-bhp-rio-tinto/id1695869891?i=1000723350120

After the split of $1211 (+1,7 %) in June, I was in the red for a long time as I was informed that the bonus shares would not be booked in until the end of July. This also worked and my new equity was around €8.50 and the approximately €300 that I was up before the split was back as before.

However, almost 100€ in taxes have now been deducted from my account and my equity is now 12.50€. What do I do? Will Trade Republic correct this on its own? What do you do?

On 07.08.2025 I received the following e-mail from TR, which referred to the botched settlement regarding the share split of $1211 (+1,7 %) related:

Hello everyone,

I would like to draw your attention to a serious problem with the settlement of the BYD stock split (ISIN: CNE100000296) by Trade Republic.

TR booked the corporate action as a fully taxable capital gain and paid taxes accordingly. This is demonstrably wrong, as the measure should have been at least partially tax-free. As a result, not only was my investment negatively affected by an unjustified tax deduction, but my purchase price (equity) was also incorrectly adjusted.

When I specifically asked on whose instructions this booking was made, I only received the answer from customer service that they had no information on this.

By way of comparison:

At other brokers, such as Flatex, the error has already been officially confirmed and the overpaid tax refunded to customers.

I call on all affected BYD shareholders at TR:

• Check your summer 2025 statements carefully!

• Write to customer service and demand a correction of the booking and the cost price.

The more of us who get in touch, the greater the pressure on TR to correct this error system-wide.

As I unfortunately only receive standard answers in the chat, I will now also escalate the matter in writing by post as a warning letter to the legal department of Trade Republic.

Let's exchange ideas here and fight together for correct processing!

#TradeRepublic #BYD # $share split #taxes #broker #fail $1211 (+1,7 %)

Good evening, has anyone else had their taxes on the bonus shares of $1211 (+1,7 %) that were booked were calculated today?

Hello community,

I would like to present my revised portfolio strategy to you today and am looking forward to your opinions and constructive feedback. I am pursuing a core-satellite approach.

The core (approx. 40%):

My foundation for long-term and stable asset accumulation. Here I rely on the MSCI World and the Nasdaq 100 in order to participate in global economic growth in a broadly diversified manner. Simple, cost-effective and proven.

The satellites (approx. 60%):

Here I pursue clear, thesis-based investments in individual stocks. These can be divided into six thematic clusters:

1. the AI infrastructure (cloud, data & security):

My biggest bet. I believe that the real winners of the AI revolution are the companies that provide the foundation.

Positions:

Cloudflare, CrowdStrike, Snowflake, Datadog.

2. the fintech revolution in emerging markets:

The disruption of traditional banking in populous and digitally savvy regions.

Positions:

MercadoLibre, Nu Holdings.

3. global champions & turnarounds:

Here I bundle global market leaders that I consider undervalued or that are on the verge of a comeback.

Positions:

Alibaba, BYD. For me, these are not speculative gambles, but counter-cyclical bets on dominance in their respective markets.

4. industrial excellence & luxury brands:

A bet on undisputed market leaders in highly profitable niches with strong moats - from armor to high-tech automation to luxury sports cars and one of the best investors of all time.

Positions: Rheinmetall, Ferrari, Berkshire Hathaway, Keyence.

5. future technologies & energy:

The thesis here is clear: more AI and more data centers require massively more energy.

Positions:

The Uranium ETF, Iris Energy, American Lithium.

6. megatrends: health & sustainability:

Investments in global market leaders that benefit from two unstoppable social developments: demographic change and the need for a circular economy.

PositionsNovo Nordisk, Tomra Systems.

My question to the Getquin community:

What is your opinion on this strategy and allocation?

#DepotCheck #PortfolioReview #Feedback #CoreSatellite #Strategy

$NET (+0,05 %)
$CRWD (+0,23 %)
$NOVO B (-0,3 %)
$1211 (+1,7 %)
$BABA (+3,41 %)
$IREN (+8,19 %)
$NLR (-0,3 %)
$ACWI
$WSML (-0,24 %)
$RACE (-0,1 %)
$BRK.B (+0,34 %)
$RHM (+3,71 %)
$6861 (-2,59 %)
$DDOG (-0,32 %)
$MELI (-0,08 %)
$SNOW (-1,01 %)
$NU (-1,13 %)
$TOM (+1,7 %)

$1211 (+1,7 %) At first everything was fine, I got the bonus shares last month and my equity was adjusted to the old level of €10, was well up as before the split.

Now I'm looking at my portfolio again and I'm in the red because the equity was adjusted to 14.xx... what the hell is happening here?

As long as it goes back and forth, I won't buy any more BYD.

$1211 (+1,7 %) Bonus shares have suddenly disappeared again from the ING custody account.

Does anyone have the same problem?

Hi everyone,

Now I'm also sharing my portfolio. At the moment I'm actually quite happy with the development, I'm just wondering whether I'm too heavily weighted in the tech sector & whether it would be sensible to halve a stock such as $ANET (-0,55 %) in half & include something else like $1211 (+1,7 %) to be included.

Especially the issue with the sell-off in $FTNT (-0,18 %) due to the moderately ongoing tech refresh of hardware devices makes me doubt Arista for how long this will work.

In general, I think it would make sense not to have so much in the USA...

Other opinions on weighting/portfolio?

bonus shares now tax-free in AT after all

$1211 (+1,7 %)