I do not have any $O (-1,89 %) and none $MBG (-0,62 %) in my portfolio, I have nevertheless accumulated a considerable amount of dividends. And yes, a few cents from $NVDA (+3,54 %) rolled in ;) - But the main drivers this time were $PAH3 (+1,64 %) , $BATS (+0,61 %) and various ETFs. However, I think I will just miss the €10,000 for the year as a whole. Are you tracking your income against your targets?

https://youtu.be/vqG5dfLs_Yw

Hello everyone,

It's time for some criticism again.

Briefly about myself, I am 24 years old

and my strategy is a mix of growth and dividends with quality. I have the MSCI World as my basis.

I have bought very few shares recently, I hold a fairly high cash ratio. Only my ETF savings plans on $IWDA (-0,17 %)
$EIMI (+0,04 %)
$WSML (-0,3 %) are executed monthly.

I also have one or two speculative stocks in my portfolio, such as $ORSTED (-1,04 %)
$FXPO (-2,88 %)
$PYPL (-1,9 %) . I will sell these when the prices are attractive.

The absolute losers at the moment are $DGE (-2,07 %) & $PAH3 (+1,64 %) . With $DGE (-2,07 %) I am, however, considering buying more.

With $NKE (-3,53 %)
$TGT (+1,09 %)
$UPS (+0,37 %)
$NOVO B (-2,76 %) I am quite relaxed about the poor performance. I think patience will pay off here.

Feel free to give me feedback, I'm happy to receive any kind of constructive criticism! 😊

After giving a lot of thought to whether I should add to one of my many positions or look for a tidbit, I decided to welcome SAP to my portfolio - one of the few companies in Germany that still has sufficient potential, but is moving sideways this year.

In addition, I will probably be getting rid of some positions soon and cleaning up my portfolio a little by the end of the year - at least that's my plan... The following are the main ones that catch my eye

$PUM (-5,37 %)

$LXS (-1,5 %)

$PAH3 (+1,64 %)

$SIX2 (-1,09 %)

Once bought with the idea of dividends and a possible turnaround in mind, I doubt that the situation with these companies will change abruptly and now regard them more as yield killers.

SAP comes in handy as an addition in order to still be able to invest alongside $ALV (+0,78 %) and $DHL (+0,62 %) another German company in the portfolio.

I've only been on this platform for two weeks, but at the end of the month there will be the first monthly update on the portfolio ... 😉

Start: 1,022,339 euros

End: 1,116,452 euros

Deposit: 41,000 euros

Profit:
+ 53,113 euros (+5.2%)

This month was quite a decent month in terms of the equity portfolio. The portfolio performance was driven primarily by gold stocks ($KNT (-2,42 %)
$EQX (-3,26 %) ). The gold price explosion, as I like to call it, is of course benefiting here. I assume that gold will continue to perform strongly and provide support for mining stocks. 📈

The automotive stocks in the portfolio have performed less well ($PAH3 (+1,64 %)
$P911 (-1,6 %)
$VOW (-0,05 %) ). This was due to the profit warnings from Porsche and subsequently VW. Nevertheless, I remain optimistic and consider them undervalued at this level despite the difficult situation. 📉

Otherwise, I received around 1,000 euros in dividends this month and realized around 4,000 euros in gains on Alibaba and Baidu, among others. 💵

➡️🆓: On my way towards 4 million total assets, the target achievement level is now 39%. 😊

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

I took advantage of the weakness in $PAH3 (Porsche SE) to buy another small position today.

The trigger for today's price weakness at Porsche and $VOW (-0,05 %) is the profit warning from last Friday. Due to the change in strategy (more combustion engines and fewer EVs), Porsche had to make a non-cash write-down on goodwill.

I still consider VW / Porsche to be significantly undervalued. As we all know, the dead live longer 😉

At the same time, however, I believe I am already significantly overinvested in the sector, so I am merely using the weakness as a trading opportunity and would also sell today's 10%+ position.

What do you think of the German automotive industry?$PAH3 (+1,64 %)

>> Like, if you want a list like this every week.

MondayAugust 18, 2025:

- 08:00: Germany: Building permits (June) - indicator for construction activity.

- 11:00: Eurozone: Trade Balance (June) - Impact on EUR.

- 12:00: Germany: Bundesbank Monthly Report (August) - Monetary policy assessments.

- 16:00: USA: NAHB Housing Market Index (August) - leading indicator for the real estate sector.

- Corporate figures:

- Australia: BHP Group, annual figures (approx. 22:00).

- USA: Palo Alto Networks, Q4 figures (approx. 22:00).

TuesdayAugust 19, 2025:

- 08:00: Germany: Manufacturing order backlog/reach (June) - industrial activity.

- 10:00: Eurozone: ECB Current Account (June) - impact on EUR.

- 14:30: USA: Building Permits and Housing Starts (July) - housing market and economic sentiment.

- Corporate figures:

- Germany: Ceconomy, Hannover Re, K+S (approx. 07:00-08:00).

- USA: Home Depot, Q2 figures (approx. 12:00).

WednesdayAugust 20, 2025:

- 01:50: Japan: Trade Balance (July) - impact on JPY.

- 08:00: Germany: Producer prices (July) - inflationary pressure.

- 08:00: UK: Consumer prices (July) - signal for BoE policy.

- 16:30: USA: Crude Oil Inventories (week) - impact on oil prices.

- 20:00: USA: FOMC meeting minutes (July 29/30) - Fed interest rate policy.

- Corporate figures:

- Germany: Brenntag, E.ON, Porsche Automobil Holding (approx. 07:00-08:00).

ThursdayAugust 21, 2025:

- 09:15: France: Manufacturing/Services PMI (August, preliminary) - economic activity.

- 09:30: Germany: PMI Manufacturing/Services (August, preliminary) - Economic activity.

- 10:00: Eurozone: PMI Manufacturing/Services (August, preliminary) - Economic activity.

- 10:30: UK: PMI Manufacturing/Services (August, preliminary) - Economic Activity.

- 14:30: USA: Initial Jobless Claims (week) - Labor Market Health.

- 14:30: USA: Philadelphia Fed Business Outlook (August) - Regional Economic Indicator.

- 16:00: USA: Existing Home Sales (July) - Real Estate Market.

- 16:00: Eurozone: Consumer Confidence (August, preliminary) - Consumer Sentiment.

- Corporate figures:

- Germany: Hapag-Lloyd, LANXESS, HHLA (approx. 07:00-08:00).

- UK: Aviva, H1 figures (approx. 08:00).

- USA: Walmart, Q2 figures (approx. 13:00); Intuit, Q4 figures (approx. 22:00).

FridayAugust 22, 2025:

- 02:30: Japan: Jibun Bank PMI Manufacturing/Services (August, preliminary) - economic activity.

- 08:00: Germany: GDP (Q2, 2nd release) - economic activity.

- 08:00: UK: Retail Sales (July) - Consumer Behavior.

- 16:00-18:00 (expected): USA: Fed Chair Powell, speech at Jackson Hole - monetary policy.

- Corporate figures:

- Finland: Fortum, Q2 figures (approx. 08:00).

- Germany: H&R, mobilezone (approx. 07:00-08:00).

#FinX
$BHP (-0,99 %)
$HD (-1,3 %)
$WMT (-1,36 %)
$HLAG (+0,51 %)
$PAH3 (+1,64 %)
$FORTUM (+2,07 %)
$FOJCY
$LXS (-1,5 %)
$AV. (-1 %)

Hello friends, I would also like to share my success. Today I finally achieved my goal of investing €100,000 this year in TR only. Unfortunately, there has been little return over the last few years. In January 2022, I probably started with an investment of €750, not realizing and not knowing that $PAH3 (+1,64 %) is not today's $P911 (-1,6 %) is😂.

Well, a lot of ups and downs and a few years later, I've finally reached my first goal. It's important to mention that around €70,000 has been paid in over the past 10 to 12 months. This could possibly give the impression that the return is distorted compared to a continuous deposit. I see all the fun as a big piggy bank and hope that we will have a lot more fun and make good investments in the coming years!

Next goal: The posts on TR here have given me food for thought and I'm trying to build up €150,000 at SC first and then combine both portfolios, I'll decide how to do that when the time comes! If I had a €250,000 portfolio in 2 years, I would be happy😅

Dear Getquin Community,

I've been here for about a year and have already learned a lot...but now I'm thinking about changing positions.

$DHL (+0,62 %)

$MC (-0,76 %)

$NVO (-2,31 %)

$VOW (-0,05 %)

$PAH3 (+1,64 %)

$MCD (-0,21 %)

as they no longer quite fit my strategy.

But I'm having doubts, as some positions are quite negative.

What do you think?

$G24 (-1,51 %) is currently No.1 in the MDAX in terms of market capitalization and free flow and is on the verge of moving up the Dax. As it will not be enough for an almost entry in June, an entry in September would be possible for $PAH3 (+1,64 %) or $SRT (-1,12 %) probable. Speculating on this in a stock that is performing well anyway with a humane derivative with leverage 3 such as UM88M3 would be a charming option. Shares are of course also an option.

Hey everyone,

Unfortunately, not every sale is a profit - I'm currently down around 30% with BMW, Mercedes, VW and Porsche Holding.

$VOW (-0,05 %)
$MBG (-0,62 %)
$BMW (+0,39 %)
$PAH3 (+1,64 %)

The dividends are nice, but what would you do? Hold or sell?

Alternatively, I would shift them into an ACWI ($ISAC) (-0,24 %) to shift them.

Thank you for your assessment!

Greetings Dagobert