Hitachi is a conglomerate of different products - from tech to industry.

Unlike many here, I'm not critical of Japan - on the contrary...

Waited far too long 🙃

Hello, I am thinking about restructuring my portfolio, which in my opinion is very unbalanced, with a view to the future. I'm thinking of an investment horizon of around 15-20 years.

I would like to structure the core of my portfolio with the help of 60% #etfs with the help of

• $VWRL (-1,17 %) 30%
• $CSPX (-1,12 %) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (+2,83 %) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (-1,22 %) , $GOOGL (-1,73 %) , $AMZN (-1,55 %) , $SAP (-2,1 %) ,$NVDA (-2,09 %) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (-0,36 %) , $NOVN (-0,29 %) , $NOVO B (-6,71 %) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (-2,43 %) , $1810 (-2,94 %)
  $PG (-0,18 %) but not sure yet either
• Industrial sector 5%
• Something like $6501 (-3,29 %)
  $SIE (-3,38 %)
• 
  Energy sector 7%
• $SHEL (+0,45 %) , $ENR (-7,39 %)
• 
  Financial sector
• $ALV (-0,54 %) and $NU (-2,19 %)

I currently have a monthly savings rate of 400-500 euros in addition to my studies and would divide this up accordingly and put it into a #sparplan and put it into a savings account.

What do you think of the weighting and do you have any tips, especially in the health sector?

Brief feedback is very welcome

#stockanalysis
#portfolio

I used to think they were just a PC and hard disk manufacturer😂

The position increased a bit to 61 shares 😊👍

Hitachi a technology group with six segments.

• Digital Systems & Services comprises digital solutions (system integration, cloud services), IT products (servers, storage solutions), software and ATMs.
• Green Energy & Mobility represents the areas of energy solutions (power grids, renewable energies, nuclear energy) and railroad systems.
• Connective Industries deals with building systems (elevators, escalators), measurement and analysis systems (medicine and biotechnology, semiconductors, industry), industrial machinery as well as water and environmental solutions.
• Automotive Systems are solutions for drive and chassis as well as driver assistance and motorcycle systems.
• Hitachi Construction Machinery with hydraulic excavators, wheel loaders and machines, is primarily focused on the mining and construction industries.
• Hitachi Metals produces specialty steel products, functional components, magnetic materials and power electronics, as well as wires, cables and related products.

Source: Scalable

A heavyweight from Japan 😁

The spread for a Japanese share is really excellent 😊👍 will also be saving Hitachi in the Ultimate Homer from December 😊👍

Otherwise a top company with solid numbers, has a certain similarity with Itochu😊👍

The last earnings

https://www.hitachi.com/New/cnews/month/2024/10/241030/2024_2Qpre.pdf

$6501 (-3,29 %) it's getting very interesting for the first purchase!!! 😁

$6501 (-3,29 %) Why has the price of many Japanese shares fallen by 80% today? I have already noticed 3 of them. Did they all have a split at the same time today?

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 (-7,58 %) MHI Heavy Metal

YTD+61.09% KGV 12.55

$6361 (-1,25 %) Ebara Services Energy, Environment

YTD +59.06% KGV 20.53

$6501 (-3,29 %) Hitachi Service IT

YTD +36.95% KGV 15.58

$7974 (-4,44 %) Nintendo Entertainment

YTD +17.21% KGV 19.33

$7203 (+0,31 %) Toyota Automotive

YTD +10.66% KGV 10.94

$5411 (-1,21 %) JFE Holdings Chipmaking IT

YTD 10.71% KGV 5.98

$8001 (-1,51 %) Itochu Trading

YTD +7.60% KGV 12.82

My favorite Etf:

$XDJP (-0,89 %) 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 (-7,58 %) and $XDJP (-0,89 %) .

Good luck

Hello everyone,

Today I would like to introduce you to my portfolio. As you probably know, it's just too much fun to expand my portfolio with new stocks. There are now a few too many, but I still can't really part with my worst-performing stocks ($NVM (+1,22 %) , $ENPH (-2,37 %) , $WAC (+0 %) ). I'm hoping that I'll be able to sell them in positive territory at some point, or am I on the wrong track and in your opinion should I sell at a loss and try to make up the loss with other stocks?

I have been investing since the end of 2022 and at 29 years old, I still have a long time to go. My strategy is to be as desertified as possible in sectors and to beat the market in the long term (just let me believe that it works :D), hence so many individual stocks. I want to hold these for many years (esp. $AMZN (-1,55 %) , $GOOGL (-1,73 %) , $QCOM (-1,33 %) , $MSFT (-1,22 %) , $V (-1,31 %) , $MC (-0,99 %) , $SALM (-1,32 %) ) but I'm also not too keen to pocket the profits. Are there any stocks in my portfolio that you would view critically for the next few years and would be worth considering selling? Recession and all that...

Priority is on growth, which is reasonably safe, so only a few small caps - but a few bets have to be in there :) ($AIDX (+0,63 %) , $NRX (-1,4 %) , $ITM (+2,36 %) , $F3C (-0,77 %) , $MITK (-1,4 %) ). But with rather small amounts, probably too small or what do you say?

At the same time, I would also like to claim a €900 allowance via dividends ( $BATS (+0,16 %) , $ENB (-0,41 %) , $BNPQY (-2,09 %) , $STLAM (+0,24 %) , $ENGI (+0,22 %) , $RIO (+1,18 %) ) and secure a trade or two.

Recently I have been investing 240€/m in the $XDWD (-1,32 %) and between 200 - 500€/m in individual shares (depending on what is left). Actually, I want to increase the existing shares properly now, but somehow there are always nice entry options in solid companies like $0L2T (-1,01 %) , $ZTS (-0,78 %) , $ADM (-0,38 %) , $PANW (-1 %) , $ENR (-7,39 %) . Help what to do? :D

And then there's also crypto $BTC (+2,83 %)
$NEAR (+3,75 %)
$ADA (+4,88 %)

And Japan, they're doing well too $4063 (+1,39 %) , $6501 (-3,29 %) , $8001 (-1,51 %)

Looking forward to your feedback and advice!

Potential subsequent purchases at $BRK.B (-1,08 %) and first purchase at $6501 (-3,29 %)

What do you think?

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗩𝗲𝗴𝗮𝗻𝗲𝗿 𝗚𝗲𝗻𝘂𝘀𝘀 𝗮𝘂𝘀 𝗕𝗲𝗿𝗹𝗶𝗻 / 𝗕𝗔𝗦𝗙 𝘂𝗻𝗱 𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗲 𝗕𝗮𝗻𝗸 𝘀𝘁𝗮𝗿𝗸 / 𝗨𝗦-𝗕𝗮𝗻𝗸𝗲𝗻 𝘂𝗻𝗱 𝗕𝗶𝘁𝗰𝗼𝗶𝗻

𝗜𝗣𝗢𝘀 🔔

Veganz - The price range for the planned IPO of vegan food manufacturer Veganz has been set at 85 to 110 euros per share. Gross issue proceeds of between 33 and 42.8 million euros are expected. The fresh money is to be used for research and development, marketing, a new production site near Berlin and further expansion. Up to 550,000 shares will be placed. The offering will start today (Wednesday, October 27) and is expected to end on November 3. The first day of trading on the Frankfurt Stock Exchange is scheduled for November 10.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, BP Midstream Partners LP ($BPMP), ConocoPhillips ($YCP (+0,77 %)), First Republic Bank ($81R), and KNOT Offshore Partners LP ($KNOP) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, BASF ($BAS (-2,4 %)), Boeing ($BCO (-1,54 %)), Coca-Cola ($CCC3 (-0,17 %)), Deutsche Bank ($DBK (-2,7 %)), eBay ($EBA (-0,97 %)), DWS Group ($DWS (-2 %)), Ford Motor ($FMC1 (-1,13 %)), Fujitsu ($FUJ1 (-2,84 %)), General Motors ($8GM (-1,3 %)), Hitachi ($HIA1 (-3,29 %)), McDonalds ($MDO (-0,54 %)), PUMA ($PUM (+0,71 %)), Santander ($BSD2 (-3,72 %)), The Kraft Heinz Company ($KHNZ (-0,49 %)) and Xilinx ($XIX) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

BASF ($BAS (-2,4 %)) - After strong quarterly figures, BASF raises annual targets again. Thanks to good demand and higher prices, business is going well for the world's largest chemical company. Sales of between 76 and 78 billion euros are now expected. Operating earnings before interest and taxes (EBIT) and special items are also expected to be between 7.5 and 8.0 billion euros. Compared with the same period last year, which was weak due to Corona, sales increased by 42 percent to 19.7 billion euros. BASF reported a profit of 1.25 billion euros. In the previous year, there had been a loss due to depreciation of 2.1 billion euros.

Deutsche Bank ($DBK (-2,7 %)) - The quarterly figures were also positive in the third quarter and the bank was again able to report a profit. However, Deutsche Bank's quarterly profit of 329 million euros is well below that of its competitors. Santander ($BSD2 (-3,72 %)) reported a profit of 2.2 billion and UBS ($UBRA (-3,55 %)) even posted 2.3 billion euros.

Despite exceeding expectations, investors are disappointed, as revenue stagnated in almost all business areas except asset management, while competitors' results were clearly positive. As a result, the share price fell by around 5%.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

USA - Will US banks soon be able to hold bitcoin and other cryptocurrencies? An inter-agency working group has been formed in the US to develop uniform guidelines that will specifically allow US banks to hold and trade cryptocurrencies. This was revealed in an interview with Jelena McWilliams, chairwoman of the Federal Deposit Insurance Company (FDIC). Furthermore, she specifically believes that banks should be allowed to hold cryptocurrencies and that the guidelines are mainly meant to protect banks and investors. She also stated that she is convinced that the new technology of cryptocurrencies must be brought to the banks, as otherwise this industry will develop on its own and regulatory intervention will thus hardly be possible anymore.

𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗳𝗿𝗲𝗻𝗰𝗵 𝗻𝗲𝘄𝘀 𝗼𝗻 @MarketNewsUpdateFR 📈