It might just be a moped, but it's better than nothing

Question to the Commuinity, is it still worth joining Ferrari now $RACE (-0,77 %) ? The share has come back extremely well after the low of 07.04. ........

$RACE (-0,77 %)

FERRARI HAS JUST PUBLISHED ITS RESULTS

*FERRARI Q1 SALES €1.79B, ESTIMATE €1.77B ( BEAT ✅ )

*FERRARI Q1 ADJ. EPS €2.30, EST. €2.27 ( BEAT ✅ )

*FERRARI Q1 ADJ. EBIT €542M, EST. €526M ( BEAT ✅ )

To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (+0,7 %)
• 06.05.25 -> Ferrari $RACE (-0,77 %)
• 06.05.25 -> Progressive $PGR (+0,79 %)
• 06.05.25 -> Zoetis $ZTS (+1,58 %)
• 07.05.25 -> Novo Nordisk $NOVO B (-0,08 %)
• 08.05.25 -> Main Street Capital $MAIN (-0,31 %)
• 15.05.25 -> Allianz $ALV (-0,69 %)
• 20.05.25 -> Mutares $MUX (+0,3 %)
• 22.05.25 -> NextEra Energy $NEE (+2,32 %)

July 2025

• 10.07.25 -> Progressive $PGR (+0,79 %)
• 21.07.25 -> Prologis $PLD (-1,65 %)
• 23.07.25 -> Amphenol $APH (-0,61 %)
• 24.07.25 -> Greencoat UK Wind $UKW (-3,32 %)
• 24.07.25 -> NextEra Energy $NEE (+2,32 %)
• 24.07.25 -> Vidrala $VID (+0,61 %)
• 25.07.25 -> Palfinger $PAL (-0,33 %)
• 25.07.25 -> Volkswagen $VOW (-1,03 %)
• 30.07.25 -> HSBC $HSBA (+0,56 %)
• 30.07.25 -> Realty Income $O (+0,7 %)
• 30.07.25 -> Rio Tinto $RIO (-0,72 %)
• 31.07.25 -> Ferrari $RACE (-0,77 %)
• 31.07.25 -> Main Street Capital $MAIN (-0,31 %)
• 31.07.25 -> OMV $OMV (-0,13 %)

August 2025

• 05.08.25 -> Aflac $AFL (+0,88 %)
• 05.08.25 -> DHL Group $DHL (+0,31 %)
• 05.08.25 -> Public Storage $PSA (+0,21 %)
• 06.08.25 -> Novo Nordisk $NOVO B (-0,08 %)
• 07.08.25 -> Allianz $ALV (-0,69 %)
• 12.08.25 -> Mutares $MUX (+0,3 %)
• 12.08.25 -> Zoetis $ZTS (+1,58 %)

October 2025

• 09.10.25 -> Progressive $PGR (+0,79 %)
• 21.10.25 -> Prologis $PLD (-1,65 %)
• 22.10.25 -> Amphenol $APH (-0,61 %)
• 22.10.25 -> NextEra Energy $NEE (+2,32 %)
• 27.10.25 -> Palfinger $PAL (-0,33 %)
• 28.10.25 -> HSBC $HSBA (+0,56 %)
• 29.10.25 -> OMV $OMV (-0,13 %)
• 29.10.25 -> Vidrala $VID (+0,61 %)
• 30.10.25 -> Main Street Capital $MAIN (-0,31 %)
• 30.10.25 -> Volkswagen $VOW (-1,03 %)
• 30.10.25 -> Zoetis $ZTS (+1,58 %)

November 2025

• 03.11.25 -> Public Storage $PSA (+0,21 %)
• 04.11.25 -> Aflac $AFL (+0,88 %)
• 04.11.25 -> Ferrari $RACE (-0,77 %)
• 05.11.25 -> Novo Nordisk $NOVO B (-0,08 %)
• 06.11.25 -> DHL Group $DHL (+0,31 %)
• 10.11.25 -> Realty Income $O (+0,7 %)
• 13.11.25 -> Mutares $MUX (+0,3 %)
• 14.11.25 -> Allianz $ALV (-0,69 %)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+2,32 %)
• 27.01.26 -> Prologis $PLD (-1,65 %)
• 28.01.26 -> Progressive $PGR (+0,79 %)
• 28.01.26 -> Amphenol $APH (-0,61 %)
• 29.01.26 -> Ferrari $RACE (-0,77 %)
• 29.01.26 -> OMV $OMV (-0,13 %)

February 2026

• 04.02.26 -> Aflac $AFL (+0,88 %)
• 04.02.26 -> Novo Nordisk $NOVO B (-0,08 %)
• 13.02.26 -> Allianz $ALV (-0,69 %)
• 17.02.26 -> Zoetis $ZTS (+1,58 %)
• 19.02.26 -> Main Street Capital $MAIN (-0,31 %)
• 24.02.26 -> HSBC $HSBA (+0,56 %)
• 24.02.26 -> Palfinger $PAL (-0,33 %)
• 24.02.26 -> Public Storage $PSA (+0,21 %)
• 24.02.26 -> Realty Income $O (+0,7 %)
• 26.02.26 -> Greencoat UK Wind $UKW (-3,32 %)
• 26.02.26 -> Vidrala $VID (+0,61 %)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-0,72 %)
• 05.03.26 -> DHL Group $DHL (+0,31 %)
• 17.03.26 -> Volkswagen $VOW (-1,03 %)

April 2026

• 15.04.26 -> Mutares $MUX (+0,3 %)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (-2,27 %) ? Unfortunately I can't find them online.

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (-0,18 %)
$TDIV (+0,12 %)
$DGSD (+0,18 %)
$MAIN (-0,31 %)
$NOVO B (-0,08 %)
$PGR (+0,79 %)
$PSA (+0,21 %)
$UKW (-3,32 %)
$APH (-0,61 %)
$DHL (+0,31 %)
$HSBA (+0,56 %)
$MUX (+0,3 %)
$NEE (+2,32 %)
$ZTS (+1,58 %)
$AFL (+0,88 %)
$O (+0,7 %)
$SHEL (-2,27 %)
$VID (+0,61 %)
$RACE (-0,77 %)
$PLD (-1,65 %)
$OMV (-0,13 %)
$PAL (-0,33 %)
$RIO (-0,55 %) and last but not least $VOW (-1,03 %)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

At that time between $P911 (-1,67 %) and $RACE (-0,77 %) and in retrospect unfortunately made the wrong decision despite Ferrari's high P/E ratio. We used the recent setbacks to make an exchange.

Ferrari always works

Hermes $RMS (-0,87 %) (very expensive 🤑 )

Ferrari $RACE (-0,77 %)

Lululemon $LULU (-1,33 %)

Just do it $NKE (+0,07 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (-0,71 %)

Marriott $MAR (-0,94 %)

Ulta Beaty $ULTA (-0,79 %) and/or L'Oreal $OR (+1,22 %) (much more expensive)

Mercadolibre $MELI (-0,23 %)

Texas Roadhouse $TXRH (-0,86 %)

Chipotle $CMG (-1,38 %)

Fast Retailing $9983 (+0,78 %)
(doesn't fit with the others on the list but I could imagine it as a speculative stock)

"Everything" very expensive, luxury.

I would be interested to know what your favorites are for a long-term investment?

Hello Community,

My bonus will hopefully arrive at the end of April and of course I want to invest it. I'm currently toying with the idea of dividing it up roughly as follows:

• 25% in $IWDA (-0,18 %) / MSCI World
• 15% in $MEUD (+0,33 %) / EuroStoxx Europe 600
• 10% in $BTC (-1,66 %)

For the rest, I would like to lower my entry prices depending on the market situation:

• $MSFT (+0,01 %)
• 
  $NVDA (-2,3 %)
• 
  $GOOGL (-0,76 %)
• 
  $NOVO B (-0,08 %)
• 
  $AMZN (-2,85 %)
• 
  $AMD (-2,02 %)
• 
  $NKE (+0,07 %)
• $HIMS (-9,73 %)

Possible first entries would be the following:

• $AAPL (-0,91 %)
• 
  $CMG (-1,38 %)
• 
  $RACE (-0,77 %)
• 
  $V (+1,54 %)
• 
  $BSX (+1,2 %)
• 
  $BLK

In the end, one or the other will certainly be thrown out, as I don't get a million-dollar bonus here 😥. The investment period is > 15 years, so I'm not even trying to time it here, unless the prices have gone up 40% by the end of April, which I'm not assuming. I am well aware that the MSCI World already tracks a lot of the individual stocks.

Do you still have any exciting quality stocks that are worth a look?

Thanks!