💹 Performance #mai25

• Monthly performance: +5,4 %
• Annual target: +15 %, currently at -3 %
• IPQ (Investment Progress Quota): 116,9
• Robo-Advisor overall performance: +24,9 %
• Exchange rate CHF → EUR: 1 franc = 1.07 euro

🔍 Highlights in May

• Hot factor favorite: Ferrari
• King Midas factor: Xpeng

📈 Investments & changes

🧾 Individual shares, ETFs & savings plans

The savings plan currently only runs on Cheesecake Factoryas already reported last month.

I have fully built up my savings buffer and am now starting to buy into my old portfolio. Many people will say: "That doesn't make any sense" - but it does for me! I started this month with my personal Fallen Angels this month.

First performance:

• $V3V (-0,47 %)
  Vita 34: -0,25 %
• $AMP (-7,14 %) : +20,8 %
• $VOW (-1,3 %) : +33,9 %
• $AML (-0,78 %) : +17,9 %
• $Cerespower: +29.7 %

Before the penny stocks catch their breath: in June it's Waste Management is back in the portfolio.

🪙 Crypto

• Partial sales & portfolio adjustments

🖼 NFTs & music rights

• NFTsNo new developments
• Music rights (Globalrockstars): No new shares

⌚ Timeless

• One new share in Cartier Tank - thanks to discount coupon 🤑

🍷 Winery

• No news

💡 Crowdcube

• Relai-Update: For each share there were 12 new shares. Current status: +95 % ✅

🃏 Pokémon cards

• New set "Eternal Rivals": Immediately sold out mercilessly at RRP

✉️ Job & application

• I might apply for a deputy manager position - but not ready yet.

💰 Interest (Vivid)

• New interest model: Interest is still available from €10,000 - but only at a reduced rate.

🎙 Podcast

• Season 3, episode 1 is online: "Financial goals"

🏠 Real estate

• No new developments

🏎 Travel report: #Formula1inBarcelona

As some have seen here: I was at the F1 race in Barcelona.

Short version: result okay, but unfortunately no Ferrari win.

Lesson for life: In future I will only book grandstand seats. Why?

It was brutally hot and although I was there 7 (!) hours before the race started, I was asked 10 minutes before the start to "please make some room". 20 minutes later the space was free because the guy was too hot. Thanks too.

Then there was the parking lot chaos:

• Saturday: uncoordinated
• Sunday: The marshals finished work at 6 pm - and there were minor crashes, endless traffic jams and sheer chaos. We stood in the parking lot for 3 hours.

🧾 Financial facts about the trip:

• Trip (ID.4)10 hours there & back
• Toll France (there & back): 2× 77,70 €
• Charging costs: 7x charging → 223,90 €
• Total distance: approx. 2,400 km
• Fuel prices: Petrol €1.26, diesel €1.14 → significantly cheaper than in DE
• Parking fees:
• Race track: 80 €
• Hotel: 18 €
• Hotel with breakfast (13 km from the track): 232,35 €/person
• Food on the course: 8-13 €
• Evenings:
• All-you-can-eat sushi: 19 €
• Tapas: 25 €
• Ice cream: 3 €/scoop
• Soccer eveningPSG vs. Inter 5:0
• Cigars + cocktails at the bar2 thick cigars + disgusting 50/50 mix 😅

🔭 Outlook for June 2025

Two weeks vacation to the North Sea. Afterwards, the tax consultant is waiting for our annual financial date.

💬 And what about you?

How did your May go?

📌 If my content or anything else annoys you - use the block function 😉

🎉 If you're celebrating my trip - leave a follow!

Thanks for reading & see you soon! 🙌

April was another exciting month - time for a little tour of my depot and everything around it:

📊 Performance & figures:

• Monthly performance: +1,12 %
• Annual target: +15 %
• Current IPQ: 118,7
• Hot factor favorite: Ferrari 🏎️
• King Midas Factor: Nexus ✨
• My Robo-Advisor continues to perform strongly with an overall performance of +21,61 %
• And the franc? It currently stands at 1,06 €

💻 Crypto & digital assets:

• In my crypto area there were a few adjustments and partial sales.
• At Timeless I have added the Pattex Philippe Calatrava with a discount coupon.
• NFTs: Currently no new developments.
• Music rights via Globalrockstars: No new shares here either.
• Winery news? No news - all quiet in the cellar 🍷

📈 Individual shares, ETFs & savings plans:

• Some ETF savings plans have been paused, but a new savings plan on Cheesecake Factory
  $CAKE (+0,67 %) has been launched.
• Anyone who has been with me for a long time knows my story: I hadn't bought any individual shares for a long time due to additional costs when buying real estate. The buffer has been back since June 2021 - and I'm starting again!
• I'm starting with the "small" stocks from before - not at the same price, but in the same quantity:
• Coloplast$COLO B (-1 %)
• Amplifon$AMP (-7,14 %)
• Aston Martin$A5S
• Ceres Power$CWR (+5,64 %)
• Vow$VOW (-1,3 %)
• Vita 34 $V3VJ
• 
  These positions also help me to reduce my loss pot to fill up a little again.

📊 Crowdcube investments:

• A few shares in manga.io secured - the nerd in me needed it. 🎌📚

🎴 Pokémon cards:

• I put together small sets from cards I won - and donated them to a school. Giving back a little piece of joy.

✉️ Application & work:

• April was quiet - one week of vacation, 9 days of overtime reduction, so hardly any time in the clinic.
• Unfortunately, it didn't work out with the 50 % position did not work out.

🏦 Interest & podcast:

• Vivid has adjusted the interest rates - from 10k there is now even a gradation of the interest rate, let's see how long I'll be there.
• 
  Podcast Season 3 Episode 1: Financial goals 🎧

🏠 Real estate:

• The 5% special repayment for 2025 have been saved up - transfer will go out next week. One step closer to being debt-free!

🔮 Outlook for May:

• Portfolio focus: I'm continuing to build my ETF and moving more into individual shares.
• Vacation: At the end of May I'm going to Barcelona for the Formula 1 race. I'll make a detour to the burger chain I bought shares in two years ago - let's see how things go there. 🍔🏁

And you? How was your April?

📌 If you don't like my investments - use the block function. 👍 If you celebrate my ideas - please feel free to follow! Thanks for reading - see you in May! 🙌

This week, we have once again included some titles in our simulation game. At the suggestion of @serkeftin to prepare for Donald Trump's tariff announcements and have reduced our call money position and added short warrants with a 4 - 5 leverage for $VOW (-1,3 %) , $MBG (+3,32 %) , $P911 (+6,17 %) , $BMW (+4,25 %) . We are hoping for good returns with a higher risk in a short period of one week.

Do you have any comments or suggestions for the coming weeks?

04.12.2024

ARKK beats Nasdaq + China strikes back: Exports of some rare earths to the USA banned + Salesforce still somewhat more confident about the full year + Vow ASA on the verge of a breakthrough in the cruise sector + Northern Data Group plans to build a data center in the USA + JPMorgan raises target for Rheinmetall to 800 euros - 'Overweight'

ARKK $ARKK (-1,88 %)beats Nasdaq - investor bets on five shares

• Ark Invest's flagship fund has recently risen five times faster than the tech index.
• Nevertheless, Cathie Wood is restructuring her portfolio and focusing on one sector in particular.
• https://www.handelsblatt.com/finanzen/anlagestrategie/trends/cathie-wood-arkk-schlaegt-nasdaq-investorin-setzt-auf-fuenf-aktien/100092080.html

China strikes back: exports of some rare earths to the USA banned

• The trade dispute between the USA and China is intensifying.
• Following the new restrictions imposed by the USA on Monday, a response was issued immediately.
• This is aimed at raw materials that are essential for the semiconductor industry and for which China has a considerable quantity.
• https://www.computerbase.de/news/wirtschaft/china-schlaegt-zurueck-exporte-von-einigen-seltenen-erden-in-die-usa-untersagt.90529/

Salesforce $CRM (+0,92 %)is even more confident about the year as a whole

• SAP's industry colleague Salesforce is somewhat more confident following growth in the third quarter.
• The software specialist for customer relationship management is forecasting revenue of USD 37.8 to 38.0 billion (up to EUR 36.2 billion) for the 2024/25 financial year, which runs until the end of January.
• The operating profit margin adjusted for special effects is also expected to reach 32.9%, as the company announced on Tuesday after the close of the US stock exchange.
• This means that the lower end of the revenue range is now slightly higher than before; the margin target was raised by 0.1 percentage points.
• The shares rose by almost four percent in US after-hours trading.

Vow ASA $VOW (-1,3 %)before the breakthrough in the cruise sector

• The Norwegian company Vow ASA is on the verge of a major breakthrough in the cruise sector.
• The subsidiary Scanship has agreed the main terms and conditions with a European shipyard for the delivery of advanced equipment to several cruise ships.
• The expected order value is around 500 million Norwegian kroner, with the aim of signing the final contract before the end of the year.
• This development underlines Vow's position as the market leader in wastewater treatment and waste recycling in the cruise industry.

Northern Data Group $NB2 (-4 %)plans to build a data center in the USA

• Portfolio expansion to meet demand for AI and high-performance computing solutions
• Planned output of 120 MW with the possibility of expanding capacity up to 180 MW
• Data center will create up to 100 new jobs and strengthen the local economy

JPMorgan raises target for Rheinmetall $RHM (-4,06 %)to 800 euros - 'Overweight'

• The US bank JPMorgan has raised its target price for Rheinmetall from 680 to 800 euros and left its rating at "Overweight".
• This was written by analyst David Perry on Wednesday after a closer look at Europe's fastest growing defense group. Following the latest Capital Markets Day, he raised his earnings estimates by up to 17 percent until 2027.
• Other experts had recently already raised their price targets to 820 euros.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks

Schlumberger USD 0.28

The Cigna Group USD 1.40

Proximus EUR 0.50

ageas EUR 1.50

• Quarterly figures / Company dates USA / Asia

Untimed: Foot Locker quarterly figures

• Quarterly figures / Company dates Europe

09:30 VW: Works meeting at the main plant (Wolfsburg) with CEO Oliver Blume and Labor Minister Hubertus Heil

Untimed: Siemens Annual Report

• Economic data

09:45 IT: Purchasing Managers' Index/PMI non-manufacturing November FORECAST: 51.5 previous: 52.4

09:50 FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) November PROGNOSE: 45.7 1st release: 45.7 PREV: 49.2 Total Purchasing Managers' Index (2nd release) PROGNOSE: 44.8 1st release: 44.8 PREV: 48.1

09:55 DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) November FORECAST: 49.4 1st release: 49.4 PREV: 51.6 Total Purchasing Managers' Index (2nd release) FORECAST: 47.3 1st release: 47.3 PREV: 48.6

10:00 EU: Purchasing Managers' Index/PMI non-manufacturing euro area (2nd release) November PROGNOSE: 49.2 1st release: 49.2 previous: 51.6 Total Purchasing Managers' Index (2nd release) PROGNOSE: 48.1 1st release: 48.1 previous: 50.0

10:30 UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) November PROGNOSIS: n.a. 1st release: 50.0 previous: 52.0

11:00 EU: Producer Prices October Eurozone FORECAST: +0.4% yoy/-3.2% yoy previous: -0.6% yoy/-3.4% yoy

14:15 US: ADP labor market report November private sector employment PROGNOSE: +163,000 jobs previous: +233,000 jobs

15:45 US: Purchasing Managers' Index/PMI Services (2nd release) November PROGNOSIS: 57.0 1st release: 57.0 previous: 55.0

16:00 US: Industrial New Orders October PROGNOSE: +0.2% yoy previous: -0.5% yoy

16:00 US: ISM Non-Manufacturing Index November FORECAST: 55.6 points previous: 56.0 points

19:40 US: Fed Chairman Powell to participate in discussion at New York Times Deal Book Summit

20:00 US: Fed, Beige Book

22:05 DE: Decision on possible changes in the indices of the DAX family of Deutsche Börse

Today I increased my share in $VOW (-1,3 %) . Q2 is in line with Q1, net of extraordinary costs it will continue to be so. It dominates the European market, and has good share of foreign ones, given the huge holdings in automotive and non-automotive companies of various price ranges.

In addition, I have also invested in $IP (+2,37 %) . Italian company that makes special machines that harness water.

What have you invested in?

P.S. Thanks to $MMM (+1,26 %) for the excellent month of July

A very good growth company in the cleantech sector. Worth buying soon in my view.