Postes
196The share has been in my savings plan for six months. Since the departure of Warren Buffett, I have felt the cost-average effect and the weaker share prices have continuously lowered my entry price.
But hopefully things will pick up again at the end of the year - I'm really curious to see what impact Warren Buffet's departure will have. At the moment, I'm not as critical as the stock market.
Do you have any opinions?
📊 My June 2025 in the portfolio: winners, losers & additional purchases
⸻
✅ Top performers in June
- Iris Energy: +53 % $IREN (+2,63 %)
- Cloudflare: +16,2 % $NET (+0,33 %)
- Datadog: +10,7 % $DDOG (+1,55 %)
- VanEck Uranium ETF: +9,8 % $NUKL (-0,24 %)
- NuBank: +8,7 % $NU (-1,13 %)
⸻
❌ Losers in June
- BYD: -12,1 % $1211 (-0,64 %)
- Berkshire Hathaway: -6,8 % $BRK.B (-1,68 %)
- Rheinmetall: -4,6 % $RHM (-0,88 %)
- Alibaba: -3,9 % $BABA (-2,6 %)
- MercadoLibre: -1,3 % $MELI (-1,39 %)
⸻
🔁 My additional purchases in June
- MSCI ACWI - 170 € (Core)
- MSCI Small Cap - 15 € (Core)
- Iris Energy - 50 €
- Tomra Systems - 100 € (buy after crash)
- Alibaba (ADR) - 50 € (long-term position building)
- Datadog (A) - 50 € (long-term position building)
- Ultrashort Bonds (EUR) - 150 € (dry powder)
⸻
📎 I track my portfolio transparently on Getquin - link in bio
💬 What was your strongest or weakest stock in June?
#DepotUpdate #Month in review #Investing #BuyAndHold #StockMarket #ACWI #ETFStrategy #Uranium #Cloudflare #LongTermInvesting #TheSpeculator #Getquin #parqet
🪿📈 Monthly update – June 2025 in #PatitosFortune: the nest is taking shape!
After a strong May, June brought a changing of the feathers.
The new top 7 now make up 37.33% of the portfolio (vs 42% in May), and the 🦆 is now fully embracing stock-picking conviction powered by the Patito Score + WB Score.
🚫 Most ETFs have flown the coop — only $4GLD remains, but it didn’t make this month’s highlight reel.
🧹 Even $NDA FI (Nordea) was let go — a stock we like, but others showed stronger fundamentals. If numbers improve we’d be happy to get it back, for now it gave a 4.85% profit we welcome.
On to current standings!
🎮 Gaming stocks are thriving:
Covering roughly 20% of the nest thanks to their fundamentals and some personal conviction, all four are part of our interactive entertainment exposure — and Patito’s loving the 🎰 + 📱 combo.
🏠 $PAG (-1,83 %) adds steady UK-based growth
🌋 $MAU (+1,87 %) returns from May — still bringing energy to the nest
💼 $3679 (+0,72 %) solidly held its ground from May and now leads the entire portfolio by weight at 7.02%, surpassing $BRK-B thanks to it’s value appreciation and Berkshire’s recent (but hopefully not lasting) underperformance. Zigexn quietly compounding into leadership. ➡️🦆
🔁 $V72, $MAU, and $3679 all held firm from May and strengthened their standing. That’s conviction in motion. 💪
🧠 Conviction Strategy Update:
This portfolio is no longer passively feathered. We’re leaning into high-quality stocks:
✅ ~60% Elite
✅ Nearly 38% scored 9+
✅ Majority of gains from top-rated stocks identified by Patito Score and WB Score system.
It’s not just about quick profit — it’s about picking moaty, efficient, and #undervalued businesses to grow the nest long-term. 🥚🧠
We are waiting for the US picks to catch up, even with solid fundamentals with the exception of $PRDO (-2,9 %) for now they are dragging a bit behind. We are looking at you $CINF (-2,13 %)
$WRB (-2,82 %)
$BRK.B (-1,68 %)
Stay tuned — July’s looking game-ready.
Hello dear people!
I am looking for new and interesting stocks for my long-term portfolio and would like to build up a few new positions.
They should be growth stocks with high quality, away from the big tech stocks.
In addition, they should be rather cheap/fairly valued.
Dividends are not a priority for my investment strategy, so classic defensive dividend stocks would not be an option for me.
Either purchase in tranches or as a monthly savings plan.
Thought I'd ask the great GQ community for advice, maybe you can give me a few new ideas or some inspiration and tell me your favorites 💡
I'm looking forward to your answers/comments 🤗
$IWDA (+0,36 %)
$VWRL (+0,45 %)
$VWCE (+0,39 %)
$CSPX (+0,39 %)
$NVDA (+2,49 %)
$MSFT (-0,06 %)
$GOOGL (+1,8 %)
$AMZN (-0,08 %)
$NOVO B (-0,05 %)
$NU (-1,13 %)
$ASML (+0,86 %)
$NOVO B (-0,05 %)
$1211 (-0,64 %)
$MA (-1,12 %)
$BRK.B (-1,68 %)
$UNH (-5,29 %)
I started investing at the beginning of the month and have spent the last three weeks building up a portfolio with the aim of accumulating wealth over the long term. I am now relatively familiar with the topic, have analyzed many strategies and have decided on an approach based on two pillars:
1. growth portfolio:
I invest in broadly diversified ETFs such as the $VWCE (+0,39 %)combined with thematic focuses such as $XAIX (+0,47 %) and the healthcare sector. I also invest in individual stocks such as $NVDA (+2,49 %), $BRK.B (-1,68 %) or $TTWO (+0,16 %) - the latter deliberately as a small position for the speculative component (GTA VI hype is realistically not entirely irrelevant).
2. distributing dividend portfolio:
Here I am betting on classic dividend stocks. These include the $VHYL (+0,5 %), $SPYW, (+0,05 %)
$SEDY (+0,53 %) as well as individual stocks such as $KO (-0,91 %) or $ALV (-0,53 %). The aim is to generate a steady cash flow that can be reinvested in the long term.
I am aware that there is no perfect distribution. That's why I'm interested in your opinion:
I am open to criticism, experience and other perspectives.
Any Suggestion.
My monthly adding
$VGT (+1,24 %) 33.3%
$BRK.B (-1,68 %) 33.3%
$QQQ 33.3%
🦆✨ Patito found something amusing in the trade logs…
📅 On May 14, Warren Buffett bought just 14 shares.
Not 14 million.
Not 14 thousand.
Just… 14.
While sitting on more than 200,000 shares roughly valued at $150+ billion, the GOAT still logs each move — because every share counts when you think long-term. 📈
💼 Worth billions — but still investing like us? That’s conviction.
That’s discipline.
Patito’s takeaway?
You don’t need to go big.
You need to go smart, steady, and with conviction. 💛
Even a tiny quack echoes through the market. 🪿💸
Patitos $BRK.B (-1,68 %) purchases?
1 on May 5
1 on May 15 ✌️
Like many here, I also invested in United Health ($UNH) (-5,29 %) this week - and deliberately at a time when many investors have lost confidence. Here are my thoughts:
🔻 Massive sell-offs
UnitedHealth has lost around 60 % from its high - driven by legal uncertainties, negative newsflow and general uncertainty.
💰 "Purchasing is where the profit lies"
For me, this was a classic case of anti-cyclical entry. If operational substance remains intact but panic dominates, an attractive entry opportunity can arise.
🕵️ Unusually high insider buying
In the last few days over 400 million dollars in share purchases (06.06.25) registered - possibly by institutional investors. Rumors point to participation by Berkshire Hathaway ($BRK.B) (-1,68 %) is involved. There will be no official clarity until the next 13F filing at the earliest.
📈 Dividend increase as a signal
Despite the headwinds, the quarterly dividend was increased from USD 2.10 to USD 2.21 - This is a sign of operational strength and management confidence (increase of just under 5%).
I see UnitedHealth as a long-term quality company with temporary problems. For me an exciting anti-cyclical position - with upside when confidence recovers.
What do you think? Will the slide continue for the time being?
When $BRK.B (-1,68 %) started during the Corona crisis $OXY (+2,54 %) and $CVX (+1,72 %) many people didn't understand this. Tech was more popular than ever at the time and oil was considered dead. A short time later, it became clear that oil was here to stay. As discussed in the last market review, the energy sector was one of the best investments during the pandemic.
However, this was probably a special boom for fossil fuels that was to remain a one-off. Since the price explosion, the energy sector has been in a very weak trend and is the worst performing sector directly after healthcare (which could therefore also be very interesting at the moment).
In particular, the dynamic has shifted from oil & gas to electricity - which, however, is not counted as part of the energy sector in the classic GICS but as part of the utilities sector. The reason for this is, of course, the expected triumph of artificial intelligence and the associated hunger for energy in data centers. The best-known company in the sector is probably $NEE (+0,08 %)
In any case, Buffet's investments in fossil fuels have not been particularly worthwhile to date, as he may have made a favorable initial entry, but then often bought at unfavorable prices. At the current point in time, the investment case has not yet worked out. It is therefore an interesting question whether Buffet is speculating on something that has not yet been understood by the market or whether it is one of the rare situations in which the good Warren has miscalculated something (think of the disaster around $KHC (+1,69 %) ). At any rate, it is difficult to understand what Buffet was thinking and whether his theory is still intact.
Incidentally, I myself am not invested in either utilities or energy, which I think is a great pity. However, I have not been able to identify any company that is currently really convincing in terms of its figures and can be described as a quality company.
What about you? Do you have any oil, gas or electricity stocks in your portfolio?
(And the < 5% exposure in the World ETF does not count)
Meilleurs créateurs cette semaine
