Hi Getquin Community,

Here is my portfolio as a student. I started in September 2022, but only really started in 2023 and 2024. Happy to rate on a friendly level.

About my savings plans:

• $D6RM (+0,53 %) Deka DividenenStrategie - €100 per month.
• $CSPX (-0,1 %) Ishares S&P 500 - 50 €/month
• $VWCE (+0,2 %) Vanduard FTSE All World - 50 €/month
• $BRK.B (+0,63 %) Berkshire Hathaway B - €50/month
• $SMEA (+0,93 %) Ishares MSCI Europe 50 €/month
• $VHYL (+0,69 %) Vanguard FTSE High Div. - €25/month

Further Deka savings plans have been capped, as I no longer wish to save in my Deka investments in the long term (possibly complete sale).

I would like to reduce my portfolio in the future. In other words, I want to divest myself of assets at the lower end. In return, I want to keep the ETFs and individual other stocks (e.g. $MUV2 (+0,63 %) , $AMZN (+0,59 %) , $AAPL (+0,48 %) ) should continue to grow.

I am also toying with the idea of investing in an emerging markets ETF. My choice would have been the classic $EIMI (+0,55 %) would have been the classic choice.

I have already invested in a crypto-boker (Bitavo - please give me your opinion) and will buy at the next opportunity (under USD 100,000). $BTC (-0,69 %) buy.

Should be removed from the portfolio:

• $TGT (+0,93 %) Target
• $NKE (+0,46 %) Nike
• $D6RF (+0,81 %) Deka Umweltinvest
• $DEDG (-0,18 %) Deka Artificial Intelligence

My main trading brokers are TradeRepublic, Scalable and Deka.

I would be very happy about constructive criticism, suggestions and of course praise ;)

I see relatively few additional purchases here, although I now consider the share price to be very attractive and a quality investment, especially for the future.

Feel free to leave your feedback in the comments 🙌🏽

$BRK.B (+0,63 %)

The 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 (+0,01 %)

- Cloudflare: +16,2 % $NET (+0,39 %)

- Datadog: +10,7 % $DDOG (+0,59 %)

- VanEck Uranium ETF: +9,8 % $NUKL (+0,07 %)

- NuBank: +8,7 % $NU (+0,3 %)

⸻

❌ Losers in June

- BYD: -12,1 % $1211 (-1,05 %)

- Berkshire Hathaway: -6,8 % $BRK.B (+0,63 %)

- Rheinmetall: -4,6 % $RHM (+0,91 %)

- Alibaba: -3,9 % $BABA (+1,66 %)

- MercadoLibre: -1,3 % $MELI (+0,46 %)

⸻

🔁 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

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 (+0,33 %)
$VWRL (+0,52 %)
$VWCE (+0,2 %)
$CSPX (-0,1 %)
$NVDA (+1,19 %)
$MSFT (+0,21 %)
$GOOGL (+0,65 %)
$AMZN (+0,59 %)
$NOVO B (+0,9 %)
$NU (+0,3 %)
$ASML (+0,91 %)
$NOVO B (+0,9 %)
$1211 (-1,05 %)
$MA (+0,67 %)
$BRK.B (+0,63 %)
$UNH (+0,62 %)

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 (+0,2 %)combined with thematic focuses such as $XAIX (+0,16 %) and the healthcare sector. I also invest in individual stocks such as $NVDA (+1,19 %), $BRK.B (+0,63 %) or $TTWO (+0,31 %) - 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 (+0,69 %), $SPYW, (+0,8 %)
$SEDY (+0,64 %) as well as individual stocks such as $KO (+0,47 %) or $ALV (+0,6 %). 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:

• Which stocks would you weight higher or reduce?
• Is there anything that doesn't fit in at all from your point of view?
• How do you balance growth and dividends?

I am open to criticism, experience and other perspectives.

Like many here, I also invested in United Health ($UNH) (+0,62 %) 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) (+0,63 %) 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?