BlackRock $BLK (+0,75 %) reports a significant decline in profits for the first quarter of 2025, although assets under management reached a new record of around USD 10.5 trillion. Profit fell due to higher costs and declining performance fees, among other factors. Despite the decline, analysts are optimistic due to the high investment volume.

Mehr dazu bei n-tv

The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!

BlackRock $BLK (+0,75 %) reported first quarter EPS of $11.30, $0.54 more than the analyst estimate of $10.76.

Revenue for the quarter amounted to $5.28B, compared to the average estimate of $5.38B.

JP Morgan $JPM (-0,66 %)

Visa $V (-0,98 %)

Chubb $CB (-1,2 %)

Blackrock $BLK (+0,75 %)

Intuit $INTU (+1,42 %) (very expensive)

German Stock Exchange $DB1 (-0,34 %)

S&P Global $SPGI (+0,35 %)

HDFC Bank
$HDFCBANK (speculative - India bet)

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

Here is no one who only throws stones...

Someone here is letting a BlackRock roll over the stock markets 😂

positive signals, which is why I'm buying:

• The EU has proposed a 0% tariff on industrial goods
• Trump has announced that he is considering suspending the tariffs for 90 days
• Protests in the USA against isolationist policies
• Elon Musk advocates for duty-free and free travel between the US and Europe

On Friday, the Blackrock $BLK (+0,75 %) share fell by a further 7 % to € 750.

I scraped together some cash and put a first large tranche into the stock here. I've wanted to be invested in Blackrock for a long time, as they have a great moat and a great business model thanks to the ETFs and their fees, which I want to be invested in.

The new release of Bitcoin ETFs in the USA caused a stir in all the financial media. Worthwhile or not? Who invests in these ETFs?

Well, in any case, this hype is also worthwhile for Blackrock, which earns money with the ETF... 😉💸

So I'm glad to have found a (hopefully good) entry point into the stock!

What do you think about my latest purchase? Let me know in the comments! 👇🏻

Hello dear GQ community,

almost a month ago I already presented my portfolio and my investment case. (those interested can take another quick look at it)

I have now experienced the first correction of my investment career and can say that, yes, it hurts to look at the portfolio with all the red figures, but holding on to the fact that I am convinced of the companies in the long term has kept me strong up to this point. Only time will tell whether this correction was particularly strong or weak. True to the motto "red means supply", I have tried to use my uninvested budget for additional purchases and new positions.

I may have too many different positions for some people's taste and still have too large a stake in the US, tech and financial sectors. Overall, I am simply a fan of picking companies that fulfill three conditions:

- consistent dividend growth over the last 10 years

- long-term share price growth (depending on how long the company has been on the stock market, but if I don't have green figures over the maximum period, I leave you out)

- preferably a P/E ratio of less than 20 (with exceptions)

And generally in line with my case, a 3+% dividend.

In the unknown future, I will continue to hold my small positions of $PLTR (+3,02 %) , $BLK (+0,75 %) , $NVDA (+1,3 %) and $TGT (+0,02 %) (these were my first 4 purchases of 25€ each without any idea, Palantir compensates the losses of the other 3 quite nicely). From $AAPL (-0,03 %) in the long term, but it does not yet play a major role in my immediate savings.

By the end of the year, I will be saving a further €750 a month via a savings plan, split evenly between $PETR3 (-2,07 %) , $MUV2 (-1,03 %) , $7203 (+1,25 %) , $ENEL (+0,07 %) , $HTGC (-0,07 %) and $ALV (-0,41 %). With the aim of balancing out the inequality somewhat.

In general, I am very happy to have discovered this platform, as I have gathered many useful tips and experiences, so thank you for that.

I am always grateful for your opinions, tips and suggestions. Thanks for reading.

Adidas focuses on further growth + Blackrock acquires two ports on the Panama Canal + freenet with record EBITDA, free cash flow and higher dividend than in the previous year

Blackrock $BLK (+0,75 %)takes over two ports on the Panama Canal

• Following pressure from the USA, the US financial firm Blackrock is to take control of two important ports on the Panama Canal.
• Hong Kong-based CK Hutchison is to sell a majority stake in its port division to a consortium led by Blackrock, according to a statement.
• As part of the deal, the company Panama Ports, which operates the ports of Balboa and Cristobal at the entrances to the Panama Canal, is also changing hands.
• US President Donald Trump claims that the US has too much influence over the Panama Canal and speaks of the need for the US to regain control of the waterway.
• China and Panama reject the accusations.
• The Panama Canal was built by the USA at the beginning of the 20th century, but sovereignty over the canal zone was completely returned to Panama at the end of 1999.
• The sale of the port still requires the approval of the authorities, among other things.
• CK Hutchison is set to receive around 19 billion dollars once the deal is completed.

Adidas $ADS (-1,14 %)focuses on further growth

• Despite a difficult economic environment, sporting goods manufacturer Adidas expects further growth in the current year.
• However, this is likely to weaken somewhat compared to 2024.
• The company announced in Herzogenaurach on Wednesday that sales in 2025 are expected to increase by a high single-digit percentage on a currency-adjusted basis.
• The Adidas brand is expected to grow by at least ten percent.
• This no longer includes sales of Yeezy products, after the remaining stock from the terminated collaboration with the controversial rapper Kanye West was sold off last year.
• In 2024, Adidas had once again generated around 650 million euros with the products, with overall currency-adjusted sales increasing by 12 percent to 23.7 percent.
• Profitability is set to improve further. Adidas anticipates an increase in operating profit to between 1.7 and 1.8 billion euros, compared to 1.3 billion euros in the previous year.
• Investments in marketing and sales are to be increased.
• "I think we are very well positioned for 2025," commented Group CEO Björn Gulden.
• The company will also make "further progress" towards an operating margin of ten percent.
• In 2024, Adidas improved its margin by 4.4 percentage points to 5.6 percent.
• The Herzogenaurach-based company had already presented preliminary figures for the past year at the end of January.

freenet $FNTN (+0,08 %)posts record EBITDA and free cash flow for the 2024 financial year - Proposed dividend significantly higher than previous year

• All financial performance indicators (revenue, EBITDA, free cash flow) were within the forecast ranges raised by the Management Board during the year
• Revenue: Increase of 3.9% to EUR 2,478 million (previous year: EUR 2,385 million), mainly due to the significant growth in waipu.tv subscribers (+571 thousand).
• EBITDA: Increase of 3.5% to EUR 521.5 million (previous year: EUR 503.9 million), with a one-off effect from the sale of IP addresses (EUR 18.4 million) having a positive impact.
• Free cash flow: increase of 5.7% to EUR 292.3 million (previous year: EUR 276.6 million)
• Based on the figures, the Executive Board proposes a record dividend of EUR 1.97 per share (previous year: EUR 1.77 per share) and sees the potential for share buy-backs of up to EUR 100 million.

Wednesday: Stock market dates, economic data, quarterly figures

• Quarterly figures / company dates USA / Asia
• No time specified: Foot Locker quarterly figures

• Quarterly figures / company dates Europe
• 07:00 Evonik Industries | Schaeffler Annual results
• 07:30 Adidas | Bayer | Telecom Italia Annual results
• 08:30 Evonik BI-PK
• 10:00 Bayer BI-PK | Freenet Conference call on preliminary annual results
• 11:30 Evonik Analyst Conference
• 12:00 Schaeffler Analyst Conference
• 14:00 Bayer Analyst Conference
• 21:00 Logitech Capital Markets Day
• No time specified: Dassault Aviation | Atos annual figures

• Economic data

08:30 CH: Consumer prices February FORECAST: +0.6% yoy/+0.2% yoy previously: -0.1% yoy/+0.4% yoy

08:45 FR: Industrial production January FORECAST: +0.4% yoy previous: -0.4% yoy

09:45 IT: Purchasing Managers' Index/PMI non-manufacturing February FORECAST: 50.5 previous: 50.4

09:50 FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) February PROGNOSE: 44.5 1st release: 44.5 PREV: 48.2 Total Purchasing Managers' Index (2nd release) PROGNOSE: 44.5 1st release: 44.5 PREV: 47.6

09:55 DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) February FORECAST: 52.2 1st release: 52.2 PREV: 52.5 Total Purchasing Managers' Index (2nd release) FORECAST: 51.0 1st release: 51.0 PREV: 50.5

10:00 EU: Purchasing Managers' Index/PMI non-manufacturing euro area (2nd release) February FORECAST: 50.7 1st release: 50.7 PREV: 51.3 Total Purchasing Managers' Index (2nd release) FORECAST: 50.2 1st release: 50.2 PREV: 50.2

10:00 IT: GDP (2nd release) 4Q

10:30 UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) February 1. Release: 51.1 previous: 50.8

11:00 EU: Producer Prices January Eurozone FORECAST: +0.4% yoy/+1.4% yoy previously: +0.4% yoy/0.0% yoy

14:15 US: ADP labor market report February private sector employment PROGNOSE: +148,000 jobs previous: +183,000 jobs

15:45 US: Purchasing Managers' Index/PMI Services (2nd release) February FORECAST: 49.8 1st release: 49.7 previous: 52.9

16:00 US: Industrial New Orders January FORECAST: +1.6% yoy previous: -0.9% yoy

16:00 US: ISM non-manufacturing index February FORECAST: 52.9 points previous: 52.8 points

20:00 US: Fed, Beige Book

✅ Just confirmed: BlackRock uses Bitcoin in model portfolios for the first time

BlackRock is integrating Bitcoin into its model portfolios for the first time. This means that Bitcoin is now officially part of BlackRock's $150 billion investment strategy.

"BlackRock's Model Portfolio is a preconfigured, diversified investment strategy based on specific investment objectives, risk profiles and market analysis. It is managed by BlackRock experts and is designed to help investors take advantage of an optimized asset allocation without having to actively manage it themselves."

💡 The most important points:

📌 1-2% bitcoin in the $48 billion iShares Bitcoin Trust ETF (IBIT) for alternative allocations

📌 Model portfolios are booming - adjustments can trigger billions in capital movements

📌 Despite crypto correction, BlackRock believes in Bitcoin as a long-term investment

📌 IBIT was one of the most successful ETF launches, attracting over $37 billion in 2024

📌 Focus on alternatives is increasing - investors are looking for new diversification opportunities

🔥 Why is this a game changer?

The signal from BlackRock is unmistakable: Bitcoin is no longer a niche asset. It belongs in institutional portfolios, and that opens the door for even more capital flows.

$BTC (-1,15 %)
$BLK
$BLK (+0,75 %)
#crypto
#etfs
#bitcoin

The year 2025 is off to a very good start for many financial stocks ($JPM (-0,66 %)
$SOFI (+2,02 %)
$NU (+0,05 %)
$V (-0,98 %)
$MA (-0,81 %)
$C (+0,03 %)
$GS (+0,38 %) )

but not much is happening at Blackrock so far

since I find the sector very exciting and the stock did well last year, I will take the opportunity and further expand my position

(buy and hold forever if possible)