The year is drawing to a close. That's why I'm looking at my portfolio again today as a kind of year-end wrap-up. On Monday, another €1000 will be invested in the Community Depot. Nothing else is actually planned.

The reorganization in the main portfolio is largely complete and I am not yet 100% satisfied with the position sizes. Some fine-tuning is still required. In the case of dips, I will probably add to one or two positions.

Still under construction are $FMC (+3,73 %)
$SOLB (-0,73 %) and $SHEL (-0,74 %)

$MAIN (+0,27 %)
$O (+1,22 %) dividends will continue to be reinvested.

$DTE (-0,92 %) will also be kept and increased again at some point. $KO (-0,4 %) It's an on-off position for me, I'm actually Team Pepsi, but every time I think the price is right, I buy again.

Everything is going according to plan in the savings plan portfolio. I'm currently putting around €600 per month into it. That's income from my part-time farm. There's enough money in the account in case something breaks down and all the machines are fairly new anyway. A maximum of 10 years old. In other words, they should normally last for the next 20 years. Ok, I still have my old Case 644 from 1968, but it's broken less over the year than the 3-year-old Steyr 😀

Cash reserve for subsequent purchases is about 190k, which is currently at 3.5% interest at the Volksbank.

My company's year-end bonus is probably around 30k, which will go into an ETF in January I'm still thinking about whether Nasdaq, World or dividends.

So and now a few happy holidays to all

My portfolio shows a breakdown into different sectors and areas:

trade Republic: the shares and ETFs

scalable Capital : the gold

This is just the portfolio I want to hold for the next few years with a long-term savings plan. And if necessary, individual purchases where the opportunity arises, I think I am now quite well positioned or what do you think of the portfolio.

Stocks that I would like to hold for the long term

• Technology:
• 
  $MSFT (-1,05 %) Microsoft,
• $AAPL (+1,34 %) Apple,
• $GOOGL (+0,94 %) Alphabet,
• $ASML (-1,59 %) ASML
• $NVDA (+2,01 %) NVIDIA
• $TSLA (-4,58 %) Tesla

• Consumer goods:
• $KO (-0,4 %) Coca-Cola,
• $PG (-1,24 %) Procter & Gamble,
• $MCD (-0,31 %) McDonald's.

• Finance and insurance:
• $JPM (+1,21 %) JPMorgan Chase,
• $ALV (-0,66 %) Allianz,
• $V (-0,14 %) Visa

• Real Estate:
• $O (+1,22 %) Realty Income.

• Armor:
• $LMT (+0,94 %) Lockheed Martin.

• Retail:
• $WMT (-2,1 %) Walmart.

- Luxury:

$MC (-0,25 %) LVHM

- Various areas:

- $8001 (-0,17 %) Itochu

- Health

$JNJ (+0,03 %) Johnson & Johnson

ETF as core overlaps are relatively unimportant to me in this area :)

- FTSE All World :

$VWRL (+0,18 %)

-Global Quality Income:

$FGEQ (+0,06 %)

and then as a supplement

$BTC (+0,03 %) bitcoin

and gold $EWG2 (-0,3 %)

Always great just before Christmas "dividend in kind" from Coca-Cola 🥰

My conclusion after two months on the stock market

Two months ago, on the exact day of my 18th birthday, I enthusiastically started my career as an investor. The first purchase was an $VWRL (+0,18 %) ETF, which I will save in the future. I also bought a few individual shares, a tech ETF and an Asia EM ETF.

For entertainment and out of interest, I bought a few altcoins through my broker. (as I still have a very long investment horizon) I save Bitcoin via Relai.

My entry with the $VWRL ETF was a well-considered decision, as it offers broad diversification and represents a solid basis for my long-term strategy. With the additions of individual stocks, the tech ETF and the Asia EM ETF, I have tried to take advantage of targeted growth opportunities and align my portfolio accordingly. .

The investment in altcoins and the regular Bitcoin purchases via Relai were more of an experiment for me. However, I will continue to invest in Bitcoin as, after doing some research, I am now convinced of its potential as a store of value.

Of course, it has to be said that I entered the market in mid-October shortly before the American elections, which was a good time. This allowed me to participate in the year-end rally and make a good return of 6.2%. However, this was very much influenced by the Destiny Tech 100 fund.

Incidentally, I received my first dividends today ($KO (-0,4 %) & $GOOGL (+0,94 %) ), which made me very happy, even if it was only a tiny amount

For 2025, I have set myself the goal of having 15k invested and continuing to pursue my core-satellite strategy with ETFs, individual shares and Bitcoin.

Best regards

sar_inv

🥤 Coca-Cola - More than just a drink ( $KO (-0,4 %) )

Coca-Cola is not just a brand - it's a global phenomenon. Whether you're in the USA, Europe, Asia or Africa, the red and white logo is omnipresent.

But what makes this share so special that it has been one of the favorites of many investors for decades?

🍾 A look at the brand

Coca-Cola is the global leader in the beverage sector and owns over 200 brands, including:

• Sprite
• Fanta
• Schweppes
• Minute Maid
• Costa Coffee
• Fuze Tea
• Powerade

With a market share of around 50 % for soft drinks in the USA and a strong presence in over 200 countries, Coca-Cola is a real heavyweight in the consumer goods industry.

💰 Why Coca-Cola is a dividend king

Coca-Cola has an impressive dividend history:

• 61 consecutive years of dividend increases.
• A current dividend yield of around 3 %coupled with solid increases.
• The company returns around 75% of its profits to shareholders - a sign of stability.

For many investors, Coca-Cola is a reliable cash flow provider, especially in times of crisis.

📈 Why the share remains attractive despite the growth limit

Coca-Cola may be growing more slowly than young tech companies, but there is still potential:

1)
New markets: The company is investing heavily in emerging markets, where per capita consumption of soft drinks is expected to continue to rise.

2)
Diversification: In addition to sugary drinks, Coca-Cola is also growing in areas such as water, coffee and energy drinks through, for example, its ownership of shares in Monster Beverage ( $MNST (-0,16 %) ) .

3)
Inflation protection: With strong brands, Coca-Cola can often easily pass on price increases to customers.

🧠 Thoughts on risks and the future

Critics criticize the dependence on sugary drinks, especially in times when healthy eating is becoming increasingly important.

But Coca-Cola is showing flexibility and investing more in healthier alternatives and sustainable packaging.

🤔 Why I have Coca-Cola in my portfolio

For me, Coca-Cola is a real classic and also the first stock I had in my portfolio.

The stability, the dividend yield and the global strength of the brand make it a perfect basic position in my portfolio.

It's not the most exciting stock, but definitely one that pays off in the long term.

📣 What do you think?

Coca-Cola: A must-have stock for dividend hunters, or are there more exciting alternatives in the consumer goods sector like PepsiCo ( $PEP (+0,05 %) ) or other stocks?

I'm looking forward to your opinions! 🌐

Hello, my savings plan will be triggered again on the 16th. In addition to my two ETFs. I would like to $KO (-0,4 %) also $MC (-0,25 %) I would like to buy something new in my portfolio. However, I'm currently wondering whether it's worth getting in at $MC (-0,25 %) at the current price. I'm buying the shares for the long term anyway and think they will rise. Plus I'm trying to focus more on dividends next year. Nevertheless, I would be interested in your opinion...

Thanks for your answers and have a nice evening =)

A top opportunity with 10x potential

The share of $CELH has attracted considerable attention in recent years. The company, which specializes in healthy energy drinks and functional beverages, is on the cusp of a new phase of growth. Why could $CELH now be one of the most exciting investment opportunities on the market - and why is a 10x upside potential in the coming years realistic?

---

1. strong growth figures and market position

$CELH has recorded rapid sales growth in recent years. Quarterly sales have regularly increased in the double-digit percentage range, driven by smart sales expansion in North America and internationally. The market for healthy beverages is growing rapidly, and $CELH is excellently positioned with its sugar-free, functional beverages.

Growth drivers:

Expansion in the USA: cooperation with large retail chains such as Walmart, Target and Costco.

International expansion: foray into markets such as Europe, Asia and South America.

Strong brand awareness: Influencer marketing and social media presence are growing the community around the brand.

---

2. market dynamics and future trends

The global demand for healthy alternatives to traditional energy drinks such as Red Bull or Monster is growing steadily. Consumers are increasingly paying attention to ingredients and health aspects. With natural ingredients and functional additives, Celsius offers exactly what the new generation expects.

Market potential:

The global market for functional beverages is estimated to be worth over USD 150 billion by 2030.

$CELH currently only has a small market share - an expansion to 10-20 % is quite realistic with aggressive marketing strategies and new products.

---

3. strong financial base and potential for margin increases

The company has already recorded profitable quarters despite strong growth investments. With an improved production and supply chain and increasing margins through direct sales channels, Celsius could achieve significant profit increases in the coming years.

Forecasts:

Analysts expect annual sales growth of 30-50% over the next five years.

Should $CELH captures even a fraction of the global energy drink market, its market capitalization could easily rise to 10 times its current valuation.

---

4. acquisition as a possible scenario

In view of its impressive growth figures and attractive market position, Celsius Holdings would also be an ideal takeover target for industry giants such as $PEP (+0,05 %) or $KO (-0,4 %) A takeover premium could quickly multiply the share price.

---

Conclusion: Why 10x is realistic

$CELH has all the ingredients for an explosive share price performance: a fast-growing market, a strong brand, a solid financial base and enormous expansion potential. With a consistent implementation of the growth strategy and possible takeover fantasies, a tenfold increase in the current share price in the next 5-7 years is by no means unrealistic.

For long-term investors, now could be the perfect time to invest in $CELH and benefit from this megatrend.

So, after the little gamble on $MSTR (+8,98 %) I added another 5K refreshment to the portfolio $KO (-0,4 %). First a bottle of San Pellegrino ... pardon ... I mean Coca Cola of course ...

Focused on growth: savings plan execution in the dividend growth portfolio

Five savings plans of € 25 each were executed today as part of my dividend growth portfolio.

• $BAC (+1,1 %)
• 
  $CNR (+0,4 %)
• 
  $KO (-0,4 %)
• 
  $MA (-0,34 %)
• 
  $MSFT (-1,05 %)

This selection represents a mix of proven dividend payers and growth companies operating in different sectors. With a clear focus on long-term capital appreciation and dividend growth, each savings plan forms a building block for stable, passive income and sustainable asset growth.

Which savings plans did you execute this month?