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100I am currently restructuring my portfolio and would like to keep the ACWI as the core and have a mix of growth and quality individual stocks with a long investment horizon as satellites. I have currently selected the following stocks:
However, this selection is very tech and USA focused. Do you have any suggestions or alternatives? For example, I have $LIN (-0,75 %) , $SAP (-0,17 %) , $SIE (+1,55 %) and $CAT (+3,33 %) or $DE (+0,53 %) on the watchlist. What do you think?
$DE (+0,53 %) 🔥🚒🚨
301 hp, 12,000-liter tank, three water cannons: the fire department in Wiesmoor is now driving a tractor. A unique conversion of a John Deere 6R 250 from Rebo makes it possible.
Image: Rebo/Justin Herzig
Admittedly: At AUTO BILD, we don't usually report on tractors or fire engines. But this vehicle, which has recently been put to use by the volunteer fire department of the town of Wiesmoor, has made a lasting impression on us.
In the spirit of "fire department meets agriculture", the small East Frisian town now has a vehicle that is both a tractor and a fire engine.
John Deere 6R 250 converted into a fire department tractor
The key data? They are impressive. The basis is a John Deere 6R 250, with a 6.8-liter six-cylinder engine under the hood, which is likely to make the eyes of downsizing-afflicted mobility enthusiasts pop. A maximum output of 301 hp is available (tractor fans know that this is quite a lot for a medium-sized tractor).
The tractor was extensively modified by Rebo, a specialist for special vehicles, for its use by the fire department. The result is an all-rounder for the toughest operations. The vehicle has a modular design so that it can be equipped with various superstructures depending on the situation.
Fire-fighting power station on wheels
Probably the most spectacular module is the large tank firefighting vehicle for vegetation fires: the tank holds 12,000 liters of water, plus 410 liters of foaming agent. The pump can pump an impressive 6000 liters per minute. Three electrically adjustable water cannons can even be used while driving.
Front spray nozzles and a 500-liter reservoir for a thermal self-protection system ensure that the crew can also work behind a protective water curtain in an emergency.
However, fire extinguishing is only one of the special capabilities: The prototype comes with a whole arsenal for disaster situations - with a dozer blade and high-performance pumps, it can handle flood operations. The smaller of the two pumps moves 400,000 liters per hour, while the larger one can handle an impressive three million liters.
A sandbag filling machine is also on board, as is a cable winch with a length of 80 meters and a pulling force of 67 kilonewtons. The front reel can be used to lay 800 meters of hose to bring water even into rough terrain.
Everyday test with the fire department
The super tractor is now undergoing practical testing in Wiesmoor. The volunteer fire department will spend a year testing how the prototype performs in forest fire, flood and disaster scenarios.
The aim is to develop a robust, versatile and economical emergency vehicle that will significantly increase the fire department's effectiveness.
https://www.autobild.de/artikel/john-deere-6r-250-spektakulaerer-feuerwehr-umbau-28274645.html
Hot PPI – Time to Call the Tariffs Off
Markets opened weak today after a shocking producer-price report. The new data showed inflation is picking up, with a 0.9% increase — much stronger than expected, and the largest monthly rise in over three years. Stocks jumped yesterday after solid CPI data, but as I emphasized the other day: someone has to eat the tariffs. And as long as it isn’t the consumer, it’s the corporations. Deere and Caterpillar are two behemoths in the machinery industry, and both are noting a heavy impact from the tariffs. They’re bracing for way more to come. These aren’t good signs. Even worse: the market keeps ignoring them.
Trump can run around as excited as he wants and fire the bearers of bad news. But eventually, he will need to face the fact that his love child – enormous tariffs – causes inflation. Does he really think that companies will keep eating most of the impact? He can’t be that clueless.
For the markets, this news is a double-negative. Not only is inflation picking up, which puts strain on the economy, but if this is the beginning of the materialization of the tariffs, then the Fed has a very good excuse not to lower rates in September. The market is currently pricing in three rate cuts this year. But if inflation keeps ramping up, that’s nothing more than delusional dreaming. In fact, several regional Fed presidents have already voiced concerns about the negative signal rate cuts would send right now — in this dire economic situation.
All of that points to disaster, but it won’t come to that. Stay with me here:
This could age very badly. I predict we will see increased tariff impact over the coming months, leading to a significant drawdown in the stock market. I don’t know what is driving the markets right now — maybe it’s AI or maybe it’s pure hubris. But there is no case in world history where tariffs haven’t taken a toll on the economy. That point is going to come soon. The president will face a difficult decision: chicken out or crash the economy.
And when I say decision, I mean he only has one choice. But before he eventually tucks his tail, markets will tumble. Trading at all-time highs while being in the buildup of an economic crisis is never a good position.
However, I embrace the idea of a market crash: 10%, 20%, 30%? The more, the better. My horizon is long-term, my stocks are already undervalued, and crashes create massive opportunities. Personally, I consider a crash a win-win situation: Trump would have to walk back his nonsense, and investors could load up on great companies.
🔹 EPS: $4.75 (Est. $4.58) 🟢; -24% YoY
🔹 Revenue: $10.6B (Est. $10.35B) 🟢; -9% YoY
🔹 Net Income: $1.29B; -26% YoY
🔹 Sees FY Net Income: $4.75B–$5.25B (Prev. up to $5.50B) 🔴
Production & Precision Ag:
🔹 Sales: $4.27B; DOWN -16% YoY
🔹 Operating Profit: $580M; DOWN -50% YoY
🔹 Margin: 13.6% vs. 22.8% YoY
Small Ag & Turf:
🔹 Sales: $3.03B; DOWN -1% YoY
🔹 Operating Profit: $485M; DOWN -2% YoY
🔹 Margin: 16.0% vs. 16.2% YoY
Construction & Forestry:
🔹 Sales: $3.06B; DOWN -5% YoY
🔹 Operating Profit: $237M; DOWN -47% YoY
🔹 Margin: 7.7% vs. 13.8% YoY
Financial Services:
🔹 Net Income: $205M; UP +34% YoY
CEO Commentary (John May):
🔸 “Proactive inventory management allowed us to align production with retail demand and address high levels of used equipment, creating a healthier market.”
🔸 “Advanced technologies like See & Spray and Harvest Settings Automation are helping customers boost productivity despite industry challenges.”
$SZG (+0,82 %)
$HYQ (-0,07 %)
$ABX (+1,34 %)
$BBAI (+0 %)
$PLUG (+6,77 %)
$GPRO (-0,95 %)
$TEG (+2,89 %)
$1SXP (+1,28 %)
$SE (+2,26 %)
$ETOR (+2,85 %)
$NCH2 (+1,98 %)
$TUI1 (+2,14 %)
$VWS (+0,21 %)
$R3NK (+1,16 %)
$EOAN (-0,95 %)
$CSCO (-0,36 %)
$SLI (+1,26 %)
$HFG (+0,52 %)
$HTG (+2,99 %)
$HLAG (+0,29 %)
$TKA (+1,3 %)
$DOU (-0,74 %)
$RWE (+0,36 %)
$BIRK (+4,42 %)
$9618 (+1,18 %)
$DE (+0,53 %)
$FR (+2,53 %)
$NU (+0,42 %)
Hello, GetQuin community. I have been a silent reader for quite some time now and wanted to share my portfolio with you.
First of all, I am M22 and started investing in the market in 2020 with small amounts. I currently still live at home with my parents. I have a completed apprenticeship, but I decided to catch up on my A-levels to be able to study. I also have a part-time job.
My strategy is a classic core-satelite strategy to build up a small fortune for the future.
The core therefore consists of 4 ETFs which I invest in monthly as follows:
Now I come to my individual shares in the savings plan:
I also hold shares in a few other companies, the reasons for which are described below:
I don't save my cryptocurrencies monthly. I started putting a super small amount into Bitcoin early on. I just leave it to work.
I would now appreciate a little feedback, criticism and food for thought.
Thank you very much
Over the past two weeks, the John Deere (DE) share has performed positively overall. On February 28, 2025, the closing price was EUR 460.90. By March 6, 2025, the share price had risen to EUR 433.75, which corresponds to a wafer-thin increase of around 1.45 %.
This upward movement was supported by positive analyst assessments. Melius Research, for example, raised its price target to USD 750 and pointed to the growth potential offered by investments in precision agriculture🚜 and software solutions. Despite a decline in agricultural income and an expected drop in sales to USD 38 billion in 2025, analysts are forecasting a recovery in the following years.
Overall, the share remains volatile, with short-term fluctuations but a positive long-term outlook.
$1157 (-0,69 %)
$AGCO (+3,32 %)
$DE (+0,53 %)
$MHID (+0,91 %)
An agricultural machinery manufacturer previously unknown in Europe has developed its first 400 hp tractor with hybrid drive. The brand is backed by a huge corporation from Asia. Will Fendt and John Deere have to prepare for competition?
Agricultural machinery groups such as John Deere and AGCO are known in Europe for their strong brands. So far, only a few farmers and contractors are familiar with the Chinese company Zoomlion. But that could change in the next few years.
The state-owned company is not only one of the world's largest machine manufacturers, but has now unveiled its first tractor with 400 hp. The special feature: The large tractor works with a hybrid drive. We explain the details.
Chinese XXL tractor Zoomlion with 400 hp
Some farmers are familiar with the Chinese brand Zoomlion from Agritechca 2015, when the agricultural machinery brand was represented as an exhibitor and showed a standard tractor with 160 hp and a Deutz engine (tractors from China for the European market).
In addition to cranes, excavators and concrete pumps, Zoomlion also builds tractors, balers, combine harvesters for rice and grain and other agricultural machinery in its agricultural division.
Hybrid tractor: few details known so far
According to the company, Zoomlion's first hybrid tractor rolled out of the production plant in Kaifeng in Henan province in eastern China at the beginning of the year. The Zoomlion DV4004 is a standard tractor with 400 hp. So far, however, there is little technical data on the tractor.
Engine and generator: Will the tractor be diesel-electric?
The hybrid tractor is partly directly driven, but also has several motors installed, probably electric motors for auxiliary drives. Even though Zoomlion does not provide any further information about the drive, the tractor presumably works with a diesel engine and a generator. No details are known about the exhaust emission standard achieved.
Large Chinese tractor with large cab
Photos show the tractor with tires from Trelleborg. It is said to achieve a tractive force of the equivalent of 14.5 tons and be able to travel at a speed of 12 km/h "under heavy load". According to Zoomlion, the tractor consumes 23.25 l/ha of diesel, which is 8 percent less than a comparable tractor in this power range. The four-post cab looks very large. There is no information on whether the tractor will also be marketed in Europe in the future.
Tractors and agricultural machinery from China: Who is Zoomlion?
Zoomlion is one of the largest manufacturers of construction machinery and generated a turnover of around 15 billion US dollars last year. Around a third of this total turnover was generated in the agricultural machinery sector. In 2020, the Group acquired the traditional brand Rabe Agrartechnik from Bad Essen (Almost forgotten agricultural machinery manufacturer surprises with new cultivator). Around 26,000 employees work for the Group worldwide.
Hello Getquins,
As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.
As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.
$ROST (-1,91 %) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.
My investment $PEP (-0,51 %) I hardly see here except for sweets like Lay Chips but $KO (-1,66 %) is the leading beverage here.
I have $TSLA (+5,25 %) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.
They build like mad here, whether streets $CAT (+3,33 %)
$DE (+0,53 %) or entire residential areas with several hundred houses.
The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.
Almost 90% of people here have $AAPL (+0,28 %) iphone, $F (+2,25 %) pickups or $GM (+2,09 %) a few European ones can also be seen here $VOW (+1,11 %)
$BMW (+0,96 %)
The bar culture, restaurants and dinners are very popular.
Of course there is a huge $WMT (-2,04 %) and next to it the $CVS (-1,49 %)
Best regards and hope you had Easter or soon Whitsun vacation.
So long
Smudo
+ 6
Hi
I am looking for additions to $CAT (+3,33 %) except $DE (+0,53 %) .
What would be your addition and why?
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