Before the moment is over again, I would like to take a moment to celebrate my first small milestone: after almost a year of active trading, I have reached €10,000.

Most of the time I was still a student - with small savings rates, a lot of curiosity and learning by doing (and many mistakes). I've now been working as an engineer for a month and can invest properly for the first time. I'm excited to see where the journey will take me.

I am pursuing a long-term growth strategy, but I also like the charm of dividends as a motivator. With half of the bonuses, I will probably buy individual shares or burn a penny or two by gambling.

I know things aren't going perfectly, but I'm prepared to learn from mistakes and constantly question my strategy.

One small fly in the ointment: my Mercedes shares are currently still blocked.

I look forward to your feedback, experiences and tips - on the subject of crypto, I'm still torn as to whether I've missed the party.

Savings plans: 690€

200€ - $IWDA (+0,18 %)

60€ - $EIMI (+0,52 %)

40€ each - $JEGP (-0,86 %)
$MAIN (-1,1 %)

25€ each - $NOVO B (-1,16 %)
$HTGC (-0,66 %)
$GOOGL (+3,76 %)
$WMT (+1,32 %)
$CRWD (-1,04 %)
$AMZN (-0,24 %)
$MELI (+1,98 %)
$META (+0,49 %)
$NET (+1,63 %)
$ALV (-0,17 %)
$WM (-0,45 %)
$ASML (+0,66 %)
$SAP (-1,29 %)
$PLTR (+1,79 %)

First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅

As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈

since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹

At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆

In my portfolio introduction post, I mentioned that I would like to $DHR (-4,29 %) against $SYK (-0,23 %) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (-3,32 %) I also parted with

I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂

I tried as best I could to increase "every" position in the portfolio a bit🧐

First of all, I'll mention the positions that were further expanded

$VWCE (+0,26 %) + ~10k

$GRAB (+4,62 %) + ~1k to (3.38)

$BLK (+0,23 %) + ~ 1.3k (678)

$ASML (+0,66 %) + ~2.7k (555,45)

$GOOGL (+3,76 %) + ~ 1.5k (124,66)

$MPWR (+2 %) + ~ 1.6k (409,21)

$SOFI (-1,95 %) + ~ 0.7k (7,78)

$LIN (-0,94 %) + ~ 1.1k (388,20)

$QCOM (+1,2 %) + ~ 1.5k (113,62)

$CRWD (-1,04 %) + ~ 0.9k (289,75)

$MSCI (+0,6 %) + ~1.3k (451)

$V (-0,48 %) + ~ 1.4K (274)

$AMZN (-0,24 %) + ~ 1.4K (159,74/159,34)

$MSFT (+1,16 %) + ~ 1.7k (335/337,75)

$MC (-2,34 %) + ~ 1.9k (482,31)

$NOVO B (-1,16 %) + ~ 2.5k (51,68)

$ABBV (-5,4 %) +~ 1.5k (152)

$NVDA (+5,32 %) +~ 2k (85,04)

$UNH (-1,3 %) +~ 1.7k (336,30)

$PEP (-1,35 %) +~ 1.1k (114,97)

$MRK (-4,36 %) +~ 1k (67,70)

------------------

now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇

$SYK (-0,23 %) ~ 2.1k (305,72)

$META (+0,49 %) ~ 1.4k (467,30)

$AVGO (+0,05 %) ~ 1.1k (156,76)

$ISRG (-0,24 %) ~ 1.6k (398,30)

$SPGI (-0,59 %) ~ 1.2k (403,22)

$ANET (+1,25 %) ~ 1.8k (70,50/58,65)

$UNP (+0,13 %) ~ 0.9k (187,56)

$CAT (-0,71 %) ~ 1.5k (246,50)

(I hope I have not forgotten anything)

I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬

Now I'm curious to see what you've bought, my dear investors?

Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣

thanks again for reading 🥸

in that sense

have a nice weekend ✌️

The image of a trader is often characterized by countless monitors, charts and ticking price information. Hours spent drinking coffee, rapid decisions, lots of stressful trades - this is exactly how many people imagine trading.

But the reality is completely different! 😎

For a long time now, I've wanted to write an article about trading and give interested community members a deeper insight. You often hear the infamous killer argument: "Don't do it, 80% lose money." But trading is much more than just a game of chance!

For me, "trading" has developed into an exciting hobby over the years, through which I can with little time investmentbut a serious approacha nice additional income can generate 💰💰💰💰

If you're interested in this topic, let me know! I'll be publishing more posts on the subject in the near future - especially for anyone who wants to learn more about trading.

As my time allows, I might take a closer look at the following questions in posts:

• Trading vs. buy & hold - Which strategy suits whom?
• Requirements for trading - What should you bring with you?
• Time required - How much time is really necessary?
• Trade frequency - How many trades do I make as a part-time hobby trader?
• Capital - How much do I invest in my trades?
• Profit vs. loss trades - My balance sheet for 2025 YTD
• Income - What can you earn as a part-time trader?
• Trading setup - Saving the most exciting for last - Which indicators do I use?

And, of course, I am also happy to answer specific questions.

What there will most certainly NOT be here:

• ❌Dubious Telegram channels or invitations to YT, Insta or other social media channels
• ❌Trading signals or unrealistic promises of profit
• ❌"Hot" tips - you won't find them among my friends or relatives, nor here!

I'm happy to share my personal experiences, but without any hocus-pocus or get-rich-quick promises. It's about honest exchange for everyone who is interested in trading!

Part 1 can be found here https://getqu.in/0Z6uNM/

$NOVO B (-1,16 %)

https://getqu.in/1On8c7/

https://getqu.in/uDPZI1/

$UBER (-0,86 %)

https://getqu.in/3E9eGr/

$RDC (-0,2 %)

https://getqu.in/A7DjXN/

$KTN (-1,77 %)

https://getqu.in/9gcnMd/

https://getqu.in/HdajJf/

$ADYEN (-2,43 %)

https://getqu.in/s32Hc0/

$GOOG (+3,6 %)
$TSLA (+4,57 %)
$META (+0,49 %)
$AMZN (-0,24 %)
$NVDA (+5,32 %)

#trading

$MSFT (+1,16 %) $359 -23% from the last all-time high

$NVDA (+5,32 %) $94 -37%

$AMZN (-0,24 %) $167 -31%

$GOOGL (+3,76 %) $131 -34%

$META (+0,49 %) $432 -39%

$TSLA (+4,57 %) $209 -55%

$AAPL (+0,12 %) $162 -35%

Did you have the courage to strike?

2025 - It remains a wild rollercoaster ride. On April 2, Donald Trump sends everything that is not gold on a downward spiral.

And just a few weeks later, investors in the US / in US dollars at least might ask themselves: Tariffs, was there anything at all?

The US indices S&P 500, Dow Jones and NASDAQ have returned to their pre-Liberation Day levels of early April and have recovered all their losses.

Unfortunately, things look somewhat worse for us euro investors due to the strong depreciation of the dollar. An S&P 500 ETF in euros is still around 6% below its level at the beginning of April.

Monthly view:

Nevertheless, there was also a real race to catch up in my portfolio in April. While my portfolio had lost ~10% in March, at the beginning of April there were again price losses of almost -11% on the board. In total, this amounted to ~€70,000 in price losses.

After that, things picked up significantly and April closed with only -3,4%.

This corresponds to price losses of over 11.000€.

The MSCI World (benchmark) was -5.1% and the S&P500 -1.1% (in dollars, for euro investors it was more like -6%).

Winners & losers:

A look at the winners and losers shows a much more balanced picture in April than in March:

On the winner side the top 5 are my two cybersecurity investments with Crowdstrike $CRWD (-1,04 %) in 1st place and Palo Alto Networks $PANW (-0,61 %) in 4th place. 2nd place goes to Bitcoin $BTC (-0,11 %)
, which finally lives up to its status as "digital gold" this month.

The top 5 is completed by MercadoLibre $MELI (+1,98 %) in 3rd place and Bechtle $BC8 (+1,32 %) in 5th place.

Now a look at the losers' side:

1st and 2nd place go to Starbucks $SBUX (+0,11 %) and NVIDIA $NVDA (+5,32 %) with losses of €1,300 each. In 3rd place follows Meta
$META (+0,49 %) with losses of €1,200, despite the strong quarterly figures at the end of April. Places 4 and 5 then go to two healthcare stocks with Amgen $AMGN (-3,27 %) and Thermo Fisher $TMO (-4,25 %)

The performance-neutral movements in April were € 650 - these are still lower at the moment due to the issue of house building.

current year:

In the YTD my portfolio is still clearly in the red with -12,4%. The MSCI World is still slightly better at -10.6%.

In total, my portfolio currently stands at ~252.000€. This corresponds to an absolute decline of ~€33,000 in the current year 2025. -37.000€ of this comes from exchange rate losses, slightly offset by ~1.200€ from dividends / interest and ~2.600€ from additional investments.

Dividend:

• Dividends in April were +38% above the previous year at ~221€
• LVMH is in the lead with a (gross) dividend of over €40
• In the current year, dividends after 4 months are +20% over the first 4 months of 2025 at ~955€
• I have reached another milestone with regard to the rolling 12-month view. For the first time, I have received over €3,000 in gross dividends for the last 12 months.
• However, the significant fall in the US dollar is also making itself felt in the dividends. My dividend forecast for this year is now only +5-10% instead of 15-20%

Buying & selling:

• I bought in March for 875€
• 570€ shares
• 205€ ETFs
• 100€ crypto
• Sales there were none in April

YouTube:

My portfolio update for April is now also available on YouTube (as usual). There I also discuss the impact of the US dollar in more detail.

Link: https://youtu.be/EeEZ4JveSec

Target 2025

I haven't really set myself any goals for 2025 due to the issue of building a house. A fixed savings rate is difficult to implement due to the issue (unforeseen costs and the like).

A dividend target will also be very difficult due to the high volatility of the US dollar.

That's why I'm focusing on other topics this year, especially building a house and possibly one or two YouTube successes.

How are things looking for you? Have you also felt the effects of the weak US dollar? Or are you now buying properly and taking advantage of the "strong euro"?

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

$WEBG (+0,15 %)
$VWCE (+0,26 %) A small harbinger of how the World ETF will start tomorrow. Due to the high weighting of $MSFT (+1,16 %) 🟢$NVDA (+5,32 %) 🟢$META (+0,49 %) 🟢$AMZN (-0,24 %) 🟢and Co, it should start in green tomorrow 😁

Among the losers of the day today with over -10% is the share of $LLY (-3,6 %) 🔴

Which of these shares do you have in your portfolio?

Probably $META (+0,49 %) right? But $UEC (+0,37 %) probably not yet ;)

Best wishes and have a nice, sunny holiday,

Angelo from Finanzen Anders

Remark:

The majority of the GQ community is really great.

Unfortunately, there are a few "mimimis", "sheriffs", "bored", "envious", etc. who complain that I include a service link to my respective YouTube video.

It just so happens that my main channel is YouTube. I'm not going to write huge treatises and post them here when I can do the whole thing in short videos.

If that bothers you, feel free to block my GQ account.

To everyone else... have fun with the video and I look forward to your feedback. Thank you.

https://www.youtube.com/watch?v=r48NMMhALGo