when my screen looks all wonky, it means a split happened… except I don’t see anything in the news!? These are the 6 holdings I’ve narrowed it down to… which one has had a recent split!?
help!!!
Postes
631When I‘m screening markets for my investable universe I look for high-quality compounders with:
In detail I’m screening for:
Here are my current holdings:
📊 Stock markets: DAX soaring 🚀
The DAX #dax started today with a strong tailwind! 🎉
Reason for the good mood? 😎 US President Donald Trump has postponed the threatened 50% tariffs on EU exports by one month. This has brought relief to the markets.
🇺🇸 USA: Stock markets are robust 💪
Optimism also prevails on Wall Street:
The markets do not appear to be impressed by the latest tariff threats. 📈
📈 Economy: light and shade 🌤️
The German economy is showing mixed signals:
The export sector, in particular pharmaceutical products and automotive parts to the USA, should be highlighted as a positive factor. 🚗💊
🏢 Companies: German companies on the upswing 🌟
According to PwC, German companies have made gains in the global ranking:
A strong signal for the competitiveness of German companies! 💪
🔧 Industry: Hannover Messe with a focus on AI 🤖
Hannover Messe 2025 took place from March 31 to April 4 and set new standards:
An exciting look at the future of industry! 🌐
⚠️ Data protection: Last chance to object 🛡️
Meta $META (-0,31 %) (Facebook, Instagram) plans to use user data for AI training - without explicit consent. 😬
If you want to protect your data, you should take action today!
🎯 Conclusion: A day full of dynamism and opportunities 🌈
Today is a day that shows how closely politics, business and technology are interlinked. It remains exciting to see how developments will continue in the coming weeks.
Today I‘m sharing with you my main portfolio. This doesn’t include any ETF investments and crypto currencies / gold etc. since I want to focus my presence on getquin on stock-picking.
Read my 3-part portfolio strategy posts to get the full picture - here are just the main pillars of what I‘m doing:
I like to divide my holdings into „core holdings“ (forever stocks) and „trend picks“ (2030 stocks) as follows:
Core Holdings (“Forever Stocks”):
Growth Picks (“2030 Stocks”):
I use the 7 Powers framework from the book “7 Powers: The Foundations of Business Strategy” by Hamilton Helmer. It’s a killer framework for understanding why some businesses create lasting value and compound returns over time.
Each “Power” is a sustainable strategic advantage that lets a company generate outsized returns for a long time. I ask the 7 questions for each stock I am considering to buy.
1. Counter-Positioning
2. Scale Economies
3. Switching Costs
4. Network Effects
5. Branding
6. Cornered Resource
7. Process Power
If I had to chose one, Network effects would be the most important one for me.
Here are my current holdings:
Hello everyone,
Since many of you have shown your depots recently, I thought I'd follow suit and present mine too.
Briefly about myself:
I have just completed my training as a bank clerk and now work in an auditing firm.
I am also unable to insure certain risks such as incapacity for work or similar due to pre-existing conditions (nothing serious).
I have also just moved into a great apartment with my boyfriend.
Investment goal:
I am building up the portfolio with savings plans as well as individual purchases. The ultimate goal is for all positions to be self-financing with €25.00 per month. With the dividends that accrue by chance, I would like to cover part of my monthly fixed costs. This is quite possible as I have an extra account for my custody account (free of charge at my house bank).
The following items are still missing: $META (-0,31 %)
$JNJ (+0,04 %)
$MA (+1,07 %)
$MSFT (+0,8 %)
$NVDA (+3,08 %)
$PEP (+1,26 %)
For 2025, I would like to get as close as possible to the €100.00 mark.
It's a bold target, and many might object because of the savings plan / individual purchase combination, but this is the best way for me. The role model for this is @Simpson.
I would also like to replicate the portfolio step by step at Trade Republic for vacations etc.
In my current circumstances I have enough reserves to be able to focus on dividends.
As of yesterday, I beat the MSCI World with 0.71%, which I think is pretty good.
Do you have any ideas for changes to the positions? And please don't liquidate all positions and then into the $VWRL.
The $VWRL (+0,61 %) only came later that some positions overlap, but this is not a problem for me because of the dividend idea.
Have a nice weekend!
We (around 40 people from SW development) trundled into a bar after work last week and wanted to round off the evening in a relaxed atmosphere. Instead of 2 beers, there were of course significantly more and the topic of our operational business was over relatively quickly, in the end of course (once again) we only talked about AI and the discussion hype/sustainability and how each individual can benefit from it (many do without any company insurance, prefer to receive an annual bonus and invest it in the stock market).
In the end (8 beers later) there was relative agreement that it is
a) it is a megatrend with a tailwind (comparable to the internet or smartphones back then)
b) AI will change every industry (and in my opinion very quickly)
c) targeted investments will lead to significant increases in value in 5-10 years.
What has left us all with questions is the impact on the labor market. Entire industries will look completely different in the future; instead of people, there will be robotics and perhaps a handful of people monitoring everything. Where will that lead? Tax systems need to be rethought (loss of jobs = loss of wage tax and social security contributions), the education system needs to be revolutionized and so on. Where are we heading? AI user tax? Digital value-added taxation?
Very exciting with our political leaders and little hope :D
Of course, this is all minimally frightening, but it also offers us all incredible opportunities.
To return to the core issue: I think we all have an opportunity here to build massive wealth. My portfolio is extremely tech-heavy, so I'm still betting on the big players ($NVDA (+3,08 %) , $TSM (+2,17 %) , $ASML (+0,64 %) - entire value chain for chip development), $GOOGL (-1,07 %) , $META (-0,31 %) . $AMZN (-0,2 %) and also a few riskier ones like $PLTR (+1,33 %) , $SMCP, $NOW (+0,23 %) etc.).
Quantum computing would of course be the next big highlight, but that's another story.
What do you think about it? How will AI shape our generations, what social impact will it have and where are you investing?
LG Max
Here are my current holdings:
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 (+0,81 %)
60€ - $EIMI (+0,76 %)
40€ each - $JEGP (+0,02 %)
$MAIN (+1,2 %)
25€ each - $NOVO B (-1,83 %)
$HTGC (+1,15 %)
$GOOGL (-1,07 %)
$WMT (+0,81 %)
$CRWD (-4,24 %)
$AMZN (-0,2 %)
$MELI (+1,07 %)
$META (-0,31 %)
$NET (+1,34 %)
$ALV (-0,03 %)
$WM (-0,12 %)
$ASML (+0,64 %)
$SAP (+1,37 %)
$PLTR (+1,33 %)
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