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168The year 2025 is off to a very good start for many financial stocks ($JPM (-0,57 %)
$SOFI (-4,68 %)
$NU (-11,11 %)
$V (-0,16 %)
$MA (-0,3 %)
$C (-1,37 %)
$GS (-2,21 %) )
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)
Hello everyone,
Here is my January Rewind for 2025.
My time-weighted return was 5.75%, which was a good bit better than the S&P 500, but also a good bit worse than the DAX. I would never have expected this at the beginning of the month, and it was surprising that the DAX took off like this.
According to Getquin, I was therefore better than 51% of users.
I received 5 dividends.
From Renasant $RNST (-1,4 %)
From Mondelez $MDLZ (+4,45 %)
From Pepsico $PEP (+3,26 %)
From Agree Realty $ADC (+2,4 %)
And from JPMorgan $JPM (-0,57 %)
I myself am absolutely satisfied with my performance, with 5.75% a more than successful start to the year. Especially when you consider that the average return on a global ETF is around 8 or 9% a year.
How did your January go?
$BTC (+0,76 %)
$SOFI (-4,68 %)
#bitcoin
Banks can now offer secure storage solutions for cryptocurrencies, serving institutional clients, private investors and businesses who want to store their digital assets in a trusted location.
Banks are now able to offer crypto solutions 🚀
Reminder: $SOFI (-4,68 %) was essentially forced to divest its crypto business in order to obtain its banking license.
$SOFI (-4,68 %)
$JPM (-0,57 %)
$MS (-1,6 %)
$WFC (-1,02 %)
$HOOD (-7,16 %)
$COIN (-7,3 %)
$ETH (+1,77 %)
$C (-1,37 %)
$DBK (+0,12 %)
$BAC (-0,56 %)
Hello everyone 🤘🏻👨🏻💻,
for fun I let ChatGPT play as my investment advisor and asked how he could invest 3.500 € in shares in shares. His answer:
📌 4x $CVX (-0,58 %)
📌 5x $TTE (-1,26 %)
📌 3x $ALV (-0,14 %)
📌 3x $JPM (-0,57 %)
📌 1x $ASML (-0,72 %)
📌 1x $AVGO (-3,16 %)
📌 10x $VHYL (-0,58 %)
Doesn't sound so wrong to me 👀.
How would you currently invest €3,500? 👆🏻🤓
The following shares, among others, reached a 52-week high during the course of Friday:
JPMorgan: $JPM (-0,57 %)
Goldman Sachs: $GS (-2,21 %)
Robinhood: $HOOD (-7,16 %)
American Express: $AXP (-2,31 %)
3M: $MMM (-2,37 %)
Morgan Stanley: $MS (-1,6 %)
Intuitive Surgical: $ISRG (-1,15 %)
Congratulations to all shareholders who benefit from the new high!
January 20-24, 2025, Davos, Switzerland
The World Economic Forum (WEF) is an international organization founded by Klaus Schwab in Switzerland in 1971. It promotes cooperation between business, politics, science & civil society. The Annual Meeting takes place in Davos. The motto for this year:
"Cooperation in the age of intelligence"
The World Economic Forum 2025 is dedicated to a wide range of topics, including geopolitical tensions, economic growth and the transition to clean energy. At the same time, tech, AI, quantum computing & biotech also play an important role.
As always, there will be posts on all relevant topics from @HennRes & @Michael-official will be published. Under the #wef2025 you will be able to view all posts in chronological order.
Main topics:
Participants from politics & business.
Over 350 government representatives, including 60 heads of state & government, 1600 people from the private sector, including 900 CEOs and over 170 people from NGOs, trade unions, academia and indigenous peoples are also present.
The key figures from politics are:
Executives from the private sector (who are expected/ not offical)
Technology sector
Financial sector
Banking sector
Industry sector
... and many more from the Tech, Banking, AI, Biotech, Pharma, Industrial, etc. sectors.
"The US economy has proven to be robust. Unemployment remains relatively low and consumer spending remained strong through the vacation season. Businesses are more optimistic about the economy and are encouraged by expectations of a more growth-oriented agenda and improved cooperation between government and business."
"However, two significant risks remain. Current and future spending needs are likely to be inflationary and therefore inflation could persist for some time. In addition, geopolitical conditions remain the most dangerous and complicated since the Second World War. As always, we hope for the best, but are preparing the company for a variety of scenarios."
$C (-1,37 %) , $WFC (-1,02 %) , $BAC (-0,56 %) , $DBK (+0,12 %) , $SOFI (-4,68 %) , $BLK (-1,16 %) , $MS (-1,6 %) , $HSBA (+1,02 %) ,
Very strong result
Q4 Segment Performance:
Consumer & Community Banking (CCB):
Commercial & Investment Bank (CIB):
Asset & Wealth Management (AWM):
Operational Metrics:
Capital Distribution:
Financial Overview:
Comment from CEO Jamie Dimon:
Strategic focus and outlook:
$SOFI (-4,68 %) 🚀, $WFC (-1,02 %) , $JPM (-0,57 %) , $MS (-1,6 %) , $C (-1,37 %) , $BLK (-1,16 %)
Very strong result
Q4 Segment Performance:
Consumer & Community Banking (CCB):
Commercial & Investment Bank (CIB):
Asset & Wealth Management (AWM):
Operational Metrics:
Capital Distribution:
Financial Overview:
Comment from CEO Jamie Dimon:
Strategic focus and outlook:
$SOFI (-4,68 %) 🚀, $WFC (-1,02 %) , $JPM (-0,57 %) , $MS (-1,6 %) , $C (-1,37 %) , $BLK (-1,16 %)
🔹 Revenue: $43.74B (Est. $41.71B) 🟢; UP +10% YoY
🔹 EPS: $4.81 (Est. $4.11) 🟢; UP +58% YoY
🔹 Net Interest Income: $23.5B (Est. $23.07B) 🟢; DOWN -3% YoY
🔹 Investment Banking Rev. $2.60B (Est $2.56B) 🟢
🔹 FICC Sales & Trading Rev $5.01B (Est $4.37B) 🟢
🔹 Net Income: $14.0B (Est. $11.47B) 🟢; UP +50% YoY
Q4 Segment Performance:
Consumer & Community Banking (CCB):
🔹 Revenue: $18.4B (Est. $17.65B) 🟢; UP +1% YoY
🔹 Debit & Credit Card Sales Volume: UP +8% YoY
🔹 Active Mobile Customers: UP +7% YoY
Commercial & Investment Bank (CIB):
🔹 Revenue: $17.6B (Est. $15.86B) 🟢; UP +18% YoY
🔹 Investment Banking Fees: UP +49% YoY
🔹 Markets Revenue: $7.0B; UP +21% YoY
🔹 Fixed Income: UP +20% YoY
🔹 Equity Markets: UP +22% YoY
Asset & Wealth Management (AWM):
🔹 Revenue: $5.78B (Est. $5.54B) 🟢; UP +13% YoY
🔹 AUM: $4.0T; UP +18% YoY
Operational Metrics:
🔹 ROE: 17%; ROTCE: 21%
🔹 Average Loans: $1.3T; UP +2% YoY (Est $1.35T)
🔹 Average Deposits: UP +2% YoY
Capital Distribution:
🔹 Common Dividend: $1.25/share, totaling $3.5B
🔹 Share Repurchases: $4.0B
Financial Overview:
🔸 Record full-year net income: $58.5B ($19.75/share)
🔸 FY24 ROTCE: 21%
🔸 CET1 Capital Ratio: 15.7%
CEO Jamie Dimon's Commentary:
🔸 "We ended the year strong with record net income, driven by solid performance across all lines of business, including record Payments revenue and robust client asset inflows in AWM."
🔸 "The U.S. economy remains resilient, with strong consumer spending and low unemployment, but we remain cautious given geopolitical risks and inflationary pressures."
Strategic Focus & Outlook:
🔸 Continued investment in technology, client growth, and balance sheet management.
🔸 Focus on regulatory compliance while maintaining a “fortress balance sheet.”
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