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169Hello 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 (-0,08 %)
📌 5x $TTE (+0,03 %)
📌 3x $ALV (+0,56 %)
📌 3x $JPM (-0,07 %)
📌 1x $ASML (+1,52 %)
📌 1x $AVGO (+2,53 %)
📌 10x $VHYL (-0,52 %)
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 (-0,07 %)
Goldman Sachs: $GS (-0,11 %)
Robinhood: $HOOD (+0,36 %)
American Express: $AXP (+0,04 %)
3M: $MMM (+1,02 %)
Morgan Stanley: $MS (-0,17 %)
Intuitive Surgical: $ISRG (+0,64 %)
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 (-0,13 %) , $WFC (-0,07 %) , $BAC (+0,17 %) , $DBK (+0,44 %) , $SOFI (+0,46 %) , $BLK (+0,17 %) , $MS (-0,17 %) , $HSBA (-0,49 %) ,
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 (+0,46 %) 🚀, $WFC (-0,07 %) , $JPM (-0,07 %) , $MS (-0,17 %) , $C (-0,13 %) , $BLK (+0,17 %)
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 (+0,46 %) 🚀, $WFC (-0,07 %) , $JPM (-0,07 %) , $MS (-0,17 %) , $C (-0,13 %) , $BLK (+0,17 %)
🔹 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.”
Happy New Year everyone! We are starting the new year with adjustments to the Sina ETF. (The performance here below somehow no longer corresponds to the actual performance, but so be it...) After this post you'll have peace and quiet from my ETF again :D
I sold some stocks and invested the dividends I received last year. That left me with 19 euros in cash, so it's still a 40-share ETF ;)
If this were my only portfolio, I would probably have held more cash and not reinvested directly, as the entry point doesn't always seem optimal. But I also proceeded without regard to entry points.
For the question of how high the profits or losses were, please refer to the portfolio.
Out are:
$STLAM (-0,17 %) (loss)
$AFX (-0,06 %) (loss)
$MC (+1,5 %) (loss)
$OR (+0,05 %) (loss)
$7203 (+0,26 %) (loss)
$D05 (-1,19 %) (Profit)
$RHM (+0,81 %) (Profit)
$ENR (+7,07 %) (Profit; also dropped from my "real" portfolio)
Partial sale:
$WMT (+0,04 %) at 50%
Increased by:
$ASML (+1,52 %) Since the position was down over 20%, but I am convinced in the long term
New additions:
BREAKING NEWS: $SOFI (+0,46 %) - The Biden administration has withdrawn its plan to forgive student loan debt for some 38 million Americans.
This should finally put it off the table.
To put it in perspective, although the Supreme Court had already ruled it unconstitutional, borrowers were once again to be exempt from paying interest on regular payments, receive US$10,000 debt forgiveness and not have to repay the loan at all below certain income limits. This new plan/attempt has now been dropped, resulting in $SOFI (+0,46 %) has led to a lack of income during Corona.
Who $SOFI (+0,46 %) do not yet know, please take a look:
🎅🎄🌲🚀
$JPM (-0,07 %) , $MS (-0,17 %) , $BAC (+0,17 %) , $C (-0,13 %) , $WFC (-0,07 %)
Market Insights for 2025: Key Themes and Opportunities
This morning, as part of my daily routine, I tuned into Bloomberg and engaged with insightful discussions featuring experts from JPMorgan and Goldman Sachs on the outlook for commodities and broader markets in 2025.
A key point of contention was the oil market: both firms anticipate a potential decline in oil prices this year due to oversupply concerns and weakening demand from China. Conversely, they forecast a strong rally in gold, driven by elevated U.S. stock valuations and broader market dynamics.
The luxury sector was also a focal point, with analysts closely watching for critical signals from China, which will likely influence its performance. Additionally, there was significant emphasis on the upcoming earnings reports from the Magnificent 7 and the semiconductor/AI sector. These will serve as a crucial test for the profitability and sustainability of this high-growth space heading into next year.
Towards the end of the discussion, attention shifted to the European markets, which remain attractively undervalued compared to their American counterparts.
This presents a timely opportunity to diversify portfolios, consider exposure to commodities, and strategically increase allocations in high-quality European equities.
$TSLA (+0,41 %)
$NVDA (+4,48 %)
$MSFT (+0,74 %)
$AAPL (-0,41 %)
$JPM (-0,07 %)
$GS (-0,11 %)
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