Today $HIMS (+1,96 %) surprisingly lost almost 1/3 of its value. The question is, did it really come as such a surprise? Apparently it did for some investors, although with hype stocks it is only a matter of time before the collapse comes. $HIMS (+1,96 %) joins a list with $NKE (+0,92 %)
$PLUG (+5,38 %) , $DRO (-8,06 %) , $NOVO B (+1,22 %) , $PYPL (+2,2 %) and what they are all called. It's admirable and fascinating that investors still grab the falling knife with both hands and continue to burn money. But that's how the cycle of the game works, to win money others have to lose money 🤑

One or the other would probably like to have all the wisdom I have spread on the subject summarized in one post. But since you can only insert 1 trade in each post, I will probably have to leave out the trades. We'll see if it's enough for a best of, as some people would like. Otherwise, those interested will just have to copy it and save it for future reference 😉🌞

Part 1

First of all, I would like to deal with what I consider to be the simplest and least risky form of derivatives, as they are relatively easy to trade and track without much effort.

In general, almost all forms of derivatives are available as calls (for rising prices) and puts (for falling prices).

So let's start today with the discount calls. I currently have 2 of them in my portfolio. More on this later.

Discount calls always relate to a specific underlying (here I am concentrating on shares).

There are always 2 fixed values. A lower limit (strike price) and a maximum limit (cap), so to speak.

Discount calls are suitable for those who expect a value to move sideways or, in the case of the call, only a moderate increase until the end of the term.

As there are many fans of $NOVO B (+1,22 %) my first example is for this share.

The call below, which I bought today😉 , has a strike price of DKK 400 and a cap of DKK 450.

The term is until 19.12.25. That is also the crucial day. The value of the bill will be decided on this day. Anything that happens before then is of no interest. The maximum repayment would be DKK 50, i.e. around €0.67. This would be the case if $NOVO B (+1,22 %) would be at least DKK 450 on the record date. That would be around 80% of the current purchase price of the certificate of €0.37.

This means that since the share is currently at exactly this level, you would make a profit of 80%, even if the share is no higher in December than it is now. This is paid for by the fact that even if the share doubles, you won't get any more

On the other hand, a total loss can occur if the share is below DKK 400 on December 19.

If it is between DKK 400 and DKK 450 on that day, you will receive the exact difference between the basis and the actual price. The breakeven for this position is therefore around DKK 430 at today's call price. The share should at least be at this level on 19.12. In my opinion, this is a very realistic opportunity. Of course, you can also sell the derivative in the meantime. The more the share rises above the cap, the closer the price of the call comes to the maximum amount.

I always trade discount calls when I'm not sure which way the share will go. I always have the premise that I expect a return of at least 10% per month, which is the case with a 7-month term.

It can also be much riskier. You can see this in the 2nd attached trade that I made yesterday.

This is a discount call on $PYPL (+2,2 %) . This also has a term until 17.12. The base price here is 85$ and the cap is 90$. The maximum repayment here is 5$, i.e. around 4.25€. Calculated on the purchase price, this means a maximum possible return of 270%. To achieve this, however, the share price must rise by 25% by December. This would correspond to a leverage of 11 for other derivatives. However, without an interim KO.

Even if interim price losses do not mean the end, you should also work with SL here. However, I would not deposit these with the broker, as the risk of being stopped out if the issuer plays around is relatively high.

I always have a stop of 20% in my head, but I keep it flexible and look at how the share price has fallen.

So enough for now with part 1, I hope I was able to give you some information. You are welcome to ask questions, or those who notice something that is still important to mention are welcome to add to it.

I am not a finfluencer and anything but omniscient.

Derivatives Trading Part 2

I'm going to focus on one of my favorite but generally not very widespread types of derivatives, namely inline OS. There is no long or short here, as they are suitable for sideways phases.

With inline OSs such as the one shown here, there is a range within which the underlying must move over the entire term. If the upper or lower limit is breached, the bond expires worthless. However, if it remains within the range for the entire term, the bill is always redeemed at € 10 at the end. The bill below is based on the €/SFR rate (0.92/0.97) and runs until June 5, i.e. 2 weeks. I bought it at €1.90 when it was quite close to the lower limit. I mostly trade currency pairs or oil with these bills. Stocks also work, but I would only take large stocks. I currently have one on $BNTX and $RHM since last week. Smaller, more market-oriented stocks can easily be pushed over the barrier by the issuer if they are close to one of the limits. That's why I stay away from them.

So the topic is relatively easy to deal with. Nevertheless, I hope it has been informative for you. If you have any questions about this very interesting product, please feel free to ask.

Derivatives Trading Part 3

Today I would like to focus on what is probably the most widespread and longest existing derivative. This is the classic warrant.

For me, this is the most demanding product, especially in terms of selection, because there are the most parameters to consider.

I will explain the various parameters using an OS that I currently have active in my portfolio.

Basically, I first have to decide whether to buy a call (rising prices) or a put (falling prices).

Then I have to decide which strike price to choose. This depends on how I expect the price of the underlying to develop. And, of course, the term of the bond.

I usually choose bills that are further out of the money (the strike price is higher than the current price)

In the attached case of the bill on broadcom, the strike price is $325, i.e. over 40% above Friday's price of $225. So the bill is quite far out of the money, but this means that it has a high leverage of currently almost 30. Nevertheless, the position is up over 109%. However, the leverage is not as meaningful with OS as with KO warrants, which is due to the fact that the shorter the term, the more the premium is reduced, so that 1% price increase does not automatically amount to 30% in the warrant.

As a rule of thumb, the shorter the remaining term, the closer the strike price should be to the current price. The risk with OS is not a knock-out, but rather an expiry date on which the bill only has the intrinsic value, i.e. the difference between the share price and the strike price, adjusted for the subscription ratio. If the share price is below the strike price at maturity, the bill would be arithmetically worthless.

The subscription ratio is also important for OS. This means how many OS I need to buy/sell 1 share. In most cases, this is 10:1 or 100:1.

The bill I am trading has a subscription ratio of 10:1 and a remaining term until December. My intention when trading OS is always medium-term, i.e. 3-6 months. I never hold the bills until expiry and almost always take bills that are well out of the money and with at least 6 months to maturity. As soon as my price target is reached, I sell the OS. Another important point in the pricing of OS by the issuer is the so-called implied volatility. This refers to the fluctuation range of the share that the issuer assumes at that moment. This means that the higher the volatility of the share, the higher the premium and thus the value of the OS, without the share having to move. The same applies the other way round, of course.

Personally, I find OS a good addition and would rate them as the least offensive in the derivatives area in terms of risk, behind the discount certificates already discussed in Part 1, as I can also take certificates that are already in the money to limit risk, i.e. the current share price is above the strike price of the OS. If this is the case, the certificate already has an intrinsic value, which is not the case with my certificate below. Of course, this reduces the opportunity and risk.

Part 4

In the last part of my little series, I will be looking at the very popular Turbo bills, also known as KO bills.

First of all, I would like to say that there are currently none in my portfolio, so I have added the last trade with this class.

I can use this to illustrate my approach very well.

First of all, this class also offers the opportunity to trade on rising or falling prices. The risk and the chances of profit are very high in this product, as they can lead to total loss as well as to 2-3 digit % profits within hours / days. The key figures are very easy to understand, as there is a KO price and a subscription ratio. In the case of the bill below, a short on a falling price, the KO was $350, when I bought it the share was at $325. At the time of purchase, I assumed that the share price would fall. But if it had gone the other way, the bill would have expired worthless at 350$.

I only used KO certificates for short-term trades of a few hours to a few days. The advantage of KO warrants in contrast to normal warrants is primarily that they have an unlimited term and no to minimal premium. This means that there is no time value for these warrants, but they always have an intrinsic value, namely the difference between the current price and the KO. However, the issuer recoups the costs by adjusting the KO price on a weekly basis over time. This is not much, and is not significant if you only hold this product for a short time.

The next thing to note is that the closer the current price is to the KO, the greater the risk and reward.

Now we come to the strategy that I use with KO. First of all, it is important for me that the share has a high volatility (fluctuation). This is the best way to achieve high profits in a short period of time.

Let me explain this using the practical example of $UNH , which I traded twice recently. This share, which is actually one of the blue chips in the American healthcare sector, had already experienced an unprecedented decline when I started trading it. It had fallen from over 600$ to around 325$ within a few months. When it stood at $312 on the Wednesday before last, I took a look at the share and considered a long strategy. Either the 300$ mark would hold until the end of the week, in which case I would have gone long on Monday, or if it didn't hold, it would fall to 250$, was my assumption. When the rumors about the fraud allegations came out the next day, it fell to $250. That was the ideal entry point for me. I chose a long Ko schei with a KO of $244, very close to the current price, with an SL at around $247. The stock turned around in the next 2 days and almost went back up to $325. I held this ticket up to $315 and then sold it after 2 days with a profit of 310%. At that time, however, I already had my trade below in view. I assumed that the rebound of the stock would continue until the beginning of the last sell-off at 325$. After the stock failed on the first attempt exactly at this level, I entered short with the trade below. As I wasn't quite so sure this time whether it wouldn't go above the mark in the short term, I chose a further distance to the KO at 350$. But it went in the right direction for me again and I was able to realize a 50% profit after only 20 hours. My exit scenario was again the 300$. If the share had slipped below this level again on a sustained basis, I would have kept the ticket. Since it didn't, I stuck to my scenario and sold, even though I would have made about 15% more profit in the meantime.

I am not describing this approach in such detail because of the exceptionally high profits, but because it shows the most important rule for me, which I always follow when trading derivatives. If you want to trade successfully, you need a strategy, i.e. fixed entry and exit scenarios and, even more importantly, the discipline and consistency to stick to it, regardless of what others say at the time. Thoughts like it could go up again or I could make a lot more profit usually lead to a worse result. I also set myself fixed limits right from the start as to how much loss I'm prepared to suffer and I stick to them. It is usually between 20/25%. If a trade goes against me right from the start, which also happens, I sell the ticket at a loss. If I am 20% in profit, I raise the stop price to the purchase price. However, everyone has to decide for themselves when to secure profits. Normally, I never use more than 2% of my portfolio value per trade for KO trades.

I would like to emphasize this once again. These products are absolutely unsuitable for beginners and if you want to gain your first experience with derivatives, do not take KO certificates, but start with discounters or warrants that are well in the money. Be satisfied with a 2 or 3 times leverage and not 8 or 12 times like I often do. By the way, leverage means that if the share rises by 1%, for example, the warrant rises by 2.3% or, in my case, by 8 or 12%. The other way around, of course, is also true.

And now let's take another brief look at how derivatives can contribute to diversification with a relatively small portfolio volume.

and how do I illustrate this with a small portfolio volume?

The word "portfolio" is important! I don't want to start a discussion here about whether real estate, ships, vintage cars and Pokemon cards belong in this category.

I have had a few thoughts on the subject, which are admittedly based on evaluations of my own portfolio.

Many people who follow my posts here probably think I'm a gambler, although the pure short-term derivative trades are clearly in the minority. I consider my portfolio to be fairly well diversified and I base this on a very simple point.

There is almost never a day when all stocks are green or all stocks are red. Why does that speak for diversification? Well, how many days have there been where all MSCI World stocks, commodities such as gold, oil, Bitcoin, all sector indices etc. have risen? I haven't counted them, but there probably weren't many. This means to me that portfolios where all stocks are often green or red cannot be sufficiently diversified.

Is that a logical approach?

And now a few more thoughts on why I trade relatively heavily in derivatives. Of course, the main point is that I can't otherwise achieve my goal of turning €3,000 into €100,000 in a maximum of 10 years without making large deposits.

At the beginning, a good 2 years ago with €3,000, I didn't have the capital to invest broadly and diversified in shares. Now that my portfolio value has increased to €15,000 over the past two years, it looks better, but you still can't make big leaps with it. So I use the vehicle of derivatives to invest broadly, especially in growth stocks, so that I can still invest in these companies.

I use either long-dated OS with a remaining term of more than 12 months or turbo certificates that run indefinitely. In contrast to short-term trades, I then use lower leverage, as the focus is not necessarily on quick profits, but on medium to long-term participation in the company's growth and the associated price increases.

I also take advantage of the opportunity to change the OS when it approaches maturity. On the one hand, this gives me a potentially higher return than with the old certificate with the short remaining term and I can continue to participate in the positive performance of the share.

For example, if a share costs €500 and I would only buy 10 shares because I like the company and am convinced in the long term, this would tie up a third of my portfolio. With a subscription ratio of 10:1, I would get an appropriate OS for around €8. So if you leave out the premium and leverage, I get the same opportunity for €800 as I would for €5,000.

Of course, this only works for growth stocks and not if I am looking for dividends.

I would also like to show you a practical example.

For example, if I want to play the quantum technology theme in the long term, I think $IBM is a very interesting opportunity. For me, the medium to long term is an absolute top investment. That's why I bought an OS back in April, but it only had 8 months to run, so I'll be switching soon.

The share was at around €200 at the time. The OS was at €0.85. So I only paid slightly more for this investment with my original purchase of 300 shares than if I had bought 1 share.

However, as the profit is not the main point of this article, but rather how I can invest in more expensive quality companies in a broadly diversified manner even with a smaller portfolio volume, I will leave it out now. If you are interested, you can work it out for yourself.

So I hope I haven't bored you too much with my thoughts and strategies on the subject of diversification. By the way, there is of course one more tip. Despite all the caution in selecting these longer-term investments, derivatives are of course always riskier than a direct investment in shares. You should of course bear this in mind.

And now I wish you a nice hot start to the weekend.

I am including the last trade here as it is the most recent.

Dear Community,

Over the last few years, I have gradually built up a portfolio that now has a volume of over 400K. My first steps as a "shareholder" were certainly like many others. Without pursuing a strategy myself, I bought one thing and then another - until my portfolio had over 100 stocks and was completely confusing.

Around 4 years ago, I then decided to set up a distribution-oriented portfolio portfolio. I know there are many pros and cons. However, I'm the type of investor who is motivated by dividends enormously motivated by dividends. My goal is also to eventually have a portfolio that pays me 4K net per month a month. I'm currently already at 1.7K per month - which motivates me a lot.

Now my question, which I would like your opinion onDespite my reallocation to exclusively high-dividend stocks at the time, I still have around 10 stocks in my portfolio that I assumed would have a strong growth story. Stocks like $PYPL (+2,2 %) ,$ROKU (+3,74 %) ,$GSHD (+1,37 %) or $VRNS (+1,83 %) . There are currently around 15K bundled in these shares. If I were to sell them today, I would realize around 1.5K in losses. On the other hand, it annoys me to have this capital tied up and not be able to invest in my dividend strategy. I keep wondering if I should just hit the "sell button" and then invest the capital in my dividend stocks. On the other hand, I keep thinking that these could still be strong stocks.

What would you do? Sell and consistently follow my main strategy (i.e. dividend strategy), or just let this "side portfolio" run its course? I look forward to your contributions!

Here we Go!

First of all, I would like to deal with what I consider to be the simplest and least risky form of derivatives, as they are relatively easy to trade and track without much effort.

In general, almost all forms of derivatives are available as calls (for rising prices) and puts (for falling prices).

So let's start today with the discount calls. I currently have 2 of them in my portfolio. More on this later.

Discount calls always relate to a specific underlying (here I am concentrating on shares).

There are always 2 fixed values. A lower limit (strike price) and a maximum limit (cap), so to speak.

Discount calls are suitable for those who expect a value to move sideways or, in the case of the call, only a moderate increase until the end of the term.

As there are many fans of $NOVO B (+1,22 %) my first example is for this share.

The call below, which I bought today😉 , has a strike price of DKK 400 and a cap of DKK 450.

The term is until 19.12.25. That is also the crucial day. The value of the bill will be decided on this day. Anything that happens before then is of no interest. The maximum repayment would be DKK 50, i.e. around €0.67. This would be the case if $NOVO B (+1,22 %) would be at least DKK 450 on the record date. That would be around 80% of the current purchase price of the certificate of €0.37.

This means that since the share is currently at exactly this level, you would make a profit of 80%, even if the share is no higher in December than it is now. This is paid for by the fact that even if the share doubles, you won't get any more

On the other hand, a total loss can occur if the share is below DKK 400 on December 19.

If it is between DKK 400 and DKK 450 on that day, you will receive the exact difference between the basis and the actual price. The breakeven for this position is therefore around DKK 430 at today's call price. The share should at least be at this level on 19.12. In my opinion, this is a very realistic opportunity. Of course, you can also sell the derivative in the meantime. The more the share rises above the cap, the closer the price of the call comes to the maximum amount.

I always trade discount calls when I'm not sure which way the share will go. I always have the premise that I expect a return of at least 10% per month, which is the case with a 7-month term.

It can also be much riskier. You can see this in the 2nd attached trade that I made yesterday.

This is a discount call on $PYPL (+2,2 %) . This also has a term until 17.12. The base price here is 85$ and the cap is 90$. The maximum repayment here is 5$, i.e. around 4.25€. Calculated on the purchase price, this means a maximum possible return of 270%. To achieve this, however, the share price must rise by 25% by December. This would correspond to a leverage of 11 for other derivatives. However, without an interim KO.

Even if interim price losses do not mean the end, you should also work with SL here. However, I would not deposit these with the broker, as the risk of being stopped out if the issuer plays around is relatively high.

I always have a stop of 20% in my head, but I keep it flexible and look at how the share price has fallen.

So enough for now with part 1, I hope I was able to give you some information. You are welcome to ask questions, or those who notice something that is still important to mention are welcome to add to it.

I'm not a finfluencer and anything but omniscient 😉😂

I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:

5,000 € - Jumia $JMIA (+5,38 %)

Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.

7,500 € - AMD $AMD (+6,39 %)

AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.

2.500 € - PayPal $PYPL (+2,2 %)

Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.

5,000 € - Airbus $AIR (+2,14 %)

Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.

Conclusion:

I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.

What do you think - would you weight differently or do you have a position in one of these stocks yourself?

As part of my ETF DIY project, I analyzed $PYPL (+2,2 %) analyzed them using my self-developed valuation system:

Moat: 3/5 - Large user base, network effects, competitive pressure from e.g. Apple Pay/Google Pay

Growth: 3/5 - Solid sales growth, weakness compared to the overall market, medium level

Risk: 3/5 - Competitive pressure, macroeconomic risks (recession), cash flow vs. debt

Dividend quality: 0/1 - No dividend

Belief: 0/1 - Possibility for innovation, but I don't believe in it

Total: 9 out of 17 points

Savings plan is suspended - position is held.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=b_e6F3gAQgE

The US Federal Reserve leaves key interest rates unchanged + Online company Amazon invests in logistics + Alphabet slumps - Apple tests AI search in its browser + Paypal further expands its market leadership in German e-commerce + Disney benefits from theme parks and streaming

The US Federal Reserve leaves key interest rates unchanged

• but points to increased risks of both higher inflation and rising unemployment.
• According to the FOMC, the economy continues to expand at a solid pace, with the decline in production in the first quarter attributable to record imports.
• It reports that the economy is growing at a solid pace.
• The Fed reports that employment is stable and the labor market remains solid.
• It sees increased risks of higher unemployment and inflation.
• This assessment could have an impact on future monetary policy.
• The latest interest rate decision was taken unanimously.
• It was noted that uncertainty about the economic outlook has increased further.
• Investors should pay attention to possible effects on future monetary policy decisions.
• The US Federal Reserve is holding the key interest rate at 4.25 to 4.50 %, which is in line with forecasts.

The online company Amazon $AMZN (+1,85 %)invests in logistics

• so that it can deliver to its customers even more frequently on the day they order.
• This was announced by Rocco Bräuniger, Vice President responsible for Amazon's German-speaking regions, among other things.
• "We are working on further expanding same-day delivery and extending order acceptance times," said Bräuninger at Amazon's innovation presentation "Delivering the Future".
• The intention is for customers to be able to order later in the day and still receive their items on the same day.
• Amazon then plans to introduce same-day delivery at 20 new locations in Europe over the next twelve months, including Augsburg, Metz and Bergamo, for groceries and cosmetics, but also for many other everyday items.
• (Handelsblatt)

Alphabet $GOOGL (+1,09 %)slump - Apple $AAPL (-0,57 %)tests AI search in its browser

• Alphabet's A-share price fell sharply in response to the news that Apple is testing an artificial intelligence (AI)-based search function in its internet browser.
• The shares of Google's parent company were recently trading 5.8 percent lower at USD 153.71.
• Apple's shares also fell sharply in response to the news, losing 2.1 percent to 194.32 dollars.
• The slide of the two heavyweights also caused the technology-heavy Nasdaq 100 index to slide into negative territory on Wednesday, having previously posted a moderate gain.
• Apple is "actively" looking into transforming the Safari web browser on its devices into an AI-powered search engine, said Eddy Cue, senior vice president of services at the technology company.
• He made this statement during his testimony in the US Department of Justice trial against Alphabet.
• At the center of the dispute is the agreement between Apple and Google, worth an estimated 20 billion dollars per year, which makes Google the default offering for search queries in Apple's integrated browser.

Paypal $PYPL (+2,2 %)further expands its market leadership in German e-commerce

• This was announced by the EHI Institute on Wednesday on the occasion of its Payment Congress in Bonn.
• According to the report, the proportion of online purchases paid for via PayPal rose by 0.8 percentage points to 28.5% compared to 2023.
• Paypal has a strong market position in Germany, particularly thanks to its cooperation with the online auction house Ebay $EBAY (-3,68 %)a strong market position.
• Unlike in other European markets, the local banks and savings banks did not succeed in launching their own payment system for paying for online purchases at an early stage.
• "Paypal's market share would be significantly higher if market leader Amazon offered this payment method," states payment expert Horst Rüter from EHI.
• (Börsen-Zeitung)

Disney $DIS (+0,45 %)profits from theme parks and streaming

• Thanks to its theme park and streaming business, entertainment giant Disney is defying the uncertainty following Donald Trump's tariff crackdown.
• While many US companies are withdrawing their forecasts for this year, Disney exceeded analysts' expectations with its outlook.
• The share price rose by more than five percent at times in pre-market US trading.
• Contrary to the company's own expectations, the number of subscriptions to the Disney+ streaming service grew by 1.4 million to 126 million within three months.
• The business, which has long been loss-making in recent years, generated an operating profit of 336 million dollars.
• In theme parks and cruises, the operating result rose by nine percent year-on-year to just under 2.5 billion dollars.
• Disney remains optimistic for the rest of the financial year, emphasized CEO Bob Iger.
• Disney now expects adjusted earnings per share to increase by 16 percent to 5.75 dollars for the year to the end of September.
• Analysts had expected an average forecast of 5.44 dollars.
• In the last quarter, Disney sales rose by seven percent year-on-year to 23.6 billion dollars.
• The bottom line was a profit of just under 3.28 billion dollars after a loss of 20 million dollars a year earlier.

Thursday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Vonovia EUR 0.90
• Mercedes-Benz Group EUR 5.30
• GRENKE 0.40 EUR
• Wacker Chemie EUR 2.50
• Hannover Rueck EUR 7.20
• Rational 13.50 EUR
• Schoeller-Bleckmann Oilfield EUR 1.75
• Renault EUR 2.20
• FUCHS EUR 1.11
• H & M SEK 3.40

• Quarterly figures / company dates USA / Asia
• 06:45 Toyota quarterly figures
• 08:30 Nintendo annual results
• 13:00 Conocophillips quarterly figures
• 14:00 UPS AGM
• 14:30 Ford AGM
• 17:00 Kraft Heinz AGM
• 22:00 Expedia | News Corp | Pinterest | Lyft | Quarterly figures
• 23:30 Alcoa AGM

• Quarterly figures / Company dates Europe
• 06:45 Zurich Insurance | Basler quarterly figures
• 07:00 Anheuser-Busch | Aurubis | Hella | Knorr-Bremse quarterly figures
• 07:00 Heidelberg Materials Trading Update 1Q
• 07:00 Lanxess | Siemens Energy | Ströer | Hamborner Reit | SMA Solar
• 07:00 Wacker Neuson quarterly figures
• 07:30 Gea | Henkel | Infineon | Rheinmetall | Elringklinger | Fielmann
• 07:30 GFT Technologies | SGL Carbon | SAF-Holland quarterly figures
• 07:50 Suss Microtec quarterly figures
• 08:00 Puma | Deutsche Beteiligungs | A.P. Moeller-Maersk Quarterly Figures | Infineon PK
• 09:00 Hella | Henkel Analyst Conference | Ströer Analyst and Press Conference
• 09:30 Deutz AGM | Infineon Analysts' Conference
• 10:00 Sto SE quarterly figures | Allianz | EnBW | MTU Aero Engines | Qiagen
• 10:00 KSB | Uniper AGM | Lanxess | Qiagen PK
• 10:30 Talanx AGM | Siemens Energy Analyst Conference | Henkel PK
• 11:00 Jost Werke AGM | Hamborner Reit Analyst and Press Conference
• 13:00 Zurich Insurance | Lanxess Analyst Conference
• 14:00 Baywa quarterly figures | Basler | Heidelberg Materials | Gea
• 14:00 Rheinmetall Analyst Conference
• 15:00 Elringklinger Earnings Call | Puma | Qiagen Analyst Conference
• 17:00 DocMorris AGM
• 18:00 Enel | Leonardo Quarterly figures

• Economic data

08:00 DE: Trade balance March trade balance calendar and seasonally adjusted FORECAST: n.a. previous: +17.7 bn Euro Exports FORECAST: +1.0% yoy previous: +1.8% yoy Imports FORECAST: +0.5% yoy previous: +0.7% yoy

08:00 DE: Production in the manufacturing sector March seasonally adjusted PROGNOSE: +0.8% yoy previous: -1.3% yoy

09:30 SE: Sveriges Riksbank, outcome of the Monetary Policy Council meeting FORECAST: 2.25% previously: 2.25%

10:00 NO: Norges Bank, outcome of the Monetary Policy Council meeting FORECAST: 4.50% previously: 4.50%

13:00 UK: BoE, outcome and minutes of the Monetary Policy Council meeting Bank Rate PROGNOSE: 4.25% previously: 4.50%

14:30 US: Initial jobless claims (week) Forecast: 230,000 Previous: 241,000

14:30 US: Productivity ex Agriculture (1st release) 1Q annualized PROGNOSE: -0.7% yoy 4th quarter: +1.5% yoy Unit labor costs PROGNOSE: +5.1% yoy 4th quarter: +2.2% yoy

16:00 US: Wholesale inventories 3/25 (final)

I have the following "problem", I use GQ, PP, Finanzfluss Copilot, various depots, Onvista, Finanzen.net etc..

But unfortunately I can't display my "watchlist" anywhere and I would like to have the whole thing always updated with me and a push when I reach my limit would be important.

In addition to the company, I would like to display the date of my entry, the buy price target, sell price target, shares held: shares bought & sold and now it's time for a text, preferably with a chart.

This is what I could display in Excel, but it's not perfect either:

Paypal $PYPL (+2,2 %) 03.05.2025 - Position: yes, 40 shares. Buy price limit 22 shares 52 €, sell price limit (50 %) 85 € and 102 € (50 %).

My comment: A further setback of Paypal is possible and should be used.

Blah blah blah

It mostly fails because of your own text.

But also the topic of updated prices, push, etc. cannot be a tool in my opinion.

Or am I missing a tool?

For your information: I have a price alert at Aktien.Guide. An Excel with my texts and targets. I have linked these with Notion so that I can access and share them on the go.

Best regards,

Angelo from Finanzen Anders

Trump signs decree to mitigate tariffs for carmakers + DHL slightly increases operating profit + Mercedes-Benz posts another profit slump at the start of the year + Hims & Hers enters into partnership with Novo Nordisk + Spotify disappoints with outlook for the second quarter + PayPal disappoints with revenue

Trump signs decree to mitigate tariffs for carmakers

• US President Donald Trump has signed a decree to mitigate tariffs for car manufacturers.
• An order signed by Trump on Tuesday stipulates that car manufacturers will not be subject to multiple "overlapping" tariffs.
• Companies that pay tariffs of 25 percent on foreign-built cars should not also have to pay a 25 percent tariff on steel or aluminum, according to a representative of the Department of Commerce.

DHL $DHL (-2,34 %)increases operating profit slightly

• DHL performed surprisingly well in the first quarter with moderate revenue and profit growth.
• However, Group CEO Tobias Meyer referred on Wednesday to the economic environment, which was characterized by general restraint as well as US customs and trade policy.
• The management confirmed its forecast for the year, although possible effects from changes in US customs and trade policy are not included in the targets.
• Revenue rose by 2.8 percent to a good 20.8 billion euros in the first quarter, DHL announced in Bonn on Wednesday.
• Of this, almost 1.4 billion euros remained before interest and taxes (EBIT), which is 4.5 percent more than a year ago.
• The free cash inflow increased by more than 17 percent to 732 million euros, which was also higher than estimated on the market.
• The same applies to the profit attributable to shareholders, which rose by a good 6 percent to 786 million euros.
• Annual targets confirmed without customs consequences

Mercedes-Benz $MBG (+1,67 %)another profit slump at the beginning of the year

• The car manufacturer Mercedes-Benz continued to struggle at the beginning of the year due to weak business in China.
• In the first quarter, the DAX-listed company's profits plummeted by almost 43 percent to 1.73 billion euros, as the Stuttgart-based company announced on Wednesday.
• Turnover fell by a good 7 percent to 33.2 billion euros because, as already known, sales had shrunk worldwide. In day-to-day business, i.e. before interest and taxes, the result slipped by almost 41 percent to 2.29 billion euros due to the difficult situation.
• In the important passenger car division, the adjusted operating profit margin, which is highly regarded by investors, shrank by 1.7 percentage points to 7.3 percent.
• This was a smaller decline than analysts had feared.

Hims & Hers $HIMS (+1,96 %)enters into partnership with Novo Nordisk $NOVO B (+1,22 %)enters into

• Danish drugmaker Novo Nordisk has partnered with Hims & Hers Health HIMS to sell its popular weight-loss drug through a bundled offering on the telemedicine company's platform, the two companies announced on Tuesday.
• Customers will get access to offerings of all dosage strengths of Wegovy and a membership starting at $599 per month, Hims said.
• The offer will be available on the Hims & Hers platform starting this week, it added.
• The companies are working on a longer-term roadmap of bundled offerings that will have a unique consumer rating and pricing that we hope to unveil in the coming quarters, Hims CEO Andrew Dudum said.
• Earlier this month, Hims announced that it plans to sell Eli Lilly LLY's Zepbound through its platform.
• While Novo's Wegovy and Lilly's competing drug, Zepbound, were in short supply, several telehealth companies were allowed to sell cheaper copies of the treatments.
• The brand-name drugs have since been removed from the U.S. Food and Drug Administration's shortage list, which could limit mass production.
• Dudum added that the company will continue to offer personalized compound versions of semaglutide on its platform.
• Semaglutide is the active ingredient in Novo's Wegovy.

Spotify $SPOT (+2,72 %)disappoints with second quarter outlook

• After a strong start to the year, music streamer Spotify is expecting less momentum in the second quarter.
• In the short term, some disruptive noise is to be expected, said company boss Daniel Ek on Tuesday, according to a statement on the presentation of quarterly figures.
• The number of monthly active users, an important indicator for advertisers, for example, is likely to grow less strongly in the current quarter than recently.
• The forecast disappointed analysts' expectations.
• Spotify shares came under pressure in pre-market trading and lost six percent.
• However, Ek remains confident in the long term.
• Spotify's freemium model gives customers a lot of flexibility in uncertain times.
• Users can choose between a free, ad-financed offering or paid premium services.
• In the first quarter, the number of premium subscribers rose surprisingly sharply by twelve percent to 268 million.
• Monthly active users increased by ten percent to 678 million.
• Spotify expects a further increase to 689 million in the second quarter - although analysts had more on the cards here.
• Sales rose by 15 percent to 4.2 billion euros at the start of the year.
• Thanks to lower expenditure on personnel and marketing, the operating result soared from 168 million euros in the same quarter of the previous year to 509 million euros.
• Here too, however, experts had expected more from the music streamer in advance.

PayPal $PYPL (+2,2 %)disappointed in sales but EPS up

• Earned more in the first quarter of 2025.
• Earnings rose from USD 0.830 per share to USD 1.29 per share, meaning that the company performed better than the market had expected.
• Analysts had previously estimated EPS of USD 1.16 per share.
• On the sales side, things went better than a year ago: revenues rose from 7.699 billion US dollars to 7.791 billion US dollars.
• However, this disappointed analysts' expectations, which had previously stood at 7.85 billion US dollars.

Wednesday: Stock market dates, economic data, quarterly figures

Stock exchange trading in Sweden shortened

• ex-dividend of individual stocks
• Hochtief EUR 5.23
• Morgan Stanley 0.93 US

• Quarterly figures / company dates USA / Asia
• 02:00 Samsung Electronics quarterly figures
• 12:30 Caterpillar | GE Healthcare Quarterly figures
• 22:00 Meta | Qualcomm | Align Technology quarterly figures
• 22:05 Microsoft | Ebay | Allstate quarterly figures

• Quarterly figures / Company dates Europe
• 06:45 Societe Genera | Equinor | UBS | Banco Santander quarterly figures
• 07:00 OMV | DHL | Fuchs | Kion | Mercedes-Benz | Nemetschek
• 07:00 Wacker Chemie | Arcelormittal | AMS-Osram | DSM-Firmenich
• 07:00 Siltronic | Credit Agricole quarterly figures
• 07:30 Erste Group Bank | Aixtron | Compugroup Medical | Volkswagen | Adyen
• 07:30 Baader Bank | Befesa | Deutz | Drägerwerk | Fielmann quarterly figures
• 08:00 LPKF Laser | Repsol | Air France-KLM | Barclays | GSK quarterly figures
• 08:00 Stellantis 1Q revenue and sales figures | Mercedes-Benz analyst conference
• 08:30 DHL PK
• 09:00 Iberdrola | Aston Martin quarterly figures
• 09:15 Mercedes-Benz PK
• 10:00 Sto SE Annual Results | Gea Group | Knorr-Bremse | Munich Re | RWE AGM
• 10:00 Fuchs PK | DHL Group Analyst Conference
• 11:00 Atoss Software AGM
• 11:30 OMV Analyst Conference
• 12:00 Fuchs Analyst Conference
• 15:00 Kion Analyst Conference
• 17:45 Airbus quarterly figures + PK

• Economic data

03:30 CN: Purchasing Managers' Index/PMI manufacturing (CFLP/National Bureau of Statistics) April FORECAST: 49.8 previous: 50.5 | Purchasing Managers' Index/PMI non-manufacturing (CFLP/National Bureau of Statistics) April FORECAST: n.a. previous: 50.8

03:45 CN: Purchasing Managers' Index/PMI manufacturing Caixin/S&P FORECAST: n/a previously: 51.2

07:30 FR: GDP (1st release) 1Q | Private Consumption March

08:00 DE: Retail Sales March seasonally adjusted real FORECAST: -0.2% yoy previous: +0.3% yoy | Employment March | Import/Export Prices March Import Prices FORECAST: -0.8% yoy/+2.4% yoy previous: +0.3% yoy/+3.6% yoy

08:45 FR: Consumer prices (preliminary) April PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.8% yoy HICP PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.9% yoy

09:55 DE: Labor market data April seasonally adjusted unemployment rate FORECAST: +20,000 yoy previous: +26,000 yoy Unemployment rate seasonally adjusted FORECAST: 6.3% previous: 6.3%

10:00 DE: GDP (1st release) 1Q calendar and seasonally adjusted yoy FORECAST: +0.2% yoy Q4: -0.2% yoy Q4 calendar-adjusted yoy FORECAST: -0.2% yoy Q4: -0.2% yoy

10:00 IT: GDP (1st release) 1Q FORECAST: +0.2% yoy qoq/+0.4% yoy 4th quarter: +0.1% yoy qoq/+0.6% yoy

11:00 EU: GDP (1st release) 1Q Eurozone FORECAST: +0.2% yoy/+1.0% yoy 4th quarter: +0.2% yoy/+1.2% yoy

11:00 IT: Consumer prices (preliminary) April FORECAST: n/a /+2.0% yoy previous: +0.3% yoy/+1.9% yoy

14:00 DE: Consumer prices (preliminary) April PROGNOSE: +0.3% yoy/+2.0% yoy previous: +0.3% yoy/+2.2% yoy HICP PROGNOSE: +0.5% yoy/+2.1% yoy previous: +0.4% yoy/+2.3% yoy

14:15 US: ADP Labor Market Report April Private Sector Employment PROGNOSIS: +120,000 jobs previously: +155,000 jobs

14:30 US: Labor Cost Index 1Q PROGNOSE: +0.9% yoy 4th quarter: +0.9% yoy

14:30 US: GDP (1st release) 1Q annualized PROGNOSE: +0.4% yoy Q4: +2.4% yoy GDP deflator PROGNOSE: +3.0% yoy Q4: +2.3% yoy

15:45 US: Chicago Purchasing Managers Index April FORECAST: 45.5 previous: 47.6

16:00 US: Personal Spending and Income March Spending / Income FORECAST: +0.5% yoy/+0.4% yoy previous: +0.4% yoy/+0.8% yoy