S&P Global

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:

Long-term buy and hold (average holding time 5+ years at least)
Focus on high-ROIC compounders riding secular trends (top-tier capital efficiency)
High margins, strong FCF growth, large moats (7 powers strategy)
Holding not more than 20 stocks at a time while mainly focusing on US and EU based companies

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”):

20Positions

37,12 %

2 Commentaires

risk_taker_1816@risk_taker_1816

1Sem.

Amazon 2,5k% Plus damn what’s you’re buy in on that one

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wealth.builder101

@wealth_builder101

1Sem.·

My portfolio strategy (part 3)

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

What it is: A new entrant adopts a superior business model that incumbents can’t copy without damaging their own biz.
Example: Netflix vs. Blockbuster. Blockbuster couldn’t move to streaming without killing its DVD revenue.
Why it matters: Creates asymmetric pressure; the old guard is paralyzed.

2. Scale Economies

What it is: Unit costs drop as volume increases.
Example: Amazon, Costco. Bigger = cheaper = stronger moat.
Why it matters: Hard to compete if you can’t match their cost base.

3. Switching Costs

What it is: Customers stick around because switching is painful.
Example: Adobe Creative Cloud, Microsoft Office, Salesforce.
Why it matters: High retention = stable cash flows = compounding machine.

4. Network Effects

What it is: The product gets better as more people use it.
Example: Meta, Visa, LinkedIn.
Why it matters: Leads to dominance, creates a feedback loop of growth.

5. Branding

What it is: Emotional or symbolic value, not just functional.
Example: L’Oréal, Hermès, Apple.
Why it matters: Lets companies charge premium prices and keeps customers loyal even if alternatives exist.

6. Cornered Resource

What it is: Exclusive access to a critical asset — talent, IP, data, supply.
Example: ASML (EUV tech), Novo Nordisk (Ozempic IP), Ferrari (brand + heritage + team).
Why it matters: If no one else can get it, you win.

7. Process Power

What it is: Unique internal processes that drive efficiency, innovation, or quality — and are hard to copy.
Example: Toyota (lean manufacturing), Amazon (logistics, culture of innovation).
Why it matters: Long-lasting edge baked into the org’s DNA.

If I had to chose one, Network effects would be the most important one for me.

Here are my current holdings:

1Sem.·

If I had to chose 3 stocks for the rest of my life

I would probably pick the following 3, if I really had to buy now and hold for 5+ decades.

1. L’Oréal $OR (+0,66 %)

Why it’s high conviction:

Decades of consistent, organic growth
Massive tailwinds from skincare, anti-aging, and premiumization — especially in emerging markets
Exceptionally high ROIC and brand power
Very resilient and non-cyclical — even in downturns, people keep spending on self-care
A textbook example of a long-term compounder in the consumer space

2. S&P Global $SPGI (+0,11 %)

Why it’s high conviction:

Near-monopoly in credit ratings, indexes, and financial analytics
Asset-light, very high margins and ROIC
Direct beneficiary of long-term financial trends like ETFs and increasing regulation
Highly predictable revenue streams, capital-efficient growth
A “picks-and-shovels” play on global capital markets

3. Microsoft $MSFT (+0,8 %)

Why it’s high conviction:

Dominates key structural trends like Cloud, AI, and enterprise software
Huge share of recurring revenue, hard to disrupt
Consistently high margins and free cash flow
Strong moat across multiple segments — productivity, infrastructure, dev tools
Grows like a tech stock, defends like a consumer staple

3 Commentaires

Leo@AngelaMerkel

1Sem.

Are you AI?

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batic420

@batic420

3Sem.·

Review - my journey so far

Greetings dear community,

after about 6 months of investing I thought I would share my experiences here with newer investors like myself and to get opinions and experiences from the old hands.

My journey with investing started last year in December, I also registered on GetQuin relatively quickly as I had seen an advertisement for it. Like any complete beginner, instead of reading up, I just bought what I saw in a buddy's portfolio:

As you can see in my current overview, these shares are still in my portfolio - the background here is the "bear market" we have been experiencing since the beginning of the year. I didn't want to sell the shares at a loss and thought that the small positions I had invested in were no big deal.

However, the aim here is definitely to sort out thoroughly.

Thanks to the community here, I was able to learn a lot, read a lot of posts and also wrote one or two posts myself. As a result, I was able to build up a lot of knowledge and realized that I needed a solid strategy. 🧠

Quite quickly, I started to set up an ETF savings plan on the $IWDA (+0,81 %) This is still running today and is part of my strategy. I have also made one or two individual investments in:

$AMZN (-0,2 %)

$AMD (+2,62 %)

However, in contrast to my predecessors, I have been much more involved with both companies, and my investment horizon is also far into the future thanks to my young age. What's more, I bought the shares during the price slumps - which clearly paid off again on a day like today. 😎

My future strategy would be a core-satellite strategy, with the All-World as the core and an ETF in the emerging markets or Europe as a satellite. In addition, I would buy individual shares in proven stocks and a $BTC (+0,04 %) savings plan, which is also simply left to run, as I also find the topic of crypto as such extremely exciting! 😅

Finally, I would like to thank all the regular "posters" who provide young investors like me with valuable market information, new stocks with exciting prospects and knowledge in areas such as trading or well thought-out strategies.

I can also appeal to beginners and would like to encourage you to post here, ask questions and don't let it get you down - I am also at the beginning of my career and yet I am confident, inquisitive and ready to get further into the subject after my training and really implement my strategy! 🚀

Have a nice evening and good luck in your investment career 📈

3 Commentaires

3Sem.

First of all, congratulations on your portfolio, the foundation stone has been laid and now your money can work for you! Keep at it stubbornly and steadily and get the most out of your savings plan! I will continue to follow the whole thing. LG

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wealth.builder101

@wealth_builder101

3Sem.·

My portfolio strategy (part 2)

Concentrate on the following sectors: Tech, consumer, healthcare, financial (excluding banks), industrials
Smallest position size 2% / largest position size 15%
Only sell a position when it can be replaced with a position that increases the overall quality of the portfolio
Avoid companies with little to no track record or companies going through a restructuring phase

Here are my current holdings:

2 Commentaires

2Sem.

I see a lot of similarities to my strategy! Could it be that you watch a certain Youtuber with the initials JC? 😏

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Invest2impress

@Invest2impress

3Sem.·

Depot update

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 (+2,19 %) against $SYK (+0,66 %) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+0,66 %) 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 (+0,72 %) + ~10k

$GRAB (+3,55 %) + ~1k to (3.38)

$BLK (+1,09 %) + ~ 1.3k (678)

$ASML (+0,64 %) + ~2.7k (555,45)

$GOOGL (-1,07 %) + ~ 1.5k (124,66)

$MPWR (+3,2 %) + ~ 1.6k (409,21)

$SOFI (+0,25 %) + ~ 0.7k (7,78)

$LIN (+1,34 %) + ~ 1.1k (388,20)

$QCOM (+2,32 %) + ~ 1.5k (113,62)

$CRWD (-4,24 %) + ~ 0.9k (289,75)

$MSCI (+1,07 %) + ~1.3k (451)

$V (+0,6 %) + ~ 1.4K (274)

$AMZN (-0,2 %) + ~ 1.4K (159,74/159,34)

$MSFT (+0,8 %) + ~ 1.7k (335/337,75)

$MC (-0,48 %) + ~ 1.9k (482,31)

$NOVO B (-1,83 %) + ~ 2.5k (51,68)

$ABBV (+0,8 %) +~ 1.5k (152)

$NVDA (+3,08 %) +~ 2k (85,04)

$UNH (-0,41 %) +~ 1.7k (336,30)

$PEP (+1,26 %) +~ 1.1k (114,97)

$MRK (+1,8 %) +~ 1k (67,70)

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

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

$SYK (+0,66 %) ~ 2.1k (305,72)

$META (-0,31 %) ~ 1.4k (467,30)

$AVGO (+3,41 %) ~ 1.1k (156,76)

$ISRG (+0,49 %) ~ 1.6k (398,30)

$SPGI (+0,11 %) ~ 1.2k (403,22)

$ANET (+6 %) ~ 1.8k (70,50/58,65)

$UNP (+2,04 %) ~ 0.9k (187,56)

$CAT (+1,91 %) ~ 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 ✌️

01.04

Danaher

a vendu x5 à 185,08 €

925,40 €

0,96 %

23 Commentaires

Tenbagger2024@Tenbagger2024

3Sem.

Danaher has always been hyped in 2023 by a well-known YouTuber or finfluencer on a weekly basis. And once I wrote to him in the comments "That won't work, let him choose another stock". But it didn't stop him 🙈😂.
Intuitive surgil is still the market leader but is facing competition, including from Stryker. But you have both. And robotics is only just beginning and will continue to grow.
Unfortunately, I sold Arista. However, it should continue to benefit from investments in AI.
I'm starting to hate LVMH 🙈. It's been a drag on my portfolio for a long time. And I'd rather sell it today than tomorrow. But somehow I also believe in a recovery and that's why it's staying put for now.
Well, the Apple statement about Google has caused uncertainty at Alphabet. We'll have to see how Google counters this now. But I'm sticking with it for now. And I have already written something about this in another post.
I am somewhat skeptical about Merck due to expiring patents of the blockbuster.
Novo is the market leader, but is facing increasing competition and the pie is getting smaller.
I see more potential in the biotech sector, but the risk here is also greater.
The semiconductor sector will remain volatile. The Chinese are continuing to catch up, see Huawei. And often the smallest announcement is enough to push the sector down again.
But there is still potential.
Whereby phase 2 and phase 3 have long been initiated in the AI sector. And you have to find the pearls here.
I think you're missing a few European or Asian stocks.
And you are quite invested in tech

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wealth.builder101

@wealth_builder101

3Sem.·

My portfolio strategy (part 1)

My Portfolio is a selection of 15-25 companies which I am buying and planning on never selling. The overall criteria for my #investableuniverse are the following. I will go in-depth in another post:

Little capital needed to run the business (high ROCE)
High returns on invested capital (high ROIC)
Profitability track-record with high gross margins / operating margins / high free cash flow margins
High free cashflow growth / substantial revenue growth
Global revenue diversification
Low cyclicality
#tollbooth Company - Large moat / brand name in the industry / no alternatives to the product
Predictable sources of future growth / global trends

Here are my current holdings:

6 Commentaires

3Sem.

i like it !

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Fabio

@Fabio_M

1Mo·

April Rebalancing: Strategic Shifts in the Portfolio

The semi-annual rebalancing of the SPDR S&P Developed Quality Aristocrats ETF ($QDEV (+0,47 %) ) has just been completed, bringing notable changes to the composition of this quality-focused investment vehicle.

Outgoing Companies:

RELX PLC$REL (-0,67 %)
Keyence Corporation $6861 (-1,04 %)
London Stock Exchange Group plc $LSEG (+0 %)
Booking Holdings Inc. $BKNG (-0,05 %)
Industria de Diseno Textil S.A. (Inditex) $ITX (-0,88 %)
Texas Instruments Incorporated $TXN (+2,73 %)
Cencora Inc.$COR (+0,46 %)
Coloplast A/S Class B$COLO B (-0,77 %)
Moncler SpA $MONC (-0,44 %)
Cardinal Health Inc. $CAH (+0,77 %)
CAR Group Limited $CAR (+0,5 %)
Waters Corporat $WAT (+2,3 %)
Nova Ltd. $NVMI (-0,19 %)
Monolithic Power Systems Inc. $MPWR (+3,2 %)

Incoming Companies:

Alphabet Inc. Class C$GOOG (-0,89 %)
Nintendo Co. Ltd.$7974 (+1,05 %)
S&P Global Inc. $SPGI (+0,11 %)
InterContinental Hotels Group PLC $IHG (+0,49 %)
Bristol-Myers Squibb Company $BMY (-0,7 %)
Intercontinental Exchange Inc. $ICE (-0,23 %)
Regeneron Pharmaceuticals Inc. $REGN (+0,02 %)
Motorola Solutions Inc. $MSI (+1,38 %)
Marriott International Inc. Class A $MAR (+2,24 %)
Hilton Worldwide Holdings Inc. $HLT (+1,42 %)
Industrivarden AB Class C$INDU C (-0,93 %)
EMS-CHEMIE HOLDING AG$EMSN (-1,02 %)
D'Ieteren Group SA/NV $DIE (-0,88 %)
Electronic Arts Inc. $EA (+0,89 %)
CK Infrastructure Holdings Limited $1038 (+4,32 %)

This rebalancing aligns QDEV with evolving market conditions while maintaining its focus on quality companies with strong financial foundations. For investors seeking exposure to financially robust global corporations, these changes appear strategically sound, particularly with the inclusion of resilient tech giants and hospitality leaders positioned for growth.

Will this prove to be a winning choice? The fundamentals certainly suggest so.

#Investing
#ETF
#QDEV
#PortfolioManagement
#QualityStocks

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