Another $SQ (+1,02 %) bought, if it goes down further I'll go back in at 78

The Block item $SQ (+1,02 %) (Square & Cash App) was expanded to 100 shares.

I am now invested in a large number of fintechs ($PYPL, (-1,15 %)
$SOFI, (+1,06 %)
$GPN, (+1,04 %)
$SQ) (+1,02 %) because I am convinced that at least one of these stocks will make a moon landing. They are not all really comparable, but each has the potential to be an X-Bagger 😎🤞🏼

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- Raymond James Upgrades Block Inc (SQ) to Outperform

Raymond James analyst John Davis upgraded Block Inc (NYSE: SQ) from Market Perform to Outperform with a price target of $115.00. $SQ (+1,02 %)

- HAUCK AUFHÄUSER IB upgrades KNORR-BREMSE from Sell to Hold and raises price target from EUR 63.60 to EUR 65. $KBX (+1,66 %)

- EXANE BNP upgrades UBS from Neutral to Outperform and raises price target from CHF 27 to CHF 35. $UBSG (+0,21 %)

- BERENBERG raises the price target for TALANX from EUR 91.10 to EUR 95.30. Buy. $TLX (+1,19 %)

- BERENBERG raises the price target for SNP from EUR 56 to EUR 61. Hold. $SHF (+1,87 %)

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- UBS lowers the price target for ADOBE SYSTEMS from USD 525 to USD 475. Neutral. $ADBE (+0,07 %)

- JEFFERIES lowers the price target for SCHOTT PHARMA from EUR 31.80 to EUR 26.34. Hold. $1SXP (-1,06 %)

First position of $SQ (+1,02 %) Block opened

Back before Corona, when the company was only called Square, I wanted to get in and could only look at the price. Well, then the company was smashed on the stock market and the price took a dive.

The consolidation then began in 2022 at around 60 dollars (at the EMA 200 / M-Chart). The November candle (11/2024) ran above the EMA 50 and in December it also opened above it. That was my moment to buy. If the 100 dollars are now also broken, there is great potential to run towards old highs. Remains exciting 😎💲🤞🏼

The company is represented globally in various countries and anyone who watches Formula 1 has Cash app (owned by Block) as a sponsor of the Racing Bulls.

Before 2018, there were 7 million users, then 30 million users were reported in 2020 and by 2024 there will be more than 50 million active users.

Here is a brief overview of Block's main products:

• SquareThis is the company's original brand, which provides a platform for merchants.

• Cash App: A popular payment app that allows users to send, receive money and buy Bitcoin or stocks directly through the app.

• TIDALMusic streaming platform known for its direct support of artists.

• Afterpay"Buy Now, Pay Later" service to provide flexible payment options for customers.

Bitcoin and blockchain: Block is heavily involved in cryptocurrencies. A decentralized Bitcoin-based financial platform is being developed through the TBD business unit, while Spiral supports open source projects in the Bitcoin space.

$BTC (-0,64 %) - the largest companies in the world when it comes to $BTC (-0,64 %) in the balance sheet.

$MSTR (-0,8 %)
$MARA (-0,51 %)
$RIOT (+0,76 %)
$TSLA (+0,61 %)
$COIN (-1,24 %)
$HUT
$CLSK (-0,7 %)
$SQ (+1,02 %)

https://bitcointreasuries.net/

(Delayed) portfolio review October 2024 - A month with 5 share sales and one ETF sale

Even though October was just over two weeks ago, it feels like a different time. Germany still had an (unspeakable) traffic light government, in America the race for the White House was still open and a phone call between Scholz and Putin was unthinkable.

And even though November has been much more exciting on the stock market than October so far, October was a month of major changes from a personal perspective.

Apart from stock market investments, we are slowly starting to think about building a house. As a result, for the first time in a long time I made several sales in my portfolio and therefore also cleared out a little.

Previously this year, there were only 2 sales in my portfolio: at NVIDIA I took my stake out in February and since then have only let the profits run. In addition, in March I had Encavis after the takeover bid.

There were a total of 6 sales in October. For just under €7,000 I sold my China ETF which has recovered well over the last few months.

On the equity side, I have now sold most of the Corona Hype stocks and Match, Atlassian, Shopify and Block have been sold. In addition, I have also Pfizer sold. That was another €8,000, leaving only Sea from the Corona hype times, where I will remain invested for the time being, as it covers a completely different region geographically with Southeast Asia.

My savings quota will therefore be significantly reduced for the time being due to the upcoming house building project. From just under €1,500 to €2,000, it will only be €500-600 per month for the time being

Monthly view:

In total, October was +1,7%. This corresponds to price gains of ~5.000€.

The MSCI World (benchmark) was +0.9% and the S&P500 +1.5%

Winners & losers:

A look at the winners and losers is part of the usual picture:

On the winning side is, as so often NVIDIA is at the top with almost €3,000 in share price gains. It is followed by TSMC, Bitcoin, Alphabet and Palo Alto Networks with gains of €900-1,000 each.

On the loser side above all ASML made its contribution with price losses of almost €1,400. This was followed by Bechtle, Thermo Fisher, LVMH and Nike a broader mix of stocks that have not necessarily performed well recently. Nevertheless, all 5 loser stocks are still part of my savings plans.

The performance-neutral movements in October were just under €4,600. The sales proceeds are all still in cash accounts at the moment, so they have not yet flowed out of the assets. There will be a larger dip here at some point in the future.

Current year:

My performance in the current year is +27,5% and thus above my benchmark, the MSCI World with 23.7%.

In total, my portfolio currently stands at ~331.000€. This corresponds to an absolute growth of ~€79,000 in the current year 2023. ~53.000€ of this comes from price gains, ~3.000€ from dividends / interest and ~22.000€ from additional investments.

Dividend:

• Dividends in October were 32% above the previous year at ~€150
• TSMC is in the lead with a (gross) dividend of €30 every 3 months. TSMC has already raised the dividend for next year by 30% again
• In the current year, the dividends after 10 months are +25% over the first 9 months of 2023 at ~2.350€

Buys & sells:

• I bought in October for approx. 1.500€
• As always, my savings plans were executed:
• Blue chipsNovo Nordisk $NOVO B (+0,56 %) LVMH $MC (+1,97 %) Apple $AAPL (-0,64 %) Home Depot $HD (-0,16 %) Microsoft $MSFT (+0,93 %) Nike $NKE (+0,11 %) Starbucks $SBUX (+0,72 %) Stryker $SYK (-0,47 %) Texas Instruments $TXN (+0,87 %)
• 
  GrowthCrowdstrike $CRWD (+1,45 %) MercadoLibre $MELI (+0,11 %)
• 
  ETFsMSCI World $XDWD (+0,15 %) Nikkei 225 $XDJP (+0,77 %) and the WisdomTree Global Quality Dividend Growth $GGRP (+0,21 %)
• 
  Crypto: Bitcoin $BTC (-0,64 %) and Ethereum $ETH (-0,6 %)
• 
  Sales as mentioned, there were some in October with Match $MTCH (-0,5 %) Pfizer $PFE (-0,13 %) Block $SQ (+1,02 %) Shopify $SHOP (+1,28 %) Atlassian $TEAM Invesco MSCI China All-shares $MCHS (-0,26 %)

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market development in the current year, my portfolio already stands at ~€331,000 at the end of October.

As of mid-November and thanks to the Trump rally, my portfolio is currently approaching €350,000 and was even slightly above this level a few days ago. However, with a larger cash portion that will sooner or later flow into financing as equity.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy