1Sem.·

Consideration of 2024 targets + new 2025 targets

2024


Portfolio value (performance neutral)

Target 52 000€ -> +18 000€

Achieved 62 300€ -> +28 300€


Target 2025 -> 77 000€


Gross dividend

Target 1000€

Achieved 1018€


expected 2025 -> 1290€+


Daily allowance

Target 12 000€

Reached 13 300€


I would like to reach €15,000 by the end of 2025.


As I have an annual commute of 22,000 km, I'll have to buy a new car in 4 - 5 years' time if my current one no longer works.


In addition, several positions were sold in Q3 - Q4 ($O (+0,51 %)
$BATS (+0,25 %)
$SIX2 (-0,06 %)
$ARCC (+0,2 %)
$CVS (+1,49 %)
$UNP (+0,1 %)$NESN (-0,34 %) ) and the focus was also placed on higher growth and dividend growth.


In principle, I have nothing against $UNP (+0,1 %) but I see the growth opportunities at $CP (-0,68 %) higher as well as a higher profit margin as soon as the acquisition of Kansas City has been optimally integrated into the company in order to work more efficiently.

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