February Update
February saw increased investment in the Asian financial sector, the US real estate sector and European power generation. In addition, the new Trade Republic card has been available for flexing since mid-February and the monthly savings rate was increased to a full EUR 50 😅 in order to achieve the ambitious goal of taking over $O (-0,83 %) to achieve the ambitious goal of taking over
In detail:
Purchase of $RWE (+0,29 %) at 30 x 34.47 ⚡️
After the short-term crash, I had speculated on a recovery in the one percent range. Unfortunately, the share currently has only one direction, downwards. In my view, the share is undervalued and will continue to be bought. Limit 29.99 ✌️
Purchase of $HSBA (-2,13 %) at 200 x 7.345 and 70 x 7.07 ♦️
Due to the strong focus on the China business and the very good quarterly figures, a happy investor is writing here who is looking forward to a quarterly dividend of up to 6.07 %. 😄
Purchase of $D05 (-2,49 %) at 66 x 23.48 🍜
After having professional dealings with DBS and finding a hidden CFO presentation on YouTube, I was able to persuade myself to buy DBS after all. I also really wanted to join the Getquin DBS board 👔. @cashwithhead
Purchase of $O (-0,83 %) at 40 x 49.42 🏚️
So that my future TR Saveback Euros don't feel alone, a minority stake in Realty Income was acquired. This is intended to manifest the takeover ambitions.
Update on $BAYN (-13,03 %)
Now that the dividend has been reduced to the statutory minimum and DSO is starting to take shape, confidence in the share has been restored. I am eagerly awaiting the Capital Markets Day on 05.03.2024.
Ticker to $P911 (-1,04 %) and $KER (-5,75 %) and $APE (-0,45 %)
- The Porsche position is up for the first time 🏎️
- The trade in $KER (-5,75 %) has paid off in full and, including the dividend, stands at over 14% 👜 Gucci FW24 continues the realignment of Gucci.
- Greetings from the stock picking ape 🦍
Cash Management February
- Outbound 5490 EUR
- Inbound 6590 EUR, incl. 7.53 EUR Dividende✌️
- Equity ratio remains stable.
