Hello Community,

I thought it was time to post my portfolio again and what adjustments and plans are still taking place for the year 2025.

My portfolio currently consists of the classic $IWDA (+1,94 %) , $EIMI (+3,56 %) and the $CSNDX (+2,14 %) .

Further additions are $WGLD (-1,27 %) and $BTC (-0,86 %) only.

My remaining satellites are targeted additions in order to expand the focus to Europe and Japan on the one hand and to provide a yield boost in the portfolio on the other.

I currently continue to invest in all ETFs, gold and Bitcoin on a monthly basis.

Upcoming changes:

I will move a portion from the call money account to the $XEON (+0 %) into the

It may be planned to make another additional purchase at $NOVO B (+4,44 %) is planned.

expected new additions this year:

$PANW (+0,17 %)

$ISRG (+2,64 %)

$RKLB (+4,73 %)

These are also joining the ranks as targeted satellites and, for me, represent three further interesting, fast-growing and sustainable sectors.

Have a nice weekend :)

LG

Paul

$CSPX (+1,89 %)
$CSNDX (+2,14 %)
$EXI2 (+2,5 %)
$IWDA (+1,94 %)
$EIMI (+3,56 %)

A dozen states filed suit against President Donald Trump and his administration on Wednesday, seeking an injunction declaring the new tariffs on foreign imports illegal.

http://cnb.cx/3GobGdW

• The president does not have the power to raise taxes on a whim, but that's exactly what President Trump has been doing with these tariffs," New York Attorney General Letitia James said in a statement on the lawsuit.
• The suit was filed in the U.S. Court of International Trade.
• Since taking office, Trump has issued a series of executive orders imposing a range of tariffs on foreign imports, including a 145% tariff on products made in China.

$CSPX (+1,89 %)
$IWDA (+1,94 %)
$XRS2 (+2,37 %)
$CSNDX (+2,14 %)
$BTC (-0,86 %)

If Ghostbusters ever taught us anything important, it was that something bad would happen when you cross streams, but guess what? $QQQ didn't listen and the 50-day moving average crossed the 200-day moving average from below, creating a so-called "death cross".

This is a technical chart pattern that indicates the transition from a bull market to a bear market and basically confirms that we are entering a bear market no matter how much Donald Trump tries to boost it.

The latest death cross in the Nasdaq $CSNDX (+2,14 %)

happened in March 2022 and sent prices plummeting 25% over the next 7 months, stayed flat for about 5 months and then a "Golden Cross" which is basically the opposite and occurs when the 50 day moving average crosses the 200 day moving average from above, happened around March 2023 and we all know the crazy rally that followed. 📈

Although none of the crosses are completely reliable as a sole indicator for predicting market trends or making investment decisions, they are useful tools for identifying potential trend changes.

Boy, oh boy. Donnie's circle raked in billions today.

$VUSA (+1,92 %)
$CSNDX (+2,14 %)
$NVDA (+2,01 %)
$RH (+6,8 %)
$MSTR (+3,61 %)

The figures are official at the close of trading in America:

The MSCI World experiences its best trading day EVER (since 1986) with 9.7%. Even before 13.10.2008 with 8.8% and 21.10.1987 with 8.59%

The S&P500 experiences the third best trading day with 10.15% just behind 2 days in 2008 with 11.58% and 10.79%

The Nasdaq 100 also comes in third place with 12.05% behind 12.58% in 2008 and 18.77% in 2001

This means that 09.04.2025 will go down in history.

The figures were taken from the Ishares ETF, so may differ slightly from the index. And it was calculated in EUR. As the USD/EUR exchange rate is almost +-0 today, this should have little impact

$IWDA (+1,94 %)
$CSPX (+1,89 %)
$CSNDX (+2,14 %)

The S&P 500 $CSPX (+1,89 %) has now lost more than 4.5% on two consecutive days, the Nasdaq 100 $CSNDX (+2,14 %) even more.

• The last time this happened was in March 2020 and during the COVID-19 crisis
• Even worse: only the 5th time since 1987 and the 11th time in the last almost 100 years

So we are living through historic times.

You know what that means: it's time to BUY - now, in the coming days, weeks and months, even if the S&P 500 loses even more from its last all-time high.

Are you buying too?

$IWDA (+1,94 %)
$CSPX (+1,89 %)
$CSNDX (+2,14 %)
$BTC (-0,86 %)

I said goodbye to my Alphabet single position today and reinvested half of the proceeds in the Nasdaq 100 ETF and further Nvidia shares.

As an individual position, Alphabet performs too poorly for me, so I prefer to diversify further with the $CSNDX (+2,14 %) which also includes Alphabet