Xtrackers Nikkei 225 JPY ETF

Depot review November 2024 - The depot is growing despite larger withdrawals 🚀

Before I continue with the second part of my investment story, I would first like to share my portfolio review for November.

The second half of November was almost quiet compared to what happened at the beginning of November. Trump was elected, triggering a veritable run on the stock markets. Germany was finally freed from the traffic lights and there were also some exciting topics in the private sphere. I sold a few shares back in October to generate the equity I needed to start building a house. This continued a little further in November.

Overall, my savings rate will also (have to) be lower over the next few months. Less into the portfolio and more into the "buffer account" for building the house. Nevertheless, around €500 per month will continue to be invested and this will be pushed up again as quickly as possible.

After selling 6 shares and an ETF in October, I sold parts of my MSCI World ETF for around €13,000.

But now it's finally time to look at the hard figures:

Monthly view:

(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:

Depot review September 2024 - The first green September in my depot since 2019 📈

September is generally regarded as the worst month on the stock market, with a negative monthly performance more than 50% of the time. This is also consistent with my experience since 2013. In 11 years, it has been negative 6 times and positive 5 times. From 2020 to 2023, the last 4 years were all negative. However, September 2024 is now the first positive September since 2019, which means it is exactly 50/50 for me - 6 positive and 6 negative Septembers since 2013.

The Fed's interest rate turnaround and the stimulus in China have certainly contributed to the positive trend

Monthly view:

Depot review August 2024 - calm before the (September) storm?

While September has lived up to its name so far (worst month on the stock market, negative in more than 50% of cases), August was a boring month in my portfolio. In keeping with the vacation season, my portfolio also shifted down a gear.

Monthly view:

It's that time again and the Japan season is open.

As of today, due to the time change from winter to summer, you can trade Japanese stocks with a lower spread between 8 - 9 am.

My favorites:

$7011 (-0,87 %) MHI Heavy Metal

YTD+61.09% KGV 12.55

$6361 (-1,48 %) Ebara Services Energy, Environment

YTD +59.06% KGV 20.53

$6501 (-1,54 %) Hitachi Service IT

YTD +36.95% KGV 15.58

$7974 (-0,99 %) Nintendo Entertainment

YTD +17.21% KGV 19.33

$7203 (+1,14 %) Toyota Automotive

YTD +10.66% KGV 10.94

$5411 (+0,75 %) JFE Holdings Chipmaking IT

YTD 10.71% KGV 5.98

$8001 (+1,75 %) Itochu Trading

YTD +7.60% KGV 12.82

My favorite Etf:

$XDJP (-2,12 %) Nikkei 225

YTD 15.46% TER 0.09%

Semi-annual distribution Feb + August 1.33%

There are of course countless other shares, companies and ETFs. I myself have $7011 (-0,87 %) and $XDJP (-2,12 %) .

Good luck

Hi Community, I need your swarm knowledge to help me select ETFs (or shares) to expand my portfolio to the Asian market (no China!). Possibly also towards Australia.

I'm not really happy with my selection yet, as I only want to have one more ETF, but there doesn't seem to be a suitable index?

At the moment I am leaning towards the following two:

$FVSJ (-2,66 %) for everything except China (and unfortunately Japan)

and then

$XDJP (-2,12 %) for Japan as compensation

maybe you know an "all-in-one"?

TER should be comparatively low.

I'd also like not so much IT, I already have more than enough ;-).

As I said, no or really only very little China (I sold mine $EIMI (-0,39 %) that's why I sold mine).

$FVSJ (-2,66 %) actually has too low a fund volume for me.

$IJPA (-1,54 %) would also be an alternative to $XDJP (-2,12 %) .

$SPYX (-0,89 %) is too expensive for me.

perhaps an Asia Pacific would also be interesting? Then I could also take Australia with me, e.g. $VAPU (-1,28 %) / $VAPX (-1,35 %) instead of $FVSJ (-2,66 %) ?

Opinions on this? Other ideas?

Thanks for your support

#etf
#etfs
#japan
#asien
#indien
#taiwan
#hongkong
#australien
#asia
#pacific

Source with info why Japan is not part of most Asia (Pacific) ETFs: https://www.justetf.com/de/how-to/invest-in-asia-pacific.html

🇯🇵 Japan 🇯🇵

Since the beginning of this year, the Nikkei 225 has performed really well compared to other major indices such as the S&P500.

Here is a small comparison between:

$XDJP (-2,12 %) 🇯🇵

$SPY5 (-0,37 %) 🇺🇸

$CD5 (+0,65 %) 🇪🇺

$VWRL (-0,78 %) 🇺🇳

According to William Pesek for Barron's (link to article below), there are three reasons:

- Favorable P/E ratios;

- A central bank still pressing on the monetary gas pedal;

- A renaissance in Japanese corporate governance.

I have been overweight Japan in my portfolio for several months (~15%-17%).

Are you invested in Japan?

Are you bullish?

Japan's Bull Run Is Due for a Reality Check: https://www.barrons.com/articles/japan-bull-run-is-due-for-a-reality-check-yen-stock-7b24359e

My savings plan:

I have created a savings plan with 500€ per month and would like to share it with you. Gladly with feedback:

All approximate data:

Etfs (44%):

$ANX (+0,1 %) Amundi Nasdaq 100 36%

$XDJP (-2,12 %) Xtrackers Nikkei225 4%

$VUKE (-1,98 %) Vanguard Funds PLC 100 GBP 4%

Equities (56%):

$GLEN (+0,29 %) Glencore 4%

$LIN (-0,42 %) Linde 4%

$DTE (-1,27 %) German Telekom 4%

$STLAM (+3,63 %) Stellantis 4%

$WM (-0,64 %) Waste Management 3%

$PG (-1,65 %) Procter+Gamble 3%

$ALV (-1,99 %) Alliance 2%

$IFX (+1,07 %) Infineon 2%

$BLK Black Rock 2%

$RWE (-0,54 %) RWE 2%

$SHA Schaeffler 2%

$MSFT (-0,4 %) Microsoft 2%

$JPM (-0,84 %) JP Morgan 2%

$MDLZ (-2,2 %) Mondelez 2%

$WMT (-1,28 %) Walmart 2%

$8001 (+1,75 %) Itochu 2%

$BRK.B (-0,49 %) Berkshire Hathaway 2%

$MA (-1,14 %) Mastercard 2%

$V (-0,81 %) Visa 2%

$DIS (-0,69 %) Disney 2%

$SHEL (-0,61 %) Shell 2%

$NOVO B Novo Northdisc 2%

$RHM (+0,41 %) Rheinmetall 2%

The ETFs will remain. If the Tech ETF has a lull, I will switch to S+P500. I will check the stocks once a year.

In addition to the savings plan, I have short-term shares in Tupperware $TUP and medium term in Nvidia $NVDA (+1,96 %) and on my investment list Hillenbrand $HI (+0 %) .

I am very happy about feedback.

Thank you community

Depot review May 2023 - Sell in May and... oh shit 🚀🚀🚀

"Sell in May and go away" - One of the most famous stock market sayings par excellence and following it would have cost me a lot of money this year.

In the depot May was with +4,0% the strongest month after January. Compared to May 2022 with -5.1% an extreme difference.

In the current year, my performance is currently +13,1% and thus significantly above my benchmark (MSCI World +9.6%).

Not surprisingly, of course, extremely strongly driven by NVIDIA $NVDA (+1,96 %) with +41% / + 2.700€. This accounts for almost one third of the price gains in May. Also strong Alphabet $GOOG (-0,57 %) and Palo Alto Networks $PANW (-0,83 %)

On the losing side, in May it was mainly Starbucks $SBUX (+1,16 %) Nike $NKE (+0,77 %) and Sartorius $SRT (-0,75 %)

In total my portfolio stands at over 210.000€ even though I only broke the 200,000€ barrier in April.

Dividend:

• Dividend +16% compared to prior year
• Current year dividends are +32% above first 5 months 2022 after 5 months

Purchases & Sales:

• Bought in May for approx. 3.200€
• Executed mainly my savings plans:
• Blue Chips: Caterpillar $CAT (-1,3 %) NVIDIA $NVDA (+1,96 %) TSMC $TSM (+1,32 %) Amgen $AMGN (-1,86 %) Procter & Gable $PG (-1,65 %) Johnson & Johnson $JNJ (-2,65 %) S&P Global $SPGI (-1,07 %) and as a new investment Hershey $HSY (-1,03 %)
  
• GrowthBechtle $BC8 (-0,25 %) and Palo Alto Networks $PANW (-0,83 %)
  
• ETFsMSCI World $XDWD (+0,15 %) Nikkei 225 $XDJP (-2,12 %) and the Invesco MSCI China All-Shares $MCHS (+2,18 %)
  
• Crypto: Bitcoin $BTC (-0,05 %) and Ethereum $ETH (+0,07 %)
  
• Sold with the x-trackers MSCI Emerging Markets my complete holdings of the ETF.
• Reasons for this are many, especially the weak performance
• Since I also have a pure China ETF monthly and China makes up about 30% of the MSCI EM I am still invested here. In addition, I have TSMC in my portfolio, which makes up about 7% of the MSCI EM. So in total I have over 35% of the index covered in my portfolio anyway. In addition, the Samsung share $005930 with a share of 5-6% in the Emerging Markets Index on my watchlist.

In the next month I will probably follow the current trend and try with an Itochu $ITC in the savings plan to increase my Japan share a little.

How did your portfolio perform in May? And what do you think of stock market wisdom like "Sell in May and go away"?

#dividende
#dividends
#personalstrategy
#depotupdate
#performance
#update
#rückblick

Depot review April 2023 - The 200k cracked, at the end of the month again just under it

April is over and with it already a third of the year 2023 - madness, how fast time flies.

In the depot, April was the first negative month in 2023 with -0,7%. Compared to April 2022 with -4.8% the month was nevertheless significantly better.

(Fun Fact: April is generally considered to be the best month on the stock market).

Nevertheless, I was able to break the 200k mark for the first time in April after almost 10 years on the stock market. At the end of the month the portfolio closes nevertheless scarcely under it with 199,5k.

In the current year my current performance is +8,3% and thus above my benchmark (MSCI World +6%).

Dividend:

• Dividend +50% compared to the previous year - However, Sartorius $SRT (-0,75 %) paid out in March last year, this year in April.
• "Adjusted" for the Sartorius dividend, distributions were nevertheless +33 +33% above the previous year

Purchases & Sales:

• I bought again for approx. 2.500 Euro
• Executed mainly my savings plans in (shares always quarterly - In total 30 share savings plans divided into 3 months):
• Blue ChipsLVMH $MC (+1,06 %) Apple $AAPL (+0,77 %) Home Depot $HD (-1,35 %) Lockheed $LMT (+0,53 %) Microsoft $MSFT (-0,4 %) Nike $NKE (+0,77 %) Starbucks $SBUX (+1,16 %) Stryker $SYK (-0,88 %) Texas Instruments $TXN (-0,94 %)
  
• GrowthCrowdstrike $CRWD (-0,52 %) and Mercadolibre $MELI (-0,56 %)
  
• ETFs: x-trackers MSCI World $XDWD (+0,15 %) Nikkei 225 $XDJP (-2,12 %) and Invesco MSCI China All-Shares $MCHS (+2,18 %)
  
• Crypto: Bitcoin $BTC (-0,05 %) and Ethereum $ETH (+0,07 %)
  
• Sold was with Teladoc $TDOC (-1,88 %) a stock that has long been on the hit list

In the next month, Hershey will be added to the $HSY (-1,03 %) a new stock in the savings plan (consumer staples with growth prospects and a very capital market affinity - share buybacks & high dividend growth).

BASF $BAS (+0,14 %) is still very much on the brink of being sold.

How did your portfolio perform in April? And how long do you hold a stock in the savings plan before adding a new one?

#dividende
#dividends
#personalstrategy
#depotupdate
#performance