Sixt Action Forum

Hello everyone,

it's time for some feedback again!

Briefly about the long-term strategy. I currently save monthly $IWDA (+0,72 %)
$EIMI (-1,88 %) and $WSML (+0,39 %) . I definitely want to increase the ETF share over the next few years. I definitely invested too little here at the beginning.

With very small sums I invest in stocks like $ASML (-0,38 %)
$AAPL (+0,65 %)
$MCD (+2,19 %)
$MC (-2,6 %)
$MSFT (+0,15 %)
$AMZN (-0,02 %) and co. There I have split the execution to 2x per month. If it drops significantly, I buy in tranches.

So that the dividend doesn't come up short, I still have stocks like $O (+2,65 %)
$KO (+1,1 %)
$DGE (-0,95 %) and my overweight $BAT . I don't work with savings plans for dividend stocks. Here I only buy in tranches if the share falls significantly. Provided I am still convinced of the investment. I try to focus exclusively on established quality companies.

I only see these candidates here as a trade. I will definitely part with them if the prices are attractive $BNTX (+3,76 %)
$FXPO (+14,55 %)
$ORSTED (+1,17 %)
$PYPL (+3 %)
$YSN (-1,43 %)
$SIX2 (+0,13 %) .

Conclusion

-Increase ETF share

-Increase the investment amount of the individual positions

-Reduce overall portfolio positions

I look forward to any constructive criticism!

SIXT still makes the funniest ads 😂. Like if it's true. #meme
#memes
#ricardalang
#grüne #thegreens #funny $SIX2 (+0,13 %)

$SIX2 (+0,13 %)

Would you currently recommend Sixt in view of the favorable share price and the high dividend as well as very positive analyses? If yes, what would speak for it and if no, what would speak against it? In my opinion, this company is well managed and definitely offers good opportunities in the long term as they are very well networked!

LG

Share march, 30km route with 35 share companies

First day of vacation, 32°C and a 30km walk towards Stuttgart. I was able to find over 35 stock companies along the route.

Highlight, $BTC (+0,49 %) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-3,33 %)
$DTG (-4,27 %)
$VOW (-2,5 %)
$BMW (-3,91 %)
$VOLV B (-3,37 %)
$TSLA (+9,97 %)
$1211 (-3,83 %)
$P911 (-1,22 %)
$F (+0,87 %)
$8058 (-1,27 %) I was able to discover numerous other companies that were new to me.

New for me was $6971 (-0,9 %) Kyocera, a manufacturer of electronic devices from Japan and $WLK (-2,37 %) Westlake Chemical from the USA.

From Germany there were also $SIX2 (+0,13 %) Sixt $DTE (+0,79 %) Telekom $TUI1 (-1,1 %) Tui $AGCO (-1,66 %) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (-2,51 %) Siemens $EBK ENBW $DHL (+0,1 %) Post and $ALV (-0,71 %) in the process.

Other companies:

$CAT (-2,91 %) Caterpillar $HEIA (-0,59 %) Heineken $HOG (-0,13 %) Harley Davidson $PM (+1,85 %) Philip Morris $NKE (+0,58 %) Nike $AAPL (+0,65 %) Apple $005930 Samsung $UPS (-0,58 %) UPS $SHEL (-1,61 %) Shell $V (+1,22 %) Visa $MA (+0,88 %) Mastercard $KER (-5,61 %) Kering

$KO (+1,1 %) Coca-Cola $QSR (-0,34 %) Restaurant Brands (Burger King)

$O (+2,65 %) Reality Income (leased to Decathlon)

Would you have recognized everything? It's interesting what you discover when you consciously look around.

Out of interest, please link if you post something similar 🫡 or use the #aktienmarsch

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/ZdBCQkV-AS8?si=Qc_wjcVeS7DaMDJM

Monday:

Positive news from the pharmaceutical division of $BAYN (-1,69 %) Bayer. The drug Kerendia not only helps against kidney problems, but also against heart failure. The drug reduced deaths statistically significantly.

https://www.handelsblatt.com/unternehmen/industrie/kerendia-bayer-hoffnungstraeger-hilft-auch-gegen-herzinsuffizienz/100057359.html

The ISM economic data from the USA 🇺🇸 were all better than expected. The ISM employment index for the non-manufacturing sector rose to 51.1, while the ISM index for new orders in the non-manufacturing sector also rose to 52.4. All values above 50 signal growth.

https://www.wallstreet-online.de/wirtschaftskalender

$GOOGL (-0,6 %) Alphabet loses lawsuit in the USA and is now officially considered a monopoly in the Google search engine. This means that Alphabet must fear consequences under competition law. These range from fines to a break-up (rather unlikely).

https://www.handelsblatt.com/technik/it-internet/suchmaschine-us-richter-google-hat-monopol-bei-internet-suche/100057493.html

Tuesday:

$TLX (-0,88 %) Zalando is growing again. The share price rises significantly in pre-market trading. Sales rose by 3.4% to 2.6 billion euros in the second quarter. The operating profit rose to 171.6 million euros.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/modehandel-zalando-steigert-umsatz-auf-26-milliarden-euro-und-will-in-ki-investieren/100056363.html

Completely surprising increase in orders in German industry. Orders rose by 3.9% instead of the expected increase of 0.5%. The increase was mainly attributable to the automotive industry, where orders rose by 9.3%. The order situation was supported by high domestic demand. Orders from abroad increased only minimally.

https://www.handelsblatt.com/unternehmen/industrie/konjunktur-deutsche-industrie-ueberrascht-mit-erstem-kraeftigem-auftragsplus/100057571.html

Retail sales in the EU 🇪🇺sinken were stronger than expected. Compared to the same month last year, sales fell by 0.3%; growth of 0.1% was expected.

https://www.boerse.de/nachrichten-amp/Eurozone-Umsatz-im-Einzelhandel-sinkt-staerker-als-erwartet/36347059

Wednesday:

$SIX2 (+0,13 %) Sixt has to revise its profit forecast slightly downwards due to falling residual values for used cars. As hoped, however, there will be no further special depreciation due to the particularly sharp drop in residual values of e-cars.

https://www.handelsblatt.com/unternehmen/industrie/geschaeftszahlen-im-newsblog-novo-nordisk-enttaeuscht-bei-umsatz-und-gewinn/24098412.html

Friday:

The job figures from Canada 🇨🇦 are worse than expected and are unsettling investors a little. Instead of 22,500 new jobs, around 2,000 jobs were lost. However, many new full-time jobs were created from part-time positions, which should actually be seen as positive.

https://www.forexlive.com/news/canada-july-employment-change-28k-vs-225k-expected-20240809/amp/

Key dates for the coming week:

Tuesday: 14:30 Producer prices (USA)

Wednesday: 14:30 Inflation data (USA)

Thursday: 01:50 GDP figures (Japan)

%%% SALE - JULY - SALE %%%

I invested massively in July:

New in the portfolio:

$ASML (-0,38 %) 2x at 792,70€ = 2x stock

$ETH (+0,31 %) 500€ at 2817€

Topped up:

$CMG (+1,99 %) 25x at €46.22 = 125x holding // 75x in tranches in July = €50.25 buy in

$MU (-0,29 %) 15x at €98.58 = 45x holding // 45x in tranches in July = €112.25 buy in

$AMD (-0,12 %) 15x at 129.68€ = 85x holding

$ELF (+4,57 %) 5x at 154,30€ = 25x stock

$MC (-2,6 %) 1x 650,49€ = 7x stock

$AMZN (-0,02 %) 5x 163,96€ = 25x stock

$SIX2 (+0,13 %) 30x 65,25€ = 85x stock

$V (+1,22 %) 6x 242,40€ = 20x stock // 8x in tranches = 247,72€ Buy in

$MUX (-3,12 %) 50x 33,15€ =95x stock

$PEP (+1,38 %) 2x 149,70€ =30x stock // 8x in tranches in July = 152,41 Buy in

$BMY (-0,14 %) 25x 36,78€ =160x stock

$SBUX (+2,49 %) 10x 69,40€ = 55 stock

$VICI (+1,98 %) 25x 26,05€ =175 stock

$JNJ (+0,03 %) 5x 134,38€ =55 stock

$MCD (+2,19 %) = 5x 229,40€ = 30 stock

A total of about 26.5K in July 🫣

$V (+1,22 %) another 5 are to follow and then I'll be out for a while and look at everything in peace 😂

Let's see what happens 🚀👩‍🚀🌕

The first half of the year is already over, so here's a quick look at my portfolio:

The overall performance doesn't look too bad for 1HY, with realized gains already accounting for a large part. The delisting of $OHB (+0,88 %) and thus the sale of my position is most noticeable. Nice $OHB (+0,88 %) profits over time, I would have liked to have kept them. But who knows, at some point they might come back like $Renk, for example

Net dividends are at last year's level. Many dividends were reduced in May (e.g. $SIX2 (+0,13 %) without special dividend, $KNIN (-0,47 %) adjustment) or, as in the case of OHB or $Baywa, no longer paid due to sales. Some payments were also simply postponed to June. Over the year as a whole, an increase of 9-10% should be possible.

The savings plans I started in 04/2022 are still running. Some positions are full and others have been added over time. My target here is 5000tsd $/€/CHF per individual position, with the exception of ETFs which are still running. The overall performance here is ok, it has been significantly better in the past. The dividends of the equivalent of 2700$ in two years are of course great and ensure additional purchases. Conclusion: in future I will save less in individual stocks, but with higher amounts (currently 150, then more like 300-500 depending on the situation) I want to remain a little more flexible and prefer to buy in good times.

At the moment, CHF 2750 a month is invested in fixed savings plans and CHF 400 goes into an employee share scheme with my employer. It will stay that way and then we'll see where we stand at the end of the year.

Happy weekend!

Has dropped a lot, see a lot of potential in sixt. 👀

#beerchallenge

After 12 hours of delicious beer - where am I?

After my last post and the reaction to $DHL (+0,1 %) and $SIX2 (+0,13 %) it is now $O (+2,65 %) become.

I don't see it as a performance security but as an alternative to the overnight/fixed-term deposit interest >4%