BNP Paribas ADR Action Forum

Hello everyone,

Today I would like to introduce you to my portfolio. As you probably know, it's just too much fun to expand my portfolio with new stocks. There are now a few too many, but I still can't really part with my worst-performing stocks ($NVM (-1,44 %) , $ENPH (-6,08 %) , $WAC (-3,11 %) ). I'm hoping that I'll be able to sell them in positive territory at some point, or am I on the wrong track and in your opinion should I sell at a loss and try to make up the loss with other stocks?

I have been investing since the end of 2022 and at 29 years old, I still have a long time to go. My strategy is to be as desertified as possible in sectors and to beat the market in the long term (just let me believe that it works :D), hence so many individual stocks. I want to hold these for many years (esp. $AMZN (-0,02 %) , $GOOGL (-0,6 %) , $QCOM (-0,3 %) , $MSFT (+0,15 %) , $V (+1,22 %) , $MC (-2,6 %) , $SALM (-0,22 %) ) but I'm also not too keen to pocket the profits. Are there any stocks in my portfolio that you would view critically for the next few years and would be worth considering selling? Recession and all that...

Priority is on growth, which is reasonably safe, so only a few small caps - but a few bets have to be in there :) ($AIDX (+13,73 %) , $NRX (-0,45 %) , $ITM (+1,02 %) , $F3C (-1,36 %) , $MITK (+1,97 %) ). But with rather small amounts, probably too small or what do you say?

At the same time, I would also like to claim a €900 allowance via dividends ( $BATS (+0,49 %) , $ENB (+0,61 %) , $BNPQY , $STLAM (-3,56 %) , $ENGI (-0,18 %) , $RIO (-0,69 %) ) and secure a trade or two.

Recently I have been investing 240€/m in the $XDWD (+0,78 %) and between 200 - 500€/m in individual shares (depending on what is left). Actually, I want to increase the existing shares properly now, but somehow there are always nice entry options in solid companies like $0L2T (-2,61 %) , $ZTS (+1,86 %) , $ADM (+0,25 %) , $PANW (+1,75 %) , $ENR (+2,43 %) . Help what to do? :D

And then there's also crypto $BTC (+0,2 %)
$NEAR (+0,7 %)
$ADA (+11 %)

And Japan, they're doing well too $4063 (+1,07 %) , $6501 (-0,04 %) , $8001 (+0,85 %)

Looking forward to your feedback and advice!

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗣𝗵𝗮𝗿𝗺𝗮, 𝗔𝘂𝘁𝗼 𝘂𝗻𝗱 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺

𝗜𝗣𝗢𝘀 🔔

Biofrontera AG ($B8F) - The US subsidiary Biofrontera Inc. is going public. This is expected to raise gross proceeds of approximately $18 million.

The Leverkusen-based company specializes in dermatological pharmaceutical products and markets a drug for photodynamic therapy.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Blackstone Group ($BBN1 (+1,53 %)), Citigroup ($TRVC (+1,33 %)), Hasbro ($HAS (+1,5 %)), Texas Instruments ($TII (+2,43 %)), Evertec ($2EV (+1,22 %)), Kinder Morgan ($2KD (+2,78 %)), Oneok ($ONK (+3,15 %)) and Banco Santander ($BSD2 (-1,34 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Air France-KLM ($AFR), Bank of China ($BOF (+1,01 %)), BNP Paribas ($BNPQY), Caixabank ($48CA (-2,07 %)), Chevron Corporation ($CHV (+0,94 %)), Daimler AG ($DAI (-3,33 %)), FORTEC Electronics ($FEV (+1,62 %)), W. W. Grainger ($GWW (+1,93 %)), Nomura Holdings ($NSE (+3,47 %)), PetroChina ($PC6 (-1,57 %)) and Weyerhaeuser ($WHC (+1,23 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Daimler ($DAI (-3,33 %)) - Despite a massive slump in sales, Daimler was able to post surprisingly good figures in the past quarter. Thanks to rising prices, the group was able to keep its revenue almost stable and even increase its profit. The share price has risen in recent weeks from 70 euros in mid-September to just under 84 euros. Net profit increased by 21 percent and now stands at 2.47 billion euros. Analysts expect the share price to rise, as Daimler has proven to be robust and resilient.

Facebook / Meta ($FB2A (+0,4 %)) - The group is renaming itself "Meta." This is intended to create a brand that unites all of the Group's companies and products. The reason for this name is the planned metaverse that the Group wants to build.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Ethereum ($ETH-USD (-0,28 %)) - After the successful launch of the Altari Beacon Chain Upgrade, ETH was able to reach a new all-time high of $4,400.97 last night. Said upgrade paves the way for ETH 2.0, which will then be based on proof-of-stake rather than proof-of-work. ETH has been able to maintain bullish momentum since Julie, when the price of it was still at $1,780. Ethereum has particularly benefited from the DeFi & NFT boom in recent months.

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𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗟𝗮𝗴𝗮𝗿𝗱𝗲 𝘂𝗻𝗱 𝗘𝘃𝗲𝗿𝗴𝗿𝗮𝗻𝗱𝗲 / 𝗟𝗲𝗶𝘁𝘇𝗶𝗻𝘀𝘀𝗲𝗻𝗸𝘂𝗻𝗴 𝘁𝗿𝗼𝘁𝘇 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 / 𝗖𝗿𝘆𝗽𝘁𝗼 𝘃𝘀. 𝗨𝗦-𝗗𝗼𝗹𝗹𝗮𝗿: 𝗧𝗼𝗺 𝗕𝗿𝗮𝗱𝘆 𝗵𝗮𝘁 𝘀𝗶𝗰𝗵 𝗲𝗻𝘁𝘀𝗰𝗵𝗶𝗲𝗱𝗲𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Today is the deadline for BNP Paribas($BNPQY) and General Electric ($GEC).

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, Airesis ($HPJN (-1,62 %)) and Carnival Corp. ($POH1 (+1,59 %)) will present their figures.

𝗜𝗣𝗢𝘀 🔔

𝗛𝗼𝗺𝗲𝗧𝗼𝗚𝗼 - The Berlin-based StartUp, which founded an online platform for vacation homes, celebrated its IPO last Wednesday. This ran off not in the classical way, but over the fictitious purchase of the enterprise over a stock exchange coat company (SPAC). Because of this, the IPO did not take place in Frankfurt am Main, as is usual for German companies, but in New York on Wall Street. The startup raised around 250 million euros through the IPO, which, however, exceeded previous expectations.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

𝗟𝗮𝗴𝗮𝗿𝗱𝗲 - The ECB chief estimates that the impact of the Evergrande problems is currently limited to China. Lagarde assumes that Europe will only be directly affected to a limited extent.

Bafin also estimates the impact on the German market as rather low and has therefore not yet requested a stress test from those banks under its supervision.

𝗭𝗶𝗻𝘀𝘀𝗲𝗻𝗸𝘂𝗻𝗴 - Turkey lowers the interest rate and lets the Lira sink thereby.

On Thursday evening, Turkey unexpectedly lowered its interest rate, although an inflationary environment continues to spread and real borrowing costs have already turned negative. After the decision, the lira plunged 1.5 percent, marking an all-time low.

Inflation stood at 19.25 percent last month.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

𝗧𝗼𝗺 𝗕𝗿𝗮𝗱𝘆 - The legendary football star and seven-time Super Bowl winner has long been known for his affinity for cryptocurrencies. Brady has also had a presence in the NFT space. For example, he founded his own NFT trading platform called "Autograph," where sports legends, such as golf star Tiger Woods now, can sell their own NFTs. Brady is now going one step further. In an interview, he announced that he wants to receive part of his NFL salary in the form of cryptocurrencies in the future. For him, this involves Bitcoin ($BTC-EUR (+0,2 %)), Ethereum ($ETH-USD (-0,28 %)) and Solana ($SOL-USD (+2,13 %)) come into question. The super athlete currently earns an annual salary of $25 million.

Enjoy your Friday ✌️