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314$BTC (+0,46 %)
Spot ETFs had an absolute record day yesterday 🚀
On yesterday's trading day alone, over 1.3 billion dollars flowed into the Bitcoin Spot ETFs, which is a record.
The $IBIT of $BLK received 1.1 billion $🤯 alone
This brings the inflows since the ETFs started trading in January to over 25.5 billion dollars.
To put it in Larry Fink's words "$IBIT is the fastest growing ETF in the history of ETFs."
Source: https://farside.co.uk/btc/
All of these shares reached new ALL-TIME HIGHS at some point today ⤵️
Nvidia $NVDA (-0,03 %)
Amazon $AMZN (-0,02 %)
Netflix $NFLX (+0,37 %)
Walmart $WMT (+1,81 %)
JPMorgan $JPM (+0,97 %)
Goldman Sachs $GOS0
Palantir $PLTR (+5,8 %)
Blackrock $BLK
American Express $AXP (+0,52 %)
Arista $ANET (+0,19 %)
Apollo $APO PR A
Blackstone $BX (+1,53 %)
Booking $BKNG (+1,31 %)
Instacart $INSTA
Caterpillar $CAT (-2,91 %)
Capital One $COF (+1,17 %)
Discover Financial $DFS (+0,81 %)
Electronic Arts $EA (-0,11 %)
GE Vernova $GEV (+2,57 %)
Hilton $HLT (+1,96 %)
Howmet $HWM (+2,93 %)
Interactive Brokers $IBKR (+1,86 %)
Cheniere $LNG (+2,62 %)
Morgan Stanley $MS (+1,35 %)
Marriot $MAR (+1,62 %)
Nasdaq $NDAQ (+1,15 %)
News Corp $NWSA (+2,21 %)
Oracle $ORCL (+2,18 %)
Palo Alto $PANW (+1,75 %)
ServiceNow $NOW (+0,65 %)
Steel Dynamics $STLD (+1,87 %)
Stryker $SYK (+2,44 %)
Royal Caribbean $RCL (+2,93 %)
Reddit $RDDT
Trade Desk $TTD (+3,69 %)
Visa $V (+1,22 %)
Wells Fargo $WFC (+1,06 %)
Innovations in the trial custody account/children's custody account/savings plan custody account or whatever $AMUN (-0,63 %) flies out. Not necessarily because of the figures. I actually thought they were quite good, but what they did with my beloved World ETF was enough for me.
Still considering $MSCI (+4 %) or $BLK but haven't had time to take a closer look yet.
Nevertheless, there will be 4 new additions next month.
Will $BLK
$BLK (+1,41 %) go over 1000 usd this week?
Week in review 12.10.
All-time highs for S&P 500, Dow Jones, Air Products & Chemicals, American Express, Arista Networks, Bank of New York Mellon, BlackRock, Caterpillar, CAVA, Fiserv, GE Vernova, Goldman Sachs, Mastercard, Morgan Stanley, Motorola Solutions, Piper Sandler, Royal Caribbean, Uber, Unum
52-week highs for Carnival, Commerzbank, GE Aerospace, Hilton Worldwide, MicroStrategy, Norwegian Cruise, Palantir, Ralph Lauren, Robinhood Markets, Sea Ltd. , Shake Shack, Tangier, Teledyne
Tesla Cybercab / Robotaxi planned from 2026 for under 30,000$. In addition, an autonomous bus with 20 seats was presented, share falls -8.1%, market is disappointed, -19% 1-year performance
Nvidia partner Hon Hai increases capacity to meet "crazy" AI demand, Nvidia shares +8.3% this week, +176% 1-year performance
AMD unveils MI325X AI accelerator to compete with Nvidia's H200, customers include Google, Microsoft, OpenAI, Dell, Oracle, Meta, Hewlett Packard Enterprise, Supermicro, Lenovo and Databricks, AMD launches EPYC 5th Gen Datacenter CPU to compete with Intel's Xeon, AMD currently has 34% market share in Datacenter CPUs, MI350 coming in 2025 to compete with Nvidia's Blackwell, AMD stock drops -4%, apparently sell the news event, +45% 1-year performance
92% of desktop processor sales at major German online retailer Mindfactory were from AMD last week, Intel only at 8% share and -36% 1-year performance
TSMC with good quarterly figures, share price rises slightly, +97% 1-year performance
JPMorgan with good quarterly figures, share +5.1%, +48% 1-year performance
Wells Fargo with good quarterly figures, share +6.5%, +49% 1-year performance
PepsiCo and Samsung with poor quarterly figures, shares fall slightly
Amazon Pharmacy announces same-day delivery of prescription drugs in 20 more US states and expands its service to almost half of the states in 2025, +43% % 1-year performance
Jefferies says Apple's hopes for an AI phone are overdone and high expectations are premature, Hold rating, +26% 1-year performance
The situation is similar at Microsoft after Oppenheimer downgraded its rating from "Outperform" to "Perform", it was the second such downgrade by analysts in recent weeks, AI sales are overestimated and shares have underperformed since July due to "AI fatigue", plus losses at OpenAI, +26% 1-year performance
Two Google scientists from the subsidiary DeepMind receive the Nobel Prize in Chemistry, they developed the AI model "AlphaFold2", which can be used to predict the structures of all 200 million known proteins, the AI is used in 190 countries, for example in the clarification of antibiotic resistance or the use of enzymes to break down plastics, Alphabet shareholders like this, +12% 1-year performance
Inperial Brands increases dividend, now pays out quarterly and buys back shares, share price rises 5%, +36% 1-year performance
FTX - customers will soon get their balances paid out after the crypto exchange went bankrupt in 2022 and the management was imprisoned
Shortseller Hindenburg Research with allegations of fraud and safety concerns for children at gaming service Roblox, share price falls -6%, even -70% since November 2021
After two very positive weeks, China stocks fall like a flash in the pan as the market expected more stimulus from the Chinese dictator. Dictator, Hang Seng with worst day since the 2008 financial crisis, this week
China strengthens real estate sector and signals more spending ahead, Finance Minister announces measures to support real estate sector today and government would now have more room to borrow and increase deficit, China also announces issuance of special government bonds today to bolster capitalization of its largest state-owned banks, Printer is coming
Fitch downgrades France's credit rating to negative due to higher deficits, government debt expected to rise to 118.5% of GDP by 2028
FTSE Russell: Greek equities on track for upgrade to developed markets, FTSE Russell to provide update as part of March 2025 review, Greek equity index up 53% since start of 2023
Porsche sells 7% fewer cars due to China slump by -29%, -5% North America but +7% Germany & Europe, -21% % 1-year performance
Deutsche Telekom increases dividend and launches share buyback program for € 2 bn, highest share price in 23 years, +33% 1-year performance
Commerzbank reaches highest share price since the euro crisis in 2011, +61% 1-year performance
Bayer with new lawsuit in the USA over PCBs, share price -7%, -41% 1-year performance
German industrial order intake fell unexpectedly sharply by 5.8% in August compared to the previous month
E.on CEO expects energy prices to rise in the long term thanks to higher taxes & levies and the world's stupidest energy policy
The Ampel expects the economy to shrink for the second year in a row, revising its GDP forecast for 2024 from +0.3% to -0.2%, only the second consecutive year of shrinking GDP since the fall of communism in 1990
After the pension insurance, the German long-term care insurance is also bankrupt, as recipients of citizens' benefits are not paying in and society is ageing, Lauterbach therefore wants to increase the monthly contribution for long-term care for all workers, so soon less net from gross again
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$NVDA (-0,03 %)
$AMD (-0,12 %)
$TSLA (+9,97 %)
$CBR
$INTC (+0,53 %)
$2330
$JPM (+0,97 %)
$WFC (+1,06 %)
$PEP (+1,38 %)
$AMZN (-0,02 %)
$GOOGL (-0,6 %)
$GOOGL (-0,6 %)
$AAPL (+0,65 %)
$MSFT (+0,15 %)
$IMB (+0,14 %)
$CNUA (-4,15 %)
$941
$9988 (-5,04 %)
$700 (-4,51 %)
$1211 (-3,83 %)
$P911 (-1,22 %)
$PAH3 (-2,05 %)
$DTE (+0,79 %)
$BAYN (-1,69 %)
$EOAN (-1,03 %)
$PLTR (+5,8 %)
$RBLX
$BLK
Why haven't I seen a price for about a week? The settlement in the custody account is also at the EK.
Thank you for any helpful answers 👍☕️
Week in review 05.10.
New all-time highs for Arista Networks, BlackRock, Caterpillar, Exxon Mobil, Fiserv, Jefferies Financial, Home Depot, Lockheed Martin, MetLife, Otis Worldwide, Piper Sandler, Stifel Financial, Unum Group, Vistra Corp.
New 52-week highs for Carvana, Juniper Networks, NextEra Energy, Palantir, Tanger, ZIM Integrated Shipping
BTC rises +10% in September, best September for Bitcoin in its history
Good labor market report on Friday in the US, recession / hard landing is canceled for now
Dock workers strike in the US ends thanks to strong wage increase, possible rising inflation due to long strike and crisis are canceled
Palantir breaks $40 mark for the first time since February 2021, +154% in 12 months #PLTRgang 🤜🤛👊✊
Alphabet imitates Microsoft and now also wants nuclear power for AI data centers
YouTube shorts can now be a maximum of three minutes long instead of just 60 seconds to compete with Instagram Reels and TikTok
Tesla disappoints with delivery figures in Q3 despite new record, shares fall 4%, rumors say a new Tesla model will be presented at the upcoming Robotaxi event on 10.10.
Microsoft now offers Office 2024 without a subscription fee for a one-off €149 for PC & Mac and ends HoloLens AR headset program
Amazon wants to increase advertising on Prime Video
New "affordable" Apple iPhone SE to arrive in 2025 and new iPad Mini, Mac Mini and Macbooks with M4 chip later this year (rumors)
Rivian lowers its production targets for 2024 due to supply bottlenecks, delivery figures for Q3 worse than expected as at Tesla, Rivian shares -3%
China stocks continue to rise thanks to money printers and stimulus program, weekly performance: +42% Alibaba Health, +30% Jinko Solar, +30% Meituan, +28% ZTE, +21% Ping An, +20% JD. com, +19% Kingsoft, +19% Weibo, +17% Pinduoduo, +14% Xiaomi, +13% BYD, +8% Alibaba, +7% Baidu
Oil price rises this week due to war in the Middle East, oil companies up and airlines down
Nike with mixed figures. Shares fall 6% in after-hours trading after the sporting goods company reported a significant drop in sales for the third quarter and canceled its annual targets. In addition, an investor day planned for November was postponed. Adidas shares much better this year.
BlackRock now holds $24 billion worth of Bitcoin, representing 2% of the total
MicroStrategy has now bought bitcoin 40 times in the last four years for a total of $10 billion
Coinase's own blockchain "Base" now holds $2bn total value locked, which is +370% since the beginning of the year
Boeing considers capital increase, strike has been going on for three weeks
German economy stagnates until the end of the year, slight improvement maybe in 2025
Inflation in Germany falls to 1.6%, but services increase by +3.8%
Rheinmetall with new order from Denmark for 16 Sky Ranger 30 including ammunition for air defense
EU car tariffs against China are now possible, German car shares rise
Profit warning at Stellantis and again at VW
Springer Nature - IPO successful, issue price €22.50, last price €23.05
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$AAPL (+0,65 %)
$GOOGL (-0,6 %)
$GOOG (-0,66 %)
$TSLA (+9,97 %)
$RHM (+1,63 %)
$PLTR (+5,8 %)
$BA (+1,21 %)
$BTC (+0,46 %)
$COIN (+8,63 %)
$MSTR (+1,77 %)
$MSFT (+0,15 %)
$RIVN (+3,15 %)
$AMZN (-0,02 %)
$9988 (-5,04 %)
$PDD (-5,98 %)
$NKE (+0,58 %)
$ADS (-1,81 %)
$BLK
$VOW (-2,5 %)
$STELLA
Very exciting presentation by $BLK at the DAC2024 conference in Brazil
$BTC (+0,46 %) for example, is referred to as a "risk off" asset and $ETH (-0,31 %) as a "risk on".
The loss of purchasing power of the US dollar is also highlighted📉
If anyone would like to watch the presentation:
https://www.youtube.com/live/uCl80AVw7Jo?si=MEx2PsI1qDiS7zrW
It starts at about minute 23 :)
Good morning,
I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.
I have the following criteria:
-No tech, I have enough of that already
-If possible, no USA. But this is not an exclusion
-Dividend doesn't matter
-Investment horizon > 10 years
Here are the 9:
If there are any concerns about the nine, I will gladly take some out again
Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:
There are a few more smart criteria that fit my preferences and gut feeling. These would be:
I like stocks with long-phase linear growth, see $CTAS (+3,42 %) in the last 12 months and $8001 (+0,85 %) . $LOTB (+1,4 %) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (-0,49 %) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (+3,53 %) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.
$BRK.B (+1,54 %) is somehow part of such a portfolio:-), I'm not sure about $V (+1,22 %) I'm not sure about. Thanks for the suggestions on medical+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.
Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:
$BLK (+1,41 %) flies out again, $V (+1,22 %) stays
Instead there are 2 new ones from your suggestions:
$CAT (-2,91 %) and $NOVO B (+0,73 %)
So it looks like this:
I did a backtest from 1.1.2020, all equally weighted
Average annual return: 24.32%
Total return approx. twice as high as the S&P ETF $CSPX (+1,03 %)
In the difficult years 2020 and 2022 each over 13% plus
10k became 28.5k with dividends in the 4.5 years
Nice linear progression over the entire term:
But unfortunately: forecasts are difficult, especially when they concern the future!
Hello everyone, as some of you have noticed, there has been an ISIN change for Blackrock.
Depending on the type of your import you have to book this change manually.
(With Open Banking this is done automatically).
You have 2 options for doing this:
Option 1:
You replace the old ISIN US09247X1019 with the new US09290D1019 in every purchase and sale.
The dividends are automatically regenerated.
Variant 2:
You create a sale for the old ISIN US09247X1019 and select your average buy price as the sell price.
This generates a return of +-0%.
You then create a buy on the record date with the old average purchase price and the new ISIN US09290D1019.
The new dividends are then generated automatically.
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