Nextera Energy Action Forum

RIP to all $FSLR (-0,63 %) and $NEE (+3,84 %) Investors🙏🫡

Earnings next week 🗓️

$SAP (-0,4 %)

$NUE (-0,61 %)

$VZ (+0,51 %)

$GM (+1,05 %)

$MMM (+1,14 %)

$RTX (+3,63 %)

$GE (+4,23 %)

$ENPH (-6,08 %)

$TXN (+2,43 %)

$VRT (+3,87 %)

$BA (+1,21 %)

$T (+2,05 %)

$KO (+1,1 %)

$NEE (+3,84 %)

$GEV (+2,57 %)

$TMO (+0,08 %)

$TSLA (+9,97 %)

$LRCX (-0,8 %)

$IBM (+1,17 %)

$NOW (+0,65 %)

$TMUS (+2,34 %)

$AAL (+1,89 %)

$UPS (-0,58 %)

$LUV (+2,45 %)

📣All these stocks hit new 52 WEEK HIGHS at some point today

📣All these stocks hit new 52 WEEK HIGHS at some point today

Alcon $ALC (+0,47 %)

Applovin $APP (+18,9 %)

Beigene $BGNE (+0,26 %)

Boston Scientific $BSX (+2,8 %)

British American Tobacco $BTI (+0,76 %)

Carrier $CARR

$EBAY (+0,56 %)

Fair Isaac $FICO (+8,02 %)

$IBM (+1,17 %)

NextEra $NEE (+3,84 %)

ServiceNow $NOW

Natera $NTRA

Public Service $PEG (-0 %)

Insulet $PODD (+6,47 %)

Sharkninja $SN

Squarespace $SQSP

Stryker $SYK (+2,44 %)

I am taking profits of around 17% and no longer want to be invested in the main electricity supplier.

Any opinions? $NEE (+3,84 %)

16.07.2024 +++ Apple increases sales in India +++ Hugo Boss lowers forecast +++ Netflix with new price target +++ SMC joins the NASDAQ 100 +++ Solar sector under pressure +++

Jefferies raises target for NETFLIX $NFLX (+0,37 %) to USD 780 (655) - 'BUY'

SolarEdge $SEDG (-8,53 %) Technologies lost around 9% after the company announced plans to lay off 400 employees to restore profitability at a time of declining revenues. Other solar stocks fell, with Sunrun $RUN (-14,16 %) and Sunnova Energy $NOVA (-10,53 %) recently falling by more than 6 % each. Nextera Energy $NEE (+3,84 %) slipped by 2%. Joe Biden stood for this sector, but he has not delivered on his promises in recent years. Now that he is losing more respect and Trump is further ahead, this is reflected in the sector!

Apple $AAPL (+0,65 %) achieved a new record turnover of 8 billion dollars in India in the past financial year. The 33 percent year-on-year increase is in line with the increased attention Apple is paying to the Indian market, writes the agency. The iPhone manufacturer is benefiting from the increased purchasing power of Indians and has set its sights on the country as a production location and source of revenue beyond China against the backdrop of growing tensions in trade with the USA.

Hugo Boss lowers annual forecast below market expectations - weak quarter

The fashion retailer Hugo Boss $BOSS (-3,01 %) is more pessimistic about the year as a whole after a disappointing second quarter. The company announced late Monday evening that it only expects sales to increase by one to four percent to 4.20 to 4.35 billion euros in 2024. This means that the upper end of the range is below the market expectation of 4.37 billion euros. Previously, Hugo Boss had expected an increase in sales of three to six percent. In its new forecast, the company assumes that currency effects will have a slightly negative impact on sales development in 2024.

Tuesday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

Clinica Baviera EUR 1.57

Quarterly figures / company dates USA / Asia

00:30 Rio Tinto Operation Report 2Q

11:55 Unitedhealth Group quarterly figures

12:45 Bank of America quarterly figures

13:30 Morgan Stanley quarterly figures

13:30 State Street quarterly figures

14:00 Alco Extraordinary General Meeting

Quarterly figures / Company dates Europe

07:30 Richemont Trading Update 1Q

17:45 Vinci Q2 sales

19:00 Telekom Austria quarterly figures

Economic data

• 10:00 EU: ECB, Quarterly Lending Report 2Q
• 11:00 EU: Trade Balance May
• 11:00 DE: ZEW Indicator of Economic Sentiment July FORECAST: 41.0 points previously: 47.5 points Economic situation FORECAST: -75.5 points previously: -73.8 points
• 14:30 US: Retail Sales June FORECAST: -0.2% yoy previous: +0.1% yoy Retail Sales ex Motor Vehicles FORECAST: +0.1% yoy previous: -0.1% yoy
• 14:30 US: Import and Export Prices June Import Prices PROGNOSE: -0.1% yoy previous: -0.4% yoy
• 16:00 US: Inventories May PROGNOSE: +0.5% yoy previous: +0.3% yoy

Hello and have a nice evening,

I would like to ask you for a portfolio evaluation and suggestions for improvement 👀

Or roast me and tell me just one ETF...🙂‍↔️

Objective:

Long-term wealth accumulation

(Reach the 100k for now - I'm only at 2k but that will bestimmt🤝🏼)

About me:

20Y savings sum 150-200€ month

Trained as a real estate agent (therefore Realty haha)

Investing since the start of training 1.09.23

I wanted to go through my positions individually and tell you why I bought the position and what I think about it at the moment:

💚 - Stay in

( or convince me otherwise)

💛- Divided

MSCI ACWI - $ACWI 💚

An Etf solution - core of the portfolio should make up ~ 40-50% of the portfolio in the long term

MSCI India - $QDV5 (-0,64 %) 💚

deliberate doubling with share in ACWI - see great potential and economic growth here

Deka Fond - 💚

I know, no savings bank funds, but these are my VWL and they are worthwhile for me - very tech-heavy and currently yielding good returns

Realty - $O (+2,65 %) 💚

Solid monthly payer with great upside potential if interest rates fall

BAT - 💛 $BATS (+0,49 %)

Great upside potential - comeback if new tobacco-free products conquer the market

+ High dividend

DHL - 💚 $DHL (+0,1 %)

Burggraben - DE - Dividend - Industry pick

Blackrock 💚- $BLK

Burggraben - Great market power + growth + dividend(growth)

United Health 💚 - $UNH (+3,09 %)

Moat + dividend growth + stability + growth

Pfizer 💛 - $PFIZER

Big pharma company + comeback potential + dividend

(I will probably sell - possibly buy diabetes pharma company $LLY (+5,07 %)
$NOVO B (+0,73 %)

Monster 💚 - $MNST (+1,28 %)

Growth rocket 🚀 + brand power + no debt

Nextera 💚 - $NEE (+3,84 %)

Monopoly position + benefits from falling interest rates + divi(-growth) + utility pick

Volkswagen 💛 - $VOW (-2,5 %)

Brand power/portfolio - DE - Dividend - Comeback

ASML 💚💚 - - $ASML (-0,38 %)

NL/EU - moat - growth rocket - great future potential

P&G💚 $PG (+3,31 %)

Blue chip - Stability - Brand power/portfolio

My watchlist:

$MC (-2,6 %)
$DE (-2,8 %)
$V (+1,22 %)
$META (+0,4 %) + Pharma

I have now learned that dividends do not play a major role at my age (more focus on growth in the future), but they all motivate me at times💪.

Unfortunately, I have few tech companies, which has left me with a lot of returns...Tech/IT is still the largest sector in my portfolio with just under 20%🤡

Initially paid a lot of learning money through MPT and too many positions - forgive me 🙈

I'm looking forward to your roast and hope for more than 1ETF solution ;)

After selling my 5 shares in $NEE (+3,84 %) NextEra Energy yesterday with a 15% profit, I have today added to my $O (+2,65 %) Realty Income portfolio today, with the idea that the hopefully imminent turnaround in interest rates will cause REITs to react bullishly again. 📈

There is also a nice dividend at the top drauf🙌🏼

May Recap😁

While the publicists of news like "sold too early", "learn to invest first", "you have no idea about the stock market" can be happy about the -6% of Paypal, I prefer to be happy about the 5% I was able to earn.

Without Paypal, it just feels nice an🙂‍↕️.

The race was won by both my last $SBUX (+2,49 %) purchase (+6%) and also $NEE (+3,84 %) has recovered after a long time and is picking up speed.

Here's to a successful June🥳.

Greetings 🦆

$$WUTI (+0,84 %) - Trend is your friend or investment case?

My portfolio has a share in utilities of just under 1.3%, which is objectively too low for me. I have therefore been planning to increase this share for a few months now.

However, just because something is missing from your portfolio doesn't mean you should blindly buy individual stocks and do your research properly.

More input doesn't automatically make you smarter and in the end I can't get through all the regulations. Hence the idea with the ETF - although unfortunately there is no sensible distributing ETF on the subject.

Now to my question: Utilities are running because they are running. However, electricity will also become increasingly important in the future and the values have lagged behind in the last two years. Would you take the plunge and not pay so much attention to the market movement or wait for a correction, which of course may not materialize?

Note: $NEE (+3,84 %) is weighted at 9% and has had a brutal run in the last few weeks, so I am already assuming a correction. But it is also the stock that I have followed more closely.

I look forward to your opinion and wish you a nice Sunday (Mother's Day)!