By far my worst investment.
Admittedly, I am actually bullish on VONOVIA, but the current drop is insane.
Of course there are risks, but I see them as quite low for VONOVIA. Rents are paid, I think, even in a cooling economy ... and the rising interest rates should also make VONOVIA hardly to create, because they have quite long fixed interest rates. Or am I missing something here? Long I am and remain bullish. Nachkaufen I dare but believe now no longer ...
So slowly the market is exciting, so that I will also start in the next week to look at a pair of companies and also look at times charttechnically. Do the resistance zones hold or does it go a little lower?
My focus is currently on buying companies that I already own and the prices and charts invite to buy. It looks like this:
Interesting for me to re-buy:
$MSFT (+1,09 %) Microsoft
$VONOY Vonovia
$ZS (+2,26 %) Zscaler
$SBUX (+0,07 %) Starbucks
Companies that I definitely want to buy, but the price and chart currently do not invite me to do so:
$MURGY Munich Re
$JNJ (-1,21 %) Johnson & Johnson
$PEP (-0,84 %) PepsiCo
$AAPL (+2,87 %) Apple
$MCD (+0,17 %) McDondalds
New purchases that I do not currently have in my portfolio but would like to have at some point:
$ADBE (+2,84 %) Adobe
$QCOM (+2,24 %) Qualcomm
However, I still want to take a close look at Qualcomm in the near future. The trend has not been broken yet. Adobe should turn slowly now, as they are in the resistance zone. Here I will take a close look.
Microsoft, Vonovia, Zscaler and Starbucks are very interesting though. Microsoft and Starbucks, are also among my last after-buys. I would like to add something here. Zscaler and Vonovia are at the top of the list.
In such phases, I like to pull the shares and then adjust the weightings again.
But as mentioned in the last post, I usually take my time and build up in such phases, first once proper cash and then go in thoughtfully. If it then rises faster than I expected, it is not bad. I do not chase after any company. I am invested and sit out such phases otherwise simply. I don't have to invest!
Which companies are currently on your list to buy or buy again and which ones would you like to buy, but don't find interesting enough at the moment?
No investment advice
Is there anything against investing in $VONOY ?
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
Market News FR est enfin de retour avec les nouveautés les plus récentes du secteur économique. L'application getquin est finalement disponible en français!! Il y a déjà des francophones dans notre communauté? J'attends avec impatience des discussions intéressantes.
𝗜𝗣𝗢𝘀 🔔
Daimler Truck - La division camions de Daimler ( $DAI (-0,29 %) ) a fait ses débuts à la bourse de Francfort aujourd'hui sous le nom de Daimler Trucks. Le premier cours a évalué l'entreprise à une capitalisation boursière de 23 milliards d'euros. Cette capitalisation boursière se situe donc plutôt dans le bas de la fourchette des prévisions des analystes, qui tablaient sur une valorisation allant jusqu'à 40 milliards.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Date ex-dividende: FedEX ( $FDX (-9,66 %) ), Vonovia SE ADR ( $VNAA ) et ITT Corp. ( $ITT (+5,2 %) ).
𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀 📈
Aujourd’hui CARL ZEISS MEDITEC ( $AFX (+0,38 %) ) , Surgutneftegas ( $SNGS ) et Wolford AG ( $WOLS ) présentent leurs chiffres.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Inflation - L'indice des prix à la consommation aux Etats-Unis augmente de 6,8% depuis décembre 2020. Il s'agit de la hausse la plus rapide depuis juin 1982. Reste à savoir comment la banque centrale américaine va réagir. La prochaine réunion de la FED aura lieu la semaine prochaine et les chiffres y joueront un rôle central.
Volkswagen ( $VOWA ) - Herbert Diess reste à la tête du groupe. Le conseil de surveillance s'est mis d'accord pour que Diess reste président du directoire, mais qu'il perde certaines compétences opérationnelles. Le plus grand changement sera que Herbert Diess perdra la responsabilité de l'activité en Chine. De plus, le programme d'investissement pour les cinq prochaines années a été approuvé. Il comprend des investissements à hauteur de 160 milliards d'euros.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Meta - La filiale de Meta Whatsapp teste actuellement les transferts avec des crypto-monnaies. Une phase de test est actuellement en cours pour permettre aux utilisateurs de s'envoyer des cryptomonnaies entre eux. Le tout doit être mis en œuvre avec le portefeuille Novi, qui appartient également au groupe Meta. Les crypto-monnaies disponibles ne sont pour l'instant pas le Bitcoin, le Dogecoin & Co, mais seulement un stablecoin sur la base d'Etherum appelé Pax Dollar.
Je vous souhaite un bon weekend! Et à la prochaine!
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝘀𝗼𝗿𝗴𝗲𝗻 / 𝗗𝗶𝗲𝘀𝘀 𝗯𝗹𝗲𝗶𝗯𝘁 / 𝗪𝗵𝗮𝘁𝘀𝗮𝗽𝗽 𝘄𝗶𝗿𝗱 𝗭𝗮𝗵𝗹𝘂𝗻𝗴𝘀𝗱𝗶𝗲𝗻𝘀𝘁𝗹𝗲𝗶𝘀𝘁𝗲𝗿
𝗜𝗣𝗢𝘀 🔔
Daimler Truck - Daimler's ($DAI (-2,54 %)) truck division could celebrate its debut on the Frankfurt Stock Exchange today under the name Daimler Trucks. The first price valued the company with a market capitalization of 23 billion euros. This means that the market capitalization is rather at the lower end of analysts' forecasts, who had expected a valuation of up to 40 billion.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, among others, FedEX ($FDX (-9,66 %)), Vonovia SE ADR ($VNAA) and ITT Corp. ($ITT (+5,2 %)) are trading ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, among others, CARL ZEISS MEDITEC ($AFX (+0,38 %)) , Surgutneftegas ($SNGS) and Wolford AG ($WOL (-1,01 %)) present their quarterly figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Inflation - The consumer price index in the U.S. is up 6.8% since December 2020. This is the fastest increase since June 1982. Exactly how the Federal Reserve will respond remains to be seen. The next meeting of the FED will take place next week, where the figures will play a central role.
Volkswagen ($VOW (-0,25 %)) - Herbert Diess remains Group Chairman. The Supervisory Board agreed that Diess will remain Chairman of the Board of Management, but will have to relinquish some operational responsibilities. The biggest change will be that Herbert Diess will lose responsibility for the China business. In addition, the investment program for the next 5 years was released, this includes investments in the amount of 160 billion euros.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Meta ($FB (+3,24 %)) - The Meta subsidiary Whatsapp is currently testing transfers with cryptocurrencies. A test phase is currently underway to enable users to send cryptocurrencies to each other. The whole thing is to be implemented with the Novi wallet, which also belongs to the Meta Group. Available cryptocurrencies are currently not Bitcoin, Dogecoin & Co, but only a stablecoin based on Etherum called Pax Dollar.
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