3J·

Milestone reached 🎉

After just over a year, I broke the 20k barrier 🥰! I really started the stock market adventure without much prior knowledge, but thanks to the community and acquiring knowledge about shares and the like, I was able to achieve an absolutely reasonable return. 💰

Thanks to everyone who contributes so regularly and actively shapes the forum. I would like to contribute more myself, but due to time management I hardly manage to do any research and provide good content... THANK YOU 🎉

I currently have another €1000 ready to invest and have been toying with the idea for a while now $SAP (+3,93 %) . More diversity towards Europe/DE might not be bad...?

Does anyone have any suggestions or ideas for improvement?

Thanks to the entire community and especially to and @Tenbagger2024
@Aktienhauptmeister
@Simpson
@Multibagger for your efforts 🥹

23 Commentaires

I wouldn't shift anything to Europe at the moment, and certainly not to Germany. The investment billions will also be misappropriated over the next few years to maintain our welfare state. The government will still not get any reforms off the ground because they simply want to serve too many different clientele groups. So Germany will continue to bring up the rear in Europe.

•

sakamotoo@sakamotoo

@Multibagger Thanks for your assessment! I wouldn't restructure anything now either, just open a new position in SAP, as I think there are currently good opportunities in the Spate software 😁

••

Epi@Epi

@sakamotoo What is the investment idea? That SAP should cut 10,000 jobs in Germany? Could work.

•

sakamotoo@sakamotoo

@Epi I think SAP will benefit in the long term from integrating AI into its software. They have a global presence, can hardly be replaced and have massive amounts of data sets. At the moment, however, there seems to be a real panic that all these companies will go bankrupt in the next two years

•

FairValue@FairValue

@sakamotoo But the market sees it very differently and that is the only thing that is relevant.
It's best to swim with the big money as a beginner.

•

Thomas@Thomas_1963

@Multibagger Two years ago I was already wondering why the DAX was rushing from one high to the next.
But even then I didn't invest in Germany. My model portfolio, which I created in June 2025, is currently telling me: DAX annual performance 0.36%. 😂
I won't continue to invest in Germany as long as there are no-gooders in Berlin.

•

Marty0292@Marty0292

@Multibagger Germany still has solid companies to offer, such as Munich Re and Allianz. I don't think it's a good idea to exclude these companies because of the current policy. Especially as corporate profits also come from other countries.

•

Chris@Multibagger

@Marty0292 The companies you mentioned are undoubtedly good ones. But there was no mention of them at @sakamotoo. It was about SAP. They don't fit into my investment strategy.

•

Turnaround@Turnaround

@Multibagger Unfortunately, you are so right with your statement. It's bad that people hardly have any confidence in their home market anymore.

••

Thoranos@Thoranos

@Multibagger I agree. I only have Munich Re in my portfolio.

••

GordonCapital@GordonCapital

...with $SAP you are not wrong in my opinion - quite the opposite.

•

sakamotoo@sakamotoo

@GordonCapital currently seems more favorable than it has for a long time. I am convinced of the integration of AI into their software and do not see AI simply replacing everything overnight

••

GordonCapital@GordonCapital

@sakamotoo Despite what I consider to be exaggerated markdowns recently and the market's current very strong focus on pure AI infrastructure topics, I believe SAP is excellently positioned in the long term. After all, regardless of who ultimately provides the leading AI applications, high-quality company data and its intelligent networking will remain the decisive raw material. This is precisely where I see SAP as a central interface in the future, linking data, processes and AI in a meaningful way. Against this backdrop, I believe that the share still has significant potential. However, I am not expecting a sprint, but rather a half marathon - with interim fluctuations, but in my view a clearly positive outlook in the longer term. Incidentally, I am already heavily invested here...

•

Michey777@Michey777

I prefer to look at niche players at the moment (but same sector). I have therefore added $NEM to my portfolio.

•

sakamotoo@sakamotoo

@Michey777 I'll have a look, thanks!

••

Tenbagger2024@Tenbagger2024

Thank you dear. I haven't paid much attention to SAP so far. Because I think the share could come under pressure from time to time due to further developments in AI. Here I would prefer to focus on the clear AI profiteers. It might also make sense to focus on vaccine research or med tech. Because there are rumors that stewardesses are infected with the hunter virus who have previously completed several flights

•

sakamotoo@sakamotoo

@Tenbagger2024 good point, I had also seen your introduction to $DE000A40QVM8... is also on the shortlist. With the pharmaceutical companies you mentioned, I would have to look for suitable companies first :D

••

Tenbagger2024@Tenbagger2024

@sakamotoo Take it easy for now. And see how things develop with the virus. I have now gone to $ALLIX for software. But there are always rumors that cybersecurity could be replaced by AI. At the moment, however, I think that AI will increase the number of attacks. And cybersecurity should benefit

•

Brian@Aktienhauptmeister

Thanks for the mention my dear 🫶 don't even know what I contributed😅

•

sakamotoo@sakamotoo

@Aktienhauptmeister $CPRX was your recommendation :D even if it will soon be thrown out as my target zone has been reached

•

Brian@Aktienhauptmeister

@sakamotoo should not serve as a recommendation, but you're welcome 😂🫶

••

Martin@martin12

Strong portfolio. I would include SAP

•

sakamotoo@sakamotoo

@martin12 Thank you! I'm also currently torn :D

•