1Sem.·

Ultimate Homer "ETF" savings plan Return after 15 months

Tops

Still at the top 🥇Sprouts Farmers$SFM (+0,09 %) which are stable 📈 followed by 🥈Netflix $NFLX (-0,42 %) which has fought its way up to second place despite all the market turbulence.

Walmart $WMT (-0,95 %) who have always been in the top 3 since I started covering the position.

Unlike the country 🇩🇪 where it feels 📉. Things are looking surprisingly good on the stock market for 🇩🇪 shares $DB1 (+0,57 %) & $MUV2 (+0,41 %) in the top 10 💪😊

Surprisingly, there is no sign of Magnificent 7 far and wide 😂 although $TSLA (+4,38 %) is no longer represented in the "ETF".

Flops

Although Adobe$ADBE (-0,41 %) actually has good figures, the position has not really gotten off the ground since I started holding it, worse still, so far it has brought me the most losses, although it does not pay a dividend 😂

Of course the savings plans are still running this month, but not all positions.

The winners are still running, some of the losers have been paused for the time being and only the flops are still running. $QCOM (-0,37 %)
$AMAT (-1,11 %) continue.

17 Commentaires

Sina@lawinvest

1Sem.

The dear Walmart... always look too expensive and still run. I bought at the split back then and everyone told me that the split didn't change the price 😋😂
That's why I wouldn't buy directly at the moment, for example. But the savings plan is great. In my upcoming project, however, they lost out to costco. That was my consideration: costco or walmart.

And Adobe is really a case in itself. I had my eye on them a lot last year and we often saw good figures and yet the stock market was down -10/-12% in some cases

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Tenbagger2024@Tenbagger2024

1Sem.

@lawinvest
$DOL I see it as a good alternative to Wallmart and Costco

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Royal_TS@Royal_TS

1Sem.

@Tenbagger2024 Thank you. I've never heard of them 🧐

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Homer@Simpson

1Sem.

@lawinvest When does it start Sina?☺️

Got costco in too but paused for now. When Walmart is expensive, costco is extremely expensive 😂

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Sina@lawinvest

1Sem.

@Simpson the execution starts tomorrow, then I'll post too :)

I'm always very focused on returns on capital and Costco is a stronger brand... but that may also be due to the business model. Both companies have ultimately broken out of their past valuation ratios at high prices

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Soprano@Soprano

1Sem.

@lawinvest Of course the split changes the price. That's the point ...

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Patrick Schäfer@Hotte1909

1Sem.

Walmart is simply good 😀 but I would never have seen Deutsche Börse among the winners 😀 sprout is very interesting

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Tenbagger2024@Tenbagger2024

1Sem.

Thank you my dear, for the interim result in your ETF, did you manage to finish this month in green?

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Homer@Simpson

1Sem.

@Tenbagger2024 No, unfortunately not 😭 -4%

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Tenbagger2024@Tenbagger2024

1Sem.

@Simpson
I'm just in the plus. I hope there are deals in May 🚀

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Homer@Simpson

1Sem.

@Tenbagger2024 After heavy price losses in April, my Scalable portfolio actually ended up at + 0.3%😂

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Tenbagger2024@Tenbagger2024

1Sem.

@Simpson
Closed the month with a gain of 0.77%.
It's a pity that this monthly performance comparison is no longer available here on getquin

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boz@boz

1Sem.

How can there not be a beer producer in a Homer savings plan?

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Homer@Simpson

1Sem.

@boz Duff Brewery in private ownership 😂

But if I look at $DGE $ABI $HEIA beer consumption probably won't shoot to the moon 😂

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Royal_TS@Royal_TS

1Sem.

My individual ETF has been close to green again since yesterday 🥳
Tops are here in the order $RHM $FTNT $BA. $MUV2 $WMT $DB1 $NFLX $DTE $DG
Flops are $NOVO B $AMD $ADBE $MC $QCOM $UNH $PEP
Remains exciting. Have a nice May 1

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Pedro M.@serkeftin

1Sem.

$SFM I have sold and I would like to get back in
$NFLX I only have indirect options, but I'll take a look at the other positions. Looks great!

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McZed@McZed

Purely out of interest, as I follow both: Where do you see the advantage of $SFM over the smaller $NGVC? Both have developed in a similar way

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