Richemont

⬆️⬆️⬆️

- KEPLER CHEUVREUX raises the price target for SAP from EUR 200 to EUR 230. Hold. $SAP (-0,1%)

- UBS upgrades HUGO BOSS from Neutral to Buy and raises target price from EUR 41 to EUR 49. $BOSS (-1,32%)

- BOFA raises the price target for FRAPORT from EUR 55 to EUR 56. Neutral. $FRA (-0,39%)

- UBS raises target price for RICHEMONT from CHF 144 to CHF 150. Buy. $CFR (-0,98%)

- BOFA upgrades HOCHTIEF from Neutral to Buy and raises target price from EUR 112 to EUR 140. $HOT (+0,98%)

- JPMORGAN raises target price for FEDEX from USD 350 to USD 366. Overweight. $FDX (-0,46%)

- JPMORGAN raises the price target for ROCHE from CHF 220 to CHF 230. Underweight. $ROG (+1,76%)

- UBS upgrades BMW from Neutral to Buy and raises target price from EUR 75 to EUR 83. $BMW (-1,12%)

- JEFFERIES raises target price for UNICREDIT from EUR 47 to EUR 49. Buy. $UCG (+0,38%)

⬇️⬇️⬇️

- HAUCK AUFHÄUSER IB lowers the price target for DELIVERY HERO from EUR 61 to EUR 52. Buy. $DHER (-2,27%)

- BARCLAYS lowers the target price for VOLKSWAGEN VORZÜGE from EUR 110 to EUR 100. Overweight. $VOW (+0,3%)

- BARCLAYS lowers the target price for PORSCHE SE from EUR 35 to EUR 30. Underweight. $PAH3 (-1,47%)

- UBS downgrades MERCEDES-BENZ from Buy to Neutral and lowers target price from EUR 72 to EUR 55. $MBG (-0,33%)

- EXANE BNP downgrades HYPOPORT from Outperform to Neutral. $HYQ (+2,99%)

- HAUCK AUFHÄUSER IB lowers the price target for IBU-TEC from EUR 12 to EUR 7.40. Hold. $IBU (+0,62%)

- KEPLER CHEUVREUX downgrades SYMRISE from Buy to Hold and lowers target price from EUR 122 to EUR 114. $SY1 (+0,14%)

- DEUTSCHE BANK RESEARCH lowers the price target for SANOFI from EUR 90 to EUR 85. Sell. $SAN (+0,96%)

- JPMORGAN lowers the price target for CARL ZEISS MEDITEC from EUR 56 to EUR 45. Underweight. $AFX (-2,58%)

- JPMORGAN lowers the price target for SARTORIUS from EUR 290 to EUR 275. Overweight. $SRT (+1,01%)

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET, $MA (+0,81%) , $VRTX (+0,54%) , $RMS (-0,06%) , $PGHN (+2,59%) , $COLO B (+0,64%) , $ACN (+0,91%) , $MNST (-0,1%)
$FICO (+0,71%) , $MCO (+0,59%) , $KNIN (-2,13%) , $S&P Global, $ISRG (+0,98%)
$III (+0,46%) , $BKNG (-0,57%)
$HLAG (-7,76%) , $QCOM (+0,53%) , $CFR (-0,98%) and $IFX (-1,08%) . Already blatant companies

Would love some portfolio feedback!#portfoliocheck

The goal is to save +- 35 selected stocks evenly over the long term in order to build up a passive income with dividends.

As soon as $PAEM (+0,16%) has a positive return, it is sold and also reallocated to equities.

The following stocks will follow in the next few months:

Individual shares

$HOLN (+0,01%)

$CFR (-0,98%)

$PM (+0,37%)

$BALN (-0,03%)

$BKW (-0,42%)

$MCD (+0,24%)

$CL (+0,62%)

Bonds, gold and a global ETF

$CSBGC7

$SGLD (+0,5%)

$ZPRG (+0,17%)