Hello everyone,

I want to add a Japanese satellite to my portfolio. In future, my setup will consist of 75% core ($FWRG (+0,55%)
$EQQQ (-0,84%)
$EWG2 (-0,83%)
$BTC (-0,25%)) and 25 % satellites (e.g. $NOVO B (+1,14%)
$ASML (+7,43%)
$1810 (+4,25%)
$LMND (+6,41%)
$IREN (+8,25%)
$HIMS (-1,79%)
$601318).

After I have $6920 Lasertec and $3350 (+1,12%) Metaplanet, the decision was made in favor of $6861 (+0,4%) Keyence.

For me, it's the ideal quality anchor to balance out the volatility of my crypto bets (Irish/BTC) without sacrificing massive growth potential.

How do you currently see Japan? Are you more interested in chip stocks like Lasertec or quality machines like Keyence? 👇

$PDD (+1,44%)
$601318
$EH
$OKTA (-5,08%)
$MDB (-6,03%)
$3690 (+0,87%)
$KSS (+2,47%)
$ANF
$CRWD (-4,2%)
$SNOW (-2,34%)
$HPQ (-2,41%)
$NTNX (-1,47%)
$NVDA (+0,47%)
$DHER (+0,37%)
$LI (+1,9%)
$DELL (+0,99%)
$S (-3,11%)
$IREN (+8,25%)
$ULTA (+3%)
$MRVL (+4,53%)
$AFRM (-1,07%)
$ADSK (-3,87%)
$BABA (+4,98%)

$LMND (+6,41%)

• Revenue: $164.1M (Est. $161.4M) ✅; UP +46% YoY
• EPS: -$0.60 (Est. -$0.80) ✅
• In-Force Premium: $840M; UP +22% YoY

Customer & Premium Metrics

• Premium per Customer: $394; UP +11% YoY
• Total Customers: 2.1M; UP +10% YoY
• Policies in Force: 2.13M
• Annual Dollar Retention (ADR): 87%

Other Q2 Metrics:

• Gross Profit: $41.3M; UP +91% YoY
• Adj EBITDA: -$30.4M
• Net Loss: $41.6M
• Gross Loss Ratio: 77% (vs. 94% YoY)
• Cash & Investments: $888M
• Net Cash Used in Operating Activities: -$29.8M

CEO comment:

🟡 "We achieved record sales and margin improvements. This is the strongest second quarter in Lemonade's history."

🟡 "We are on track to achieve our target of adjusted EBITDA profitability by mid-2026."

$BRO (-3,62%)
$BRK.B (-0,28%)
$BRK.A (-0,24%)
$PGR (-7,31%)
$ALV (-0,77%)
$MUV2 (-2,94%)
$CS (+0,28%)
$HNR1 (-2,43%)
$UNH (+2,52%)
$ALL (-1,94%)
$601318
$CB (-2,58%)
$ZURN (+0,26%)
$TLX (-1,14%)
$HSX (-1,83%)

Good morning,

A lot has changed in my portfolio over the past year and I wanted to get some input on my thoughts.

My portfolio currently has an emerging market share of around 5.7 percent, exclusively China among the individual stocks $700 (+6,17%)
$601318
$9988 (+6,1%) as well as the EM share contained in the FTSE All World. I would like to increase this share until the overall portfolio once again corresponds to the EM share of the FTSE All World. For this reason, I will start saving in an EM ETF this month.

The percentage share of ETFs is currently 40 percent, but should be increased further in the long term. The following savings plans will be running from January:

650 euros $VWRL (+0,67%)

200 euros $FGEQ (+0,13%)

100 Euro $VFEM (+2,6%)

50 Euro $ASML (+7,43%)

50 Euro $3V6

50 Euro $MA (-1,99%)

50 Euro $SBUX (-1,35%)

50 Euro $VWCE (+0,36%) (Annex VL)

I am currently 25 years old and have been following a dividend strategy since 2018. With the current savings plans, I would also like to focus more on dividend growth.

I would be very interested in your opinion ☺️