I actually have a very conservative portfolio with 70/30 $IWRD (+0,67%) and $EUNM and a little $BTC (+0,84%)

Recently, however, I have been toying with the idea of buying a few individual stocks, including $RHM (+4,1%) . But somehow that was always too expensive for me.

My investment horizon is medium to long term.

What would you do if you were me?

Today on the way back from La Spezia (Leonardo $LDO (+2,77%) and Rheinmetall $RHM (+4,1%) greetings) on the Italian highway, I overtook four convoys of brand new military IVECOs. $IVG (+0,94%) overtaken. 2x German army and 2x Lithuanian army.

And since I was a passenger princess at the time, I used the time for an IVECO deep dive.

In short: EV/EBITDA < 4, KGV ≈ 7, FCF-Rendite > 11 % - classic deep value signature. Weak equity base prevents an outright "10 out of 10", but the 30% discount to conservative fair value, combined with positive cash generation and dividend proposal make IVECO quite attractive. Currently practically at a price of 70 cents per euro per euro. And in view of the current security policy situation, that is still conservative.

#iveco
#defense
#deepvalue

$RHM (+4,1%) It seems that the share price is too late. Although the big orders for RHM are still to come. Opinions?

After selling half of my portfolio at 200% plus (which was stupid from today's perspective), I have just sold half of my current portfolio again, at just over 2000% plus. Unfortunately, it won't go on like this! 😂

Moin, was called immoral today & that I have human lives on my conscience just because I invest in #rheinmetall investing.

Are there any $RHM (+4,1%) Holder? Or opinions on the share?

$RHM (+4,1%)

Stop loss tigered. It is bought in again when it is below 1000.

$RHM (+4,1%)

I have €5,000 at my disposal and wanted to ask how I can invest it well. Do you recommend individual shares or ETFs?

Right now it's worth taking a look as many shares are down again from their overvalued levels.

What do you think? Continue to watch or trade?

$NVDA (+0,44%)
$NOVO B (+0,1%)
$AMZN (+1,03%)
$AAPL (+0,75%)
$GOOGL (+1,01%)
$MSFT (+1,03%)
$RHM (+4,1%)
$ALV (-0,04%)
$ASML (+0,31%)
$O (+0,51%)
$AVGO (+0,75%)
$IWDA (+0,58%)
$VWRL (+0,61%)
$BTC (+0,84%)

Yay! Exciting news about Trump's tariffs is once again causing a stir on social media! 😄 Finfluencers are predicting a rollercoaster ride for the stock market. Sure, there could be a dip today and maybe even on Friday (if you're short, here we go! But fear not, many countries are gearing up to lower their tariffs, which will increase US tariffs and promote global free trade. That's my take on it. In a few days you will look back on this situation and see that it turned out exactly as expected, all half as bad. Don't let other finfluencers stress you out, they only focus on short term declines without seeing the big picture. 😄

Stay calm and invest in solid companies. The market has a history of bouncing back from challenges and this time will be no different. Remember, investing is a marathon, not a sprint, and these ups and downs are just temporary noise. Stick to the fundamentals of the companies you trust and you'll likely come out a winner. Patience is key, and sometimes it's best to just stay where you are.

$NVDA (+0,44%)
$NOVO B (+0,1%)
$TSLA (+1,27%)
$GOOGL (+1,01%)
$RHM (+4,1%)
$SPY (+0,46%)
$QQQ
$CSNDX (+0,85%)
$GLDA (-0,67%)
$BTC (+0,84%)
$XRP (+0,27%)