I love Japan 🇯🇵

After $6501 (+2,49%) I have now put a first tranche $8001 (-1,29%) in the depot.

Hello Getquin Community,

as I have been wanting to thin out my portfolio and make it more compact for some time now, I have been thinking about the best way to do this over the last few days.

I started today, $KO (+0,73%) sold and exchanged for $MAIN (-1,69%) exchanged. 🏦 🔄 🥤

The background to this is that I am currently very focused on basic consumer goods and am not yet very well positioned in the area of finance (apart from Visa).

My savings plans for individual shares $SHEL (+0,58%) , $WM (+2,6%) , $8001 (-1,29%) , $MCD (-0,44%) , $LIN (+2,78%) and $ALV (-2,11%) have been stopped and the positions will be liquidated as soon as they are positive.

Individual stocks that are still being invested in on a monthly basis are $NOVO B (-1,67%) , $PG (+0,88%) , $PEP (+0,75%) , $V (-0,92%) and $DTE (-3,07%) due to the currently attractive valuations.

The sum of the removed savings plans is added to the $IWDA (-0,19%) and $FLXI (-1,29%) will benefit. I am also adding the $LDGL (-0,11%) ETF into my custody account as a "cash cow". 💸

What do you think of my restructuring?

Hello to the GQ community ✌️

My first post after being kicked about 4 weeks ago - who would have thought that solidarity towards one of the members (@Klein-Anleger ) would lead to a ban so quickly? But the goodwill of getquin was so BIG (and above all "on trial") that they graciously let me back into the holy grail of the GQ community 😉

So guys, learn from my mistakes: the goodwill here is not an Infinite Money glitch ! Save your solidarity, reduce your commitment to other members to zero and the most important thing 🚨: No surreptitious advertising for alternative financial platforms like "Cisdord" 😉😂.

Sorry, the side blow after 4 weeks of abstinence had to be 🤝

so joking aside...

⏳The first three months of 2026 have passed. Time for a brief interim summary of the current status of my reconstruction.

Before I started rebuilding the portfolio, I naturally thought about what strategy I wanted to pursue in the coming months and years - especially with regard to stock selection and weighting.

To be honest, my original plan was to keep a portfolio with a maximum of 20 shares. In the course of time, however, I realized that it will probably not stay at 20 stocks, but that the number is more likely to increase to around 30 positions (+/-).

♟️Mein Focus & my strategy:

In a nutshell: The clear focus is on growth 🚀. Dividends tend to play a subordinate role. Here I show you my shopping list and what my portfolio should look like in the future. The stocks I have already bought are marked with a green tick and without a tick, I'm still waiting ⏳

🤖TECH:

• AMAZON $AMZN (-2,69%) ✅
• MICROSOFT $MSFT (-2,94%) ✅
• CROWDSTRIKE $CRWD (-4,42%) ✅
• SYNOPSYS $SNPS (-1,66%) ✅
• INTUIT $INTU (-3,22%) ✅
• CONSTELLATION SOFTWARE $CSU (-3,53%) ✅
• SERVICENOW $NOW (-7,05%) ✅
• ALPHABET $GOOGL (-0,29%)
• NVIDIA $NVDA (-3,01%)
• ASML $ASML (+1,81%)
• MONOLITHIC POWER SYSTEMS $MPWR (+4,16%)
• ARISTA NETWORKS $ANET (+1,04%)
• KEYENCE $6861 (+2,41%) ✅
• TSMC $TSM (-1,17%)
• MARUWA $5344 (+4,39%)
• LASERTEC CORP $6920 (+8,02%)
• NETCOMPANY $NETC (-1,08%) ✅
• CELLEBRITE DI $CLBT (-5,92%) ✅

🏦💸FINANCE:

• SOFI TECHNOLGIES $SOFI (-4,79%) ✅
• S&P GLOBAL $SPGI (-1,36%) ✅
• VISA $V (-0,92%) ✅
• MUNICH RE $MUV2 (-0,95%) ✅
• GERMAN EXCHANGE $DB1 (-0,52%) ✅
• PARTNERS GROUP $PGHN (-15,88%) ✅
• BROOKFIELD CORP $BN (-3,47%) ✅
• HOULIHAN LOKEY $HLI (-1%) ✅
• BROADRIDGE $BR (-1,02%) ✅
• CBOE GLOBAL MARKETS $CBOE (+3,89%)

🏥🩻HEALTHCARE:

• NOVO NORDISK $NOVO B (-1,67%) ✅
• INTUITIVE SURGICAL $ISRG (+0,82%)
• STRYKER $SYK (-0,32%)
• BOSTON $BSX (-0,54%)
• CATALYST PHARM $CPRX (+0,19%)

🏭🏗️INDUSTRIE & REST:

• WASTE MANAGEMENT $WM (+2,6%) ✅
• GRAB HOLDINGS $GRAB (-4,66%) ✅
• CINTAS $CTAS (-0,05%) ✅
• MonotaRO $3064 ✅
• ITOCHU $8001 (-1,29%) ✅
• HERMES $RMS (-3,26%) ✅
• MERCADOLIBRE $MELI (-1,42%) ✅

------------------------

this is my extended watchlist:

IN TECH:

RAMBUS $RMBS (+2,47%) , QNITY ELECTRONICS $Q (+1,12%) ,

INNODATA $INOD (-4,12%) , NETFLIX $NFLX (-1,99%) ,

VERTIV $VRT (-0,03%) , PALANTIR $PLTR (-5,62%) , VAT GROUP $VACN (-1,38%) , BROADCOM $AVGO (+0,56%) , AMADEUS IT $AMS (-3,27%) , DISCO CORP $6146 (+5,38%) , A10 NETWORKS $ATEN (-3,81%) , RORZE $6323 , CAMTEK $CAMT (-1,12%)

FINANCE:

APOLLO GLOBAL $APO (-2,98%) / BLACKSTONE $BX (-6,08%) , ALLIANZ $ALV (-2,11%) , FIRSTCASH $FCFS (+4,07%) , BLACKROCK $BLK (-2,92%) SKYWARD SPECIALITY INSURANCE $SKWD , VERISK ANALYTICS $VRSK (+0%) PRIMERICA $PRI (-0,9%) , ERIE INDEMNITY $ERIE (-0,28%)

HEALTHCARE:

MERIT MEDICAL SYSTEMS $MMSI (+0%) , REGENERON PHARM $REGN (+3,94%) , UFP TECHNOLOGIES $UFPT (-0,16%) , COLLEGIUM PHARM $COLL (+1,53%) , LIGAND PHARM $LGND (-0,25%) , HOYA CORP $7741 (+4,78%) , SHIONOGI $4507 (-0,85%) , IRADIMED $IRMD (+0,32%)

REST:

MISUMI GROUP $9962 (+4,3%) , KANEMATSU $8020 (+2,31%) , APPLIED INDUSTRIAL TECH $AIT (+1,81%) , BADGER METER $BMI (+3,38%) , CEMENT ROADSTONE HOLDING $CRH (-0,82%) , KADANT $KAI (-2,54%) , INTERTEK GROUP $ITRK (-1,64%) , IDEX CORP $IEX (+1,51%) , ORLA MINING $OLA (-6,47%) , NEWMARKET CORP $NEU (+1,11%) , ROTORK $ROR (+0,28%) , POWER INTEGRATION $POWI (+3,33%) , LINDE $LIN (+2,78%) , GAZTRANSPORT & TECHNIGAZ $GTT (-0,1%)

This is not yet my final stock selection/watchlist. Of course, there can always be changes if, for example, the @Tenbagger2024 continues to present such undiscovered gems 🙏🏽🧐

------------------------

What should the sector/country weighting look like?

Let's start with the "desired"

🌍country weighting:

🇺🇸🇨🇦USA ~60%

🇪🇺EUROPA ~20%

🇯🇵JAPAN/ASIA ~15%

Rest ~5%

Sector weighting should be as follows:

💻TECHNOLOGY: ~30-35%

💸FINANCE: ~ 20-25%

HEALTHCARE: ~ 10-15%

🏭INDUSTRY: ~ 10-15%

REST: ~ 5-10%

So, what has happened since the beginning of the year?

Of course there were no sales 😬

There have been a few purchases where I have a finger in the pie.

JANUARY PURCHASES

$INTU (-3,22%)
$GRAB (-4,66%)
$NOW (-7,05%)
$MSFT (-2,94%)

FEBRUARY PURCHASES

$NOW (-7,05%)
$INTU (-3,22%)
$SPGI (-1,36%)
$SNPS (-1,66%)
$CSU (-3,53%)
$SOFI (-4,79%)
$CRWD (-4,42%)

MARCH PURCHASES

$MUV2 (-0,95%)
$3064
$8001 (-1,29%)
$6861 (+2,41%)
$DB1 (-0,52%)
$V (-0,92%)
$HLI (-1%)
$MSFT (-2,94%)
$CTAS (-0,05%)
$MELI (-1,42%)
$BN (-3,47%)
$PGHN (-15,88%)
$BR (-1,02%)

Due to the global political situation - especially because of this 🍊 in the White House, whose tweets cause more tsunamis 🌊than real natural disasters - and the current drawdown in the S&P 500 (which is very convenient for me right now and gives me a lot of pleasure 🤩), I am accordingly under water💦🫧 with some of my purchases so far.

but hey, we're investing for the long term, aren't we? So easy going, all relaxed 🥱 I will most likely not make any more purchases in the next few days or weeks, park my cash position elsewhere or put it in overnight money and wait and see which zone the market settles in or wait for it to stabilize.

What do you have on your watchlist?

Are you currently waiting or how are you dealing with the current situation?

@Get_Rich_or_Die_Tryin
@Tenbagger2024
@Max095 and of course all other members

Ok, that's enough now 😂

that's it from me for now ✌️

your stock master

The Sogo Shosha (Japanese wholesale companies) are huge companies that are very broadly diversified. They have become more widely known through the investments of Berkshire Hathaway. For example $8001 (-1,29%) It is not easy to keep track of what they are doing and how things are developing. Which in turn discourages some people from investing in Itochu and others.

Here is a compact summary of Itochu: https://portersfiveforce.com/blogs/brief-history/itochu

Z. E.g. with Itochu $8001 (-1,29%) simply beautiful. In the depot since 09/23 and now well established.

No. Just a reallocation. $PLTR (-5,62%) I have halved the share of Schneider Electric (still 26% - it used to be more than 30) and added Schneider Electric $SU (-1,73%) as a tech infrastructure play. The rest is still in the ETF, $ALV (-2,11%) and $8001 (-1,29%) distributed.

Further effects: US share reduced from just under 60% to 47%. ETF share increased from just over 38% to just over 40%. ROI since 02/2023 is 51%.

When is the share split expected to be adjusted at $8001 (-1,29%) ? I am still 94% in the red because the entire portfolio is currently "no longer available".

Happy New Year everyone!

What do you think of the current rating of $8001 (-1,29%) ? Cheap, neutral or expensive? Are there similar alternatives?

Dear Community,

At the end of the year, I would like to share my portfolio and my strategy with you.

I am 38 years old, have been in the stock market since 2024 and am aiming for financial freedom at the age of 58. Time will tell whether that will work out... 😉 I'm not investing to maximize my profits, but to be able to live a relaxed life in the long term. To this end, I have deliberately separated my investments into two portfolios with a clear purpose.

Portfolio 1 - Growth (ING)

$VWCE (-0,46%) , $XNAS (-0,02%) , $WGLD (+0,26%) and as an admixture some Bitcoin via ETP $IB1T (-2,73%) .

This portfolio is saved monthly until 58 and then remains more or less untouched.

My savings rates would be:

800€ $VWCE (-0,46%)

375€ $XNAS (-0,02%)

150€ $WGLD (+0,26%)

0€ $IB1T (-2,73%) - Position is currently at 10% and should rest for the time being

Portfolio 2 - Cash flow (SC)

Here I am investing via 2 dividend ETFs ($VHYL (-0,18%) , $TDIV (-1,5%) ) and selected quality stocks to build up a steadily growing cash flow. All distributions are reinvested equally in the ETFs. Furthermore, a small cushion is built up here via $XEOD (+0%) is built up here.

My savings rates would be

250€ $XEOD (+0%)

200€ $VHYL (-0,18%) - Start January 26

200€ $TDIV (-1,5%) - Start January 26

425€ Individual assets (as required, no savings plan, no obligation)

My individual stocks:

Allianz $ALV (-2,11%)

Munich Re $MUV2 (-0,95%)

Procter & Gamble $PG (+0,88%)

PepsiCo $PEP (+0,75%)

Johnson & Johnson $JNJ (+0,73%)

Novo Nordisk $NOVO B (-1,67%)

Lime $LIN (+2,78%)

ADP $ADP (-1,76%)

Waste Management $WM (+2,6%)

Siemens $SIE (-1,17%)

Accenture $ACN (-3,3%)

Alphabet $GOOGL (-0,29%)

Itochu $8001 (-1,29%)

visas $V (-0,92%)

No speculation, no trading. For most people here, extremely boring... 😴 But hopefully the selection will bring some stability to the portfolio in turbulent times. 😉

For the time being, we will stick with these stocks and gradually buy more when good opportunities arise. Each individual position will of course be capped later and should make up between 2-3% of the portfolio (including the proportion within the ETFs). Alphabet would be an exception.

The reallocation idea

Nothing is invested from 58. The plan is to reallocate around 5 % annually from custody account 1 to custody account 2. In this way, growth is gradually converted into cash flow - without significant erosion of assets. And in the best-case scenario, my growth portfolio can continue to grow. I consciously accept taxes 😉

Thank you for reading and have a successful 2026.

P.S. My allocation doesn't fit yet because I've been focusing more on my individual stocks in recent weeks. Chart is also not meaningful because of ING Autosync and Itochu split 🥲