Komatsu Azione Forum

+++ Update on my securities account +++

Hello everyone,

As briefly announced yesterday, I made some purchases this week (week 24). I made additional purchases and also added a new position to my portfolio.

Below you will find a brief explanation of the individual transactions.

As my savings plans and the monthly investment amount have recently changed, I would like to write a new article on this soon.

Update:

#1

Subsequent purchase
$TSLA (+9,97%) (10x at €158.99) 🔋

Tesla is also in the savings plan with €100.00 per month, and I would like to further expand my position in the long term.

I believe in business areas such as Robotaxi, Teslabot and the Powerwalls in the energy sector.

The Tesla Model 2 will also offer exciting market opportunities and be real competition for models from $1211 (-3,83%) models. The price will be around $25,000.

#2

Subsequent purchase
$EWG2 (-1,37%) (5x at 70.56€) 🏆

Unfortunately, ING DiBa does not offer a savings plan on Euwax, so I keep buying individual positions.

I am now waiting and will only buy again if the price falls below €70.00.

My target value is between € 65 and € 67.00, as I think we will see these prices again in the course of the year.

By the end of 2025, gold should have gained at least 10 % of my total portfolio by the end of 2025.

#3

Subsequent purchase $NU (+0,57%) (100 x at € 10.52) 🏦

Strong growth and great potential in Latin America - approx. 100 million customers.

One billion profit and sales growth of 70% in 2023.

In the fourth quarter of 2023, the average revenue per active customer was USD 10.60

My initial purchase was on 01.02 at a price of € 7.93.

#4

Subsequent purchase
$MCD (+2,19%) (2x at €235.32) 🍔

For me, McDonald's is clearly one of the best REITs, and the stock continues to run in the savings plan.

In future, I will no longer make individual purchases so that the position does not become too large.

#5

Subsequent purchase
$BTC (+0,64%) (0.012 at 61,621.09€) 🪙

I now have 0.068 Bitcoins in my portfolio.

I would like to use the cryptocurrency for further diversification, similar to gold.

I manage my portfolio via Bison.

The low correlation between cryptocurrencies and shares means that adding Bitcoin reduces the portfolio risk.

#6

New purchase
$NVDA (-0,03%) (13x at €118.57) 💻

I finally bought the shovel manufacturer for all tech companies.

I see the company as a fundamental investment, because without Nvidia there would be no Teslas on the road.

An
exciting fact:

Bank of America has calculated that stocks that are split have outperformed the S&P 500 Index in all time periods since 1980.

The S&P returned 11.9%, while the stock splits returned 25.4%.

Current Watchlist:

- $AVAV (+2,69%) (Already on the list for 6 months, but no suitable entry opportunity found yet). 🪁

- $6301 (-0,21%) (Further diversification through Japan, similarly exciting as Caterpillar.) 🏗️

- $MUX (-3,12%) (I'll keep an eye on it, the price seems to be going down even further). 📋

Best wishes and have a good start to the week! ☀️

Michael

++ Monthly savings plans - My current path 🚀++

As many people keep asking me which savings plans are running in my custody account, I would like to provide a list here.

First of all, my entire custody account is with ING-Diba.

Although I receive a commission of 1,75 % I am very satisfied with the service/app and broker.

ETF savings plans, on the other hand, are free of charge.

Here again a short list of the advantages and disadvantages of savings plans:

-Advantages

Reduce risk:

As the cost-average effect (CAE) results in the average entry price of a share approaching the "average price of the last 12 months".

This is achieved by investing the same amount in shares every month over a period of 12 months, for example.

Buy and hold:

Statistically, the tendency to buy and hold is associated with the highest returns for private investors.

Small cattle:

You can start with small monthly amounts. Your money will grow over time, even if you only invest small amounts.

Quick start:

It's easy to get started: share savings plans allow you to invest from as little as EUR 1 per month, depending on the bank.

-Disadvantages

Time to buy:

The choice of timing is limited: Share savings plans are executed on the 1st, 7th, 15th day of each month for most providers, leaving little room for intervention.

Fees:

Higher fees may apply: Many providers may charge a fee of, for example, 1.75% of the savings plan amount per execution.

Long-term nature:

Share savings plans are primarily intended for long-term investors.

Investors looking for a quick return may want to consider alternative options.

The following positions are currently held in my portfolio via a savings plan:

- 100 € ~ FTSE All World ($VWCE (+0,48%))

- 50 € ~ Alphabet ($GOOGL) (-0,6%)

- 50 € ~ Merck & Co. ($MRK (+2,67%))

- 50 € ~ Microsoft ($MSFT (+0,15%))

- 50 € ~ Tesla ($TSLA (+9,97%))

- 25 € ~ Apple ($AAPL (+0,65%))

- 25 € ~ Palantir ($PLTR (+5,8%))

- 25 € ~ Allianz ($ALV (-0,71%))

- 25 € ~ Walt Disney ($DIS (+0,84%))

- 25 € ~ Walmart ($WMT (+1,81%))

- 25 € ~ Intel ($INTC (+0,53%))

- 25 € ~ Unilever ($ULVR (+0,62%))

- 25 € ~ Coca Cola ($KO (+1,1%))

- 25 € ~ Mc Donalds ($MCD (+2,19%))

The total amount of 525 € per month flows directly per savings plan into the custody account.

In addition, I make irregular individual purchases to expand existing positions or add new ones.

I build up a monthly cash position in my clearing account for this purpose.

The nest egg is transferred directly to the call money account at the beginning of the month.

I am also currently planning to increase or new introduce.

-Increase/repurchase:

$EWG2 (-1,37%)

$TSLA (+9,97%)

$NU (+0,57%)

$8001 (+0,85%)

$LDO (+3,07%)

-New acquisition/first purchase:

$AWE (+1,56%)

$RHM (+1,63%)

$AVAV (+2,69%)

$6301 (-0,21%)

$NKE (+0,58%) (but only at a price of 50.00 $ 😉)

Thank you for your attention and good luck with your investment. 💸

LG

Michael

The expenses of England last week invested.

Find $6503 (+0,27%) exciting:

In automation, i.e. robots world market leader and in addition a nice part defense industry like the fire control system for the Japanese MBT type 10.

Next are $7011 (+3,6%)
$6301 (-0,21%)
$2768 (-1,53%) and $HYUD (-0,78%)

So my portfolio will be Asia-heavy for the time being, but I find all these stocks exciting and know many products.

At $HYUD (-0,78%) I've been sitting for a few weeks on a performance, because the group is simply more than just the car brand, but somehow do not come temporally to the end😅