Shionogi Azione Forum

Hello everyone,

It's time for another little milestone post - today I reached a portfolio value of €25,000.

I know many people don't like it, but that doesn't matter for now.

I reached my last milestone, the €10,000 mark, about 10 months ago. A lot has happened since then.

Thanks to a change of employer last year, I managed to increase my savings rate to €1,200+.

Of this, €140 is invested in ETFs.

I currently have a significant overhang in individual shares. It all started with dividend stocks. However, dividends now only play a very minor role in my investment decisions.

My aim is to invest for the future in the long term, and I'm enjoying the topic more and more. Although I started early and had to learn the hard way here and there, I am now very satisfied with the development of the past 2-3 years. At the age of 26, many people haven't even started thinking about the future and investing.

I will probably use up the tax-free allowance of €1,000 for the first time next year at the latest, which is not a direct goal (I don't want to / have to use up this amount tomorrow), but symbolizes another stage that I have mastered. (It's a shame that this is set so low for small investors)

In my opinion, only 2 sectors are now missing from my portfolio - pharmaceuticals and commodities / mining, with my selection probably (as of today) limited to $JNJ (+0,03%) and $RIO (-2,95%) would fall.

I would also like to invest in a few Asian companies, which are currently on my watchlist. $005930
$7974 (-0,11%)
$005380
$4507 (+0,38%)
$8001 (+0,85%) currently on my watchlist.

However, my portfolio shouldn't get much bigger and I will probably invest a little more in ETFs and reduce the savings rate for individual shares.

I look forward to any constructive feedback from you. :)

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗶𝗻𝗱𝗲𝘀𝘁𝘀𝘁𝗲𝘂𝗲𝗿, 𝗮𝗯𝗼𝘃𝗲 𝘁𝗵𝗲 𝗰𝗹𝗼𝘂𝗱𝘀 𝘂𝗻𝗱 𝗕𝗶𝘁𝗰𝗼𝗶𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, AES Corporation ($AES (+0,63%)), Banner Bank ($BANR), Baker Hughes($68V (+0,77%)), Equitrans Midstream ($37W), Realty Income Corporation ($RY6 (+2,65%)), Shell Midstream Part ($SHLX), 1st Source ($SRCE) and Vereit ($50A) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Addex Therapeutics ($ADXN), Arista Networks, Inc. ($117 (+0,19%)), Asahi Glass ($SHJ (-1,36%)), Ceragon ($GGN (+0,89%)), Clorox ($CXX (+2,37%)), Eisai ($EII (+2,1%)), Kyocera ($KYR (-0,9%)), Leggett & Platt ($LP1 (+0,53%)), McKesson ($MCK (+1,7%)), NXP Semiconductors ($VNX (-0,46%)), Ryanair ($RY4C (+0,25%)), Simon Property ($SQI (+2,64%)), Shionogi Seiyaku ($SH0 (+0,38%)), Tata Motors ($TATB), TDK ($TDK (-0,61%)), Transocean ($RIG), Williams ($WMB (+2,38%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

G20 - Global minimum tax to come in 2023. In this, every company that exceeds an annual turnover of 750,000 euros is to pay 15% tax on its profits. The large digital corporations must have a turnover of at least 20 billion euros and generate a pre-tax profit margin of at least 10% to also be affected by the global sales tax. Amazon ($AMZ (-0,02%)) would then be spared its 5% margin, while Apple ($APC (+0,65%)) would be asked to pay. Tax havens would also become less attractive, as the tax burden would not fall on the home countries - as it does now - but on the market countries, i.e. where most of the revenue is generated.

Ryanair ($RY4C (+0,25%)) - The airline has finally been able to report a profit again since the start of the pandemic. In the quarter July to September this year, the profit was 225 million euros. In comparison, Ryanair made a loss of 225.5 million euros in the same quarter last year.

However, a loss of 100 to 200 million euros is expected for the year as a whole, as airline tickets have to be offered at discounts.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (+0,47%)) - After Bitcoin's strong October 2021 gain, there are eager hopes for an even stronger price increase. Predictions vary between a $50,000 and $100,000. Next month's result could be significantly influenced by the fact that many investors are in a celebratory mood and expect a continued strong increase. On the other hand, a throttling of the markets is expected after an announcement by the Fed.

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