As part of my ETF DIY project, I analyzed $7974 (+1,68%) analyzed them using my self-developed valuation system:

Moat: 5/5

• Market position: +
• Uniqueness / differentiability: +
• Switching costs: +
• Technological advantage: +
• Brand loyalty: +

Growth: 3/5

• Turnover & profit: -
• Scalability: -
• Industry trends: +
• Ability to innovate: +
• Geographic expansion / penetration: +

Risk: 2/5

• Regulatory & geopolitical: -
• Market risks: +
• Competitive situation: +
• Balance sheet quality: -
• Sales diversification: -

Dividend: 0/1

• No constant dividend increase, no high dividend.

Belief: 0/1

• Lack of belief in major new innovations or gaining market share

Total: 10/17

• Nintendo is saved with a factor of 3.

If you are not yet familiar with my system and the ETF DIY project, just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://youtu.be/rjq34iQ0xuA

Half of the year is now over. Incidentally, since July 2, we are closer to the year 2050 than to the year 2000 - just saying.

How could it be otherwise, June was also quite volatile in the middle, but the S&P500 regained everything and closed June with +2.12%. YTD, however, it is still at -7.36%.

In June, I recorded a loss of 0.32%. This corresponds to a value of around €380. It has to be said that I received fewer dividends, as getquin does not deduct withholding tax. But more about the dividends later.

The Dax (-1.11%) was finally worse than my portfolio this month. However, the HSBC MSCI World (+0.68%) beat me this time. Well, the DAX still has a bit of a head start. However, the MSCI is catching up considerably over the year. Nevertheless, I still have a slight lead of around 4%.

My high and low performers in June were (top 3):

Nintendo ($7974 (+1,68%) ) +14,96%

Airbus ($AIR (+0,99%) ) +9,91%

Texas Instruments ($TXN (-1,73%) ) +9,63%

McDonald's ($MCD (+0,28%) ) -9,24%

Procter & Gamble ($PG (+0,22%) ) -9,63%

Nestle ($NESN (+0,07%) ) -10,17%

Texas Instruments $TXN (-1,73%) is among the top 3 stocks again. But still only just over 0% for the year. The customs hullabaloo has simply taken its toll.

Airbus $AIR (+0,99%) is of course benefiting from the Boeing disaster and the defense division is also doing quite well.

Nintendo $7974 (+1,68%) has finally released the Switch 2 and is rising and rising and rising. I would have bought more six months ago... You're always smarter afterwards.

Dividends:

In June, I received €277.64 net from a total of 26 distributions.

Compared to June 2024 (€130.83), this was an increase of 112.21%.

Now comes July. The announcement of the distribution from the Global Dividend Growth ETF is not quite as bad as expected. The worst month of the year has thus changed to October.

Investments:

I still haven't finished building up my nest egg. I still haven't received the bill for the car repairs, so I still have a lot to put aside for that. In the meantime, it could come slowly so that I can finally get it off my plate. Apart from that, my nest egg is growing but it will take some time before it is at a satisfactory level. However, it should reach €10,000 by the end of December, provided nothing serious unforeseen happens.

Purchases and sales:

There were no sales in June.

I bought or increased Hershey (2 shares) and Pepsi (2 shares)

savings plans (125€ in total):

• Cintas $CTAS (-0,39%)
• LVMH $MC (+0,93%)
• Microsoft $MSFT (+0,2%)

Goals 2025:

My goal is still to have €130,000 in my portfolio at the end of the year. This target is to be achieved by reinvesting the dividend, making payments and, of course, increasing the share price. The share price increase is of course impossible to predict in any way, so the motto is: if the share price falls or does not rise enough, more cash is needed.

This comes from selling useless stuff on eBay, additional income from e.g. "neighborhood help" etc.

The worse the share price, the more additional cash has to be raised.

Target achievement at the end of June 2025: 44.44%

Who would have thought that I should actually be at least 50%. I'm not, which means I'm lagging a little behind the optimal path again. But what can't be done, can still be done.

How was your June?

Do you have any particular goals for the second half of the year?

If you're interested in a mid-year review from me, please let me know in the comments.

If you liked the report and would like to read more, feel free to follow me,

If you're not interested, feel free to keep scrolling or use the block function.

Personal dividend yield here is approx. 1.8% plus almost 50% growth in value in one year

$KSB (+2,97%)
$NU (+0,31%)
$RKLB (+2,63%) and $7974 (+1,68%) have pushed my portfolio so much this week that I am now about 0.5% away from my big milestone.

Will it happen today?

Probably not, but who knows. It's been a crazy week somehow.

Crate of beer is cold. I just don't like champagne.

Edit.

Not $7974 (+1,68%) but $GS (+0,39%) 😉

Hello my dears...

There have been adjustments to the Sina 40

Out:

$JNJ (+0,39%)
$ALV (+0,57%)
$CS (+0,91%)
$NVDA (+1,21%)
$7974 (+1,68%)
$ULVR (+0,96%)
$NFLX (+0,51%)

NVIDIA only 50%

apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)

In:

$ANET (+0,79%)
$ORCL (+0,69%)
$6857 (+1,67%)
$AVGO (+0,83%)
$TXN (-1,73%)
$COST (+0,38%)

Stocked up:

$AAPL (+0,52%)

$QCOM (+0,64%)

The remaining cash is € 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40

PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y

Nintendo Co., Ltd. ($7974 (+1,68%) )

Consolidated results for the fiscal year ended March 31, 2025

1. business development

• Turnover1,164,922 million yen (decrease of 30.3% compared to the previous year)
• Operating profit282,553 million yen (decrease of 46.6%)
• Ordinary profit372,316 million yen (decrease of 45.3%)
• Net profit for the year278,806 million yen (decrease of 43.2%)
• Total comprehensive income313,792 million yen (decrease of 45.3%)

2. financial position

• Total assets3,398,515 million yen
• Shareholders' equity2,725,446 million yen
• Equity ratio: 80,2 %
• Equity per share2,339.99 yen

3. cash flow

• Cash flow from operating activities462,097 million yen
• Cash flow from investing activities630,632 million yen
• Cash flow from financing activities-236,958 million yen
• Cash and cash equivalents at the end of the financial year853,432 million yen

4. dividends

• Total dividend payout120.00 yen per share
• Interim dividend35.00 yen
• Year-end dividend85.00 yen
• Payout ratio: 50,1 %
• Dividend yield on equity basis: 5,2 %
• Forecast dividend129.00 yen per share

5. outlook for the fiscal year ending March 31, 2026

• Forecasted sales1,671,865 million yen (increase of 4.4%)
• Forecasted operating profit528,941 million yen (increase of 4.9%)
• Forecasted ordinary profit680,497 million yen (increase of 13.2%)
• Forecasted net income for the year490,602 million yen (increase of 13.4%)
• Forecasted dividend129.00 yen per share

6. further information

• Number of shares issued1,298,690,000 (unchanged from the previous year)
• Number of treasury shares: 134.441.816
• Average number of shares outstanding: 1.164.245.156
• Changes in the scope of consolidationNone
• Changes in accounting or valuation methodsNone

April was here and it's already over again. Trump's liberation day was not as liberating as we now know. Nevertheless, a lot happened and the stock market remained very volatile in April. After initially falling sharply, it stabilized towards the middle of the month and ultimately rose again, leaving the S&P500 at -3.62% at the end of the month.

In April, I recorded a loss of 3.68%. Given the size of my portfolio, this corresponds to a value of almost €4,000.

Thanks to the dividends, which are gross here in the picture (net = €272.65), this amount is then reduced to just under €3,700.

The Dax (+0.80%) has beaten me again, but compared to the HSBC MSCI World (-4.24%) I am doing better again.

Over the year as a whole (YTD), I have lost ground again to the DAX, which has risen again. At the same time, however, I was able to further extend my lead over the MSCI World. However, as can be seen above, the MSCI World caught up considerably towards the end of the month.

April again showed that my portfolio is quite stable. That's the price you pay if you give up positive returns. Of course, everyone has to decide for themselves how well they can sleep.

My high and low performers in April were (top 3):

Nintendo ($7974 (+1,68%) ) +15,32%

Eon ($EOAN (+0,52%) ) +10,42%

Tesla ($TSLA (+0,66%) ) +8,87%

Pepsi ($PEP (+0,19%) ) -14,93%

UnitedHealth ($UNH (+0,74%) ) -20,62%

Petroleo Brasileiro ($PETR4 (-0,17%) ) -20,89%

Interesting that UnitedHealth was the second-worst stock in February, the second-best in March and now the second-worst again. A very volatile stock at the moment. Understandable, however, after the recent events.

Dividends:

In April, I received €272.65 net from a total of 15 distributions.

Compared to March 2024 (€182.13), this was an increase of 49.7%.

I now expect another increase in May before it falls sharply again afterwards.

Investments:

As in February and also in March, I am still building up my nest egg again. This was actually planned to be completed in April or May at the latest. But now the car is broken and the repairs will cost a lot. So the replenishment continues.

The special payment in April went into the $XEON (-0%). I also treated myself to a South African government bond, which will also mature in the year the first loan is due. I'm happy to take the 8% until then and if I don't see the money again, then it was a try and I can cope with it.

Buying and selling:

I sold Monster with a plus of 12.3%. Simply because I want to reduce the size of the portfolio, Monster does not pay a dividend and we were very close to the all-time high in April.

I bought or increased Gladstone Investment (I'm happy to take the special dividend in June), Texas Instruments, LVMH, Rio Tinto, United Health, Lockheed Martin and Waste Management.

Savings plans (125€ in total):

• Cintas ($CTAS (-0,39%) )
• LVMH ($MC (+0,93%) )
• Microsoft ($MSFT (+0,2%) )

Target 2025:

My goal is still to have € 130,000 in my portfolio at the end of the year. The goal is to be achieved by reinvesting the dividend, making payments and, of course, increasing the share price. The share price increase is of course impossible to predict in any way, so the motto is: if the share price falls or does not rise enough, more cash is needed.

This comes from selling useless stuff on eBay, additional income from e.g. "neighborhood help" etc.

The worse the share price, the more additional cash has to be raised.

Target achievement at the end of April 2025: 22.22%

I'm slowly lagging behind the average. It's definitely going to be very sporty this year.

Let's see what else is coming. Now that Trump has probably signed a commodities deal with Ukraine, the share price will rise again somewhat, at least in the next few days. After that it will be uncertain again.

How was your April? As the getquin monthly report for March was not published, I am now looking forward to the April report.

If you liked the report and would like to read more, feel free to follow me,

If you're not interested, you can keep scrolling or use the block function.

Hello dear people on getquin, I am 19 years old and today you can marvel at my portfolio. I worked as a software developer at a web dev company during my school days and have been studying since October after graduating with a 2.0. The main part comes from the source described above, a few savings and Christmas money of 100-200 euros have certainly also flowed into it.

As I am relatively young, I think I can cope with the 50% $BTC (-0,69%) share, even if it will certainly send a shiver down the spine of one or two people.

I expect the relatively small individual share positions ( $HOOD (+1,07%) , $7974 (+1,68%) ), these are rather positions that reflect my fun and my interest in the stock market... well.

I had no interest in spending money on traveling etc. Often earned more than my classmates which felt kind of weird, I don't know...

Autism diagnosis pending.

Don't be too hard on me... or something?

Rebalancing at Nintendo again. Has grown again to the largest position so limit order set at 70€ and cashed out