Now that I was forced by my financial emergency to go to the depot and $RMS (+0,75%) which I now had to wait for because it was sent over from another deposit to Trade Republic, my pride and joy was actually that I had it and could afford it :( maybe just do a savings plan on it What do you think?

But since the money wasn't enough for everything, it's really annoying because I also bought shares before, and I had put my cash reserve in for the purchases. But well

But sometimes it happens in life that something unexpected happens where you don't expect it and it throws you a little out of joint :/ There's just no other way and then private things are more important than the portfolio ......

And because I still didn't have enough money, I decided to go for the ETF $VWRL (+0,87%) to get out of this financial situation, which has now worked out, thank God 🙏!!!!.

Everything is now back on track and now I can continue to manage the portfolio as normal, even if it's now completely out of kilter proportionally because the shares are totally overweight, but hopefully that will come back over time thanks to the ETF, which is where most of the money goes in every month.

I hadn't touched the shares. It was bad enough having to touch them in the first place. except for $RMS (+0,75%)

except for the new shares I had bought

$6501 (+5,23%)

it was annoying but I think there are good opportunities again where you might be able to get in at some point

the shares are saved monthly with 50 € per share

the etf with 250 € depending on the month of course more

In my opinion, everything is represented by a good mix of all possible different sections, which puts me in a good position for the next few years. And now that all the problems are out of the way, I can only focus fully on the portfolio here

Energy, luxury, consumer goods, industry, telecommunications, real estate, food, gastronomy, healthcare, software companies, military and defense, banking and insurance.

As already posted privately, at least this part is also public. Did some shopping today:

$CAT (+0%)

$MSCI (+1,32%)

$6501 (+5,23%)

$NDAQ (-1,43%)

$AVGO (+3,91%)

$WM (-0,46%)

$NOVO B (+4,6%)

In the last few days, there are apparently signs that the free fall is flattening out. We often see an area that is being approached again and is holding. So for me it was now time to initiate a new wave of buying :)

but: will it really turn now? We don't know... and who knows if the man on the other side of the Atlantic won't come up with something new

Hitachi is a conglomerate of different products - from tech to industry.

Unlike many here, I'm not critical of Japan - on the contrary...

Waited far too long 🙃

Hello, I am thinking about restructuring my portfolio, which in my opinion is very unbalanced, with a view to the future. I'm thinking of an investment horizon of around 15-20 years.

I would like to structure the core of my portfolio with the help of 60% #etfs with the help of

• $VWRL (+0,87%) 30%
• $CSPX (+0,21%) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (-0,6%) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (+0,1%) , $GOOGL (+0,94%) , $AMZN (+0,77%) , $SAP (-0,89%) ,$NVDA (+1,46%) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (+0,63%) , $NOVN (+1,73%) , $NOVO B (+4,6%) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (-1,22%) , $1810 (+2,92%)
  $PG (+0,45%) but not sure yet either
• Industrial sector 5%
• Something like $6501 (+5,23%)
  $SIE (-2,27%)
• 
  Energy sector 7%
• $SHEL (+1,46%) , $ENR (+2,23%)
• 
  Financial sector
• $ALV (-0,9%) and $NU (+1,31%)

I currently have a monthly savings rate of 400-500 euros in addition to my studies and would divide this up accordingly and put it into a #sparplan and put it into a savings account.

What do you think of the weighting and do you have any tips, especially in the health sector?

Brief feedback is very welcome

#stockanalysis
#portfolio

I used to think they were just a PC and hard disk manufacturer😂

The position increased a bit to 61 shares 😊👍

Hitachi a technology group with six segments.

• Digital Systems & Services comprises digital solutions (system integration, cloud services), IT products (servers, storage solutions), software and ATMs.
• Green Energy & Mobility represents the areas of energy solutions (power grids, renewable energies, nuclear energy) and railroad systems.
• Connective Industries deals with building systems (elevators, escalators), measurement and analysis systems (medicine and biotechnology, semiconductors, industry), industrial machinery as well as water and environmental solutions.
• Automotive Systems are solutions for drive and chassis as well as driver assistance and motorcycle systems.
• Hitachi Construction Machinery with hydraulic excavators, wheel loaders and machines, is primarily focused on the mining and construction industries.
• Hitachi Metals produces specialty steel products, functional components, magnetic materials and power electronics, as well as wires, cables and related products.

Source: Scalable

A heavyweight from Japan 😁

The spread for a Japanese share is really excellent 😊👍 will also be saving Hitachi in the Ultimate Homer from December 😊👍

Otherwise a top company with solid numbers, has a certain similarity with Itochu😊👍

The last earnings

https://www.hitachi.com/New/cnews/month/2024/10/241030/2024_2Qpre.pdf

$6501 (+5,23%) it's getting very interesting for the first purchase!!! 😁

$6501 (+5,23%) Why has the price of many Japanese shares fallen by 80% today? I have already noticed 3 of them. Did they all have a split at the same time today?

It's that time again and the Japan season is open.

As of today, due to the time change from winter to summer, you can trade Japanese stocks with a lower spread between 8 - 9 am.

My favorites:

$7011 (+4,99%) MHI Heavy Metal

YTD+61.09% KGV 12.55

$6361 (-3,37%) Ebara Services Energy, Environment

YTD +59.06% KGV 20.53

$6501 (+5,23%) Hitachi Service IT

YTD +36.95% KGV 15.58

$7974 (+1,49%) Nintendo Entertainment

YTD +17.21% KGV 19.33

$7203 (+3,72%) Toyota Automotive

YTD +10.66% KGV 10.94

$5411 (+1,75%) JFE Holdings Chipmaking IT

YTD 10.71% KGV 5.98

$8001 (+2,93%) Itochu Trading

YTD +7.60% KGV 12.82

My favorite Etf:

$XDJP (+0,37%) Nikkei 225

YTD 15.46% TER 0.09%

Semi-annual distribution Feb + August 1.33%

There are of course countless other shares, companies and ETFs. I myself have $7011 (+4,99%) and $XDJP (+0,37%) .

Good luck

Hello everyone,

Today I would like to introduce you to my portfolio. As you probably know, it's just too much fun to expand my portfolio with new stocks. There are now a few too many, but I still can't really part with my worst-performing stocks ($NVM (+0,91%) , $ENPH (+3,87%) , $WAC (+5,07%) ). I'm hoping that I'll be able to sell them in positive territory at some point, or am I on the wrong track and in your opinion should I sell at a loss and try to make up the loss with other stocks?

I have been investing since the end of 2022 and at 29 years old, I still have a long time to go. My strategy is to be as desertified as possible in sectors and to beat the market in the long term (just let me believe that it works :D), hence so many individual stocks. I want to hold these for many years (esp. $AMZN (+0,77%) , $GOOGL (+0,94%) , $QCOM (+1,48%) , $MSFT (+0,1%) , $V (+1,67%) , $MC (+1,36%) , $SALM (+5,31%) ) but I'm also not too keen to pocket the profits. Are there any stocks in my portfolio that you would view critically for the next few years and would be worth considering selling? Recession and all that...

Priority is on growth, which is reasonably safe, so only a few small caps - but a few bets have to be in there :) ($AIDX (+0,52%) , $NRX (+3,34%) , $ITM (-1,46%) , $F3C (+0,87%) , $MITK (+1,78%) ). But with rather small amounts, probably too small or what do you say?

At the same time, I would also like to claim a €900 allowance via dividends ( $BATS (+0,47%) , $ENB (+1,57%) , $BNPQY (+0%) , $STLAM (-1,64%) , $ENGI (+3,43%) , $RIO (+0,24%) ) and secure a trade or two.

Recently I have been investing 240€/m in the $XDWD (+0,43%) and between 200 - 500€/m in individual shares (depending on what is left). Actually, I want to increase the existing shares properly now, but somehow there are always nice entry options in solid companies like $0L2T (-0,94%) , $ZTS (-1,4%) , $ADM (+1,31%) , $PANW (-1,77%) , $ENR (+2,23%) . Help what to do? :D

And then there's also crypto $BTC (-0,6%)
$NEAR (-0,03%)
$ADA (-0,31%)

And Japan, they're doing well too $4063 (+0,77%) , $6501 (+5,23%) , $8001 (+2,93%)

Looking forward to your feedback and advice!