$BABA (-1,22%) Position increased again. I am positive about the coming weeks and months.

$PDD (-1,64%)
$601318
$EH
$OKTA (+0,73%)
$MDB (+5,7%)
$3690 (-8,32%)
$KSS (+18,76%)
$ANF
$CRWD (+0,95%)
$SNOW (+0,7%)
$HPQ (+0,55%)
$NTNX (+1,84%)
$NVDA (+0,61%)
$DHER (-3,41%)
$LI (-4,95%)
$DELL (+0,76%)
$S (+1,59%)
$IREN (+0,66%)
$ULTA (+1,29%)
$MRVL (+0,35%)
$AFRM (+0,16%)
$ADSK (-0,14%)
$BABA (-1,22%)

Hello community,

I would like to present my revised portfolio strategy to you today and am looking forward to your opinions and constructive feedback. I am pursuing a core-satellite approach.

The core (approx. 40%):

My foundation for long-term and stable asset accumulation. Here I rely on the MSCI World and the Nasdaq 100 in order to participate in global economic growth in a broadly diversified manner. Simple, cost-effective and proven.

The satellites (approx. 60%):

Here I pursue clear, thesis-based investments in individual stocks. These can be divided into six thematic clusters:

1. the AI infrastructure (cloud, data & security):

My biggest bet. I believe that the real winners of the AI revolution are the companies that provide the foundation.

Positions:

Cloudflare, CrowdStrike, Snowflake, Datadog.

2. the fintech revolution in emerging markets:

The disruption of traditional banking in populous and digitally savvy regions.

Positions:

MercadoLibre, Nu Holdings.

3. global champions & turnarounds:

Here I bundle global market leaders that I consider undervalued or that are on the verge of a comeback.

Positions:

Alibaba, BYD. For me, these are not speculative gambles, but counter-cyclical bets on dominance in their respective markets.

4. industrial excellence & luxury brands:

A bet on undisputed market leaders in highly profitable niches with strong moats - from armor to high-tech automation to luxury sports cars and one of the best investors of all time.

Positions: Rheinmetall, Ferrari, Berkshire Hathaway, Keyence.

5. future technologies & energy:

The thesis here is clear: more AI and more data centers require massively more energy.

Positions:

The Uranium ETF, Iris Energy, American Lithium.

6. megatrends: health & sustainability:

Investments in global market leaders that benefit from two unstoppable social developments: demographic change and the need for a circular economy.

PositionsNovo Nordisk, Tomra Systems.

My question to the Getquin community:

What is your opinion on this strategy and allocation?

#DepotCheck #PortfolioReview #Feedback #CoreSatellite #Strategy

$NET (+1,44%)
$CRWD (+0,95%)
$NOVO B (+1,23%)
$1211 (-2,79%)
$BABA (-1,22%)
$IREN (+0,66%)
$NLR (+0,21%)
$ACWI
$WSML (+0,46%)
$RACE (+1,13%)
$BRK.B (+0,4%)
$RHM (+0,09%)
$6861 (-1,11%)
$DDOG (+0,9%)
$MELI (+0,31%)
$SNOW (+0,7%)
$NU (+0,55%)
$TOM (+0,7%)

Greetings from your vacation!

$1810 (-0,74%)
$9868 (-2,3%)
$HD (+0,64%)
$PANW (+0,74%)
$9888 (-2,25%)
$TGT (+0,58%)
$EL (+1,31%)
$BABA (-1,22%)
$WMT (+0,33%)
$INTU (+0,81%)
$WDAY (+1,16%)
$ZM (-0,21%)

Hello Community,

July is history and here is my usual transparent monthly review directly from the portfolio, which has now reached a value of €34,485. It was a month that perfectly demonstrated the importance of a clear strategy and a steady hand.

📈 1. the performance: solid in a turbulent environment

I am satisfied with a monthly performance of +1.54%. As the chart shows, I was able to outperform the DAX (+0.57%), but was slightly behind the S&P 500 (+2.20%) and the strong NASDAQ100 (+6,35%). The result reflects my portfolio: a high tech component, which benefited from the strength of the US indices, but also positions in Europe and China, which held back in some cases.

2. my purchases: anti-cyclical & quality focus

💸 I made three targeted purchases in July:

• Keyence (501 €) & Novo-Nordisk (526 €): Here I built up my positions in two absolute quality champions at the beginning/middle of the month.

• Ferrari (101 €): Following the exaggerated share price fall of over 11% after the quarterly figures, I took the opportunity to buy a small, disciplined tranche. For me as a long-term investor, such irrational market movements are clear buying opportunities in excellent companies.

3. my savings plans & dividends

🏦 The basis of my asset accumulation continued as usual:

• Alibaba (404 €): I continue to use the savings plan to consistently expand my anti-cyclical bet on the Chinese e-commerce giant.

• BYD (19 €): Here, the dividend received was reinvested directly back into new shares. This is how the compound interest effect works optimally.

4. tops & flops: a reflection of the market

🟢 Top movers:

The list was topped by my speculative stocks American Lithium (+25.00%) and Iris Energy (+12.32%) and the Uranium & Nuclear Technology ETF (+11,36%). This shows that risk appetite in niches is increasing again in an uncertain market environment. My tech stocks such as Cloudflare and Datadog also performed strongly.

🔴 Flop mover:

Here were the losers of the month Novo-Nordisk (-29.94%) and Ferrari (-6,56%). These defensive stocks underwent a strong correction in July, which I, as with Ferrari as shown in the case of Ferrari.

🧠 Conclusion:

July was a month of contrasts. While the overall market performed solidly, there were strong rotations beneath the surface. My strategy of focusing on a mix of a solid ETF core, quality stocks and targeted speculative bets proved successful.

How did your July go? Did you also use the correction in some stocks to buy more? I look forward to hearing from you!

$NOVO B (+1,23%)
$1211 (-2,79%)
$RACE (+1,13%)
$IREN (+0,66%)
$NET (+1,44%)
$BABA (-1,22%)
$DDOG (+0,9%)
$NUKL (-0,04%)
$TOM (+0,7%)
$NU (+0,55%)
$MELI (+0,31%)

I would like to add 5% China to my portfolio.

I am wavering between buying the $CNUA (-1,37%) or two or three individual stocks. For example $BABA (-1,22%)
$700 (-1,73%) and $1211 (-2,79%)

the "big" Chinese companies already make up almost 50% of the ETF.

What do you generally think of an admixture at this time and which option would you choose and why?

The new Amazon of asia $BABA (-1,22%)

With the latest events in EU-US customs policy, I am confident that I will soon reach the 20k mark. A few more stocks will follow in the next few months and the ETFs will continue to be saved with the highest weighting. My savings rate can also be increased by completing my further training soon.

Concrete new additions to the portfolio will be:

• $HOLN (-0,35%) I see potential, as Holcim will be a big player in the reconstruction of Ukraine. It is also a sustainable addition to my dividend-oriented portfolio, as the distributions are paid from capital contribution reserves and are therefore tax-free in Switzerland.

• $$FLXI (+0,05%) India is expected to become the 3rd largest economy in the world by 2035. GDP is growing confidently and I see opportunities for additional returns in the portfolio.

• $BABA (-1,22%) Solid long-term growth stock to expand diversification with China. 1.67% dividend

Opinions? Suggestions?

$HEIA (-0,7%)
$EL (+0,19%)
$NUE (+0,35%)
$CDNS (+0,24%)
$WM (+0,78%)
$MSFT (+0,67%)
$V (+0,53%)
$OR (+0,95%)
$AZN (+0,6%)
$MRK (+0,34%)
$PG (+0,66%)
$SBUX (+0,46%)
$BCS (-1,99%)
$META (+0,17%)
$BABA (-1,22%)
$QCOM (+0,46%)
$AIR (-0,42%)
$HSBC (-0,45%)
$GSK (+0,61%)
$MBG (-1,17%)
$F (+0,4%)
$AAPL (+0,3%)
$AMZN (+0,55%)
$MA (+0,34%)
$7203 (-0,46%)
$SHEL (-0,06%)
$005930
$SNY (+0,23%)
$CMCSA (+0,41%)
$COIN (+0,08%)
$NET (+1,44%)
$XOM (+0,38%)
$CVX (+0,32%)
$CS (+0,24%)
$NTDOY (+0,26%)
$CL (+0,7%)
$DTG (-1,01%)
$UNH (+0,79%)

Hello community,

Since the high in 2020, the Alibaba share price has fallen massively. Sentiment is at rock bottom. But that is precisely what makes an in-depth analysis so exciting. Is the fear exaggerated or justified?

Let's take a deep dive into the figures and the story behind the Chinese giant.

WHAT'S BEHIND ALIBABA $BABA (-1,22%) 🇨🇳

Alibaba is much more than just an online store. It is a huge ecosystem that is currently reinventing itself and splitting into six parts:

🔵 Taobao & Tmall GroupThe e-commerce centerpiece.

🔵 Cloud Intelligence Group: The AWS of China and the basis for the future of AI.

🔵 Cainiao Smart Logistics: The logistics network.

🔵 Other divisions: Local Services, Global Digital Commerce & Entertainment.

ALIBABA IN FIGURES (TTM) 📊

The real story is in the key figures - where stagnation meets massive profitability.

💰 Turnover TTM~$130 bn (+5% YoY)

👥 Annual Active Consumers: ~1 bn (stable)

☁️ Cloud revenue: ~$15 bn (growing & profitable again)

💸 Free cash flow (FCF) TTM: ~$21 bn (extremely high cash generation)

🏦 Net cash position: ~$60 bn (massive war chest)

✅ P/E ratio (forward): ~8 (historically extremely favorable)

OPPORTUNITIES & RISKS

THE UPSIDE 🟢

🟢 Value of the individual parts (SOTP): The breakdown makes the true value of the divisions (esp. cloud) visible.

🟢 Massive share buybacks: Management uses the low share price to aggressively create value for shareholders.

🟢 AI potential (NVIDIA validation): NVIDIA CEO Jensen Huang recently described Alibaba's AI model as "world class". They have mastered the complete 'AI stack' (cloud, data & models).

THE RISKS 🔴

🔴 Extreme competitive pressurePDD Holdings (Temu) and Douyin (TikTok) are aggressively attacking market shares.

🔴 Regulatory sword of Damocles: Uncertainty regarding intervention by the Chinese government remains the biggest risk.

🔴 Macro weakness: The weak Chinese domestic economy is weighing on the consumer climate.

CONCLUSION & MY STRATEGY ⚖️

Alibaba remains a complex bet with valid risks, from competition from PDD to unpredictable regulation from Beijing.

For me personally, however, the long-term opportunity that lies in the cloud and AI division outweighs the risks. Today's valuation mainly prices in the risks, but hardly the enormous potential that can be leveraged through the restructuring and the AI technology validated by Jensen Huang.

The investment thesis:

My investment is a bet on the re-rating of the group, driven by the future monetization of cloud & AI, while the massive cash position and share buybacks provide downside protection.

My action:

I will systematically build my initial position into one of my core positions over the coming months and years. For me, this is a clear "buy & build" investment for the next decade.

How do you see it?

Is the risk too high or is this the definition of an anti-cyclical opportunity?

Looking forward to the discussion! 👇

#alibaba
#baba
#stockanalysis
#tech
#china
#ecommerce
#cloudcomputing
#valueinvesting
#künstlicheintelligenz