Costco Wholesale

Costco: Buy now ?

$COST (-1,09%) is similar to $WMT (-2,1%) is a real heavyweight in the retail sector and is known for its blatant business model: customers pay a membership to get low prices. As a normal consumer in Germany, I've never seen that before. This not only creates a strong bond with the customer, but also ensures stable and regular income. Costco remains strong, especially in uncertain times, because they have their costs under control and still offer good prices. Sure, the share is not cheap or has already risen very sharply, but good companies cost their price, don't they? In addition, there are good quarterly figures and solid growth, which could drive the share price further in the future. But there are few dividends. What do you think: should we get in?

Costco
$COST (-1,09%) now operates 616 department stores in the USA 🇺🇸, compared with 600 in the previous year.

The company plans to open a total of 630 department stores in the USA by the end of the 2025 financial year.

Good morning everyone!

Do you think one can still invest in $RHM (-0,78%) at the current price? Or do you think the share price is too overvalued? $BKNG (-1,19%) , $COST (-1,09%) and $CMG (-0,82%) are also interesting stocks, but I'm not sure whether the prices are currently too high to invest in them. How do you see these shares developing in the long term? In $UBER (-0,14%) I am actually in it for the long term and will soon increase my position, as I think that the price is currently very fair and I have a lot of confidence in the company in the future.

Have a nice start to the day everyone!

Earnings next week 🗓️

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$GME (+2,79%)

$AI (+1,23%)

$ADBE (+1,44%)

$ORCL (-0,32%)

$M (+1,82%)

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$COST (-1,09%)

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$PL

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$MNY

$JOUT

Not only Palantir cracks a new ATH

$COST (-1,09%) 🚀 🚀🚀

We close the year with 4 digits here

Depotupdate November - A successful month with a clear focus

November was a strong month, both in terms of returns and strategic realignment. The current portfolio value is 48.745,46 €with a solid monthly return of 6,86 %which corresponds to a price gain of 3.131,04 € . It is a further step towards a long-term and growth-oriented portfolio.

Activities in November: purchases and sales

Purchases:

S&P 500 $VUSA (+0,32%)
via savings plan

The regular savings plan with 930 € in the S&P 500 was executed as usual. This basis offers stability and long-term diversification in the portfolio.

Bitcoin $BTC (-1,93%)
The individual purchases with a value of 2.361,92 € reflect the conviction that Bitcoin will continue to gain in importance as an asset class in the long term. With a current weighting of 5,47 % it remains a tactical addition.

Sales:

Altria Group $MO (+0,78%)
The position was sold with a plus of just under 30 % which corresponds to a volume of 1.340 € corresponds to a volume of €1,340. The tobacco giant no longer fits in with the growth strategy, which focuses on innovative and future-oriented companies.

LVMH $MC (-0,25%)
This position was also sold, with a total value of 800 € and a loss of 280,74 €. Despite the quality of the company, the focus is now more on growth-oriented stocks, which is why LVMH no longer fits the strategy.

Portfolio structure and weighting

Security type weighting:

• 49.47 % ETFs - A stable anchor, particularly through the S&P 500.
• 45.05 % equities - The focus remains on individual stocks with potential for growth.
• 5.47 % Bitcoin - A small but increasingly relevant addition.

Top 5 sectors:

IT (25.19 %) - Driver in the portfolio, led by NVIDIA $NVDA (+2,01%) and Apple $AAPL (+1,34%)
Financial services (23.89 %) - Reliable returns with Allianz $ALV (-0,66%) and BlackRock $BLK (+0,12%)
Defensive consumer goods (16.05%) - Stability through P&G $PG (-1,24%) and Walmart $WMT (-2,1%)
Cyclical consumer goods (7 %) - Moderate exposure with potential.

Industrial goods (6.32%) - A diversifying addition.

Country allocation:

• USA (80 %): The dominant market in the portfolio.
• Germany (6.6%): Local stocks such as Allianz and Siemens.
• Other countries (5.54%): Global diversification.
• UK (1.08 %) and France (0.90 %): Smaller positions.

Deep Dive: The top 5 positions

NVIDIA (7.72 %):

Leader in AI development and graphics processors. NVIDIA remains the largest position and a key stock in the portfolio.

Allianz (6.16%):

A defensive anchor with stable dividends and strong market position in the insurance and wealth sector.

Apple (6.03%):

With a focus on services, wearables and technological innovation, Apple remains an essential holding.

Microsoft $MSFT (-1,05%)
(5,65 %):

Leader in cloud services and AI solutions. Microsoft remains a long-term favorite.

BlackRock (5.63%):

The world's largest asset manager benefits from rising capital inflows and remains a mainstay.

Top movers in November

Winner:

• Walmart (+15.55%): Convincing quarterly figures and strategic e-commerce expansion.
• Costco $COST (-1,09%)
  (+14,14 %): Solid performer thanks to strong member retention.
• P&G (+10.89 %): Resilience to crisis pays off.
• S&P 500 ETF (+8.38 %): Benefits from the general market upswing.
• Waste Management $WM (-0,32%)
  (+8,27 %): Stable income from a defensive business model.

Loser:

• Hercules Capital (-2.38%): The BDC specialist had a weak month. A strategic review of this position is imminent.

Conclusion and outlook

November was a very successful monthboth in terms of returns and the strategic realignment.

Key decisions:

• The focus remains on long-term growth through technology and quality stocks.
• The sales of Altria and LVMH show that the portfolio is being consistently adapted to the strategy.
• Hercules Capital is under review and could soon be removed from the portfolio as it no longer fits the growth strategy.

Long-term perspective:

With the savings plan and targeted individual purchases, the portfolio is running on "autopilot". The combination of patience, strategic adjustment and a clear focus on growth stocks strengthens the foundation for a successful future.

The portfolio remains on course - an exciting month with a clear direction!

What are your favorites from the category "boring, but a potential S&P 500 outperformer"?

I'm talking about very simple ("boring") business models, but which you believe will beat the S&P 500 in terms of performance in the long term.

My top 3 would be:

Walmart ($WMT (-2,1%) )

Costco ($COST (-1,09%) )

Sherwin-Williams ($SHW (+0,3%) )

I'm looking forward to your takes!

I want to save up the proportion of the two large ETFs to 25% each and then leave the portfolio roughly the same weighting, i.e. 50% ETFs, 40-45% equities and 5-10% Bitcoin.

I buy and hold and am not entirely sure how suitable some of the current stocks are for this.

On the other hand, there are a few companies that I would like to have in my portfolio for the long term (e.g. $WMT (-2,1%)
$COST (-1,09%)
$AWK (+1,09%) or $VIE (+1,01%) ), but I don't want to have more than 45 individual companies in my portfolio.

What do you think of the portfolio, do you have any suggestions for improvement?

Briefly about me: I am 22 years old and would like to continue building up my assets until I am about 60.

P.S.: The return is not correct. Due to a system error, getquin thought I had sold all my shares in the meantime. Fortunately, my portfolio was actually able to beat the S&P 500 this year and last year🤩