The idea of further diversifying my portfolio had solidified somewhat in recent weeks. $IREN (+11,25%) I left it at my self-imposed partial sell target of EUR 55 and started to build up the first positions on Friday. I am sticking to my target of investing around EUR 5k in each position. $IREN (+11,25%) remains in the portfolio with 500 shares and will (probably) not be touched in the near future. $DEFI (-0,57%) Now also full with 5,500 shares.

19k liquidity left and will still be invested in top-ups + new shares.

Individual shares are now:

$IREN (+11,25%)

$RACE (+1,37%)

$DSFIR (+0,56%) possibly increase

$MUM (-0,29%) possibly increase

$IOS (+0,46%)

$KSPI (+0,47%)

$FI (+1,1%)

$FSLR (+4,46%) Increase if necessary

$PYPL (+0,12%)

$CELH

$DEFI (-0,57%)

$UBER (-0,67%)

$NICE Increase if necessary

$ALCRB (+1,72%)

$INPST (+1,06%)

$6367 (+1,81%)

Does anyone else have an idea for a share, possibly also from the German-speaking region? The Asian region would also be very interesting, although I am looking a little at $1810 (-2,49%) look at.

vg and have a nice WE

Micha

After September also provided a decent return, I'm hoping for 150k at the end of the year. I have also recently started betting on a boost of $DEFI (-0,57%) . $KSPI (+0,47%) is out for me with +20% after a good run.

A bit of "stability" is provided by $DSFIR (+0,56%) and $MUM (-0,29%) although I hope to have bought them at a relatively low level. We will see...

Otherwise, onwards:

$DEFI (-0,57%)

$IREN (+11,25%)

$CELH

$PYPL (+0,12%)

$FSLR (+4,46%)

good investment to all!

Thanks to a clear overweight $IREN (+11,25%) August was also very satisfactory. $KSPI (+0,47%) Sold at exactly the right time and got back in today. First tranche today $FSLR (+4,46%) . Very good position to get another boot in the door in the Renew. E. to get a boot in the door.

In addition, the 100k was cracked in August, which was my target for 2025. It won't always be like this, so I'm more than satisfied and grateful!

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/0IVYpwsaKFs?si=LkXQjD8KIViA2p0p

Monday:

The subsidy rules for renewables in the USA are less strict than assumed. Various companies such as $VWS (+1,85%) Vestas or $FSLR (+4,46%) First Solar benefit from this and can make significant gains. Accordingly, many projects will still receive tax breaks if they are started before July 4, 2026. This could lead to many projects being started sooner than originally planned.

https://www.handelsblatt.com/unternehmen/energie/vesta-aktie-us-subventionen-treiben-aktien-von-wind-und-solarunternehmen/100149017.html

Wednesday:

Good news with a view to future inflation. Producer prices fell further in July, by 1.5% year-on-year. Economists had. only expected 1.3 %. Lower energy costs are primarily responsible for this.

https://www.handelsblatt.com/politik/konjunktur/deutschland-erzeugerpreise-mit-groesstem-rueckgang-seit-gut-einem-jahr/100149377.html

Donald Trump is benefiting massively from cryptocurrency profits. In our view, the US president is exposed to an enormous conflict of interest here. Through his investments, he is profiting from his own laws. We are not talking about a few thousand euros here, but several hundred million, if not billions, of USD.

https://www.handelsblatt.com/politik/international/usa-trump-kaufte-seit-amtsantritt-anleihen-fuer-ueber-100-millionen-dollar/100149524.html

Thursday:

Harvard economist and professor Kenneth Rogoff also indirectly criticized this massive conflict of interest of the "regulatory authorities" in the US. Rogoff became famous in 2018 for his forecast in which he claimed that the $BTC (+1,14%) BTC would be worth USD 100 in a decade and not USD 100,000. Today, he sees the cause of his misjudgement primarily in the overestimation of the US regulatory authorities and the rise of BTC, driven above all by its use in the shadow economy.

https://www.coindesk.com/de/markets/2025/08/21/harvard-professor-who-predicted-bitcoin-crash-to-usd100-says-regulators-were-too-lax

Meanwhile, there is good data from the Purchasing Managers' Index for the EUR area. This rose to 51.1 points, whereas economists had expected a decline. The rise in industry in particular was a positive surprise. The index for service providers fell slightly to 50.7 points. Values above 50 signal growth.

https://www.handelsblatt.com/politik/konjunktur/umfrage-euro-wirtschaft-im-august-mit-staerkstem-wachstum-seit-15-monaten/100149645.html

Friday:

It almost seems as if the markets have been waiting for nothing else. Jerome Powell holds out the prospect of interest rate cuts by the Fed in his speech in Jackson Hole and the markets rally towards the weekend. The markets are 91% expecting a rate cut on September 17.

https://www.handelsblatt.com/finanzen/geldpolitik/jackson-hole-powell-sorgt-sich-um-arbeitsmarkt-und-stellt-zinssenkungen-in-aussicht/100148909.html

These are the most important dates for the coming week:

Monday: 10:00 ifo Business Climate Index (DE)

Thursday: 13:00 GDP figures (USA)

Friday: 14:00 Inflation data (DE)

Can you think of any other dates? Write it in the comments

#ifo
#bip
#inflation
#usa
#deutschland
#ukraine

$TSLA (-3,07%)
$FSLR (+4,46%)
$PLUG (+1,6%)

The new law brings massive cuts to green energy and electromobility - here are the most important points:

🔋 Electric cars (EVs)

- $7,500 tax credit for new EVs expires on 30.09.2025 expires

- $4,000 bonus for used EVs also ends on 30.09.2025

- No EV annual fee of $250 included

- ZEV credits (e.g. for Tesla) lose massive importance due to elimination of penalties & California exemptions

🏠 Energy at home

- 30 % solar tax bonus for PV systems ends on 31.12.2025

- Geothermal tax benefits also end on 31.12.2025

- Energy efficiency bonus for renovations expires on 31.12.2025

- New construction bonus for efficiency houses ends on 30.06.2026

- Charging infrastructure funding ends on 30.06.2026

🏭 Production & battery promotion

- Battery manufacturing credit (45X) remains in place, but with increasing US share targets (60% from 2026, up to 85% in 2030)

- Wind power component bonus ends after 2027China suppliers disqualify

- Clean Energy Credits (wind/solar/nuclear) expire after 2027 (except if construction starts by 2026)

🚗 Credit and interest rate advantages for US vehicles (2025-2028)

- Up to $10,000 interest deduction p. a. on car loans for US-made vehicles

- Applies only to final assembly in the US & income < $100k/$200k

🧪 Clean Hydrogen

- Tax bonus only for start of construction until the end of 2027

---

📉 ConclusionThe law massively weakens central subsidies for EVs, solar, wind & green technologies - major impact on Tesla, CleanTech & Co.

⚠Only for those interested in trading - otherwise keep scrolling 😅

@MCKrummel-Divi-Holding Since I'm sitting at the computer after your comment, here are a few examples -> this is what the screener "spit out"

@Epi the recently discussed setup, I always look at the same pattern. Well secured on the downside

@Dividenden_Monteur something for you?😎

PS: I have added the link to the chart pictures everywhere, so you can still follow the chart live until the close of trading if you are interested 👈

$MRNA (+1,86%)
https://www.tradingview.com/x/vzNaFp6T/

$HOOD (+4,02%) wait here how it develops on the VWAP https://www.tradingview.com/x/l4g6iRhL/

$VRNT (+0%)
https://www.tradingview.com/x/usbMLEAZ/

$NXT
https://www.tradingview.com/x/hzo2u5SA/

$FSLR (+4,46%)
https://www.tradingview.com/x/JWZVSjVl/

$W (-0,45%)
https://www.tradingview.com/x/rCO7KhVs/

@Multibagger my tubular cracker $STZ (+0,12%) maybe something will happen, from the -8% we are already at only -3% - I'll give this swing trade a little more time 🤕

#trading
#daytrading

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