$IRM (+0,33%) Who sells a 3.7 excavator in the depot?
Every percent plus is an increase of 3.7% of the initial value.
A doubling is almost all that is needed for 10 times.
Messaggi
26$IRM (+0,33%) Who sells a 3.7 excavator in the depot?
Every percent plus is an increase of 3.7% of the initial value.
A doubling is almost all that is needed for 10 times.
Sale of $IRM (+0,33%)
and increase of $NESN (+0,22%)
As I mentioned yesterday, I have decided to sell my position in Iron Mountain.
The share has shown strong price growth recently, with one all-time high chasing the next. Even if this sounds tempting, the pace of the rise was too high for me personally, which is why I realized 100% of my profits.
I took advantage of the current lower share price to increase my holdings. For me, Nestlé offers more stability and security, especially in more turbulent times.
At the end of the day, as always, good or bad, who knows😁
What could be better than buying shares on vacation 😀
The portfolio was restructured. $IRM (+0,33%) Sold with almost 250%.
The profit was reallocated directly to Nestle. I am thus further expanding my base with crisis-proof, boring companies.
The absolute return was also increased somewhat by the reallocation.
$NESN (+0,22%) is currently perfect as an entry point in my opinion.
Just wanted to share a little test I'm using as benchmark:
I selected by screener the biggest 10 companies by Market Cap with these parameters:
Equal weighted buying in January 2nd 2024
Results:
$UNH (+0,8%) (I removed this because the PE LTM was too close to 40)
$BKNG (+0,41%) (I removed this one total return 5Y was too close to 100%)
$KLAC (+0,43%) (added the next one to replace the removed one)
$HCA (+0,32%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+0,22%) , $VST (+1,57%) , $SMCI , $HWM (+0,85%) , $CEG , $TRGP (+0,55%) , $LLY (-0,02%) , $IRM (+0,33%) , $NRG (+1,06%) , $GDDY (+1,09%) and no crypto,)
If I reached half of it every year, I will be very proud of myself.
Hope it helps
Hello everyone,
I have a question. I started with around 53 dividends, which is of course far too much.
Now I want to start building up assets.
Does it make sense to already include dividend stocks like $MAIN (+1,26%) or $IRM (+0,33%) or first save in the existing ETFs and start with e.g. 50k dividends.
By the way, I am 34 years old and my savings plan amounts to 750eur divided between the ETFs and 50eur Nvidia
Thanks to everyone :-)
Hi community,
I've been active here for just about a month, and started my investing journey on January.
Since I'm quite new to the investing world, I would like to have some feedback on my portfolio, and discuss my strategy and future plans too.
I read and learn a lot from you, especially the evergreens :)
I think it'll be a little bit of a read, but I'm writing this also as a reminder to my future self, in case I lose focus somewhere down the line :)
So, I'll start from me, my goals, strategy and then go into the reasoning behind the positions and then into plans.
About me
Almost 28, F, software developer. Own a small apartment bought and renovated in 2020-2021 with really really good mortgage rate and tax reimbursements in an city with a rich university presence .
This I bought and renovated as future asset (lots of young people needing apartments here to go to uni) and to not pay so much more in rent, as my mortgage payment is ~1/3 of a rent in a mostly shitty apartment for a single renter.
In the past 5 months I've been reading a lot on finance and markets as well as learning to screen stocks by analysing fundamentals, reading SEC's, white-papers and operational resumes of the companies I do research on and want to watchlist/buy.
Goals
My goals are really simple:
Strategy
As per goals, investment term is long term, mostly buy/hold.
To reach my goals, I want to follow a mixed strategy of value, growth and dividends. Yes, I know, young and dividends. But.
To reach my goals dividends are needed: for this year I'll be able to provide a good savings rate of 1500-2200 euros every 3 months in 2024, then it'll largely depend on how things go for 2025-2026. I'll have some known expenses and possibly some still uncertain, a couple of which could be big, so I need to preserve my cash allocation and saving rates could stop.
Enough dividends with a null/reduced saving rate can be used for some buying power or used for covering interest of loan/margin when free cash flow is unavailable or reduced, but rates need to go down for good before I can consider this.
Then again, the dividend compound effect will enable me to reach and sustain all my three goals eventually, but only if paired with value and growth options.
Positions and future possibile positions
Onto the portfolio I have built so far! Currently US heavy, will always be US heavy, but in the last section I have plans for that, you'll see.
The allocation is 60/40 ETF/Shares with +-10 tolerance accounted for.
ETF allocations:
Shares allocations go more by sector, region and value/growth/dividend ratio.
I'm actually investing a bit anti cyclically in Utilities ($NEE (-0,23%) , $ENEL (+0,09%) , $BEPC ), Solar/Solar related ($NEE (-0,23%)
$ENEL (+0,09%)
$BEPC
$NXT
$SHLS ) and Energy ( $NXE (-0,29%) ) and ready to buy some dips in my current positions, or grow them if they please me with their performance.
Won't consider Oil and Mainstream by choice, except maybe for $PBR (+2,24%) or $BIPC due to dividend.
$NXT and $SHLS are soaring right now, and are a really good combo of solid and innovation. (Cannot see the daily here on getquin tho)
$BEPC results compared to sector are solid, company strategy is very good, a little bit hated by market it seems. The same reasoning applies to $NEE (-0,23%) , plus manatees! $ENEL (+0,09%) also but without manatees and without good management (it's Italy after all), but still solid with a great moat and good div.
$NXE (-0,29%) is super long term, I've read all the reports, primary concern is debt until building ops facilities is done and op can start for real. They are sitting on uranium next big thing and have good connection with the territory and authorities.
$HAUTO (+1,12%) is actually filling the role of the best overall VGD stock, we will see after the div in March.
$BBVA (-2,61%) really good bank and financial, my entry point in the financial sector at good value and also global.
$AMZN (+0,73%)
$META (+0,28%) and $NOVO B (-0,14%) can speak for themselves as megacaps
Plans and ideas
So, after boring you for so long, the actual question/discussion section of this rant.
ETFs
Here I'm considering a possible 5% satellite, in the shape of Asia (ex-China)/Japan. I'll probably add one of $XMUJ (+4,39%) , $DXJ (+0,37%) or $V3PL (+0,11%) , all distributing.
I like $DXJ (+0,37%) maybe the most for its holdings but is sampled, $XMUJ (+4,39%) good ter, phisycal full also, holdings a bit worse than $DXJ (+0,37%) .
$V3PL (+0,11%) seems to perform worse, but is more pan Asia, although not much value brought to the portfolio compared to the other two aside from region allocation.
Shares
In the short term, I want to add position for the REIT sector, as they are trading at a discount right now, and probably will shake off the priced in May FED cut that will in my opinion not happen (June I think more likely).
My watchlist consists of:
If you know some interesting ones or want to share some thoughts on some of those, it would help. Also, I have no idea of the possible allocations and will need to discuss it most likely.
Other things I'll closely watch to open a position will be:
First of all, thanks to you, who made it this far. And read all of this shit.
Every other suggestion is more than welcome of course, and I'd love to discuss further in the comments if you want to drop by!
Thanks :)
Economy on 24.02.2023...
Next week professionally in Egypt, more dazu⤵️
Yesterday, I really hardly noticed anything from the market. Next week it goes for me professionally to Egypt. Many of you know that I work as a purchasing manager in the shipbuilding industry. For almost 2 years now, I have ships built there and now I would like to have a look at it myself. We also have a few meetings on site, because it is about some more ships in the next few years. So it's an exciting trip for me. So yesterday I first got myself a few things. A tropical overall, helmet with ventilation and so on. In the evening I had some calls with people from Instagram. That's why I really did not notice yesterday, and the numbers that I now post, I see even for the first time (except for MüRück, there I have already luschert). Next week I will not post here either. Maybe if I'm bored, I'll look for a nice picture out, which I could make there, and take you times a piece with. But maybe I end up in the evening in some bar... who knows :D. I am curious about Egypt Air. But now back to the stock market:
$MAIN (+1,26%)
Main Street Capital:
Missed analyst estimates of $0.89 in the fourth quarter with earnings per share of $0.13. Revenue of $113.88 million beat expectations of $104 million.
$BYND (+0,26%)
Beyond Meat:
Beats fourth-quarter analyst estimates of -$1.20 with earnings per share of -$1.05. Revenue of $79.94 million beats expectations of $75.8 million (shares up 17%)
$SQ (+0,88%)
Block:
Missed analyst estimates of $0.30 in the fourth quarter with earnings per share of $0.22. Revenue of $4.65 billion exceeded expectations of $4.62 billion (stock still up 6%!!!)
$WBD (+0,01%)
Warner Bros Discovery:
Missed analyst estimates of -$0.29 in the fourth quarter with earnings per share of -$0.86. Revenue of $11.01 billion below expectations of $11.23 billion (sold it all this week)
$ADSK (+0,36%)
Autodesk:
Beat analyst estimates of $1.81 in the fourth quarter with earnings per share of $1.86. Revenue of $1.32 billion above expectations of $1.31 billion (Also a WEB3 favorite for me)
$INTU (-0,37%)
Intuit:
Second-quarter earnings per share of $2.20 beat analyst estimates of $1.47. Revenue of $3 billion beat expectations of $2.91 billion.
$BKNG (+0,41%)
Booking Holdings:
Beats fourth-quarter analyst estimates of $22.00 with earnings per share of $24.74. Revenue of $4 billion beats expectations of $3.9 billion.
$AMT (+0,64%)
American Tower Corp:
Missed analyst estimates of $1.04 in the fourth quarter with earnings per share of -$1.47. Revenue of $2.71 billion exceeded expectations of $2.68 billion.
$MRNA (+0,64%)
Moderna Inc:
Missed analyst estimates of $4.70 in the fourth quarter with earnings per share of $3.61. Revenue of $5.1 billion exceeded expectations of $5.05 billion.
$IRM (+0,33%)
Iron Mountain Inc:
Hits fourth-quarter analyst estimates with earnings per share of $0.43. Revenue of $1.28 billion below expectations of $1.31 billion (The LUNE really tops my list!!!).
$HOT (+0,61%)
HOCHTIEF:
Will pay dividend of €4 per share for 2022 (PY: €1.91, analyst forecast: €4.06); 2022 sales at €26.2 billion (PY: €21.38 billion (forecast: €24.9). For 2023, Hochtief targets net profit (adjusted) of €510 million to €550 million (forecast: €490 million).
$MUV2 (-0,82%)
Munich Re:
Will achieve gross premiums of €67.13 billion in 2022 (PY: €59.56 billion, forecast: €67.3 billion), an operating result of €3.582 billion (PY: €3.517 billion, forecast: €3.035 billion), an investment result of €4.903 billion (PY: €7.156 billion), and a net profit after minorities of €3.432 billion (PY: €2.933 billion). In the outlook for 2023, the company expects a net profit of around €4.0 billion (analyst forecast: €4.022 billion). (I have 30% of my shares still sold at € 237.90, to take some profit and pressure out. The share was in the portfolio, by the high performance in recent times, the largest position with me. Therefore somewhat reduced!)
$AG1 (+4,82%)
Auto1:
Reaches 2022 revenues of €6.5 billion according to preliminary figures (PY: +36.8%, analyst forecast: €6.6 billion), sales of 649,709 vehicles (forecast: around 660,000) and Ebitda (adjusted) of -€165.6 million (forecast: -€174 million).
$DTE (+0,1%)
Deutsche Telekom:
Reports Q4 revenue of €29.8 billion (PY: €28.65 billion, analyst forecast: €30.00 billion), Ebitda AL (adjusted) of €40.2 billion (PY: €37.3 billion, forecast: €40.1 billion) and net profit (adjusted) of €1.99 billion (PY: €1.23 billion, forecast: €1.18 billion). In the outlook for 2023, the company expects Ebitda AL (adjusted) of +4% to around €40.8 billion (PY: €39.3 billion).
That's enough now, otherwise it will be too much. I'd like to get some feedback on this, because otherwise I always end up with the values that interest me. Maybe they are not the same ones that interest you. But otherwise the post will be too big and then no one reads it anymore. Still briefly to the economic dates. DAX changes, I have already announced in yesterday's post. Here again to look:
https://app.getquin.com/activity/VpjwppEQfv?lang=de&utm_source=sharing
Economic data (shortened version)
08:00
08:45
14:30
16:00
Untimed:
Quarterly figures / corporate dates Europe
07:00 BASF | Holcim annual results
08:00 International Consolidated Airlines
10:00 Metro AGM (virtual)
No time stated: VW: Detmold Regional Court, ruling in proceedings against Volkswagen on end of production of vehicles with internal combustion engines by 2030
#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#krypto
#kryptowährung
#kryptos
#cryptos
#nvidia
#etsy
#ebay
#münchnerrück
#deutschetelekom
#bookingcom
#bookingholdings
#beyondmeat
#moderna
#ironmountain
Dividend is fun. Over €1,300 gross dividend received in 2022.
Today was the start in 2023 with dividend payments of $IRM (+0,33%) and $PEP (+0,62%) with a total of €53 gross.
Target this year is about 1,600€ gross dividend.
Good luck with your depots ✊🏻
Quarterly figures on 03.11.2022...
Feel free to leave a follow, because...⤵️
...at 5,000 followers there will be together with getquin, a small thank you for the community. But this post could already be created tomorrow. I look forward to it! On to today's quarterly numbers. In this post that I post every morning, I had announced what was happening today:
https://app.getquin.com/activity/ydggsOLkpb?lang=de&utm_source=sharing
$SBUX (-0,27%)
Starbucks:
Beat analyst estimates of $0.73 in the fourth quarter with earnings per share of $0.81. Revenue of $8.4 billion beat expectations of $8.33 billion.
$PYPL (+0,46%)
PayPal:
Beats analyst estimates of $0.96 in the third quarter with earnings per share of $1.08. Revenue of $6.85 billion beats expectations of $6.82 billion.
$DBX (+0,38%)
Dropbox:
Beat analyst estimates of $0.38 in the third quarter with earnings per share of $0.43. Revenue of $591 million exceeded expectations of $586.15 million.
$DASH (+0,05%)
DoorDash:
Missed analyst estimates of -$0.55 in the third quarter with earnings per share of -$0.77. Revenue of $1.7 billion exceeded expectations of $1.62 billion.
$GPRO (+0,78%)
GoPro:
Beat analyst estimates of $0.17 in the third quarter with earnings per share of $0.19. Revenue of $305 million exceeded expectations of $298.85 million.
$MSI (+0,17%)
Motorola Solutions:
Beats third-quarter analyst estimates of $2.88 with earnings per share of $3.00. Revenue of $2.37 billion beats expectations of $2.31 billion.
$HOT (+0,61%)
Hochtief:
Reached sales of 7.18 billion euros in the third quarter, up from 5.32 billion a year earlier, and earned 115 million euros on the bottom line, up from 99.8 million a year earlier. Order intake on a comparable basis was 6.5 billion (prior year 7.5 billion).
$K (+0,49%)
Kellogg Co:
Surpassed analysts' estimates of $0.97 in the third quarter with earnings per share of $1.01. Sales of $3.95 billion exceeded expectations of $3.77 billion.
$RCL (+0,44%)
Royal Caribbean Cruises Ltd:
Beat analyst estimates of $0.19 in the third quarter with earnings per share of $0.26. Revenue of $3 billion exceeded expectations of $2.99 billion.
$UAA (+1,11%)
Under Armour Inc:
Second-quarter earnings per share of $0.20 beat analyst estimates of $0.10. Revenue of $1.57 billion exceeded expectations of $1.42 billion.
$W (+0,5%)
Wayfair Inc:
Missed analyst estimates of -$2.05 in the third quarter with earnings per share of -$2.11. Revenue of $2.8 billion below expectations of $2.82 billion.
$PTON (+3,56%)
Peloton Interactive Inc:
Missed analyst estimates of -$0.64 with first-quarter earnings per share of -$1.20. Revenue of $616.5 million below expectations of $637.07 million.
$DDOG (+1,8%)
Datadog Inc:
Third-quarter earnings per share of $0.23 beat analyst estimates of $0.16. Revenue of $437 million exceeded expectations of $415.07 million.
$MRNA (+0,64%)
Moderna Inc:
Missed analyst estimates of $4.81 in the third quarter with earnings per share of $2.53. Revenue of $3.36 billion below expectations of $4.63 billion.
$CROX (+0,57%)
Crocs Inc:
Missed analyst estimates of $2.62 in the third quarter with earnings per share of $2.50. Revenue of $985.1 million exceeded expectations of $942.52 million.
$IRM (+0,33%)
Iron Mountain Inc:
Third-quarter earnings per share of $0.48 beat analyst estimates of $0.44. Sales of $1.29 billion below expectations of $1.31 billion.
$SBS (-0,27%)
STRATEC:
Posts Q1-3 sales of €207.7 million (preliminary: €207.7 million), adjusted EBIT margin of 18.3% (preliminary: 18.3%), and net income (adjusted) of €29.5 million (PY: €40.6 million). Outlook confirmed.
$BOSS (-0,85%)
HUGO BOSS:
Achieves Q3 sales of €933 million (PY: €755, analyst forecast: €903.4 million), EBIT of €92 million (PY: €85 million, forecast: €88.1 million) and net income of €58 million (PY: €53 million, forecast: €56.6 million). In the outlook for 2022, the company now expects sales of €3.5 to €3.6 billion (previous: €3.3 to €3.5 billion) and EBIT of €310 to €330 million (previous: €285 to €310 million).
$SGL (-1,92%)
SGL CARBON:
Achieves Q1-3 sales of €853.9 million (previous year: €743.5 million), Ebitda (adjusted) of €136.1 million (previous year: €108.5 million) and net income after minorities of €70.6 million (previous year: €42.6 million). Forecast confirmed.
$PFV (-0,45%)
Pfeiffer Vacuum:
Achieves Q1-3 order intake of €866.5 million (preliminary: €866.5 million), sales of €668.7 million (preliminary: €668.7 million), EBIT of €94 million (preliminary: €94 million) and net income of €66.6 million (PY: €52.1 million). October 17 forecast for revenue and Ebit margin confirmed.
$HNR1 (-0,75%)
Hannover Re:
Achieves 3. Gross premiums written of €8.91 billion (PY: €7.15 billion, analyst forecast: €8.02 billion), combined ratio of 99.6% (PY: 101.5%, forecast: 99.6%), investment result of €400.3 million (PY: €491.1 million), an Ebit of €408.9 million (PY: €324.5 million, forecast: €399 million) and a net profit of €221.9 million (PY: €185.4 million, forecast: €311 million). In the outlook for 2022, the company sees net income in the lower range of €1.4 billion to €1.5 billion, profit target for 2022 remains achievable.
$UN01
Uniper:
Achieves 1st to 3rd. Quarter net result of -€40 billion (PY: -€4.8 billion), net loss includes €10 billion realized costs for replacement volumes; economic net debt at €10.91 billion (PY: €0.324 billion), net loss includes €31 billion expected losses and provisions; adjusted net loss of -€3.22 billion (preliminary: -€3.2 billion, prior year: +€0.487 billion), adjusted EBIT of -€4.75 billion (preliminary: -€4.8 billion, prior year: +€0.614 billion). Concrete earnings forecast currently impossible for the time being.
$O2D (-0,14%)
Telefonica Germany:
Achieves Q3 sales of €2.085 billion (PY: €1.967 billion, analyst forecast: €2.030 billion), service sales of €1.47 billion (PY: €1.42 billion), adjusted OIBDA of €642 million (PY: €613 million, forecast: €640.5 million). In the outlook for 2022, sales and OIBDA are now expected to be in the "lower mid-single-digit percentage range" compared to the previous year (previously: in the "low mid-single-digit percentage range").
$BMW (-0,96%)
BMW:
Reports Q3 sales of €37.18 billion (PY: €27.47 billion, analysts' forecast: €35.53 billion), EBIT of €3.68 billion (PY: €2.88 billion, forecast: €3.5 billion), EBT of €4.1 billion (PY: €3.42 billion) and net income of €3.18 billion (PY: €2.58 billion). Outlook confirmed.
$ZAL (+1,88%)
Zalando:
Achieves Q3 revenues of €2.34 billion (PY: €2.28 billion), Ebit (adjusted) of €13.5 million (PY: €9.8 million) and net result of -€35.4 million (PY: -€8.4 million); number of active customers grows by 8% and exceeds 50 million for the first time. Outlook confirmed.
$COP (-0,53%)
CompuGroup:
Posts Q1-3 revenue of €802 million (preliminary: €802 million), Ebitda of €166 million (preliminary: €166 million) and net income of €59.8 million (PY: 56.6 million). Outlook confirmed.
$RAA (+0,37%)
RATIONAL:
Achieves Q3 sales of €274.2 million (PY: €207 million, analyst forecast: €270 million), Ebit of €70.3 million (PY: €49.7 million, forecast: €64.4 million), Ebit margin of 25.6% (PY: 24.0%) and net income of €53.8 million (PY: €37.8 million). Forecast confirmed.
$KCO (-1,22%)
Klöckner & Co:
Achieves 3rd quarter sales of €2.37 billion (PY: €2.0 billion), Ebitda (adjusted) of €16 million (PY: €277 million) and net result of -€22 million (PY: +€185 million). Outlook confirmed.
#quartalszahlen
#boerse
#börse
#aktien
#paypal
#starbucks
#sandp500
#communityfeedback
#community
I migliori creatori della settimana