Hey everyone,

I'm currently 16 years old (soon to be 17), in the first year of my apprenticeship and have been actively saving and investing my money for about 5 months now.

Before that, I only had some money in a savings account at the savings bank - that was my starting capital. I started with 3000 split into 2000 initial purchases and 1000 in an interest-bearing account

Since then, I've been saving €500 every month.

Occasionally, I had to draw on my savings because I needed money at short notice. To make up for this, I'm currently paying in an additional €100 a month. This will continue for another 6-7 months. After that, I'll just save the normal €500 a month.

That's the plan from this point on:

• Invest €450 a month in the portfolio
• Put €50 a month into an interest account to benefit from compound interest and stay liquid.

I am aware that I will not be financially free in 3 years (duration of training). I'm taking a long-term view: my goal is to build up solid assets and create a good financial basis by the age of 30.

I recently took advantage of the big discounts during the market downturn and added to the portfolio - among other things, I picked up Nike about 1-2 weeks ago during the price drop.$NKE (+4,15%)

Another small comment:

I have a very small position in Cardano and Dogecoin, which came from "fun buys" - I had gotten €50 from my grandma for my vocational school certificate, which I put into Cardano$ADA (+0,91%) and some small change ended up in Dogecoin$DOGE (-0,35%) . I will sell these positions as soon as I am in the black.

I really appreciate any feedback, opinions or suggestions for improvement! Thank you all for taking the time!

Today, with a heavy heart, I was again forced to reallocate my portfolio.

Sempra Energies $SRE (+1,86%) has now left my portfolio after a long time and a good dividend payout, after they withdrew from Mexico and the infrastructure sector (LNG terminals) and sold divisions.

Instead, I took advantage of the favorable prices for Nike $NKE (+4,15%) and used the setback in Mainstreet Capital $MAIN (+0,31%) to add to the portfolio to make up for the lost dividend yield.

I hope that wasn't a mistake...

The USA has had a permanent trade deficit for over 50 years. It imports more than it exports. Why is that? Because they have focused on high-tech. While other countries have built their factories for washing machines $WHR (+3,81%) sneakers $NKE (+4,15%) and tractors $DE (+4,09%) kept their factories running, the Americans preferred $MSFT (+4,14%) , $GOOGL (+2,1%), $NVDA (+2,01%) and $V (+1,31%) raised them. Technology instead of cheap production.

But: no world power can manage in the long term without industrial production. Trump now has three possible paths ahead of him:

1. introduce tariffs. Sounds like a heavy hand, but it often leads to less innovation and poorer quality because international competition is eliminated.

2. conclude trade agreements. In other words, deals that determine what is exported and imported, how much and where. More structured, but more laborious.

3. currency manipulation. Countries like Turkey or Denmark like to do this to boost their exports. For the USA, however, this is more difficult with the dollar as the world currency. If they start to manipulate it, everyone else will react too.

What is Trump doing instead? Exactly what he has always done: The big bluff.

With North Korea: threatening Rocketman as if he would flatten the whole country. Bluff.

With Gaza: the "hell on earth" rhetoric. Bluff.

With the Ukraine war: calling Zelensky a dictator and then a few days later pretending he never said anything. Bluff.

Now comes the next bluff. Against the EU. Against China. Against Jerome Powell.

He's playing the lunatic because that's how he understands the game. It worked in his reality show and it worked in the election campaign. He knows that if he goes crazy, everyone will stare at him spellbound. And that's enough for him to win. Chaos is part of his plan.

My conclusion: I won't be swayed by the fuss. I don't make investment decisions based on tweets and headlines. I'd rather take advantage of the weak dollar and keep buying

Here is also a suitable YouTube video: https://youtu.be/wIeTXYRajhw?si=NaVKDkc0xxDQtIwR

I was thinking of adding new positions to my stock portfolio.

With the market down and the euro/dollar at 1.13 compared to its historical 1.06-1.08 it seems like a good opportunity at least better than a few months ago 🤷‍♂️

After reviewing the market a bit I have thought of 4 stocks that I have in mind:

• $ACN (+2,37%) at 23.5 times earnings

A company that given its status will benefit directly from all the advances in artificial intelligence with great expectations of future growth a controlled debt and a good dividend (of around 2% and with a payout ratio below 50%).

• $NKE (+4,15%) at 17 times earnings

Although the financials are not particularly good it is an investment in the brand returning to what it was, Nike's situation has gone from bad to worse, but just as it happens when companies that grow in profits are exaggerated and their price grows even more than profits and so continuously, well it is happening the same but the other way around 🙃 Profits fall but the price falls more than profits do and that makes it a buying opportunity

• $MC (+2,12%) at 19 times earnings

I am not a big fan of luxury but this company has a historical average of a Per of 25 times, after the fall of the last year I do not rule out that it can continue to fall however the situation may change, it has a good dividend with a payout ratio of less than 50% and a clear growth expectation

• $META (+3,95%) at 21 times earnings

Although if you look at the average profits in the last 5 years the Per is much higher than now, I do not believe that profits tend to decrease, it is one of the leading technology companies and I have no doubt that it will eventually recover if not on its own merits by the thrust of the market in general.

Any more suggestions or anything important to keep in mind? Let me know 👇

Hi, I haven't been trading that long and am currently considering investing due to the current situation.

I already have my ETFs and wanted to try my hand at individual stocks. I have read up a bit and would have decided on:

Paypal (not affected by the tariffs and currently quite low)

$AAPL (-3,26%) (I'm probably a week too late, but I still see potential)

$NKE (+4,15%) ( also at a very low point right now, but is and will always be one of the largest sporting goods manufacturers)

$AMZN (+0,69%) ( could also fall further due to tariffs and the like and then gradually build up again)

What do you think, am I completely wrong here and have completely wrong ideas?

Should I rather concentrate on smaller players or maybe something completely different?

How would you do it and if in one of the above, which one?

I would be grateful for any advice :)

With a dividend yield of almost 3%, Nike has now become exciting and also has some potential for share price growth.

Subscribe to the podcast so that the bottom is reached soon.

00:00:00 Market environment

00:21:40 Nike, Adidas, Puma, On Holdings, Lululemon, Under Armor

00:35:50 Finding the bottom: Vix, Oil Price, Baltic Dry Index, Gold, Bonds / Bonds, CME FED Watchtool, St. Louis FRED Overnight Reverse Repurchase Agreements, COT

01:18:30 Chevron, Exxon, Occidental Petroleum, BP, Shell

Oil & Gas Exploration & Production A1JKQL

WisdomTree WTI Crude Oil A0KRKU

iShares MSCI World Energy Sector A2PHCF

01:29:35 China shares

01:44:25 Container ship shares

Spotify

https://open.spotify.com/episode/28RlbWBRC6xGUJ8AkHVcFU?si=w1t0GJtDTWOwNuUADqWoPQ

YouTube

https://youtu.be/QvUuYYmxk2k

Apple Podcast

https://podcasts.apple.com/de/podcast/84-china-aktien-%C3%B6l-aktien-sportartikel-aktien-containerschiff/id1695869891?i=1000703088147

$ZIM (+0,41%)
$MAERSK A (+3,48%)
$SHEL (+3,42%)
$XOM (+1,08%)
$CVX (+2,17%)
$BP. (+2,01%)
$OXY (+1,44%)
$ADS (+1,82%)
$NKE (+4,15%)
$PUM (+1,79%)
$UAA (+3,53%)
$LULU (+3,17%)
$WTI
$1BRN
$SPOT (+5,08%)
$AAPL (-3,26%)
$GOOG (+2,04%)
$GOOGL (+2,1%)
$BABA (+5,5%)
$700 (+4,95%)
$BYD (+1,58%)
#china
#zoll
#podcast

Hermes $RMS (+3,54%) (very expensive 🤑 )

Ferrari $RACE (+0,52%)

Lululemon $LULU (+3,17%)

Just do it $NKE (+4,15%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+1,24%)

Marriott $MAR (+4,63%)

Ulta Beaty $ULTA (+2,29%) and/or L'Oreal $OR (+1,36%) (much more expensive)

Mercadolibre $MELI (-2,17%)

Texas Roadhouse $TXRH (+3,75%)

Chipotle $CMG (+2,73%)

Fast Retailing $9983 (+1,6%)
(doesn't fit with the others on the list but I could imagine it as a speculative stock)

"Everything" very expensive, luxury.

I would be interested to know what your favorites are for a long-term investment?

Hello Community,

My bonus will hopefully arrive at the end of April and of course I want to invest it. I'm currently toying with the idea of dividing it up roughly as follows:

• 25% in $IWDA (+1,94%) / MSCI World
• 15% in $MEUD (+1,78%) / EuroStoxx Europe 600
• 10% in $BTC (-0,22%)

For the rest, I would like to lower my entry prices depending on the market situation:

• $MSFT (+4,14%)
• 
  $NVDA (+2,01%)
• 
  $GOOGL (+2,1%)
• 
  $NOVO B (+4,44%)
• 
  $AMZN (+0,69%)
• 
  $AMD (-0,03%)
• 
  $NKE (+4,15%)
• $HIMS (+22,02%)

Possible first entries would be the following:

• $AAPL (-3,26%)
• 
  $CMG (+2,73%)
• 
  $RACE (+0,52%)
• 
  $V (+1,31%)
• 
  $BSX (+3,1%)
• 
  $BLK

In the end, one or the other will certainly be thrown out, as I don't get a million-dollar bonus here 😥. The investment period is > 15 years, so I'm not even trying to time it here, unless the prices have gone up 40% by the end of April, which I'm not assuming. I am well aware that the MSCI World already tracks a lot of the individual stocks.

Do you still have any exciting quality stocks that are worth a look?

Thanks!