Synopsys

In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (+2,19%)
$AMP (+2,25%)
$CMI (+2,89%)
$SNA (+1,52%)
$FI (+0,18%)
$PANW (+7,32%)
$ANET (+6,77%) .

There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.

9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.

Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (+2,5%)
$KO (+1,89%)
$PG (+2,05%)
$PEP (+1,54%) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (+3,19%)
$SNPS (+2,77%)
$KLAC (+3,32%)
$LRCX (+4,98%)
$AMAT (+3,95%) The healthcare sector has also been somewhat disappointing. $ISRG (+1,97%) and $SYK (+1,66%) are positive exceptions here.

The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.

Let's see how things continue to develop.😁

Hey guys,

What's at the top of your watchlist at the moment? 😎 I'll make a start: $VRTX (+0,47%)
$BLK (+1,3%)
$SYK (+1,66%)
$SNPS (+2,77%)
$8031 (+1,86%)
$STLAM (+0,22%)

Have a great Sunday!

I came up with a crazy idea and I wanted to share my work with you. I decided to organize my watchlist according to different criteria. The best stock gets 10 points and the worst gets 1 point. It is important to mention that this is a snapshot and can change at any time.

The criteria were:

- Market value (the higher the better as with the s&p)

- 52W low difference

- 52W high difference (at least 15 percent 52 w of high)

- Wallstreet rating ( strong buy )

- Price Target Difference

- Z score

- Sales forecast for the next 5 years

- EPS forecast for the next 5 years

- Forward PE ( the lower the better )

- ROIC ( the higher the better)

- Gross profit margin ( the higher the better)

- Net margin ( the higher the better)

-FCF margin ( the higher the better)

- Profit per employee ( the higher the better)

- PEG Ratio ( the lower the better)

- Beta (the lower the better)

- FCF Yield (the higher the better)

- Earning Yield ( the higher the better)

- Current ratio ( the higher the better)

-Short ratio ( the lower the better)

- Quick ratio ( the higher the better)

- Debit / EBITDA (the lower the better)

Place 1- $LRCX

2nd place $SNPS (+2,77%)

3rd place 3- $NOVO B (-2,54%)

Place 4- $MCHP (+2,72%)

5th place $REGN (-0,07%)

Place 6- $MCK (+1,51%)

ATTENTION: many industries cannot be compared directly, which is why, for example, gastronomy providers perform relatively poorly in such a test or the transportation sector such as ODFL. Here you can only compare shares from the same sector.

I would be very interested to know what you think of my approach? What can be done better here to achieve even more accurate results? Which criteria would you use and which not?

I am very curious about your feedback.

Thank you very much in advance 😘

Semiconductor shares since their 52-week highs

-61% Intel $INTC (+2,41%)

-54% Aixtron $AIXA (-2,94%)

-45% STMicroelectronics $STMPA (+0,58%)

-44% Micron Technology $MU (+5%)

-37% Globalfoundries $GFS (+2,78%)

-36% BE Semiconductor $OXVE

-33% Lam Research $LRCX

-29% AMD $AMD (+0,64%)

-29% Qualcomm $QCOM (+1,7%)

-28% ON Semiconductor $ON (+2%)

-27% ASML $ASML (+3,19%)

-26% Applied Materials $AMAT (+3,95%)

-26% Elmos Semiconductor $ELG (-0,16%)

-24% Microchip Techn. $MCHP (+2,72%)

-23% ARM $ARM (+0,48%)

-23% Synopsys $SNPS (+2,77%)

-23% Infineon $IFX (+0,2%)

-22% NXP Semiconductors $NXPI (+2,63%)

-20% Cadence Design $CDNS (+1,9%)

-17% Nvidia $NVDA (+1,51%)

-17% VanEck Semicon. ETF $IE00BMC38736 (+2,06%)

-17% Nordic Semi $NRS

-17% KLA Corporation $KLAC (+3,32%)

-13% Marvell Technology $MRVL (+4,57%)

-12% TSMC $2330

-11% Broadcom $AVGO (+1,3%)

-7% Texas Instruments $TXN (+0,59%)

-6% Monolithic Power Syst. $MPWR (+3,92%)

>> Which stocks are you invested in and how are they performing? Which of these stocks do you have on your watchlist? #semiconductor
#halbleiter

Dear Community,

What is at the top of your watchlist?

For me:

$SNPS (+2,77%)
$NXPI (+2,63%) or $ASML (+3,19%) and $ATD (+2,6%)

VG

Depot review August 2024 - calm before the (September) storm?

While September has lived up to its name so far (worst month on the stock market, negative in more than 50% of cases), August was a boring month in my portfolio. In keeping with the vacation season, my portfolio also shifted down a gear.

Monthly view:

In total, August was +0,5%. This corresponds to price losses of ~1.400€.

This was therefore unable to fully make up for the losses from the previous month of July (-2.2%).

Winners & losers:

There was therefore not much going on on the winners' and losers' side in August.

On the winning side are MercadoLibre and Palo Alto Networks at the top with ~€1,000 each. They are followed by Starbucks, Crowdstrike and Meta.

On the loser side are the crypto assets in my portfolio in August. Ethereum at the top with price losses of €1,500, Bitcoin in 3rd place with €900. Alphabet with ~€1,000 in price losses.

The performance-neutral movements in August were just under €4,000, after being somewhat lower in the previous months due to private issues.

However, only just under €1,400 of this went into shares, the rest is cash.

Current year:

My performance in the current year is +15,3% and thus still slightly above my benchmark, the MSCI World at 14.2%. Even if the gap is slowly narrowing.

In total, my portfolio currently stands at ~312.000€. This corresponds to an absolute growth of ~€60,000 in the current year 2023. ~44.000€ of this comes from price gains, ~2.400€ from dividends / interest and ~13.000€ from additional investments.

Dividend:

• Dividends in August were 24% above the previous year at ~€160
• Procter & Gamble is in the lead with almost €50 (gross) dividends every 3 months
• In the current year, dividends after 7 months are +24% over the first 8 months of 2023 at ~1.840€

Buys & sells:

• I bought in August for approx. 1.400€
• As always, my savings plans were executed:
• Blue chipsTSMC $TSM (+1,17%) S&P Global $SPGI (+2,04%) Procter & Gamble $PG (+2,05%) Johnson & Johnson $JNJ (+2,5%) Hershey $HSY (+1,4%) Caterpillar $CAT (+3,05%) Amgen $AMGN (+1,21%) Alphabet $GOOG (-4,95%) Alimentation Couche-Tard $ATD (+2,6%)
• 
  GrowthBechtle $BC8 (-0,68%) Synopsys $SNPS (+2,77%)
• 
  ETFsMSCI World $XDWD (+1%) Nikkei 225 $XDJP (+0,98%) and the WisdomTree Global Quality Dividend Growth $GGRP (+0,8%)
• 
  CryptoBitcoin $BTC (+0,91%) and Ethereum $ETH (+0,66%)
• 
  Sales there were none in August

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market performance this year, my portfolio currently stands at ~€312,000.

However, after the first few days of trading in September, my portfolio only stands at €304,000. Compared to the level of €320,000 at the end of June, this is now a significant decline in total assets.

It therefore remains exciting to see how the share price will develop in the last third of the year. However, if we see a year-end rally after a weak September, I am optimistic about my target.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

Buy signal! Synopsys

$SNPS (+2,77%)

https://aktien-mag.de/blog/chartanalysen/chartanalyse-synopsys-macd-mit-neuem-kaufsignal/p-120989

Depot review May 2024 - And another NVIDIA month!

It was May 2023 when the NVIDIA story began and in May 2024 NVIDIA continues to trump everything.

In total, May was +2,2%. This corresponded to gains of ~6.200€. The negative April (-2.2% / -6,500€) is thus balanced out again.

Winners & losers:

On the winning side there were NVIDIA there was actually only one notable asset with Ethereum. The main driver of the ~6.200€ price gains, however, was NVIDIA with over €4,000 in price gains.

On the losers' side it is a colorful mix of Salesforce, Starbucks, Sartorius or MasterCard - all with slight losses with the exception of Salesforce after the rather mediocre quarterly figures

The performance-neutral movements in April were €4,000. I bought in April for ~€1,400.

My performance in the current year is +14,8% and thus above my benchmark, the MSCI World with 11.1%.

In total, my portfolio currently stands at ~300.000€. This corresponds to an absolute growth of ~€48,000 in the current year 2023. ~36.000€ of this comes from price increases, ~1.400€ from dividends / interest and ~10.000€ from additional investments.

Dividend:

• The dividends in May were 11% below the previous year at ~€340
• This is the first month with a year-on-year dividend decline since June 2021
• However, there is a relatively simple reason for this - BASF paid out €85 last year, but BASF shares were removed from my portfolio a few months ago
• "Adjusted" for the BASF dividend, my dividends have grown by just under 15%
• In the current year, the dividends after 5 months are +14% over the first 5 months of 2023 at ~1.130€.

Buys & sells:

• I bought in April for approx. 1.400€
• As always, my savings plans were executed:
• Blue ChipsAlimentation Couche-Tard $ATD (+2,6%) Alphabet $GOOG (-4,95%) Amgen $AMGN (+1,21%) Caterpillar $CAT (+3,05%) Hershey $HSY (+1,4%) Johnson & Johnson $JNJ (+2,5%) Procter & Gamble $PG (+2,05%) S&P Global $SPGI (+2,04%) TSMC $TSM (+1,17%)
• 
  GrowthBechtle $BC8 (-0,68%) Synopsys $SNPS (+2,77%)
• 
  ETFsMSCI World $XDWD Nikkei 225 $XDJP and the WisdomTree Global Quality Dividend Growth $GGRP
• CryptoBitcoin $BTC and Ethereum $ETH
• Sales there were none in May

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Thanks to the extremely positive market performance this year, I was already able to break this figure in May and even reached €307,000 in the meantime. In the last few days, the value has fallen slightly below €300,000 again - I am curious to see what the remaining 7 months will bring.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy