Teladoc Health

My learnings from 3 years on the stock market:

Securities account December 2020: €30,000

Securities account January 2024: €95,000

The first share I bought in December 2020 was $PLUG (+0,55%) . Why? Because it had already gone up 20% the day before and was already up 10% at the start of the day. So I got in at around €25 and the share gained another 20-30%. I was immediately flashed by the stock market and kept an eye out for other stocks that could go through the roof. Shortly afterwards $TSLA (+0,05%)
$NIO (+1,69%) and a penny stock. Goal: if things continue like this, I will become a safe millionaire next year. Start investment approx. 30,000€.

January continued just as optimistically and I had made a profit of €15,000 in just 1 month. I could hardly believe it and was annoyed that I hadn't started so early.

But the stock market soon brought me back down to earth. Then came the first correction and all the highflyers started to plummet. I panicked and eventually sold my stocks. Why? Well, some people said the stocks were overvalued and weren't even worth half their value. Somehow that must be true. Little by little I started reading stock market news. Caty Woods? wow, that woman seems to know what she's doing. $TDOC (+16,57%) ? Sounds exciting and she's also putting a lot of money into it. And bang went €18,000 into Teladoc (at that time a price of €180) why so bullish? Well, the analysts say there is potential up to €300. It happened as it probably should, Teladoc plummeted further and other stocks recovered. I panicked again and sold my position with a loss of around €3000 and bet on Tesla again. Catty Woods said that this was the future. At some point it went down again and I began to understand that electromobility is a bet on the future and that shares such as Microsoft, Google and the like are safe investments.

Learning number 1: Do your own research

So now I also bought safe companies, among others $PYPL (+0,64%) . Everyone says it's a secure company and I knew Paypal myself. I also did a bit of company analysis. Everything 1+* with Paypal. Well, almost.

By the end of 2021, I had recouped my losses and was back on track.

But then there was unrest on the market. Corona variants, Russia etc. And the stock market fell again. This time I thought to myself, oh, the companies will come back and I can sit back and relax. I thought wrong.

Learning number 2: It doesn't always depend on the company > the market situation must also be right. So keep an eye on the market situation.

So at some point I started buying the dips but also continued to invest in quality stocks. Of course, I still wanted to become a millionaire and also bought gambler stocks $BICO (+0%) . What followed was a rather frustrating 2022. I started reading through quarterly reports, reading up on what was happening, listening to podcasts about the stock market and basically getting a better understanding.

So I continued to buy shares that I thought were interesting and was convinced that the share would play a good role in the future.

Then came the turning point.

Learning number 3: the stock market "always" goes up in the long term. Provided they are the "right" shares.

2023 got off to a really good start and I started to like the stock market again and was able to breathe a sigh of relief. I was still in the red, but the first theses I had

I had put forward seemed to be coming true. It kept going up but I knew there would be days when it would go down.

Learning number 4: It doesn't just go up, the stock market is up and down and if you are convinced of your strategy then stay cool!

So I stayed cool and continued to trust my strategy and my portfolio.

What followed was the rally of my life. I was back in the black and had at least 4-5 stocks with over 100% price growth. $CRWD (+2,94%)
$PLTR (+0,69%)
$NVDA (+1,51%)
$TSLA (+0,05%)
$COIN (-7,73%)
$BICO (+0%) etc.

I had the best year and was able to record over 40% portfolio growth.

Jan. 2023 €56,000

Dec 2023 90.000€

Now I'm looking forward to 2024 and hope that I was able to help some of you with my post.

But one more thing I would add:

Making mistakes is absolutely normal. The important thing is to learn from your mistakes and get better, and the stock market is very good for that. And just because you've gained a few learnings doesn't mean you've got the hang of it. There are bound to be a few more situations that will be new to you and I'm honestly looking forward to them. Because that's how I learn how to make my future decisions!

So good luck with your learning!

Getquin rewinds - All that glitters is not gold ☄️

Now that the majority of the rewinds shared are performing really well and most of them are in the top 10% of the community, it's time to show the other side of the coin.

Even though my performance is supposedly better than 95% of the community, I would like to show the shit list of my portfolio here 😂

Please make some noise for:

Sea $SE (+2,3%) Match $MTCH (+4,16%) and Block $SQ (+3,97%) all of which have losses of ~50-70%.

But even a Pfizer $PFE (+1,18%) at the moment I would prefer to assign Waste Management $WM (+1,93%) from @Simpson for recycling 😂

The purchase of Hershey $HSY (+1,4%) has not paid off so far - but I'm convinced in the long term and simply started the savings plan at the wrong time in the middle of the year. Sartorius $SRT3 (-0,27%) continues to suffer from the normalization after Corona and China in general is simply not doing well, which is reflected in my China ETF $MCHS (+0,13%) shows.

With Teladoc $TDOC (+16,57%) and BASF $BAS (-1,23%) I have already sold two more pipe-drawers this year.

#rewind

#depot

#stock

#personalstrategy

#etfs

Here is a new update

Strong increase of + 1.7 percent compared to the previous week

10.7 percent since the beginning of the year

Gold and Bitcoin are both doing well, I have reduced both large positions a little today due to the very stable economy in America.

-Bitcoin/Barrick Gold

$ABX (+1,83%)
$BTC (+1,16%)

You can see that the general mood is very good, hot stocks are also being gambled more.

I have here $AI (+10,14%) and $TDOC (+16,57%) I'm taking the small Fomo wave with me for the time being.

GDP in America was over 5 percent in the last quarter and the economy is extremely strong.

Although there are signs that growth is slowing, we are a long way from a recession.

I am now playing the interest rate stagnation theme with Realty Income, $O (+1,58%) At the moment, inflation is also continuing to fall in Europe, which is currently pushing up interest rate-sensitive stocks such as $VNA (-0,83%) /Vonovia and Co.

You should also look at cyclical stocks such as $BA (-1,36%) -Boeing or $AIR (+0,93%) -Airbus, which are currently safe investments.

https://www.wikifolio.com/de/de/w/wf66zzzzzz

Does anyone know why $TDOC (+16,57%) has fallen so extremely in the last few years? Was there bad news or something similar?

Hello all,

finally there's a sign of life from me again.

The last time I was mainly a passive reader here on Getquin on the road, have commented here and there, but that's it. And to say straight away, of course, the passivity of the last few months also had to do with the missing challenges of Getquin. 😅

But I have risen from obscurity for another reason.

When I look at my portfolio like this, the thing I notice most is the duplication of the $IWDA (+0,99%) MSCI World and the $CSPX (+0,89%) S&P 500 catches my eye. In addition, I still have some of the largest positions such as. $AMZN (-1,7%) Amazon, $GOOGL (-5,23%) Alphabet or $META (-0,47%) Meta as single stocks in the portfolio.

I would like to reduce this duplication a bit and shift the World + S&P + Meta into the $VWCE (+0,85%) Vanguard All World. Thus I would have a few duplications less, Meta would be sold after the strong increase with profit and I would have only one savings plan.

However, I would keep the $EIMI MSCI EM in the portfolio and continue to save, simply to cover this part of the world much better than with the All World.

If I am already cleaning out the portfolio anyway, I would also like to include $SHEL (+1,41%) Shell, $HEI (-0,13%) HeidelbergCement, $BAS (-1,23%) BASF and $TDOC (+16,57%) Teladoc as well. I will not be adding to any of these positions in the future.

This would not result in any tax burdens for me.

What do you think of this line of thought?

Depot review April 2023 - The 200k cracked, at the end of the month again just under it

April is over and with it already a third of the year 2023 - madness, how fast time flies.

In the depot, April was the first negative month in 2023 with -0,7%. Compared to April 2022 with -4.8% the month was nevertheless significantly better.

(Fun Fact: April is generally considered to be the best month on the stock market).

Nevertheless, I was able to break the 200k mark for the first time in April after almost 10 years on the stock market. At the end of the month the portfolio closes nevertheless scarcely under it with 199,5k.

In the current year my current performance is +8,3% and thus above my benchmark (MSCI World +6%).

Dividend:

• Dividend +50% compared to the previous year - However, Sartorius $SRT (-1,35%) paid out in March last year, this year in April.
• "Adjusted" for the Sartorius dividend, distributions were nevertheless +33 +33% above the previous year

Purchases & Sales:

• I bought again for approx. 2.500 Euro
• Executed mainly my savings plans in (shares always quarterly - In total 30 share savings plans divided into 3 months):
• Blue ChipsLVMH $MC (-1,36%) Apple $AAPL (+0,52%) Home Depot $HD (+3,24%) Lockheed $LMT (+245,71%) Microsoft $MSFT (+0,08%) Nike $NKE (+3,29%) Starbucks $SBUX (+2,42%) Stryker $SYK (+1,66%) Texas Instruments $TXN (+0,59%)
  
• GrowthCrowdstrike $CRWD (+2,94%) and Mercadolibre $MELI (+2,47%)
  
• ETFs: x-trackers MSCI World $XDWD (+1%) Nikkei 225 $XDJP (+0,98%) and Invesco MSCI China All-Shares $MCHS (+0,13%)
  
• Crypto: Bitcoin $BTC (+1,16%) and Ethereum $ETH (+0,54%)
  
• Sold was with Teladoc $TDOC (+16,57%) a stock that has long been on the hit list

In the next month, Hershey will be added to the $HSY (+1,4%) a new stock in the savings plan (consumer staples with growth prospects and a very capital market affinity - share buybacks & high dividend growth).

BASF $BAS (-1,23%) is still very much on the brink of being sold.

How did your portfolio perform in April? And how long do you hold a stock in the savings plan before adding a new one?

#dividende
#dividends
#personalstrategy
#depotupdate
#performance

#grueneostern
after 10 years on the stock market 📈🐰

There's not really too much to say about this, I've been investing in my portfolio since 2013. Procter & Gamble $PG (+2,05%) was one of my first stocks and is still the stock that has been in my portfolio the longest.

With my very first share Sony $6758 (-0,58%) I could have even had a tenbagger in my portfolio, but unfortunately I sold the stock after a few months and 100% return.

As a further Tenbagger I could have presented Amazon, unfortunately I had decided at that time for AT&T $T (+1,34%) decided 😂

Since today is Good Friday, of course, a little penance should be done and so there are with eg Block (formerly Square) $SQ (+3,97%) or SEA $SE (+2,3%) also some shares with a clear red sign 📉

With Teladoc $TDOC (+16,57%) I started the spring cleaning yesterday and threw the biggest underperformer out of the portfolio.

(The return is calculated time weighted).

#grueneostern
#etfs
#aktien
#personalstrategy

Spring cleaning - The dirt must go 🧹

After being down about 80%, the stock was only worth a little over €300.

Normally I sell shares and shift the money rather in shares that promise me a better performance.

At 300€ it was not worth the "effort" to me so far.

But now as part of spring cleaning, the stock is finally out and the 300€ at least brings me a little interest income in the account.

Let's see when Cathie Wood jumps off 😂

The next share that is on the brink of collapse is BASF. $BAS (-1,23%)

What stocks are on your hit list?

#growth
#stocks
#cathiewood

Economy on 23.02.2023...

Many numbers and Indexänderungen⤵️

Yesterday, after-hours, some numbers came in. I will go into more detail in a moment. Most important was each the FED protocol. There was then again clear that further interest rate hikes will come. These are then also announced in the next Fed meeting. On it, the stock market has also reacted slightly. Let's see if the impact continues today. Actually, it was nothing new. Otherwise, the markets start today relatively friendly. Also in the crypto sector, we had only 3 steps forward, then in recent days again 2 steps back and now again 3 steps forward? On the stock market you learn especially that 2+2=4 is not true, but 2-1+2-1+2=4!

On Monday some changes in the Indizies stand to. here times in the overview, which happens:

DAX

RECORD: $CBK (-1,01%) Commerzbank

EXCEPTION: $LIN Linde

MDAX

UPDATE: $NDX1 (-3,17%) Nordex

OUTPUT: $CBK (-1,01%) Commerzbank

SDAX

RECORD: $DBAN (-0,87%) Deutsche Beteiligungs AG OUTPUT: $NDX1 (-3,17%) Nordex

EURO-STOXX-50:

RECORD: $UCG (-0,22%) Unicredit

OUTPUT: $LIN Linde

STOXX-50

RECORD: $SAF (+0,62%) Saffron

OUTPUT: $LIN Linde

STOXX-Europe 600

RECORD: $SINCH (-0,79%) Sinch

OUTPUT: $LIN Linde

Then there were some very interesting figures to report. I'll list the most important ones here:

$NVDA (+1,51%)
Nvidia:

reported 4th Quarter January 2023 earnings of $0.88 per share. The consensus earnings estimate was $0.81 per share on revenue of $6.0 billion. The Earnings Whisper number was $0.85 per share.

$ETSY (+3,22%)
Etsy:

Missed analyst estimates of $0.80 in the fourth quarter with earnings per share of $0.77. Revenue of $807.2 million exceeded expectations of $754.31 million.

$EBAY (+1,18%)
eBay:

Beats fourth-quarter analyst estimates of $1.06 with earnings per share of $1.07. Revenue of $2.5 billion beats expectations of $2.46 billion.

$INTC (+2,41%)
Intel:

Lowers quarterly dividend to 12.5 cents (previously: 36.5 cents, analyst forecast: 36.5 cents) and reaffirms Q1 guidance.

$GRMN (+2,56%)
Garmin Ltd:

Surpassed analyst estimates of $1.19 in fourth-quarter earnings per share of $1.35. Revenue of $1.31 billion beat expectations of $1.3 billion.

$OSTK (+0,71%)
Overstock.com Inc:

Missed analyst estimates of $0.03 in the fourth quarter with earnings per share of -$0.04. Revenue of $404.89 million below expectations of $448.92 million (competes with Home24 and HomeDepot)

$SM (+2,36%)
M Energy:

Beat analyst estimates of $1.25 in the fourth quarter with earnings per share of $2.09. Revenue of $671.32 million exceeded expectations of $572.52 million.

$UNITY (+0%)
Unity Software:

Beat analyst estimates of $0.01 in the fourth quarter with earnings per share of $0.03. Revenue of $451 million beat expectations of $434.7 million (Was always a favorite for me for WEB3)

$TDOC (+16,57%)
Teladoc Health:

Beat analyst estimates of -$0.25 in the fourth quarter with earnings per share of -$0.23. Revenue of $637.7m exceeded expectations of $633.4m.

$O2D (-0,05%)
Telefónica Germany:

Posts Q4 revenues of €2.2 billion (PY: €2.06 billion, analyst forecast: €2.1 billion), Ebitda (adjusted) of €667 million (PY: €624 million, forecast: €644 million) and net income of €125 million (PY: €67 million, forecast: €19 million). Proposed dividend for 2022 of €0.18 per share (PY: €0.18). In the outlook for 2023, Telefónica Deutschland expects revenue growth in the low single-digit percentage range, an investment ratio of 14% (PY: 14.7%) and Ebitda growth in the low single-digit percentage range.

Today mostly German/EU numbers are coming but what I'm also interested in is Alibaba!!! These usually come around noon.

Japan stock market holiday

Economic data (abbreviated version)

08:00

• DE: Development of energy prices 2022

11:00

• EU: Consumer prices January Eurozone PROGNOSIS: -0.2% yoy/+8.6% yoy Previous estimate: -0.4% yoy/+8.5% yoy Previous: -0.4% yoy/+9.2% yoy Core rate PROGNOSIS: +5.2% yoy Previous estimate: -0.8% yoy/+5.2% yoy Previous: +0.6% yoy/+5.2% yoy

12:00

• DE: ECB, publication of 2022 balance sheet

14:30

• US: GDP (2nd release) 4Q annualized PROGNOSIS: +2.9% yoy 1st release: +2.9% yoy 3rd quarter: +3.2% yoy GDP deflator PROGNOSIS: +3.5% yoy 1st release: +3.5% yoy 3rd quarter: +4.4% yoy
• US: Initial jobless claims (week) PROGNOSIS: 197,000 previous: 194,000

Quarterly figures / Company dates USA / Asia

22:05 Booking Holdings quarterly results

No time stated: Moderna | Alibaba quarterly figures

Quarterly figures / company dates Europe

07:00 Deutsche Telekom | Gerresheimer

07:00 Heidelbergcement | Knorr-Bremse

07:00 Vitesco | Axa | Essilor-Luxottica | Krones

07:30 Dürr | Hensoldt | Munich Re | Telefonica

07:30 Auto1 | Indus Holding | Bouygues

07:45 Eni SpA Annual Results and Capital Markets Day with Presentation of Strategic Plan 2023-2026

08:00 New Work | Anglo American| Wintershall Dea

08:00 BAE Systems | Rolls-Royce Annual Results

15:00 Hochtief annual results (3 p.m. BI-PK)

18:00 Freenet Annual Results

18:05 Saint-Gobain annual result

No time stated: Valeo | Annual results

#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
#alibaba
#bookingcom
#bookingholdings
#intel
#garmin
#unity