Wow, what a year... I'm speechless. 🤐

First and foremost, I’d like to thank to you—the folks at Getquin. Also, the comments, casual conversations and even the occasional constructive criticism, above
especially your posts have helpedform in my opinion , hybrid portfolio .

Lvl 180 – Milestone 🪨

In the beginning, it consisted mainly of dividend aristocrats and Kingswhose prime may already past . Through the encouragement from so many of you, I’ve listenedand reflected and decidedto focus more on the winners . Stocks that are in demand in demand, not the ones that used to were.

I like companies that are deeply entrenched in the system, including $MSFT (+0,47%)
$MCD (+1,19%)
$META (-0,77%)
$UNH (+2,49%)
$CME (+1,17%) etc.

But I also love totally ordinary, simple businessesthat appeal to consumers extremely well. For me, these include $TJX (+0,78%)
$AD (+0,22%)
$MDLZ (-0,31%)
$PEP (-1,17%) and $MRK (-1,76%) and again $MCD (+1,19%) :)

For me, this year was the “Year of Rebalancing.”

My strategy is simple: I invest in sound companies whose stocks have taken a hit… mostly

In addition to the financial figures, which, of course, should be in order, I look at the dividend yield. If it’s historically particularly high and is the business still sound, it will be . I want to buy in at a low price and secure a high YoC . That company’s of the company should then take care of the rest.

Stocks with dividend growth can certainly deliver good price gains. Investors who dividend consistently significantly must also increase its profits and its cash flow increase increase.

Otherwise, at some point, more will be distributed than is earned.

If the company grows organically and also regularly buys back its own shares, these are good conditions for rising stock prices in the long term.

Be that as it may. I sold shares that I’d held for several years. Some were in the black, others, of course, in the red. I reinvested part of the proceeds into new companies.

I always say “scale up”...—no idea if that makes sense 😆

Goals?

I don’t know. I had goals. Now I just want to be better every day than I was yesterday.

Even if things don’t go so well one day, I’ll still stick with it. Even if it’s only 10%... 10% is better than 0%. The compound interest is a part of in life.

I also believethat there is happiness exists. But who works at it works at it every day increases the chanceof finding that one lucky day . Because it’s on that very day active on that very day.

You shape your own destiny!

And what I also find important :

Always be grateful, no matter what.

We’re lucky to be able to build a financial foundation. We must never take that for granted.

With that in mind! Stick with it, no matter what... Fighter’s instinct 🗻

❗️This is not investment advice❗️

The image is AI-generated :)

Hello, friends of joyful investing,

I’d like to share another milestone with you—one that came sooner than expected:

The portfolio has surpassed the 400k mark.

First off: This is just a snapshot. Markets aren’t a one-way street, and things can easily swing back in the other direction. Still, I’m happy about it and am consciously savoring the moment.

My strategy: Quality Growth with a strong moat

I continue to follow a quality growth approach. I look for companies with

• a strong, hard-to-attack moat (network effects, switching costs, technology leadership, market standards),

• high and stable margins that demonstrate the business model’s pricing power,

• high return on equity and the ability to profitably reinvest earnings,

• tailwinds from global megatrends such as AI, the cloud, cybersecurity, the digitization of payments, and healthcare.

My goal is actually quite simple: to invest in outstanding companies and then watch them grow as compounders over the years. Trade less, hold more.

Deliberately Concentrated

The concentration in the portfolio is intentionally high. I am convinced that companies like $NVDA (-2,28%), $GOOGL (+0,02%) , $MSFT (+0,47%) , $META (-0,77%) , $AMZN (-0,1%) , $AVGO (-1,02%) , $CRWD (-2,63%) , $ANET (-5,47%) and $ASML (-0,26%) will continue to benefit significantly from these megatrends in the future. This is complemented by high-quality companies with near-monopoly positions such as $V (+1,64%) , $MA (+1,54%) , $SPGI (+3,68%) , $MCO (+3,11%) and $CTAS (+1,85%) , which consistently deliver high margins.

Conclusion

Patience and conviction pay off when you invest in the right companies.

I’m sticking to my strategy and seeing how things play out.

What do you think: focus on quality, or is a broad diversification better? I look forward to hearing your thoughts!

$META (-0,77%) on Monday Muse Wonder and Muse Wonder Full on Monday and calls them his first Frontier models —in other words, the first generation that the company considers to be on par with the industry’s best.

Meta offers access in two ways:

Developers who build their own applications on the (Muse Wonder) book it through an API and pay based on the amount of text processed, calculated in tokens. The more powerful Wonder Full is available exclusively as a subscription in Meta’s own programming tool Muse Code. It is available for $50per month and, at the premium level, for $200per month, each with its own usage limits.

A comparison of token prices:

• Muse Wonder:
  $4 per million input tokens, $20 per million output tokens
• Claude Opus 5.5:
  $4 and $20 (identical)
• Muse Spark 1.3, Meta's predecessor from early September: $1.25 and $4.25

In Meta’s own benchmark table, "Wonder" 9 out of 14 measurements to Opus 5.5. It leads in modifying existing code and in memory retention across multiple conversations. It trails in the independent overall ranking, in recreating complete programs, and in operating a computer.

Limitation: Meta itself has not provided Meta itself and describes them as “best-effort”. Model sizes and training effort therefore remain unpublished.

Overall , these models cost the same as Opus but perform slightly worse.

However, this can be seen as Meta’s first step toward properly monetizing its models and computing power and thereby taking on the competition.

Sources:

https://about.fb.com/news/2026/10/introducing-muse-wonder-models/

https://research.meta.ai/static/muse-wonder-model-card

$MSFT (+0,47%)$GOOGL (+0,02%)

Subscribe to the podcast so that Die Linke always fails.

00:00:00 Market Overview

00:15:30 Deutsche Telekom

00:34:55 Vonovia

01:04:44 Agentic AI

01:20:30 Meta

01:23:50 AMD

01:37:50 indie Semiconductor

01:55:10 Bitcoin Holding Period

Spotify

https://open.spotify.com/episode/29CHKuCEn6PQS6WdGpuE3l?si=hR3dzN8fQQCv-W0ZAGCGCQ

YouTube

https://openyoutu.be/HoDUwFtCnMI

Apple Podcasts

https://podcasts.apple.com/de/podcast/168-vonovia-meta-amd-bitcoin-dt-telekom-indie-semi/id1695869891?i=1000796110245

$AMD (-1,81%)
$META (-0,77%)
$BTC (+0,14%)
$DTE (+1,09%)
$VNA (+1,56%)
$INDI (-2,22%)

$MPTYY is a Spanish REIT, the largest on the Ibex. However, it is one whose traditional business (offices, logistics, shopping centers) is under pressure.

Currently, data centers account for about 10% of rental income; this is expected to rise to 65% by 2032. The situation is quite different at GAV, where data centers already account for 80% of the approximately €13.5 billion.

To date, 160 MW have been leased, including to ($CRWV (+6,1%) , $META (-0,77%) and $NBIS (+1,19%) ).

This is expected to rise to 200 MW by the end of 2026. The pipeline stands at >200 MW. Everything here also depends somewhat on the new regulations in Spain. If they are implemented as announced, things might get tough.

Does anyone know this REIT or is already invested in it? How do you view it compared to “real” data center REITs like $EQIX (+0,05%) or $DLR (+0,76%) ?

Edit: Here are some figures from the last quarter:

• Revenue: Total income reached EUR 307 million, with gross rental income at EUR 292 million, representing a 10% like-for-like increase.
• FFO (Funds From Operations): FFO was EUR180 million, an 8% increase year-over-year.
• FFO Guidance: Full-year 2026 FFO guidance was raised from EUR327 million to EUR340 million, equating to approximately EUR0.55 per share.
• Loan-to-Value (LTV): LTV decreased to 24.5%.
• GAV (Gross Asset Value): GAV increased by 3.7% on a like-for-like basis.
• NTA (Net Tangible Assets): NTA stood at EUR15.99 per share.
• Occupancy: Overall occupancy was 94.7%, with shopping centers at 96.9%, logistics at 95%, and offices at 84.4% in Barcelona.
• Like-for-Like Rental Growth: Overall like-for-like rental growth was 3.3%, with shopping centers leading at 6.4%.
• Tenant Sales (Shopping Centers): Tenant sales increased by 8.4%, and foot traffic grew by nearly 2%.
• Occupancy Cost (Shopping Centers): Occupancy costs remained affordable at 10.8%.
• Data Center Leasing: 160 megawatts of IT capacity was brought online, up from 112 megawatts in the previous quarter.
• Data Center Phase 1 GRI: Estimated gross rental income for Phase 1 is EUR68 million for 2026.
• Data Center Promote: Recognized a promote accrual of EUR101 million for Phase 1, with a payment of nearly EUR20 million in March 2026.
• Capital Recycling: Sold EUR75 million in assets as of July, with an additional EUR90 million in divestments agreed upon.
• Liquidity: Held EUR2.6 billion in liquidity.

An article on regulation: https://www.idealista.pt/en/news/financial-advice-in-portugal/2026/10/06/77877-data-centre-development-will-move-to-portugal

I feel like I still have too much money in my checking account, so I'm asking you guys what else I could invest in. I'm mainly interested in AI, so for example $NVDA (-2,28%) or$META (-0,77%) .

In my opinion , one of the most important companies in the world 🌎

I’ll keep this brief:
$META (-0,77%) runs advertising for companies, firms, businesspeople, self-employed individuals, artisans, artists, rappers, singers, OnlyFans creators, scammers, and so on...

from all large to very small... they get paid by these and more. 💰

That’s their main thing... and that’s extremely important, because most people don’t read or listen to newspapers, billboards, the radio, or other forms of advertising anymore anyway. It’s just cheaper and it reaches everyone, right down to the last
corner —even in a personalized way.

Along the way, they build their own AI system so that NO ONE . For free. 🔃

They are building data centersand will use them themselves for their own AI and business. The space not needed for their own business will be leased out

And so on.

Zuckerberg is doing Elon Musk-style shit with just one company that’s is extremely profitable . 📱

Yesterday I closed out my small $V (+1,64%) position, took a little profit, and moved into Meta.

Feel free to share your thoughts—whether you’re for or against Meta. I want to learn from you🫡

Not a buy recommendation

$META (-0,77%) Today, the "Petal" project today: a roughly 7,000 km submarine cable between France and the U.S. with a capacity of 1 petabit per second, or 1,000 terabits per second or 1,000,000 gigabits per second.

According to Meta, this is the largest capacity increase in a single generationever seen in transoceanic cables ever . Petal is scheduled to go into operation in 2029.

Why this is exciting for Meta and the AI industry

Submarine cables provide the connections that AI innovation worldwide: AI services run in large data centers across multiple continents. Models, training data, and user requests are constantly being moved between these locations, and this volume of data grows with every major model generation.

Having its own cables gives Meta three advantages:

• Cost: Meta does not have to lease bandwidth from network operators. Because Petal doubles capacity without power consumption and infrastructure growing at the same rate, every bit transmitted is also likely to be cheaper .
• Control: Meta decides for itself when, where, and how much capacity is available, rather than competing with other customers for available lines.
• Reliability: Following Marea, Amitié, and Anjana, Petal would be another transatlantic connection in which Meta has a stake. If one cable fails, traffic continues to flow through the others.

Petal is not a new source of revenue, and Meta does not disclose the costs. However, the value lies in the infrastructure on which Meta’s AI offerings run. For this reason, $GOOGL (+0,02%) has been investing in its own undersea cables for years for this very reason.

Overall, Meta is likely to save significantly on data transmission costs with its own cables while also being able to control more flexibly where and how its AI models run. Above all, this allows data centers on multiple continents to be used as a cohesive system, which is a major advantage in AI model development.

https://engineering.fb.com/2026/09/21/connectivity/petal-petabit-transoceanic-subsea-cable/

https://engineering.fb.com/2025/02/14/connectivity/project-waterworth-ai-subsea-infrastructure/

Hi everyone,

I often read posts here where people ask for feedback, but the story behind them is missing. That’s why today I’d like to share my own portfolio—and my story—in a completely transparent way.

A little about me:

I’m 31 years old and have been active on GQ for quite some time. My current net worth of just under 1.28 million euros is the result of my own hard work. Even as a child, I would occasionally try out potentially profitable business ideas on the side to earn some money—and six years ago, I took the plunge into self-employment.

I now have two companies in different industries. It became clear to me quite early on that I needed a high, recurring active income if I wanted to build up a certain level of wealth, so I left my full-time job fairly early on.

For the next 12 months, I’m planning on a monthly income of approximately 30,000 euros. In addition, I naturally have recurring income, which can fluctuate up or down over the long term.

My goal is to continue growing this wealth prudently so that I can eventually live entirely off the dividends. Currently, for tax reasons, I hold portions of two stocks ($MSFT (+0,47%) and $NOVO B (+2,74%) ) are held as individual positions in my holding account, and the rest is held in my personal account.

My Strategy and the Core of the Portfolio

I follow a classic core-satellite approach. The core—which I intend to use later as a kind of pension substitute—consists of two ETFs: the $HMWO (-0,07%) and the $QQQ. (-0,47%) I’m aware that these two holdings overlap; I continue to contribute to both monthly via a savings plan.

The individual stocks and my problem children

When it comes to individual stocks, I look for a combination of long-term trends and reliable cash flow. On the one hand, I deliberately overweight tech stocks and future classics such as $MSFT (+0,47%) , $GOOGL (+0,02%) , $NVDA (-2,28%) , $META (-0,77%) , $AMZN (-0,1%) and $AAPL (-0,8%) , because I am firmly convinced that these industries will continue to perform well in the coming years.

For my dividend strategy and the necessary cash flow, I’ve invested in quality stocks such as $ALV (+1,68%) , $MUV2, $NOVO B (+2,74%) and $UNH (+2,49%) in my portfolio. This is complemented by classic dividend-paying stocks such as $BATS (+2,08%) , $SIE (-1,12%) , $ARCC (+1,23%) and $O (+0,22%).

But let’s be honest: values like $MPW (+1,14%)
$PYPL (+1,62%) , $BAYN (-0,99%) or gambling $LILM aren’t performing at all as once hoped.

In the crypto sector, $BTC (+0,14%) as the largest holding, along with a small amount of $SOL (+0,64%) and $XRP (+0,01%) the whole thing—in the future, I’ll consolidate everything into the position $BTC (+0,14%) and add a little $4GLD (+0,88%) to it.

What’s Next

At the end of this month, I’m expecting a large incoming payment of around 50,000 euros. I’d like to split the amount and invest it both in the $HMWO (-0,07%) as well as specifically into my dividend stocks to further strengthen the foundation.

The goal is to reach a portfolio value of 1.5 million by the end of the year.

Feel free to share your thoughts—I look forward to the discussion :-)