To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (-0,34%)
• 06.05.25 -> Ferrari $RACE (-1,38%)
• 06.05.25 -> Progressive $PGR (-0,02%)
• 06.05.25 -> Zoetis $ZTS (+1,84%)
• 07.05.25 -> Novo Nordisk $NOVO B (+2,56%)
• 08.05.25 -> Main Street Capital $MAIN (-0,58%)
• 15.05.25 -> Allianz $ALV (-0,19%)
• 20.05.25 -> Mutares $MUX (-3,4%)
• 22.05.25 -> NextEra Energy $NEE (+2,08%)

July 2025

• 10.07.25 -> Progressive $PGR (-0,02%)
• 21.07.25 -> Prologis $PLD (+0,13%)
• 23.07.25 -> Amphenol $APH (-2,59%)
• 24.07.25 -> Greencoat UK Wind $UKW (+0%)
• 24.07.25 -> NextEra Energy $NEE (+2,08%)
• 24.07.25 -> Vidrala $VID (-0,17%)
• 25.07.25 -> Palfinger $PAL (-1,08%)
• 25.07.25 -> Volkswagen $VOW (-1,64%)
• 30.07.25 -> HSBC $HSBA (-2,53%)
• 30.07.25 -> Realty Income $O (-0,34%)
• 30.07.25 -> Rio Tinto $RIO (+0,71%)
• 31.07.25 -> Ferrari $RACE (-1,38%)
• 31.07.25 -> Main Street Capital $MAIN (-0,58%)
• 31.07.25 -> OMV $OMV (+1,89%)

August 2025

• 05.08.25 -> Aflac $AFL (+0,09%)
• 05.08.25 -> DHL Group $DHL (-0,71%)
• 05.08.25 -> Public Storage $PSA (+2,05%)
• 06.08.25 -> Novo Nordisk $NOVO B (+2,56%)
• 07.08.25 -> Allianz $ALV (-0,19%)
• 12.08.25 -> Mutares $MUX (-3,4%)
• 12.08.25 -> Zoetis $ZTS (+1,84%)

October 2025

• 09.10.25 -> Progressive $PGR (-0,02%)
• 21.10.25 -> Prologis $PLD (+0,13%)
• 22.10.25 -> Amphenol $APH (-2,59%)
• 22.10.25 -> NextEra Energy $NEE (+2,08%)
• 27.10.25 -> Palfinger $PAL (-1,08%)
• 28.10.25 -> HSBC $HSBA (-2,53%)
• 29.10.25 -> OMV $OMV (+1,89%)
• 29.10.25 -> Vidrala $VID (-0,17%)
• 30.10.25 -> Main Street Capital $MAIN (-0,58%)
• 30.10.25 -> Volkswagen $VOW (-1,64%)
• 30.10.25 -> Zoetis $ZTS (+1,84%)

November 2025

• 03.11.25 -> Public Storage $PSA (+2,05%)
• 04.11.25 -> Aflac $AFL (+0,09%)
• 04.11.25 -> Ferrari $RACE (-1,38%)
• 05.11.25 -> Novo Nordisk $NOVO B (+2,56%)
• 06.11.25 -> DHL Group $DHL (-0,71%)
• 10.11.25 -> Realty Income $O (-0,34%)
• 13.11.25 -> Mutares $MUX (-3,4%)
• 14.11.25 -> Allianz $ALV (-0,19%)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+2,08%)
• 27.01.26 -> Prologis $PLD (+0,13%)
• 28.01.26 -> Progressive $PGR (-0,02%)
• 28.01.26 -> Amphenol $APH (-2,59%)
• 29.01.26 -> Ferrari $RACE (-1,38%)
• 29.01.26 -> OMV $OMV (+1,89%)

February 2026

• 04.02.26 -> Aflac $AFL (+0,09%)
• 04.02.26 -> Novo Nordisk $NOVO B (+2,56%)
• 13.02.26 -> Allianz $ALV (-0,19%)
• 17.02.26 -> Zoetis $ZTS (+1,84%)
• 19.02.26 -> Main Street Capital $MAIN (-0,58%)
• 24.02.26 -> HSBC $HSBA (-2,53%)
• 24.02.26 -> Palfinger $PAL (-1,08%)
• 24.02.26 -> Public Storage $PSA (+2,05%)
• 24.02.26 -> Realty Income $O (-0,34%)
• 26.02.26 -> Greencoat UK Wind $UKW (+0%)
• 26.02.26 -> Vidrala $VID (-0,17%)

March 2026

• 04.03.26 -> Rio Tinto $RIO (+0,71%)
• 05.03.26 -> DHL Group $DHL (-0,71%)
• 17.03.26 -> Volkswagen $VOW (-1,64%)

April 2026

• 15.04.26 -> Mutares $MUX (-3,4%)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+0,1%) ? Unfortunately I can't find them online.

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (-0,84%)
$TDIV (+0,48%)
$DGSD (-1,66%)
$MAIN (-0,58%)
$NOVO B (+2,56%)
$PGR (-0,02%)
$PSA (+2,05%)
$UKW (+0%)
$APH (-2,59%)
$DHL (-0,71%)
$HSBA (-2,53%)
$MUX (-3,4%)
$NEE (+2,08%)
$ZTS (+1,84%)
$AFL (+0,09%)
$O (-0,34%)
$SHEL (+0,1%)
$VID (-0,17%)
$RACE (-1,38%)
$PLD (+0,13%)
$OMV (+1,89%)
$PAL (-1,08%)
$RIO (-1,68%) and last but not least $VOW (-1,64%)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

I like the ETF and it really seems to be an option for old age, but through $HTGC (+0,6%)
$OBDC (+0,11%) and $PSA (+2,05%) I already have enough cash flow in my portfolio.

Will be reallocated to the div growth category

$ASML (-4,98%) is out, as I want to focus more on stocks with a healthy trend in the growth part of my portfolio. See the weekly chart.

At the moment I am running a 75/25 strategy with which I feel most comfortable, 15K divided as follows:

Growth 75%: $AVGO (-2,31%)
$COST (+0,92%)
$7011 (-2,12%)
$MUV2 (+1,83%)
$GOOG (+0,06%)
$MUX (-3,4%) (mutares is under observation by me) $2768 (-6,04%)

Dividend 25%: $OBDC (+0,11%)
$HTGC (+0,6%)
$PSA (+2,05%)
$JEGP (+0,05%)

Costco weighted slightly higher this month to complete the 2nd share.

In addition, another share of $PSA (+2,05%) 288€ was added to the portfolio today.

Hercules has been going great, now I'm taking ⅓ of the position out for the time being in order to $OBDC (+0,11%) & $PSA (+2,05%) to the same size as $HTGC (+0,6%) build up.

Subsequent purchase at my self-storage REIT

Last one for today:

Profits reinvested once again,

My favorite among the REITs,

Anyone who has ever been to the USA has seen these storage areas.

Nothing is more sacred to the Americans than privacy.

Plus dividends and growth