Arthur J. Gallag

US3635761097

AJG

AJG

Beat the S&P500 Challenge

I have been thinking about which stocks I could use to beat the S&P500 index.

After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉

The portfolio will contain the following shares:

$AME (+1,27%)

$APH (+3,58%)

$ANET (+2,74%)

$AJG (-3,46%)

$CMG (+1,05%)

$FIX (+6,33%)

$EME (+4,8%)

$IT (+0,98%)

$HUBB (+2,71%)

$INTU (+2,94%)

$KAI (+6,6%)

$KLAC (+4,58%)

$MMC (-1,07%)

$MEDP (+1,86%)

$MOH (-1,86%)

$RSG (+0,47%)

$SNPS (+1,89%)

$URI (+2,26%)

$VRTX (+0,36%)

$GWW (+1,28%)

I know that it will be difficult to beat the S&P500, but I still want to try...

the month of July is over.

A nice stock market month it was - a plus of about 2.7% - compared to 2022 (8.2%) not quite too strong, but still satisfied!

"Losses" of 2022 have been equalized.

some positions have changed.

$IFX (+1,56%) I have sold just under 1/3 and put the profit in $MELI (-0,23%) , $CDNS (+3,48%) & $AJG (-3,46%) reallocated

Savings plan on $IWDA (+1,17%) & $SPYD (-0,55%) continued to run normally.

Would like to hear your opinion about it, praise and criticism I like to read through.😅

Is intended for old age, unless I finally find times the right property, then the portfolio is reduced / flattened and I start again from scratch. I just don't like debt.

Briefly about me.

34j, employee in the automotive industry.

Values like $MELI (-0,23%)
$AJG (-3,46%)
$CDNS (+3,48%) are increased with one-time purchases up to the target size.

Mtl. savings rate is 500€ each distributed in the 3 ETF's. The $CHRG (+1,79%) is a bet on the future.

The month of June is drawing to a close. It was a nice month for the stock market - a plus of about 2.7% - compared to 2022 (-8.6%).

not much is missing and the "losses" of 2022 are equalized.

some positions have changed.

$ALV (+0,8%) was sold and replaced by $AJG (-3,46%) replaced.

$ULVR (-0,87%) was replaced by $PEP (-0,84%) replaced.

$TSM (+4,57%) was sold and $MELI (-0,23%) & $CDNS (+3,48%) are new in the depot.

.... bissl here and bissl there was stocked up.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁-𝗖𝗘𝗢 𝘃𝗲𝗿𝗸𝗮𝘂𝗳𝘁 𝘀𝗲𝗶𝗻𝗲 𝗔𝗸𝘁𝗶𝗲𝗻 / 𝗦𝗾𝘂𝗮𝗿𝗲 𝗺𝗶𝘁 𝗻𝗲𝘂𝗲𝗺 𝗡𝗮𝗺𝗲𝗻 / 𝗦𝗰𝗵𝘄𝗲𝗶𝘇𝗲𝗿 𝗕𝗿𝗶𝗲𝗳𝗺𝗮𝗿𝗸𝗲𝗻-𝗡𝗙𝗧

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Analog Devices ($ADI (+3,8%)), Anthem ($ANTM (-0,65%)), Arthur J. Gallagher & Co. ($AJG (-3,46%)), Bank of America ($BAC (+2,44%)), Baxter International ($BAX (-2,2%)), BROWN-FORMAN B ($BF.B (-0,26%)), Dominion Energy ($D (-1,4%)), Imperial Oil ($IMO (+2,24%)), Linde plc ($LIN), Nasdaq ($NDAQ (+1,11%)), National Grid ($NG. (-2,77%)), PepsiCo ($PEP (-0,84%)), Suncor Energy ($SU (+1,35%)), Ingersoll Rand ($IR (+3,76%)) and Waste Management ($WM (+0,12%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Dollar General ($DG (-0,78%)), DocuSign, Inc. ($DOCU (+1,73%)), Canadian Imperial Bank of Commerce ($CM (+0,18%)) , Marvell Technology Group ($MVL) and Toronto-Dominion Bank ($TD (+2,5%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Microsoft ($MSFT (+1,09%)) - Microsoft CEO Satya Nadella is divesting half of his Microsoft shares, worth $285 million. According to a Microsoft spokesperson, Nadella is selling his shares for diversification and personal financial planning reasons. However, it is believed that he needs the money primarily for tax payments that may soon be due on long-term capital gains. For the same reason, Tesla ($TSLA (+6,49%)) chief Elon Musk sold share packages worth billions.

Square ($SQ (+2,02%)) - The payment service Square is changing its name to Block. The background to this is that Square now wants to focus more on the area of cryptocurrencies, the abbreviation "Block" stands for blockchain. The name change is to be implemented as early as December 10.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

EU countries have agreed on new transparency rules for remittances using bitcoin ($BTC (+0,18%)) and co. On Wednesday, the EU issued a press release saying that all transfers with cryptocurrencies should be traceable in the future. This would mean that anonymous cryptowallets would no longer be allowed. Crypto service providers would thus be obliged to make the information about the recipient and sender of the transfer transparent. The background of the EU lies in the fight against criminal transactions with cryptocurrencies.

Swiss Post NFTs - On Nov. 25, 2021, Swiss Post launched 175,000 NFT stamps for 8.90 Swiss francs each. The NFT stamps were well received, selling out after only four hours. The stamps are available in 13 different designs. The novel stamp can also be used to frank a letter through a QR code on the physical stamp. However, it is mainly used as a collector's item.

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