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125Depot roast
I started investing slowly in 2021 and am now 33 years old. After initial mistakes that everyone probably makes, I'm now probably on the right track, which lets me sleep extremely relaxed. Savings rate 750 euros and if it fits there are still individual purchases. No hype stocks, just relaxed, steady wealth accumulation with additional dividends. This year it should be just under 2000 euros net and that's just the beginning. In addition to my ETFs and a few individual shares, I have $BTC (-0,07%) and $$DE000LS9U6W1 (-0,96%) which are also fed with individual purchases. Next year I'm planning to buy a car, so I have money in my call money account to buy the car without a loan. Life can be so simple. I wish all investors continued rising prices 🚀
It took a long time.
Finally the certificate from @Krush82 finally made it into my portfolio 🤝🚀
$But my $1211 (+1,44%) position had to give way.
SEA LTD EARNINGS 💰
🌊 Sea Limited (SE) Q1 2026: The growth engine is humming again! $SE
The community breathes a sigh of relief after yesterday's earnings (May 12). Despite a slight miss in earnings (EPS), the market is celebrating the massive growth figures.
📊 The hard facts (Q1 2026)
- Turnover:
USD 7.1 billion (Massive beat! Expectations were around USD 6.45 billion) 🚀
- Growth:
+47 % year-on-year (YoY).
- EPS (earnings per share):
USD 0.67 (just below the expected USD 0.76).
- EBITDA milestone: For the first time, Sea breaks the USD 1 billion mark in adjusted EBITDA! 🏆
🔍 Segment deep dive: where does the power come from?
- Shopee (e-commerce): The heart beats strongly. The gross merchandise volume (GMV) rose by 30 %. Particularly impressive: advertising revenue increased by 80 % exploded. This shows that the monetization of the platform is becoming increasingly effective.
- Garena (Gaming): The strongest quarter since 2021! Free Fire remains a perennial favorite and stabilizes cash flow for the other segments.
- SeaMoney (Fintech): The loan portfolio grew by 71 % YoY. Despite the expansion, risks (loan defaults) remain stable - an important factor for long-term profitability.
I remain invested as I use shopee myself on a weekly basis and remain convinced of the company. Even if my entry was a little too early
Market levels are getting crazy. Where’s the value? 📈🤔
Let’s be real: finding quality companies at a fair price right now is a goddamn nightmare. Everything feels overpriced, and I’m not willing to sacrifice my margin of safety just because of the hype.
I’m sitting on cash and being patient. I know what I want, I’m just waiting for the market to give me a better entry point. These are the fortresses on my Watchlist:
Expanding current positions: $GOOGL, (+0,01%)
$META (+0,64%) .
New targets: $AMZN (+0,21%) , $MEDP (+0,78%) , $ASML (+2,56%) , $AIR (+0,1%) (Airbus), $RMS (-1,25%) (Hermès) and the Greek gem $KRI.AT (Kri Kri Milk).
What about you? Which companies are you stalking right now?
15 k goal ✅✅✅
Good evening, I wanted to share with you all my goal of 15 thousand euros in these two years, let me know what you think, I'm 22 years old $
Depot valuation
Hello,
I would like to have my current portfolio valued.
The portfolio consists of a combination of ETFs (MSCI World, Emerging Markets, S&P 500) and several individual shares (including Microsoft, PayPal, Fresenius, Bechtle, SolarEdge etc.).
I gambled once and bought more stupidly. Arbor metals and Bechtle were also punished, although I am optimistic about Bechtle.
My ideas are to partially reduce the portfolio and shift more into ETFs again. I got into the stock market during Corona plus further training and new jobs from 0. $
Combining S&p 500 and msci world: hm...? What for? To raise the American share even higher? You can do that...
Since your portfolio is quite clear, I don't necessarily see the need to sell shares. Personally, I don't think much of Paypal. I don't know much about Bechtle. You don't often see a Coke with 60% among people our age ;)
So honestly... I wouldn't move much there... but maybe throw out the junk: arbor (vlt Paypal, vlt leifheit)
Microsoft is listed here as a sale even though you say it's in your portfolio? I really hope you didn't sell it 😇 one of the few companies I would never throw out, or @Simpson?
Titoli di tendenza
I migliori creatori della settimana



