July 2026 Review

📊 Performance & Markets

🏆 Hot Factor Favorite: $NVDA (-0,51%)

👑 King Midas Factor: $CRM (-3,02%)

💶 1 Swiss franc traded at 1.06 euros.

₿ Crypto & Alternative Investments

Crypto savings plans are underway

There were no new purchases or sales at Timeless; Timeless is now planning to launch a tradable product for the general public. There’s also no news regarding NFTs and music rights.

🍷 Winery

No news.

📈 Individual Stocks, ETFs & Savings Plans

🟢 Buy: Individual stocks on hold until November

🔴 Sale: $SHL (+1,14%)
, $BAS (+1,39%)

🏅 Top of the Month: $BTO (+0,91%)

📉 Flop of the Month: $LIFT (+0,85%)

🚀 Crowdcube & Startups

I’m thinking about buying shares in Lemonaid through the GLS Crowd platform.

🧠 Nao

My savings plans are still on track.

🌴 Personal Recap

I actually won some travel credit in the CHECK24 prediction game and a 10-franc gift card from Kickstr. Unfortunately, starting with the quarterfinals, practically all my predictions were wrong.

I still don’t have a new smartphone, and the special payment hasn’t been made yet either.

Berlin, on the other hand, was absolutely amazing—the Finch concert was truly a world of its own.

Right now, I’m thinking about placing a bet on the price of coffee. I’m also very happy that my $NA9 (-0,03%) stock is being acquired.

I went to a rum and meat tasting with a very good friend. It was incredibly delicious, and with the heat, the rum really went to my head.

Through an acquaintance I met there, I learned that the owner isn’t averse to investments. That’s why I had the idea to combine a finance get-together with a tasting. Would you book something like that?

To my great delight, I’m getting a refund of about €11,000 from the tax office. I haven’t decided yet what I’ll do with it or how I’ll use the money, though.

Unitplus is going as planned.

🎙️ Podcast Season 3, Episode 1 has launched. Topic: Financial Goals.

🔮 Outlook for August

Various events at work. Family visiting. Another 10 days of vacation starting at the end of August

How about you? How was your July?

If you’d like to learn more, feel free to follow me. And if you don’t like my investments: The block feature still works great. 😄

After spending the last few days intensively examining the commodities topic, reading studies and assessments and selling various profit positions, I am considering re-entering the lithium sector. According to the latest forecasts, the undersupply of lithium will not only begin in 2028, but there will already be a serious shortfall next year. The reason for this is the ESS energy storage systems. Due to the huge demand, it can be assumed that the price of lithium will at least double again within 12 months. Of course, companies that are about to complete exploration measures would benefit significantly from this. First of all, I see $SLI (+2,48%) or on $LIFT (+0,85%) . Both already have offtake agreements with large energy companies.

In addition, speculation on $JKS (+2,05%) could make sense. They only have the solar sector as a by-product and instead build large ESS systems, where they already have a market share of 10%.

Certainly not a bad C/R ratio due to the increasing energy demand.

What do you think about investing in lithium or lithium companies? Have you already invested?