$1211 (-2,78%) Bonus shares have suddenly disappeared again from the ING custody account.

Does anyone have the same problem?

Hi everyone,

Now I'm also sharing my portfolio. At the moment I'm actually quite happy with the development, I'm just wondering whether I'm too heavily weighted in the tech sector & whether it would be sensible to halve a stock such as $ANET (-0,63%) in half & include something else like $1211 (-2,78%) to be included.

Especially the issue with the sell-off in $FTNT (-1,28%) due to the moderately ongoing tech refresh of hardware devices makes me doubt Arista for how long this will work.

In general, I think it would make sense not to have so much in the USA...

Other opinions on weighting/portfolio?

bonus shares now tax-free in AT after all

$1211 (-2,78%)

The Rewind looks better in terms of numbers than it feels 😅 $1211 (-2,78%) should like to show green for more than 1 day again 😗

$1211 (-2,78%) Yes this post has no added value. I'm annoyed and hate every one of my 658 shares! The stock is not getting any traction at all. And now with these taxes for the "bonus shares" even more. Can you build me up? My fingers are itching! 🤣

The bonus shares of $1211 (-2,78%) were canceled again.

$1211 (-2,78%)

I had 32 shares before the split (28.02) +( 23 shares bought on 18.07) now I have 119 shares.

Hello Community,

July is history and here is my usual transparent monthly review directly from the portfolio, which has now reached a value of €34,485. It was a month that perfectly demonstrated the importance of a clear strategy and a steady hand.

📈 1. the performance: solid in a turbulent environment

I am satisfied with a monthly performance of +1.54%. As the chart shows, I was able to outperform the DAX (+0.57%), but was slightly behind the S&P 500 (+2.20%) and the strong NASDAQ100 (+6,35%). The result reflects my portfolio: a high tech component, which benefited from the strength of the US indices, but also positions in Europe and China, which held back in some cases.

2. my purchases: anti-cyclical & quality focus

💸 I made three targeted purchases in July:

• Keyence (501 €) & Novo-Nordisk (526 €): Here I built up my positions in two absolute quality champions at the beginning/middle of the month.

• Ferrari (101 €): Following the exaggerated share price fall of over 11% after the quarterly figures, I took the opportunity to buy a small, disciplined tranche. For me as a long-term investor, such irrational market movements are clear buying opportunities in excellent companies.

3. my savings plans & dividends

🏦 The basis of my asset accumulation continued as usual:

• Alibaba (404 €): I continue to use the savings plan to consistently expand my anti-cyclical bet on the Chinese e-commerce giant.

• BYD (19 €): Here, the dividend received was reinvested directly back into new shares. This is how the compound interest effect works optimally.

4. tops & flops: a reflection of the market

🟢 Top movers:

The list was topped by my speculative stocks American Lithium (+25.00%) and Iris Energy (+12.32%) and the Uranium & Nuclear Technology ETF (+11,36%). This shows that risk appetite in niches is increasing again in an uncertain market environment. My tech stocks such as Cloudflare and Datadog also performed strongly.

🔴 Flop mover:

Here were the losers of the month Novo-Nordisk (-29.94%) and Ferrari (-6,56%). These defensive stocks underwent a strong correction in July, which I, as with Ferrari as shown in the case of Ferrari.

🧠 Conclusion:

July was a month of contrasts. While the overall market performed solidly, there were strong rotations beneath the surface. My strategy of focusing on a mix of a solid ETF core, quality stocks and targeted speculative bets proved successful.

How did your July go? Did you also use the correction in some stocks to buy more? I look forward to hearing from you!

$NOVO B (+0,18%)
$1211 (-2,78%)
$RACE (+1,71%)
$IREN (-2,4%)
$NET (+0,46%)
$BABA (-1,75%)
$DDOG (+0,01%)
$NUKL (-0,34%)
$TOM (+2,22%)
$NU (+0,53%)
$MELI (-0,07%)

I would like to add 5% China to my portfolio.

I am wavering between buying the $CNUA (-0,31%) or two or three individual stocks. For example $BABA (-1,75%)
$700 (-2,07%) and $1211 (-2,78%)

the "big" Chinese companies already make up almost 50% of the ETF.

What do you generally think of an admixture at this time and which option would you choose and why?

Directly invested the Chinese money in Italian pizza today