$3750 (-7,01%) It's being completely taken apart, after all

Another quarter is behind us, and after this past 🦘 month, I find it amusing to note that this year, it seems the last month of every quarter always ends up in the red...

But that doesn’t really bother me right now, because when viewed on a quarterly basis, everything still fits well into the overall picture...

...and from an annual perspective, things aren’t looking too bad so far either...

...for a relatively conservative, dividend-focused portfolio that isn’t heavily weighted toward tech, so everything’s still within reason...

...and from a long-term perspective, everything continues to fit into the overall strategy.

Sure, things can always go better, faster, higher, and further, but considering the resources and the overall conditions, everything is perfectly within the target range 🫠

》DIVIDENDS《

Despite the pesky taxes, this month still yielded €215.63 in net dividends, corresponding to a YOC of 6.28 (target range between 6–7%).

》TOP 3《

$HAUTO (-2,42%) + 9.89% (+147.82%)

$ASWM (-4,19%) +4.31% (+24.81%)

$VAR (+1,43%) +0.86% (+70.93%)

》FLOP 3《

$AII (-5,4%) -19.10% (+19.85%)

$3750 (-7,01%) -16.85% (+87.16%)

$DTE (+2,59%) -8.15% (-4.61%)

》 NEW ADDITIONS 《

43.95 x $WINC (+0,8%)

24 x $AII (-5,4%)

10 x $MUX (+4,67%)

1 x $MUV2 (+1,16%)

》DISPOSALS《

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》CONCLUSION《

Everything remains the same, except that the final certification (DATEV LuG) is still pending this month, and with the change of the month, we’ll also have to complete the move into our new apartment.

With that in mind, things continue to be exciting, so I wish you and your portfolios all the best 👍🏻

What do you think of the current sale at $3750 (-7,01%)

Are you still invested @SAUgut777 ? I’m thinking about buying more, but the news about $1810 (-1,96%) aren't the best…

...another month has come and gone, and nothing has really changed—except that the milestone isn’t a stock market event, but rather my passing the DATEV certification exam (law firm accounting/financial accounting) 🥳

"But investing in yourself often pays off much more than just stubbornly clinging to the past."

Otherwise, there wasn’t much spectacular going on, except for more gradual growth...

...so things continue to look good month-over-month and are also steadily on track for the year...

...the same trend can be seen in the overall view...

...so even though this isn’t a high-flyer portfolio, I’m still looking to the future with confidence, despite all the ups and downs.

And of the last 10% to reach the halfway point, another solid 1.5% has now been achieved (maybe there’s still room for more @Solitair )

》DIVIDENDS《

Unfortunately, this month’s net total was only €91.53 (-13.77% YOY), but this is due to the fact that one stock won’t pay out until next month and another is paying out less.

Looking at the year as a whole, the YOC stands at 6.78%, which is still close to the 7% target, despite investments in growth stocks.

》TOP 3《

$AII (-5,4%) +53.08% (+61.44%)

$DTE (+2,59%) +5.70% (+3.76%)

$YYYY (-3,92%) +5.82% (+1.01%)

》FLOP 3《

$BATS (+2,35%) -8.92% (+98.49%)

$3750 (-7,01%) -4.83% (+117.94%)

$HSBA (-2,49%) -4.60% (+84.70%)

》NEW POSITIONS《

44.14 x $WINC (+0,8%)

65 x x $FTWG (-1,12%)

》DISPOSALS《

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》CONCLUSION《

Everything remains the same, and personal education and professional development continue to be key to success...

With that in mind, here’s to continued success for all of us here in the community 💪🏻

Another month has passed, and it’s time once again to take a quick look into the engine room...

...actually, not much has changed in the big picture, except that after 38 months of consistent performance, the 40k mark has been broken, and so the final sprint of the first half has now begun...

...it’s not a high-flyer portfolio, but so far it’s been a solid growth story, and as the saying goes, every little bit helps...

...which is why YTD hasn’t changed much either...

...nor has it since the very beginning...

...the structure, however, is a different story, and so there were a few changes to the portfolio this month...

》New Additions《

$WINC (+0,8%) 244.01x

$MUV2 (+1,16%) 1x

$AII (-5,4%) 101x

》Exits《

$EVD (-1,12%) 25x

$3750 (-7,01%) 8x

》Top 3《

$HAUTO (-2,42%) +24.42% (+122.67%)

$VAR (+1,43%) +19.82% (+60.72%)

$DTE (+2,59%) +10.61% (-1.53%)

》Flop 3《

$3750 (-7,01%) -10.58% (+128.32%)

$ASWM (-4,19%) -9.86% (+17.84%)

$YYYY (-3,92%) -7.01% (-4.80%)

》Dividends《

This month, there were €252.24 in net dividends, representing a 12.24% increase year-over-year.

》CONCLUSION《

Everything’s business as usual, so we can relax and prepare for next Friday’s upcoming DATEV certification 👍🏻

I wish everyone continued success, and may dividends and growth be on our side 🫡

Key Figures

• Revenue: 276.9 billion yuan (+54.8% YoY)
• Net income: 43.3 billion yuan (+42% YoY)

Highlights

• Strong results despite weaker momentum in the electric vehicle market.
• The main driver of growth was the energy storage business (Battery Energy Storage Systems).
• CATL announces a share buyback program worth 20–40 billion yuan — a strong signal from management and positive for earnings per share.

$3750 (-7,01%)

...besides $BATS (+2,35%) and $3750 (-7,01%) the next value has now also -> $HAUTO (-2,42%) the 100% mark 🫠

"Sell in May..." doesn't really apply here and would say the stock market wisdom is over for this year 😅

Well, I still had to submit to the Nasdaq this month...

...but to be honest, it doesn't bother me at all, because at the end of the day it's the big picture that counts and nothing happens overnight in the long term...

...because over the year as a whole everything is going as usual and continues to confirm my approach...

...just as in the long-term view. Even though the Nasdaq is clearly catching up, my portfolio is running much more smoothly and continues to purr consistently 💪🏻

Of course things can always be better, but be that as it may, I'm really happy with my approach so far and continue to enjoy peaceful nights and dividends 🫠

》Dividends《

A pro po, this month with 6 payouts there were 266.37€ net dividends, which means an increase of 129.45% YoY and with a YoC of 6.91% it is slowly leveling off at the desired level of 7%+ despite acquisitions.

The important target here remains the 2k net dividends this year.

》TOP 3《

$3750 (-7,01%) +21,13% (+126,47%)

$ASWM (-4,19%) +18,79% (+27,18%)

$MUX (+4,67%) +12,30% (+21,95%)

》FLOP 3《

$1211 (-4,33%) -11,26% (-15,31%)

$ALV (-0,36%) -0,39% (+12,93%)

$MAIN (+1,94%) +0,10% (-0,08%)

》Acquisitions《

66x $FTWG (-1,12%)

25x $MAIN (+1,94%)

》Disposals《

-

Whereby $1211 (-4,33%) is currently under observation, but until then I will wait for the next figures.

CONCLUSION

None of this is a short-term spurt, but rather long-term ambitions... with this in mind, I wish us all good luck 🤝

...that in addition to the share price growth, 2.68% dividends are also developing 👌