...besides $BATS (+2,09%) and $3750 (-4,39%) the next value has now also -> $HAUTO (-0,97%) 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 (-4,39%) +21,13% (+126,47%)

$ASWM (-4,02%) +18,79% (+27,18%)

$MUX (-1,1%) +12,30% (+21,95%)

》FLOP 3《

$1211 (-2,7%) -11,26% (-15,31%)

$ALV (-0,64%) -0,39% (+12,93%)

$MAIN (-0,89%) +0,10% (-0,08%)

》Acquisitions《

66x $FTWG (-1,82%)

25x $MAIN (-0,89%)

》Disposals《

-

Whereby $1211 (-2,7%) 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 👌

While everyone is eyeing Big Tech, a story is building up at $STLAM (-3,64%) a story is building up that value investors cannot ignore. After the horror year of 2025, the Q1 figures for 2026 point to a massive turning point.

Why I am bullish now:

1. focus on the cash cows (The "Big Four") 🐎

Stellantis has put an end to the proliferation of brands. The Group is radically focusing on Fiat, Peugeot, Jeep and RAM. These brands bring volume and margin. Fiat in particular is an absolute gold mine thanks to its dominance in South America!

2. the realism check: hydrogen exit & battery focus 🔋

Stellantis cleans up:

- Consistent exit from hydrogen: The Symbio exit (April '26) shows: If you want to burn money, do it elsewhere. $STLAM (-3,64%) Saves billions in future capex.

- Smart battery deals: Partnership with CATL $3750 (-4,39%) (LFP cells) and Tiamat (sodium-ion). Affordable batteries for the masses instead of expensive high-end niche products.

3. the "Leapmotor" joker vs. EU competition 🇨🇳

Stellantis builds the technology of $9863

(Leapmotor) in Europe. This allows them to circumvent EU tariffs and gives them a weapon against BYD $1211 (-2,7%) which $VOW (-2,26%) (VW) or $BMW (-0,39%) (trapped in rigid cost structures) completely lack.

4th valuation: Almost a gift? 💎

With an estimated P/E ratio of approx. 4 the share is extremely cheap. Yes, the dividend has been canceled for 2026 - but this is the perfect entry point before the dividend hunters return in 2027/28.

Conclusion:

Stellantis acts like a software company: What is not profitable is cut. While the competition remains in "hope mode", Stellantis is building $STLAM (-3,64%) an efficiency fortress. For me, this is a classic contrarian bet with enormous upside potential.

What do you think? Value pearl or old-economy grave? 👇

Edit: Ticker link added. Sry my first post

#Investing
#Stellantis
#Stocks
#ValueInvesting
#Automotive
#DepotUpdate
#Fiat
#RAM
#Contrarian
#Turnaround

...would not have thought that $3750 (-4,39%) with a personal return of 2.37% would suddenly, in addition to growth (+105.27%), also become a small dividend stock in the portfolio.

Like many others, March is my worst month in 2026 and the first red month.

After all, the YTD is still +0.49% on the reporting date 31.03. 📈

The winners in March are:

$3750 (-4,39%) with a plus of over 23% 📈

$LMND (-3,17%) with a plus of over 21% 📈

$ETH (-4,52%) with an increase of over 7% 📈

Losers in March are:

$SOFI (-2,21%) with a drop of almost 11% 📉

$4GLD (-1,88%) with a minus of almost 10% 📉

$RBRK (-0,89%) with a minus of almost 6% 📉

However, it was possible to increase or add new stocks at favorable prices.

As I still have almost 35-40 years ahead of me as an investor and am therefore only just starting out, I take a very relaxed view of the whole thing.

What a wild ride that was, please ?!? Even the poor kangaroo gets sick...

🦘📈🦘📉🦘📈🦘📉🦘📈 🦘

...and personally don't really believe that the current situation is the end of "Pinky and the Brain"...

... "Pinky" still has to live up to the bets of all his boddies, has his back to the wall domestically with regard to the mid-terms and "the Brain" still has no interest in the end, after all, he still wants to permanently occupy at least southern Lebanon (incorporate the country) and therefore continues to escalate...

...my conclusion from this is that "Pinky" will launch a limited ground offensive over Easter or shortly afterwards in order to sell it strategically at home or to be able to announce something successful at all, the outcome of which is still completely open, while "the Brain" is already forging plans on how he can continue to pursue his goals even after a possible US exit - the end is open - regardless of the fact that the energy issue will still not be resolved after the end 🤷🏻‍♂️

But let's get back to March...

...even though the month was difficult, it ended with a small gain on the bottom line or even just below the last ATH...

...shows me, conversely, that my consistent strategy and steady fingers have been able to survive such market phases relatively well so far 💪🏻

In terms of the year as a whole, the first quarter has also been relatively successful for the circumstances and when I think about the fact that the overall portfolio is just ~1.5-2% below my chosen September milestone, the whole thing reassures me immensely or rather... is going better than forecast 🫠

In the long term, of course, everything is still on target and so not only are the nights still calm and cozy, but I also know that the dividends will continue despite everything, which brings us back to the next topic...

》Dividends《

This month there were €116.68 net dividends, which means an increase of 164.41% YOY 💪🏻

YoC (TTM) is ~6% and thus slightly below the target range, although the good months are yet to come...

》Outflows《

$PDI (-0,37%) (35x)

$VICI (+0,87%) (35x)

》Accesses《

$ALV (-0,64%) (5x)

$EVD (-0,73%) (25x)

$FWRG (-1,77%) (73x)

》TOP 3《

$3750 (-4,39%) +28,67% (+89,65%)

$VAR (-1,37%) +23,61% (+55,54%)

$HAUTO (-0,97%) +11,31% (+79,18%)

》FLOP 3《

$HSBA (-0,3%) -8,25% (+45,21%)

$ASWM (-4,02%) -6,51% (-8,38%)

$MUX (-1,1%) -5,70% (+27,30%)

Furthermore, all contracts for the continuation of my training were signed and sealed this month, which was also pleasing and comes with a small salary increase 😊

That's all from me for now and I wish us all a successful April

Just acquired the last tranche $3750 (-4,39%) purchased. Average purchase price is €65.

Also $3750 (-4,39%) was further increased. In my opinion, the success story is far from over.