In the case of the share $AOF (+2,16%) On February 6, 2016, a member of the Executive Board purchased shares with a total value of € 3.47 million. The purchase was carried out in several tranches on xetra and resulted in an equity of €86.12 at the end.

For me, this indicates a clear confidence of the Executive Board in the company.

Best regards 💥🗡️

It was a good start to the year :)

Top Movers

$ASML (-4,08%) + 34%

$JEDI (-0,26%) +23%

$SLVY (+3,84%) +22%

$8002 (-2,09%) +17%

$KLAC (-3,48%) +16%

Top Loosers

$HIMS (+2,29%) -17%

$XS3087774306 (+0,24%) -16%

$AOF (+2,16%) -15%

$UNH (-2,14%) -14%

$QCOM (-0,08%) -12%

• 🧬 ASM International - Technology / Semiconductors $ASM (-4,79%)
• 
  🪙 iShares Physical Gold ETC - Precious metals / Hedging $IGLN (+2,36%)
• 
  💻 iShares NASDAQ 100 ETF - US index / Growth $CSNDX (-0,48%)
• 
  🧠 Atoss Software - Software / SaaS $AOF (+2,16%)
• 
  🇪🇺 Amundi EURO STOXX 50 II ETF - European index / Stability $MSE (+2,27%)
• 
  🌍 Vanguard FTSE All-World High Dividend Yield ETF D - Global Dividend $VHYL (+0,82%)
• 
  ₿ Bitcoin - Crypto / Diversification $BTC (+0,4%)
• 
  🧩 Ethereum - Crypto / Innovation & Web3 $ETH (+0,75%)
• 
  📊 S&P Global (SPGI) - Financial data / Ratings / Indices $SPGI (+2,49%)

$AOF (+2,16%)
ATOSS Software SEa German company specializing in workforce workforce management software specialized in workforce management software.

$STLAM (+2,35%)
Stellantis N.V.one of the world's largest automotive groups

as an additional option $HFG (+5,04%) but here I evaluate further....

🛒 New purchases

• R3N SME shares (fraction)$R3N493
• 
  Secunet (cybersecurity 🇩🇪)$YSN (-0,79%)
• 
  Atoss Software (HR software 🇩🇪)$AOF (+2,16%)
• 
  Novo Nordisk (healthcare 🇩🇰)$NOVO B (+5,78%)
• 
  Capgemini (IT services 🇫🇷)$CAP (+2,68%)

🔄 Movement

• Sale of Infineon Technologies (semiconductors 🇩🇪), to reallocate to other sectors.$IFX (-2,46%)

🎯 Quick summary

Early September rhymes with :

The strategy remains the same: build a portfolio balanced between growth and dividendsby gradually adding solid companies.

• Dividends falling steadily 💵
• Strengthening in health + tech
• A small rotation with the exit of Infineon

⬆️⬆️⬆️

- GOLDMAN raises the price target for SIEMENS ENERGY from EUR 56 to EUR 60. Buy. $ENR (-4,96%)

- BARCLAYS raises the target price for MERCEDES-BENZ from EUR 48.50 to EUR 50. Underweight. $MBG (+3,68%)

- JEFFERIES upgrades SMA SOLAR from Hold to Buy and raises target price from EUR 14 to EUR 20. $S92 (+7,43%)

- GOLDMAN raises the price target for DEUTSCHE BÖRSE from EUR 226 to EUR 231. Neutral. $DB1 (-0,05%)

- BOFA upgrades BBVA from Neutral to Buy and raises target price from EUR 11 to EUR 13. $BBVA (+5,04%)

- WARBURG RESEARCH upgrades FUCHS SE from Hold to Buy. Target price EUR 50. $FPE

- GOLDMAN raises the price target for FLATEXDEGIRO from EUR 17 to EUR 18. Buy. $FTK (-3,2%)

- BERENBERG raises the target price for IBERDROLA from EUR 12.30 to EUR 14. Hold. $IBE (+2,87%)

- JEFFERIES upgrades PVA TEPLA from Hold to Buy and raises target price from EUR 12 to EUR 19. $TPE (-4,5%)

- JEFFERIES raises the price target for FRIEDRICH VORWERK from EUR 23 to EUR 30. Hold. $VH2 (+0,17%)

- JEFFERIES raises the price target for ZEAL NETWORK from EUR 45 to EUR 58. Buy. $TIMA (+2,31%)

- JEFFERIES raises the price target for ADESSO from EUR 75 to EUR 85. Hold. $ADN1 (+2,36%)

- JEFFERIES upgrades NEL from Underperform to Hold. Target price NOK 3. $NEL (+1,61%)

⬇️⬇️⬇️

- BERENBERG lowers the price target for RWE from EUR 46.50 to EUR 42. Buy. $RWE (+0,42%)

- GOLDMAN lowers target price for EON from EUR 17.50 to EUR 17. Buy. $EOAN (+1,36%)

- HAUCK AUFHÄUSER IB downgrades AIXTRON from Buy to Hold and lowers target price from EUR 26.40 to EUR 13.80. $AIXA (-6,7%)

- METZLER lowers the price target for DWS from EUR 41 to EUR 40.50. Hold. $DWS (+2,27%)

- GOLDMAN lowers the price target for ASTRAZENECA from GBP 159.55 to GBP 155.58. Buy. $AZN (+2,01%)

- TD COWEN downgrades STMICRO to Hold. Target price EUR 24.50. $STM (-3,23%)

- JPMORGAN downgrades CONSTELLATION BRANDS to Neutral. Target price USD 203. $STZ (+6,09%)

- JEFFERIES lowers the price target for DOCMORRIS from CHF 65 to CHF 39. Buy. $DOCM (+3,61%)

- JEFFERIES lowers the price target for ATOSS SOFTWARE from EUR 112 to EUR 108. Hold. $AOF (+2,16%)

- JEFFERIES lowers the price target for JENOPTIK from EUR 34 to EUR 29. Buy. $JEN (-3,67%)

- JEFFERIES lowers the price target for KONTRON from EUR 29 to EUR 27. Buy. $KTN (+1,98%)

- JEFFERIES lowers the price target for SILTRONIC from EUR 95 to EUR 90. Buy. $WAF (+2,4%)

- JEFFERIES downgrades VERBIO from Buy to Hold and lowers target price from EUR 22 to EUR 11. $VBK (-0,26%)

- JEFFERIES downgrades SGL CARBON from Buy to Hold and lowers target price from EUR 9.50 to EUR 4.40. $SGL (-2,24%)

Update analyst assessments:

$TSLA (-5,74%) | RBC raises target price for TESLA from USD 236 to USD 249. Outperform.

$KO (+0,13%) | JPMORGAN lowers the price target for COCA-COLA from USD 78 to USD 75. Overweight.

$TMUS (+1,63%) | UBS raises the price target for T-MOBILE US from USD 210 to USD 255. Buy.

$T (+1,66%) | UBS raises the price target for AT&T from USD 24 to USD 25. Buy.

$AOF (+2,16%) | WARBURG RESEARCH raises the price target for ATOSS SOFTWARE from EUR 142 to EUR 144. Buy.

$UA (+4,19%) | UBS raises the price target for UNDER ARMOUR from USD 11 to USD 12. Buy.

$JST (-0,69%) | WARBURG RESEARCH raises the price target for JOST WERKE from EUR 62 to EUR 77. Buy

$IBM (+2,11%) | UBS raises the price target for IBM from USD 145 to USD 150. Sell.

$FTK (-3,2%) | HAUCK AUFHÄUSER IB downgrades FLATEXDEGIRO from Buy to Hold and lowers target price from EUR 16 to EUR 15.

$ROG (+0,77%) | DEUTSCHE BANK RESEARCH raises the price target for ROCHE from CHF 235 to CHF 250. Sell.

$EBAY (+3,15%) | UBS raises the price target for EBAY from USD 59 to USD 72. Neutral.

$KER (+5,78%) | RBC lowers the price target for KERING from EUR 280 to EUR 230. Sector-Perform.

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (-2,27%)

+411% Rheinmetall $RHM (+0,75%)

+329% Redcare Pharmacy $RDC (-1,55%)

+326% ATOSS Software $AOF (+2,16%)

+262% PNE $PNE3 (-1,09%)

+258% Mutares $MUX (+1,2%)

+232% Energiekontor $EKT (+2,48%)

+231% GFT Technologies $GFT (+1,56%)

+230% Elmos Semiconductor $ELG (-3,05%)

+229% Adtran Networks $ADV (-1,6%)

+161% Commerzbank $CBK (+6,03%)

+146% Krones $KRN (+1,59%)

+131% Hella $HLE (+1,12%)

+126% Munich Re $MUV2 (+1,83%)

+125% Deutsche Bank $DBK (+5,94%)

+111% VERBIO $VBK (-0,26%)

+111% KSB (Vz) $KSB (-1,78%)

+109% Infineon $IFX (-2,46%)

+109% Siemens $SIE (+2,65%)

+107% Talanx $TLX (+2,74%)

+103% Encavis $ECV

+100% SFC Energy $SFC

+95% Nemetschek $NEM (+1,98%)

+93% Aixtron $AIXA (-6,7%)

+90% flatexDEGIRO $FTK (-3,2%)

+84% SAP $SAP (+2,91%)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.