Before the US attack, I had reorganized my portfolio and taken profits in order not to have too many stocks in my portfolio again, so I chose Van Eck as my anchor, and with the help of the AI I was given sectors that I completely neglected.

I am adding to these:

savings plan on the $TDIV (+0,57%) continue to run ( 1000,- Euro per month)

Buy on setbacks:

$TXN (-0,3%)

$NEE (+1,04%)

$AVGO (+1,14%)

$DB1 (+2,35%)

$DTE (-3,92%)

$HON (+0,65%)

$SIE (-0,9%)

What do you think about the portfolio or the targeted purchases?

Have a nice Wednesday.

https://topicswithhead.beehiiv.com/p/deutsche-telekom-wie-siehts-aus

My brief opinion on current developments and an unusually high price target.

$TMUS (-0,13%)
$DTE (-3,92%)

As some of you may have noticed, things have become a little quieter around me and my constant news flow, or rather, for certain reasons, I have stopped writing for the time being.

There are several reasons for this...

...on the one hand, I received a "nice" email from Getquin itself, on the other hand, my training, which was previously interrupted due to an urgent operation, will finally continue in April and the last IHK final exam (accounting specialist) in the field of tax law is coming up after a short time, so you have to sit on all 5s and do something about it.

After that, the certifications from DATEV itself, i.e. "DATEV accounting/DATEV payroll accounting", are still on the agenda and so I'm busy cramming, learning and implementing until the end of the year, in addition to everything else...but nothing comes from nothing.

I also don't really like some developments, grades, dictation and the constant reduction in services, even for premium customers, on the part of the platform operators...

...regardless of the fact that I can't really do anything with the coins I've collected so far anyway, the whole thing about the coins has gone up in smoke and mirrors...

...I don't really need overpriced caps, T-shirts and the like for coins either, I'm not a free or at my own expense free advertising medium and it doesn't help if you get an e-mail with a thank you for the arrangement and a stupid note at the same time...could have sent an appreciation or supporter package for the "arrangement" on their own initiative without a stupid hint...it's more common in the market...but no matter, the community support from Getquin is more and more like falling asleep...at some point the tingling just stops 😅

Be that as it may, February was a relatively good month this year despite all the capers...

...even after tearing several small ATH's, it has positioned itself today, just below the last one 😊 ...but also in the overall view of the year...

...it still looks quite good so far and even in the long term, everything is in the green 👍🏻

So now it's time to keep the ball rolling and stay true to our own strategy, which should pave the way for further growth with Orange.

In addition to value, the focus was of course once again on my beloved dividends and so last month there were €133.34 in net dividends, which represents an increase of 38.85% in the YOY and will be further expanded over time. The good months are still to come....😊

》Top 3《

$HAUTO (-1,8%) +26,34% (+64,76%)

$DTE (-3,92%) +23,34% (+20,19%)

$VICI (+0,76%) +8,89% (+25,35%)

》Flop 3《

$ASWM (+0,32%) -8,54% (-4,05%)

$YYYY (+0,38%) -6,43% (-9,68%)

$1211 (+0,22%) -3,95% (-13,58€)

》Purchases《

$1211 (+0,22%) 10x

$PID 35x

Apart from that, there wasn't really much else worth mentioning this month...

...so in this, wishing everyone another good hand...see you soon 👋🏻

What are your top 3 best performers in February?

My top ETF in February

$TDIV (+0,57%) +6.2%

$JEGP (+1,08%) +4.8%

$IDVY (+0,65%) +3.2%

My top individual stocks February

$DTE (-3,92%) +24.7%

$ENGI (+2,83%) +8.6%

$WKL (+0,63%) +6.4%

Laggards February

$HTGC (+1,99%) -10%

$MAIN (+1,37%) -7.7%

$CSG (-2,63%) -10.5%

$DTE (-3,92%) presented its quarterly figures for Q4 2025 today and, by and large, exceeded market expectations:

• Revenue (expected): 31.27 billion euros
• Turnover (reported): 31.72 billion euros

• EPS (expected): 0.44 euros
• EPS (reported): 0.44 euros

Despite the solid results, the reaction on the market was restrained, as the performance already seemed to be priced in. Nevertheless, the $DTE (-3,92%) once again underscored its operational stability in the challenging telecoms environment with these figures.

In addition, the $DTE (-3,92%) will propose a dividend of € 1.00 per share for the 2025 financial year. This corresponds to an increase of around 11% compared to 2024 and is already the third increase in a row. In addition, the management has announced a new share buyback program of around € 2 billion for 2026. Both are clear signals to me that the company wants to actively strengthen its shareholder return.

In my opinion, the growth drivers remain clearly recognizable. The further expansion of the fibre-optic network, rising customer numbers, particularly in the USA, and the increasing monetization of data services and digital offerings. The strong US subsidiary in particular remains a key earnings driver and is providing significant support for the Group's development. This certainly creates opportunities. The stable operating performance, combined with continuous dividend growth and share buybacks, makes the $DTE (-3,92%) a defensive anchor in my portfolio.

At the same time, however, the risks should not be ignored. The telecommunications sector is capital-intensive and highly regulated. High investments in network infrastructure can put pressure on free cash flow in the short term. Competition, particularly in the German broadband market, also remains intense. Added to this are possible regulatory interventions or geopolitical uncertainties that could affect individual markets.

In summary, the $DTE (-3,92%) solid figures with a slight beat in sales and EPS, rising dividends and a new buyback program. The company shows operational stability, but remains active in a challenging regulatory and investment-intensive environment.

How do you see it? Do you still see Deutsche Telekom as a stable dividend stock with structural value, or has a lot of upside already been priced in after the recent rally?

https://de.investing.com/news/company-news/deutsche-telekom-geschaftsjahr-2025-prognosen-ubertroffen-10--gewinnwachstum-je-aktie-angestrebt-93CH-3363778

~ No investment advice ~

Somehow I think I'm rebuilding the depot from @Dividendenopi after.

$BATS (+1,4%) , $RIO (+0,48%) , $DTE (-3,92%) , $PFE (-0,37%) , $ARCC (+2,28%) - all identical.

Instead of $ALV (-0,16%) I have $MUV2 (+0,98%) , Instead of $HAUTO (-1,8%) I have $WAWI (-0,48%) . 🙂

I missed HSBC, I was too slow. The ETF position is different and @Dividendenopi there is even more "smoke" in the portfolio with other tobacco stocks...

Our puppy has been walking by our side for almost a whole moon cycle now - a little companion who brings light, chaos and new paths into our lives 🐾🌙.

As my B.Sc. in Economics draws to a close, the lines of my investment strategy are also beginning to shift...

as if the stars themselves had changed their constellation ✨🔭.

At Scalable Capital, I'm erecting a protective shield for upcoming vet costs - a silver wall to protect us from life's unpredictable storms 🛡️🌫️.

Pet health insurance isn't worth it yet, so my own reserve is growing there, guarded like a treasure in an old chest.

Plus two faithful companions:

$VHYL (+0,11%) , the global dividend earner 🌍💸,

and $O (+0,97%) , the moon priest of monthly distributions 🌕🕯️.

My goal: €5,000, anchored in the ground like a rune stone that won't break even in winter 🪨❄️.

My "nest egg deposit" rests at Trade Republic - a silent guardian that only wakes up in real crises ⚔️🌑.

There flow $VWRL (+0,21%) and again $O (+0,97%) reinforced by the 2% interest that seeps into the reserve like drops of pure mana 💧🔮.

And yes... the odd individual purchase has crept in there like a mischievous forest spirit at dawn 🧝‍♂️🌫️.

At my house bank, the $SPYY (+0,35%) as a core ETF - free of charge as long as I'm still under 31, like a gift from the old gods 🎁🌤️.

Soon to be joined by the $VHYL (+0,11%) which brings me global dividend streams, like a river that doesn't freeze even in the depths of winter 🌊❄️.

Some dividend stocks are to follow; the runes have not yet been interpreted.

But $DTE (-3,92%) calls out like a beacon in the fog with its tax-free dividend 📡🔥✨.

Despite possible criticism from the shadows, I have chosen two ESG funds from Union Investment for my godchildren.

Not every path is the same, and sometimes you follow the star that only shines for you ⭐🧭.

My long-term goal remains as clear as the North Star over a quiet winter's night:

That all these small but steadily growing savings plans will one day pay for themselves - through interest, dividends and the unstoppable force of time.

A cycle that feeds itself 🔄🌌.

A wheel that keeps turning 🛞✨.

A fortune that grows like an ancient world tree, deeply rooted and yet striving towards the sky 🌲🌠.

Your DividendWeiser

These companies from my portfolio will be reporting in the coming days:

• $O (+0,97%)
• 
  $FRE (-0,76%)
• 
  $ALV (-0,16%)
• 
  $DTE (-3,92%)
• 
  $BAS (+0,02%)

Most interesting figures for my portfolio this week - $BAS (+0,02%)

For me, the $BAS (+0,02%) -figures are the most exciting. The big question: are we finally seeing a cyclical recovery - or will the pressure on margins persist?

The chemical sector is a classic early indicator for the industry. If demand, incoming orders or margins show the first signs of stabilization, this could be a signal for a broader economic recovery. Precisely because $BAS (+0,02%) continues to be one of the leading chemical companies in Germany, the figures are a particular priority for me.

If, on the other hand, the environment remains weak, the patience of us investors is likely to be further tested.

Of course $ALV (-0,16%) , $DTE (-3,92%) & Co. also provide important insights, but $BAS (+0,02%) is about the larger macroeconomic perspective. The overarching question remains: is the cycle turning - yes or no?

Which quarterly figures do you find most exciting this week - and why?

$DPZ (+3,29%)
$HIMS (-2,87%)
$KTOS (-0,15%)
$DOCN (+2,83%)
$FME (+0,38%)
$KDP (-1,44%)
$AMT (+1,28%)
$HD (-1,97%)
$WDAY (+2,84%)
$FSLR (-0,99%)
$TEM (+0,99%)
$O (+0,97%)
$MELI (+0,09%)
$HPQ (+3,62%)
$LCID (+4,23%)
$DRO (-2,59%)
$HSBA (-0,81%)
$FRE (-0,76%)
$AG1 (-2,64%)
$CRCL (+0%)
$UTHR (-0,54%)
$LDO (-0,66%)
$IDR (+3,85%)
$NTNX (+8,56%)
$PARA (+3,13%)
$NVDA (+1,17%)
$TTD (+0,74%)
$AI (+2,33%)
$CRM (+0,59%)
$SNPS (+0,07%)
$SNOW (-0,45%)
$PSTG (+2,04%)
$ZIP (+1,86%)
$ZM (+1,74%)
$NU (-1,76%)
$RR. (-0,93%)
$MUV2 (+0,98%)
$BIDU (-0,52%)
$CELH
$DTE (-3,92%)
$STLAM (+2,1%)
$WBD (-0,13%)
$HAG (+0,67%)
$QBTS (+3,69%)
$LKNCY (-4,26%)
$BABA (-0,94%)
$G24 (+2,42%)
$HTZ (-0,23%)
$PUM (-2,74%)
$AIXA (-0,41%)
$RUN (-3,69%)
$INTU (-0,29%)
$WULF (+3,21%)
$MNST (-0,1%)
$SQ (+0,74%)
$ADSK (+0,61%)
$MP (+2,75%)
$RKLB (+3,52%)
$SOUN
$SMR
$CRWV (+5,18%)
$CPNG (+0,55%)
$DUOL