Hello everyone,

Things have been a bit quiet for me over the last few months.

Here are a few investments that I made during this period and also during the crash.

Buy:

$NVO (-0,77%)

Tranche: Entry at €57.90

Tranche: € 64.60

$COIN (-0,32%)

Entry at € 205.25

$NET (+0,79%)

Entry at € 108.32

$GOOGL (-0,45%)

Entry at € 140.40

$BBAI (+22,34%)

Further tranche at € 3.26

Sell:

$LMT (+0,65%)

Sell at 426€

$HIMS (-1%)

Sale at 40,99€

During this time, I also $RHM (+1,27%) and $TSLA (-0,76%) shorted, losing 100% on the respective shorts :D.

What investments did you make during this time?

🤝 Strategic partnership between Rheinmetall $RHM (+1,27%) (🇩🇪) & Anduril Industries (🇺🇸)

🎯 Goal: Joint development & production of:

• ✈️ Anduril missiles "Barracuda" & "Fury"
• 🔥 Solid rocket motors for the European market

⚔️ Previous cooperation on drone defense systems

🌍 Focus on rapid production & adaptation to NATO missions

📈 Rheinmetall share price up slightly after announcement

📊 Rheinmetall focuses on growth through:

• 🇮🇹 Cooperation with Leonardo $LDO (+2,01%) for battle tanks
• 🇺🇸 Cooperation with Lockheed Martin $LMT (+0,65%) for missiles & fighter jets

Source:

https://www.handelsblatt.com/unternehmen/industrie/ruestung-rheinmetall-geht-partnerschaft-mit-us-konzern-anduril-ein/100135848.html

Hi Dear GQ Community,

Today I wanted to share my portfolio with you and see what you think or say about it. You are welcome to make suggestions for improvement. 😃

First of all about me, I am 31 years old, father of 2 children and only work as a service technician 👷‍♂️unterwegs which is why I currently have no more than 100€ - 130€ per month available to invest. I always thought with your high sums that I would not divide my portfolio because it is so small. But today I'm just going to do it 😅.

I've only been investing since the end of May 2025. I'm looking for dividends that are partly reinvested and partly paid out. But I want to save for old age in the long term to possibly supplement my pension 🧓later on. 💰💸

Now to the portfolio. I don't currently have a plan for how much of my budget is going where. I'll look at it for a month and then decide who has performed best 📈 and who has performed less 📉.

I currently have:

ETF savings plans:

• $IWDA (-0,09%) with monthly 25€
• $VHYL (-0,03%) with monthly 15€
• $EIMI (-0,47%) with monthly 10€

Individual shares:

• $OXY (-1,17%)
• $PEP (+0,32%)
• 
  $KO (-0,04%)
• 
  $SHEL (-0,83%)
• 
  $RHM (+1,27%)
• 
  $BAC (-1,4%)

Crypto:

• $BTC (-0,4%)

The savings plans are saved every month and the individual shares are saved more or less depending on the month. Because $BTC (-0,4%) to be honest, I'm in it just for fun. I'd like to see where the journey takes me.

As I said, I'll decide exactly how it will be divided up next month when I see who has performed best by then. And then it will be adjusted monthly.

At the moment my portfolio is only in the red with the order fees from Trade Republic, if these weren't there I would already be slightly in the black. But I am investing for the long term and am not out for day trading.

Now I'm curious to hear what you have to say, and please don't completely tear me apart 😅.

Hello everyone,

I'd like to introduce you to one of my latest trades:

here is an Inline OS on Rheinmetall with a term until 21.11.25 which I bought yesterday after I sold my 18er long on RWE with almost 50% plus yesterday (thanks @Multibagger who drew my attention to RWE).

As long as the price remains between 1500 and 2600 EUR, I will receive 10 EUR back at the end of the term -> return would be over 200%.

My goal is to bet on slightly rising prices and to sell the bond at around 5-6 EUR in a few weeks when Rheinmetall returns to the ATH...

Feel free to write what you think

HG small investor

$RHM (+1,27%)

The technology group Rheinmetall $RHM (+1,27%) has landed a significant series order:

A renowned North American manufacturer of commercial vehicles is ordering a mid-six-figure quantity of the new CWA 2000 high-voltage coolant pump - for use in battery-powered e-trucks in the medium and heavy-duty segment.

📆 Delivery period: 2028 to 2035

💰 Order volume: double-digit million euro amount (EUR)

🌎 Market: North America

🔧 Product: CWA 2000 - developed for the highest thermal requirements for electric drives

🔍 What can the CWA 2000 do?

⚡ Suitable for high-voltage - voltage class HV3b, up to 850 volts

🔄 Flexible use - for battery-powered vehicles and fuel cell drives

🛡️ Safe - with active/passive high-voltage interlock loop for protection in the event of tampering

🔧 Durable & efficient - designed for continuous operation under demanding conditions

🎯 Why is this order important?

• 📈 Strategic market expansion in North America for thermal management components in the e-commercial vehicle sector
• 🤝 Proof of confidence in Rheinmetall's technological expertise
• 🔄 Contribution to the transformation of drive technology and the expansion of sustainable mobility
• 🧩 Part of the long-term growth strategy of the Power Systems division, which delivers digital and sustainable solutions for mobility & energy

Source:

https://www.rheinmetall.com/de/media/news-watch/news/2025/06/2025-06-10-rheinmetall-cwa-2000

Image source:

https://www.rheinmetall.com/de/produkte/wasserstoff/wasserstoff/balance-of-plant/hochvolt-kuehlmittelpumpe

This trade is up 150% since Friday. From the current level there is still 60% to be gained. On my entry approx. 130% again. Term of the bill until 15.08. $RHM (+1,27%) Should remain between 1100,-- and 2000,-- Euro. I think that's pretty realistic. The only problem is that it won't make the last % until the beginning of August. I might therefore sell it earlier. Let's see, it would reach its highest level at the moment if $RHM (+1,27%) would fall to 1,600.