⬆️⬆️⬆️

- BERENBERG raises the price target for SIEMENS from EUR 215 to EUR 245. Buy. $SIE (+0%)

- BERNSTEIN raises the price target for SIEMENS ENERGY from EUR 15 to EUR 22. Underperform. $ENR (-0,65%)

- JPMORGAN PUTS SARTORIUS ON 'POSITIVE CATALYST WATCH' - 'OVERWEIGHT' $SRT (+0%)

- GOLDMAN raises the price target for FRAPORT from EUR 87 to EUR 90. Buy. $FRA (+0%)

- UBS raises the price target for NORDEA from EUR 145 to EUR 146. Buy. $NDA FI (+0,05%)

- BERNSTEIN raises the target price for SCHNEIDER ELECTRIC from EUR 275 to EUR 280. Outperform. $SU (+0%)

- UBS raises the target price for WPP from GBP 6.80 to GBP 7.20. Sell. $WPP (+0%)

- BERNSTEIN raises the price target for ALSTOM from EUR 17 to EUR 24. Market-Perform. $ALO (+0%)

- STIFEL upgrades HERMES from Hold to Buy and raises target price from EUR 2150 to EUR 2560. $RMS (+0%)

- INFINEON +4.2% - 'TOP PICK' OF THE UBS $IFX (+0,04%)

⬇️⬇️⬇️

- RBC downgrades UNILEVER from Sector-Perform to Underperform and lowers target price from GBP 48 to GBP 40. $ULVR (+0,11%)

- BERNSTEIN downgrades ABB from Market-Perform to Underperform and lowers price target from CHF 46 to CHF 45. $ABBN (+0,04%)

- BERNSTEIN downgrades SIGNIFY from Outperform to Market-Perform and lowers price target from EUR 30 to EUR 24. $LIGHT (+0%)

- DEUTSCHE BANK RESEARCH lowers the price target for UMICORE from EUR 10.50 to EUR 10. Hold. $UMICY

- DEUTSCHE BANK RESEARCH lowers the price target for DOCMORRIS from CHF 45 to CHF 25. Hold. $DOCM (+0,1%)

- BERENBERG lowers the price target for HORNBACH HOLDING from EUR 100 to EUR 94. Buy. $HBH (+0%)

- CITIGROUP downgrades ROLLS-ROYCE from Buy to Neutral. $RR. (+0,12%)

- JEFFERIES lowers the target price for BHP GROUP from GBP 22.50 to GBP 21.50. Hold. $BHP (+1,44%)

- JEFFERIES lowers the price target for GLENCORE from GBP 5.50 to GBP 4.50. Buy. $GLEN (+0,11%)

- JEFFERIES lowers the target price for RIO TINTO from GBP 64 to GBP 60. Buy. $RIO (+0,43%)

- BERENBERG lowers the target price for NOVO NORDISK from DKK 975 to DKK 725. Hold. $NOVO B (+1,29%)

I started to restructure my portfolio at the beginning of the year.

Out went a few underperformers and a partial sale (33%) of Siemens Energy to take some profits.

Now there is still a partial sale of $VUL (+4,22%) as this company currently accounts for 16% of my portfolio and is a very risky bet.

In future, no single stock should account for more than 10%.

My goal for 2025 is to beat the S&P500 again.

Sell:

$LITU (-0,27%) ( - 260€ )

$SBX (+0%) ( -330€ )

$NANO (+0,6%) ( -1732€ )

$ENR (-0,65%) ( +1774€ )

Purchase:

$ASML (-0,03%) ( 5x )

$NU (+0,32%) ( 100x )

$HLAG (+0%) ( 2x)

Happy New Year everyone! We are starting the new year with adjustments to the Sina ETF. (The performance here below somehow no longer corresponds to the actual performance, but so be it...) After this post you'll have peace and quiet from my ETF again :D

I sold some stocks and invested the dividends I received last year. That left me with 19 euros in cash, so it's still a 40-share ETF ;)

If this were my only portfolio, I would probably have held more cash and not reinvested directly, as the entry point doesn't always seem optimal. But I also proceeded without regard to entry points.

For the question of how high the profits or losses were, please refer to the portfolio.

Out are:

$STLAM (+0%) (loss)

$AFX (+0%) (loss)

$MC (+0%) (loss)

$OR (+0%) (loss)

$7203 (+0,66%) (loss)

$D05 (+1,77%) (Profit)

$RHM (+0,41%) (Profit)

$ENR (-0,65%) (Profit; also dropped from my "real" portfolio)

Partial sale:

$WMT (-0,17%) at 50%

Increased by:

$AAPL (+0,09%)

$MSFT (+0,1%)

$ASML (-0,03%) Since the position was down over 20%, but I am convinced in the long term

$GOOGL (+0,07%)

New additions:

$BKNG (+0,06%)

$JPM (+0,06%)

$NU (+0,32%)

$COST (+0,09%)

$AFL (-0,68%)

$INTC (+0,03%)

$CRM (+0,06%)

$NOVO B (+1,29%)

Hi everyone,

what investment ideas do you have for 2025?

My current focus will be on $GOOGL (+0,07%) Alphabet and depending on how the challenges with the salaries of the management of $ENR (-0,65%) Siemens Energy, I will also trade standard warrants and expand my equity portfolio.

What about you?

Analsyst updates, 06.12.

⬆️⬆️⬆️

• BERNSTEIN raises the price target for SIEMENS from EUR 220 to EUR 227. Outperform. $SIE (+0%)
• JPMORGAN raises the target price for SIEMENS ENERGY from EUR 38.70 to EUR 44. Neutral. $ENR (-0,65%)
• JEFFERIES upgrades BMW from Hold to Buy and raises target price from EUR 80 to EUR 85. $BMW (+0%)
• ODDO BHF raises the price target for AURUBIS from EUR 70 to EUR 76. Neutral. $NDA (+0%)
• UBS raises target price for AUTO1 from EUR 9.80 to EUR 20.50. Buy. $AG1 (+0%)
• UBS raises the target price for NORDEA from SEK 144 to SEK 145. Buy. $NDA FI (+0,05%)
• DEUTSCHE BANK RESEARCH raises the price target for FREENET from EUR 34 to EUR 36. Buy. $FNTN (+0%)
• DEUTSCHE BANK RESEARCH raises the target price for DS SMITH from GBP 4 to GBP 5.80. Hold. $SMDS (+0,15%)
• JPMORGAN raises the price target for THYSSENKRUPP from EUR 3.80 to EUR 4.10. Neutral. $TKA (+0%)
• JPMORGAN raises the target price for SALZGITTER from EUR 11.50 to EUR 14.10. Underweight. $SZG (+0%)
• JPMORGAN raises the price target for SCHNEIDER ELECTRIC from EUR 270 to EUR 275. Overweight. $SU (+0%)
• JPMORGAN raises the price target for KNORR-BREMSE from EUR 88 to EUR 92. Overweight. $KBX (+0%)
• MORGAN STANLEY upgrades HANNOVER RÜCK to Overweight. Target price EUR 292. $HNR1 (+0%)
• JPMORGAN raises the target price for COMMERZBANK from EUR 18.40 to EUR 19.50. Overweight. $CBK (+0%)

⬇️⬇️⬇️

• GOLDMAN lowers the price target for LVMH from EUR 770 to EUR 720. Buy. $MC (+0%)
• MORGAN STANLEY downgrades MUNICH RE to Equal-Weight. Target price 523 EUR. $MUV2 (+0%)
• JEFFERIES downgrades MERCEDES-BENZ from Buy to Hold and lowers target price from EUR 73 to EUR 60. $MBG (+0%)
• ODDO BHF lowers the price target for DELIVERY HERO from EUR 43 to EUR 38. Neutral. $DHER (+0%)
• WARBURG RESEARCH lowers the price target for COMPUGROUP from EUR 31 to EUR 24.50. Buy. $COP (+0%)
• JPMORGAN lowers the price target for VESTAS from DKK 143 to DKK 123. Neutral. $VWS (+0,05%)
• JPMORGAN lowers the price target for KION from EUR 44 to EUR 43. Overweight. $KGX (+0%)
• MORGAN STANLEY downgrades ORSTED to Equal-Weight. Target price DKK 480. $ORSTED (+0,05%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (+0%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (-0,65%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (+0%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+0,06%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (+0%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (+0,41%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+0%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+0%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+0,11%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (+0%)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (+1,02%)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (+0,05%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (+0%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (+0%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+0%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (+0%)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (+0%)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+0%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (+0%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+0%)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (+0%)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (-1,15%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (+1,28%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (+0%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+0%)

YTD 39% doesn't look so bad after all.

I will have to sell a share soon $VUL (+4,22%) because it is overweighted.

I'm still annoyed $PLTR (-1,72%) not to have bought at <10 but I was there at $ENR (-0,65%) was there at the right moment :)

Overall, I plan to clear out a bit by the end of the year and increase my cash allocation for now.

Any opinions?

After being a mostly silent reader for over a year now, watching with interest what strategies and views others are pursuing:

Today I would like to share my first milestone with you - and most likely (never say never) my last.

After the last few weeks have been rather sideways, today I'm green again and have made a significant jump.

🎉A portfolio value of €1,000,000🎉

Briefly in advance:

My start in the world of finance began with a securities account that I inherited at the age of 20 due to sad circumstances. I never really got to grips with investments and 2-3 years later, I had completely different worries and suffering and would have gladly swapped the portfolio for a loved one again.

Now a little about my "strategy"

I inherited a lot of "blue chip" stocks and gradually sold some of them and opted for other stocks.

In my opinion, the "price increase" team is clearly superior to the "dividend" team at Getquin. I have always tried to find a healthy mix, and I have to admit that dividend stocks help me to get more involved with investing.

In the ~7 years I have been active so far, I have also had to learn the hard way and gain experience. Here are a few brief insights for those who are interested:

$TTE (+0%) and $AI (+0%) were my first self-made purchases, whereby I gradually $AI (+0%) I gradually increased my holdings and fortunately was able to take a stock split with me.

My first speculative share $NEL (+0,04%) had a price gain of 300% in the meantime, but was sold at a loss after disappointing figures.

During a professional training program during Corona, I bought shares $GME (+0,12%) I bought shares and took part in the rollercoaster ride in which I was able to realize a profit of €1,500 from a €6,000 investment and a lot of sweating and excitement.

I bought 0.05 $BTC (-1,85%) and was able to successfully hold it for 2 years and go from 0 to 0 before the BTC price went through the roof. You have to manage that first.

After the scandal of $WDI I thought, well the figures may be falsified but the company will have a conscience value and I burned another €1,500 at a share price of €1.22.

In addition, I couldn't quite believe the sanctions against Russia and shortly before the announcement of the sanctions $GAZP I bought shares worth €1,600.

At the end of the millions, the purchase of $PLTR (-1,72%) where I can currently record a 450% price gain.

( Thank you Jan Böhmermann, your video about this "evil" company was the best advertisement )

I am now happy with my portfolio. In the long term, I am still waiting $WCH (+0%) for a reasonably positive exit.

Of $SAP (+0%) as I also work with it at work and don't see any competition in the medium term as far as customized solutions are concerned.

I would also like to increase the position of $ENR (-0,65%) and generally increase my weighting with the Worlds funds.

I have currently set up savings plans of around €900 (€700 Worlds, €150 S&P 500, €50 EM)

In addition, I have a securities account not tracked here where I have been participating in a share program for employees for 10 years with my annual bonus payment from my employer. I also regularly watch videos of "Finanzbär" on Youtube where I am occasionally tempted to make individual purchases (e.g. $HIMS (-0,41%) and $SHOP (-0,38%) )

I can highly recommend it!

Fortunately, I can expect 3 salary increases in the next 12 months due to collective agreements and a change of position in the company.

I would like to use this to top up my savings plans and am considering investing €100 a month in $BTC (-1,85%) or $MSTR (-3,1%)

and we'll see.

My next goal?

Continue in the same way but don't forget that you are alive NOW and treat yourself to something. And if things go well, enjoy life in a southern country in my early 40s and no longer have to work 😁

With this in mind :

Cheers 🥂 thanks to all of you

Analyst updates, 29.11.

⬆️⬆️⬆️

- BOFA raises the price target for SIEMENS ENERGY from EUR 48 to EUR 52. Neutral. $ENR (-0,65%)

- GOLDMAN raises the target price for DEUTSCHE TELEKOM from EUR 37 to EUR 39. Buy. $DTE (-0,03%)

- BERENBERG raises the price target for PFIZER from USD 27 to USD 29. Hold. $PFE (+0,04%)

- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 14.15 to GBP 16.02. Overweight. $TKWY (+0%)

- WARBURG RESEARCH raises the target price for RATIONAL from EUR 800 to EUR 810. Hold. $RAA (+0%)

- BOFA upgrades SCHNEIDER ELECTRIC from Underperform to Neutral and raises target price from 175 EUR to 255 EUR. $SU (+0%)

- BOFA raises the price target for NORDEX from 17.90 EUR to 19.30 EUR. Buy. $NDX1 (+0%)

- BERENBERG raises the target price for ZALANDO from EUR 29.70 to EUR 38. Buy. $ZAL (+0%)

- WARBURG RESEARCH upgrades WACKER NEUSON from Hold to Buy. Target price EUR 17. $WAC (+0%)

- WARBURG RESEARCH raises the price target for ALZCHEM from EUR 75 to EUR 77.50. Buy. $ACT (+0%)

- ODDO BHF upgrades NORMA GROUP from Neutral to Outperform. Target price EUR 18.10. $NOEJ (+0%)

- BOFA raises the price target for KNORR-BREMSE from EUR 68 to EUR 70. Underperform. $KBX (+0%)

- BOFA upgrades ABB to Buy. $ABBNY (+0,11%)

- BOFA upgrades KION from Neutral to Buy and raises target price from EUR 39.50 to EUR 48.50. $KGX (+0%)

- BOFA upgrades JUNGHEINRICH from Underperform to Neutral and raises target price from EUR 24 to EUR 26. $JUN3 (-0,72%)

- BERENBERG raises the price target for GLOBAL FASHION GROUP from EUR 0.23 to EUR 0.27. Hold. $GFG (+0%)

- HSBC raises the price target for DEUTSCHE BÖRSE from EUR 230 to EUR 236. Buy. $DB1 (+0%)

⬇️⬇️⬇️

- KEPLER CHEUVREUX lowers the price target for HUGO BOSS from EUR 59 to EUR 41. Buy. $BOSS (+0%)

- BOFA downgrades GENERALI from Neutral to Underperform and raises target price from EUR 26 to EUR 27. $G (+0%)

- DEUTSCHE BANK RESEARCH lowers the price target for L'OREAL from EUR 335 to EUR 280. Sell. $OR (+0%)

- BOFA lowers the target price for BAE SYSTEMS from GBP 13.75 to GBP 12.40. Underperform. $BA. (+0,82%)

- BERENBERG lowers the price target for ALLGEIER from EUR 22 to EUR 19. Buy. $0RQZ

Analyst updates, 25.11.

⬆️⬆️⬆️

- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (-0,03%)

- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (-0,03%)

- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (-0,65%)

- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+0,41%)

- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+0%)

- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (+0,05%)

- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (+0%)

- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+0%)

- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+0%)

- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+0%)

- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+0%)

- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN

- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (+0%)

- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (+0%)

- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (+0%)

- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (+0%)

- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (+0%)

- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (+0%)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (+0%)

- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (+0%)

- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (+0,05%)

- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (+0,04%)

- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (+1,02%)

- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (+0%)

- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (+0%)

- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (+0%)