To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (+0,63%)
• 06.05.25 -> Ferrari $RACE (+0,93%)
• 06.05.25 -> Progressive $PGR (-0,04%)
• 06.05.25 -> Zoetis $ZTS (+0,71%)
• 07.05.25 -> Novo Nordisk $NOVO B (+3,18%)
• 08.05.25 -> Main Street Capital $MAIN (+1,67%)
• 15.05.25 -> Allianz $ALV (+0,57%)
• 20.05.25 -> Mutares $MUX (-0,07%)
• 22.05.25 -> NextEra Energy $NEE (+0,99%)

July 2025

• 10.07.25 -> Progressive $PGR (-0,04%)
• 21.07.25 -> Prologis $PLD (+1,36%)
• 23.07.25 -> Amphenol $APH (+1,52%)
• 24.07.25 -> Greencoat UK Wind $UKW (+0,36%)
• 24.07.25 -> NextEra Energy $NEE (+0,99%)
• 24.07.25 -> Vidrala $VID (+0,3%)
• 25.07.25 -> Palfinger $PAL (+2,14%)
• 25.07.25 -> Volkswagen $VOW (-0,37%)
• 30.07.25 -> HSBC $HSBA (+1,45%)
• 30.07.25 -> Realty Income $O (+0,63%)
• 30.07.25 -> Rio Tinto $RIO (-0,43%)
• 31.07.25 -> Ferrari $RACE (+0,93%)
• 31.07.25 -> Main Street Capital $MAIN (+1,67%)
• 31.07.25 -> OMV $OMV (-0,18%)

August 2025

• 05.08.25 -> Aflac $AFL (+1,89%)
• 05.08.25 -> DHL Group $DHL (+1,58%)
• 05.08.25 -> Public Storage $PSA (+1,28%)
• 06.08.25 -> Novo Nordisk $NOVO B (+3,18%)
• 07.08.25 -> Allianz $ALV (+0,57%)
• 12.08.25 -> Mutares $MUX (-0,07%)
• 12.08.25 -> Zoetis $ZTS (+0,71%)

October 2025

• 09.10.25 -> Progressive $PGR (-0,04%)
• 21.10.25 -> Prologis $PLD (+1,36%)
• 22.10.25 -> Amphenol $APH (+1,52%)
• 22.10.25 -> NextEra Energy $NEE (+0,99%)
• 27.10.25 -> Palfinger $PAL (+2,14%)
• 28.10.25 -> HSBC $HSBA (+1,45%)
• 29.10.25 -> OMV $OMV (-0,18%)
• 29.10.25 -> Vidrala $VID (+0,3%)
• 30.10.25 -> Main Street Capital $MAIN (+1,67%)
• 30.10.25 -> Volkswagen $VOW (-0,37%)
• 30.10.25 -> Zoetis $ZTS (+0,71%)

November 2025

• 03.11.25 -> Public Storage $PSA (+1,28%)
• 04.11.25 -> Aflac $AFL (+1,89%)
• 04.11.25 -> Ferrari $RACE (+0,93%)
• 05.11.25 -> Novo Nordisk $NOVO B (+3,18%)
• 06.11.25 -> DHL Group $DHL (+1,58%)
• 10.11.25 -> Realty Income $O (+0,63%)
• 13.11.25 -> Mutares $MUX (-0,07%)
• 14.11.25 -> Allianz $ALV (+0,57%)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+0,99%)
• 27.01.26 -> Prologis $PLD (+1,36%)
• 28.01.26 -> Progressive $PGR (-0,04%)
• 28.01.26 -> Amphenol $APH (+1,52%)
• 29.01.26 -> Ferrari $RACE (+0,93%)
• 29.01.26 -> OMV $OMV (-0,18%)

February 2026

• 04.02.26 -> Aflac $AFL (+1,89%)
• 04.02.26 -> Novo Nordisk $NOVO B (+3,18%)
• 13.02.26 -> Allianz $ALV (+0,57%)
• 17.02.26 -> Zoetis $ZTS (+0,71%)
• 19.02.26 -> Main Street Capital $MAIN (+1,67%)
• 24.02.26 -> HSBC $HSBA (+1,45%)
• 24.02.26 -> Palfinger $PAL (+2,14%)
• 24.02.26 -> Public Storage $PSA (+1,28%)
• 24.02.26 -> Realty Income $O (+0,63%)
• 26.02.26 -> Greencoat UK Wind $UKW (+0,36%)
• 26.02.26 -> Vidrala $VID (+0,3%)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-0,43%)
• 05.03.26 -> DHL Group $DHL (+1,58%)
• 17.03.26 -> Volkswagen $VOW (-0,37%)

April 2026

• 15.04.26 -> Mutares $MUX (-0,07%)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+1,04%) ? Unfortunately I can't find them online.

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (+1,46%)
$TDIV (+1,68%)
$DGSD (+0,95%)
$MAIN (+1,67%)
$NOVO B (+3,18%)
$PGR (-0,04%)
$PSA (+1,28%)
$UKW (+0,36%)
$APH (+1,52%)
$DHL (+1,58%)
$HSBA (+1,45%)
$MUX (-0,07%)
$NEE (+0,99%)
$ZTS (+0,71%)
$AFL (+1,89%)
$O (+0,63%)
$SHEL (+1,04%)
$VID (+0,3%)
$RACE (+0,93%)
$PLD (+1,36%)
$OMV (-0,18%)
$PAL (+2,14%)
$RIO (-0,1%) and last but not least $VOW (-0,37%)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

I used the sale of Enphase to make a new investment in Vidrala, which has been on my radar for a few weeks. The company actually has everything I like about companies: an established, rather defensive business model, good dividend growth (even without the special dividend of the last two years), a bit of sustainability, growth ambitions and a suitable size, not too small but not too big either. What's more, it's cheaper over time than it has been for years. A subsequent purchase in the near future would also be an option, but I will wait and see how the investment develops in the near future.

Good chance...