Over the past few days, I have made several share purchases. I have taken the opportunity to diversify my portfolio and selectively add stocks that I consider to be promising in the long term. My focus was on a balanced mix of stable companies and opportunities with growth potential. This allowed me to consistently pursue my investment strategy and further strengthen the basis for the future development of my portfolio.

Energiekontor $EKT (-0,11%) (subsequent purchase)

Novo Nordsik $NOVO B (-0,02%) (subsequent purchase)

LVMH $MC (-0,02%) (subsequent purchase)

Pernod Ricard $RI (-0,69%) (subsequent purchase)

Frosta AG $NLM (+3,05%) (first position)

Adobe $ADBE (+0,07%) (Subsequent purchase)

Nestle $NESN (-0,34%) (Subsequent purchase)

Occidental Petrolium $OXY (+1,33%) (first position)

Sixt Vz $SIX2 (+0,21%) (Subsequent purchase)

Realty Income $O (-0,07%) (Subsequent purchase)

Ping An Insurance (Subsequent purchase)

Volkswagen $VOW3 (-0,03%) (Subsequent purchase)

The Trade Desk $TTD (+0,43%) (subsequent purchase)

Daikin $6367 (+2,27%) (subsequent purchase)

Danaher $DHR (+0,59%) (subsequent purchase)

Have a great rest of the week!

Let's see what the next few days bring🧐

Hi guys, I am 21 years old (student) and want to build up a portfolio for the future.

To do this, I am focusing on growth and stability.

The current allocation in my portfolio is as follows:

~ 35% msci world

~65% individual stocks

$8031 (+0,4%) mitsui & co. 3.10%

$MC (-0,02%) LVMH 2.94%

What do you think of the positions and the breakdown? What would you personally find annoying or missing?

Thanks to everyone who took a look at haben🫶🏻.

Good evening everyone

I have just returned from my first stock market day in Zurich and it was very informative. I listened to the presentation by Thomas aka Sparkoyoten, Tim Schäfer and Lars Erichen (I didn't know him). It was very exciting and I was able to discuss a bit with Tim Schäfer in person later on. Really very likeable and down-to-earth for his now considerable wealth. We mainly discussed the topic of bitcoins and he shared my opinion that bitcoins are very risky and, unlike individual shares, had no added value. However, I only listened to the presentation, looked at a few stands and then left again as I wasn't really interested in the other presentations.

As I had attended the community meeting and dinner in the evening, I had to spend some time in the city. I went to Globus and treated myself to this lovely travel bag because it was so cheap. No, it would be nice😂 But maybe I can afford it one day with my $MC (-0,02%) dividends😅

Dinner was very tasty (Thai cuisine) and I was able to have lots of interesting conversations. In contrast to Tim Schäfer, Thomas wasn't as likeable and when I left and said goodbye he just ignored me. But no matter, the stock market day was a complete success for me with lots of new input😃

I have invested in LVMH. An interesting company that has been around for a long time and is safe and, in my opinion, somewhat undervalued. With good dividends.

This consists of dividend shareswhose distributions are automatically reinvested.

In addition to my ETFs (MSCI World, Nasdaq), I would like to use this approach a little more return deliberately with slightly higher risk.

Diversification is the key for me: ETFs for the broad base, dividends for the extra boost.

$MAIN (+0,47%)

$BRK.B (-0,04%)

$MSFT (+0,01%)

$GOOGL (-0,1%)

$RKLB (+0,45%)

$FRE (+0,44%)

$HIMS (+1,37%)

$NOVO B (-0,02%)

$RR. (-0,07%)

$MC (-0,02%)

📈 Performance:

S&P500: +1.51%

MSCI World: +1.76%

DAX: +2.59%

Dividend portfolio: +4.24%

My high and low performers in July were (top/flop 3):

🟢 $UNH (+0,9%) UnitedHealth +16.78%

🟢 $ADM (-0,19%) Archer Daniels Midland +12.33%

🟢 $8058 (+0,06%) Mitsubishi Corp. +12.05%

🔴 $LLY (+0,24%) Eli Lilly -5.99%

🔴 $MSFT (+0,01%) Microsoft -7.51%

🔴 $CTAS (+0,03%) Cintas -9.20%

Dividends:

August 2025: €129.54

August 2024: € 101.41

Change: +27.74% 🥒

Sales:

🟥 $7974 (-0,24%) Nintendo (6 pcs.) +100%

Purchases:

🟩 $PG (+0%) Procter & Gamble (4 pcs.)

Savings plans:

• ($CTAS (+0,03%) ) Cintas (50€)
• ($MC (-0,02%) ) LVMH (50€)
• ($MSFT (+0,01%) ) Microsoft (25€)

What else has happened?

The tax assessment notice has arrived and the back payment has increased to 4100€. Funnily enough (typical for Germany), the advance payment is calculated on the basis of this year. As everything seems to run automatically, nobody checks whether this makes sense. In any case, the tax office assumes that I will have to pay the same amount again next year (or more) and tells me that I should pay €6500 in advance. Of course, I'm now asking for a recalculation. But that's a lot of work again, which could have been avoided if someone had just looked over it. Then they would have seen that this was a one-off. Well, what else do I expect these days.

The appointment at the garage has been arranged for the beginning of September. Let's see what else is in store for me.

I'm going on vacation at the end of September. That will be necessary again. My last vacation was around Christmas last year.

🥅 Goals for 2025:

Deposit of €10,000 and thus a deposit volume in the share portfolio of ~€73,000

Target achievement at the end of August 2025: 60.58%

How was your August?

If you liked the report and would like to read more, feel free to follow me,

If you're not interested, you can keep scrolling or use the block function.

In my opinion, it's time for a small correction 😈 and today the stars are aligned, especially favorably for LVMH

$MC (-0,02%)