Profits from $VIE (-7,27%) and $RWE (-6,04%) (bought 5 weeks ago both up over 10%) to increase cash reserve for purchases 🎉🥳🍾

Technological advances and global challenges are opening up new opportunities in various sectors. In addition to well-known areas such as artificial intelligence and renewable energies, there are less recognized sectors with significant growth potential. Here are some areas where I see a lot of potential.

For each area, I have listed a few stocks that are considered pioneers or already established...

1. 💧 Water management - the blue gold of the future

Why is it exciting?

- Water scarcity is becoming a pressing problem worldwide.

- Investments in water treatment, desalination and efficient use are increasing.

Example company:

- Xylem Inc. $X1YL34 - Specialized in water technologies and solutions.

- Veolia Environnement $VIE (-7,27%) - Leader in water and waste management.

2. 💻 Data processing & data centers - backbone of the digital era

Why is it exciting?

- Increasing data volumes require powerful infrastructures.

- Cloud computing, edge computing and quantum computing are revolutionizing the industry.

Example companies:

- Equinix $EQIX (-3,33%) - The world's leading provider of data center services.

- Digital Realty $DLR (+0,82%) - Specializes in data center solutions for companies.

3. 🚀 Space industry - The new economic space

Why is it exciting?

- Private companies are driving innovation and reducing costs.

- Applications range from satellite communication to space tourism.

Example companies:

- Virgin Galactic Holdings Inc. $SPCE (-0,77%) (SPCE) - pioneer in the field of space tourism.

- Rocket Lab USA Inc. $RKLB (-8,63%) (RKLB) - provider of low-cost rocket launches for small satellites.

- Airbus $AIR (-8,31%) (AIR) - Leader in aerospace technologies.

- Boeing Co. $BA (-8,12%) (BA) - Involved in manned space programs and satellite technology.

- Northrop Grumman Corp. $NOC (-5,33%) (NOC) - Specializes in defense and space systems.

4. 🌍 Rare earths & raw materials - foundation of modern technologies

Why are they exciting?

- Electromobility, renewable energies and electronics rely on rare metals.

- Recycling and sustainable mining are becoming increasingly important.

Example company:

- MP Materials $MP (-6,7%) - Largest producer of rare earths in the USA.

- Lynas Rare Earths $LYSDY (-0,5%) - Leading supplier outside China.

5. 🌱 Vertical farming - the future of urban food production

Why is it exciting?

- Population growth and urbanization require new farming methods.

- Indoor farming enables year-round production with reduced water consumption.

Example company:

- AeroFarms (not found on getquin) - pioneer in vertical farming with innovative cultivation techniques.

- AppHarvest $APPHQ - Operates high-tech greenhouses for sustainable cultivation.

💡 Conclusion: These emerging sectors offer significant opportunities for investors and innovators. Early involvement could be advantageous in the long term.

🔥 Which of these future industries do you think are particularly promising? Share your opinion in the comments!

✅ I'll list the companies mentioned in the comments here:

$LRV (-10,57%) (rare earths)

$TTEK (-2,57%) (water management)

$BMI (-5,8%) (water management)

$TSLA (-9,97%) (Robotics)

🔍 Disclaimer: No investment advice - only my personal assessment. Everyone should do their own research!

$RSG (-4,52%)
$VIE (-7,27%)

Because I like his videos, here comes another analysis

And this time it's the biggest single position in my portfolio 😁

https://youtu.be/Pni2Jl4mW7I?si=KmYbNR_6-dOGrIJ2

I want to save up the proportion of the two large ETFs to 25% each and then leave the portfolio roughly the same weighting, i.e. 50% ETFs, 40-45% equities and 5-10% Bitcoin.

I buy and hold and am not entirely sure how suitable some of the current stocks are for this.

On the other hand, there are a few companies that I would like to have in my portfolio for the long term (e.g. $WMT (-3,92%)
$COST (-3,7%)
$AWK (-2,31%) or $VIE (-7,27%) ), but I don't want to have more than 45 individual companies in my portfolio.

What do you think of the portfolio, do you have any suggestions for improvement?

Briefly about me: I am 22 years old and would like to continue building up my assets until I am about 60.

P.S.: The return is not correct. Due to a system error, getquin thought I had sold all my shares in the meantime. Fortunately, my portfolio was actually able to beat the S&P 500 this year and last year🤩

$VIE (-7,27%) When would be the next time for you to join?

Tech reduced. Stable, decent growth expected and very good dividend.

I would be pleased to receive feedback on the portfolio and possibly a recommendation for another last individual share (more on this in a moment).

My investment horizon is 15-17 years for now. Depending on how it develops towards retirement at some point. The aim is to generate a small pension contribution later on.

The ETFs as the main investment with currently 41%, later increasing to 50-60%. The S&P 500 as an extra to take advantage of a little more return compared to the World. I am considering replacing the World with the FTSE All-World (distributing) in order to keep the US below 60% overall in the long term.

In addition a handful of individual stocks:

$MSFT (-2,36%) long-term blue chip growth with a small dividend. (savings plan)

$8001 (-3,05%) Long-term strong growth and a decent dividend. (savings plan)

$ALV (-8,43%) as a long-term runner with a decent yield and very good dividend. (savings plan)

$PLTR (-11,65%) and $IOS (-0,65%) are long-term tech bets with +30% and +90% to date. Here, additional purchases are made when opportunities arise.

I would then like to add another share soon to diversify a little more and receive further dividends. My candidates are $ULVR (-3,5%) or $VIE (-7,27%). However, I need to look more closely at the long-term potential. If you have any opinions on this, please share them.

Hello, I would like to start here with your feedback on my current portfolio. I am pursuing a long-term investment strategy with an investment horizon of at least 15 years. I have been invested since 02/2023.

The ETFs are used for broad market coverage and diversification, while the individual stocks cover targeted growth potential and specific sectors. Deliberately two-pronged with the ETFs with $XDWD (-5,67%) and $VUSA (-5,34%) as the S&P offers a good one percent higher price return and also the dividend. In addition, I deliberately increase the weighting with the S&P, especially for $MSFT (-2,36%)
$NVDA (-7,25%)
$AMZN (-3,47%)
$AAPL (-6,8%)
$GOOGL (-2,74%)
$META (-4,44%) a little more.

To the individual stocks:

$PLTR (-11,65%) and $IOS (-0,65%) are bets on the future and are currently at +15% and +82%. Apart from that, I also want to think about dividends now for later and risk as little as possible overall, as retirement is also less than 20 years away.

I plan to add 1-2 more individual stocks to my portfolio (max. 8 individual stocks). Allianz $ALV (-8,43%) is set, and I am also considering adding Veolia Environment $VIE (-7,27%) as well.

What do you think of this strategy and the additions? Do you have any other recommendations or comments?

Many thanks in advance!

Position increased - the EMA200 was tested at approx. € 27.50 and the medium-term upward trend is currently still intact (hopefully for longer 🤑🤞🏽)

In the meantime, I already have 400 shares of this megabuilding in the depot.

First purchase of a giant - Veolia Environnement $VIE (-7,27%)

is a French company that offers a wide range of environmental services. Its business model is based on using increasingly scarce resources while protecting the environment.

Veolia is divided into four business units: Water, Waste, Energy and Transportation. The water division is one of Veolia's largest business units and provides solutions for water supply, wastewater treatment and water reuse. The company specializes in providing turnkey facilities and operating and managing existing water systems. It also offers specialized services such as water treatment for industry.

Another important area of Veolia's business is waste management. This involves the collection, transportation, recycling and disposal of waste. Veolia offers waste disposal solutions for households, businesses and industry, as well as recycling and reuse programs.

Veolia's energy division specializes in renewable energy sources and offers energy management and energy efficiency solutions. The company is able to provide tailored solutions for the transition to renewable energy, enabling a sustainable future.

Through its Transport division, Veolia offers environmentally friendly transport solutions such as public transport, ambulance and school transport, and community and disabled transport.

Veolia currently operates 95 waterworks, 4,800 wastewater treatment plants and well over 200,000 waste garbage cans under public service contracts in some 45 countries.