Have you heard about the multi-million dollar deal between ConocoPhillips and Shell? 🎉 ConocoPhillips is divesting itself of two oil fields in the Gulf of Mexico and a pipeline and is selling these assets to Shell (ex Royal Dutch Shell) for a whopping 735 million dollars $SHEL (-7,19%). The deal is expected to be completed by the end of the second quarter of 2025.

This transaction could be beneficial for both Conoco and Shell. For Conoco, it means fresh capital, while Shell can further expand its position in the Gulf of Mexico. ConocoPhillips' share price currently stands at EUR 96.40, while Shell is trading at EUR 32.40.

How do you see this development? Is this a smart move for both companies? Let's discuss it!

$8001 (-3,05%) increases the dividend in June by 25% from 80 YEN (previous year) to 100 YEN.

$MMM (-8,14%) increases the dividend in March by 4.29% from 0.7$ (previous quarter) to 0.73$.

$SHEL (-7,19%) increases the dividend in March by 4.07% from 0.344$ (previous quarter) to 0.358$.

#itochu
#mmm
#shell

Hello, I am thinking about restructuring my portfolio, which in my opinion is very unbalanced, with a view to the future. I'm thinking of an investment horizon of around 15-20 years.

I would like to structure the core of my portfolio with the help of 60% #etfs with the help of

• $VWRL (-4,62%) 30%
• $CSPX (-5,42%) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (-0,12%) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (-2,36%) , $GOOGL (-2,74%) , $AMZN (-3,47%) , $SAP (-5,31%) ,$NVDA (-7,25%) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (-3,01%) , $NOVN (-5,35%) , $NOVO B (-6,66%) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (-5,18%) , $1810 (-8,17%)
  $PG (-4,13%) but not sure yet either
• Industrial sector 5%
• Something like $6501 (-6,67%)
  $SIE (-7,45%)
• 
  Energy sector 7%
• $SHEL (-7,19%) , $ENR (-9,65%)
• 
  Financial sector
• $ALV (-8,43%) and $NU (-6,44%)

I currently have a monthly savings rate of 400-500 euros in addition to my studies and would divide this up accordingly and put it into a #sparplan and put it into a savings account.

What do you think of the weighting and do you have any tips, especially in the health sector?

Brief feedback is very welcome

#stockanalysis
#portfolio

- Oil

- gas

- EU emissions trading

- Copper

- Aluminum

- Gold

- Silver

Link: https://shorturl.at/5VrEF

#gold
#silber
#öl
#oiel
#kupfer
#aluminium
#metall
#edelmetalle
$SHEL (-7,19%)
$TTE (-6,71%)
$ABX (-8,2%)
$GLDA (-2,19%)
$GOLD (-7,04%)
$LNVA
$GOLD
$DE000EWG0LD1 (-0,32%)
$B7GN
$PAAS (-12,18%)
$PHAG (-4,04%)
$SLV (-5,6%)
$1BRN
$IOIL00 (-5,57%)
$WTI
$WTI
$CVX (-8,09%)
$XOM (-6,83%)
$OXYP34
$ALEX
$OD7A
$ALUM (-2,14%)
$COPA (-8,02%)
$OD7C
$SCCO (-9,44%)
$GLEN (-10,9%)
$RIO (-6,32%)
$RIO (-5,01%)
$RIO (-5,85%)

Hello Community,

Today I'd like to discuss my somewhat confusing use of various brokers. Maybe one or the other can give me some support here.

Consorsbank

I started investing a few years ago when I was still living in Germany. I used a well-known but rather expensive broker ( #consorsbank ). ETF savings plans are partly free here and I use the $XDWD (-5,67%) (TER 0.19%) as well as the $XMAW (-4,69%) (TER 0.25%). These 2 ETFs are deliberately separated, as the latter is backed by another cash inflow, the increase in value of which I would like to view separately (rent of a paid-off rental apartment).

However, historically, one-off purchases (order costs: 10 Euro + 0.25%) and savings plans (order costs: 1.5%) some individual positions such as $GOOGL (-2,74%) , $MC (-4,14%) , $META (-4,44%) , $SHEL (-7,19%) , $BATS (-4,36%) , $INTC (-10,9%) or $ASML (-2,09%) . So a colorful portfolio without focus (e.g. growth or dividends only, USA only or other).

Current account is required at Consorsbank and therefore not closed, custody account not absolutely necessary.

SaxoBank

I moved to Switzerland almost 4 years ago and initially invested here via DeGiro, but due to the cost reduction I switched to SaxoBank and actually closed DeGiro completely. Order fees of 1$ + 0.08% for American shares. European ones are usually 3 Euro + 0.08%. However, the stamp duty which applies to all brokers in Switzerland (0.075 Swiss stock exchange, 0.15% foreign stock exchange).

ETFs continued to be saved via Consorsbank. Individual shares (apart from a few small savings plans) from now on with SaxoBank. This applies to both new and existing positions ($GOOGL (-2,74%) , $INTC (-10,9%) , $MSFT (-2,36%) , $AMD (-8,01%) , $NESN (-3,88%) or $NOVO B (-6,66%) )

No trading with fractional shares possible! Complete transfer from Consorsbank to SaxoBank therefore not possible!

InteractiveBroker

Via Getquin, as well as via a mentioned Reddit group for Swiss finance, I came across the possibility to invest very cost-efficiently with #ibkr which specifically offers the possibility to invest in American ETFs (e.g. $VT (-5,27%) or $VOO (-5,33%) ), which are not only significantly cheaper (TER 0.07%, or 0.03%), but are also tax-exempt due to a tax treaty between #usa and the #schweiz bring tax advantages.

The order fees are incredibly low (0.0035 USD per share) and, as it is not a Swiss broker, there is no stamp duty! Accordingly, another 0.15% (0.075 for Swiss stock exchange) less compared to SaxoBank! Another strong argument is that I can transfer money free of charge from my German bank #euro as well as from my Swiss bank #chf free of charge. However, I would not like to put everything on one card/broker. I haven't invested in IBKR yet, but I'm wondering how I should best divide up my brokers.

Trading with fractional shares is possible and therefore also a portfolio transfer from Consorsbank.

Quick side info:

My wife has her own account with Consorsbank (before moving to Switzerland) and #degiro her own custody account, which doesn't make it any less complicated.

Summary:

Consorsbank:

ETFs plus shares available, high fees for shares, fractional shares possible, based in Germany

SaxoBank:

Shares available, low fees but stamp duty, no fractions of shares, domiciled in Switzerland

IBKR:

nothing available yet, very low fees, no stamp duty, deposit Euro & CHF possible, American ETFs like $VT (-5,27%) fractional shares possible, domicile in the USA (or UK for Swiss investors).

Questions:

a.) In future ETF, e.g. $VT (-5,27%) with IBKR?

a2.) If yes, liquidate existing ETFs and reinvest in American ETFs?

b.) Transfer portfolio, especially Consorsbank?

b2.) If yes, how to divide between SaxoBank and IBKR? Only IBKR?

c.) Are there major risks with IBKR (based in the USA/UK?)