I drive 1,000 kilometers to Barcelona with a friend and his electric car (id4) just to see real combustion engines up close - a childhood dream finally comes true. $RACE (-1%)

Detailed post in progress

Which childhood dreams have you already fulfilled? I nominate @InvestmentPapa
@DonkeyInvestor
@DividendenWaschbaer

It might just be a moped, but it's better than nothing

Question to the Commuinity, is it still worth joining Ferrari now $RACE (-1%) ? The share has come back extremely well after the low of 07.04. ........

$RACE (-1%)

FERRARI HAS JUST PUBLISHED ITS RESULTS

*FERRARI Q1 SALES €1.79B, ESTIMATE €1.77B ( BEAT ✅ )

*FERRARI Q1 ADJ. EPS €2.30, EST. €2.27 ( BEAT ✅ )

*FERRARI Q1 ADJ. EBIT €542M, EST. €526M ( BEAT ✅ )

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 (+0,38%)
• 06.05.25 -> Ferrari $RACE (-1%)
• 06.05.25 -> Progressive $PGR (+0,44%)
• 06.05.25 -> Zoetis $ZTS (-0,98%)
• 07.05.25 -> Novo Nordisk $NOVO B (+0,14%)
• 08.05.25 -> Main Street Capital $MAIN (-0,6%)
• 15.05.25 -> Allianz $ALV (+0,13%)
• 20.05.25 -> Mutares $MUX (-1,16%)
• 22.05.25 -> NextEra Energy $NEE (-2,29%)

July 2025

• 10.07.25 -> Progressive $PGR (+0,44%)
• 21.07.25 -> Prologis $PLD (-1,38%)
• 23.07.25 -> Amphenol $APH (+0,05%)
• 24.07.25 -> Greencoat UK Wind $UKW (-1,74%)
• 24.07.25 -> NextEra Energy $NEE (-2,29%)
• 24.07.25 -> Vidrala $VID (-0,8%)
• 25.07.25 -> Palfinger $PAL (+1,13%)
• 25.07.25 -> Volkswagen $VOW (-1,23%)
• 30.07.25 -> HSBC $HSBA (-1,44%)
• 30.07.25 -> Realty Income $O (+0,38%)
• 30.07.25 -> Rio Tinto $RIO (-1,62%)
• 31.07.25 -> Ferrari $RACE (-1%)
• 31.07.25 -> Main Street Capital $MAIN (-0,6%)
• 31.07.25 -> OMV $OMV (-0,11%)

August 2025

• 05.08.25 -> Aflac $AFL (-0,22%)
• 05.08.25 -> DHL Group $DHL (-1,96%)
• 05.08.25 -> Public Storage $PSA (+0,57%)
• 06.08.25 -> Novo Nordisk $NOVO B (+0,14%)
• 07.08.25 -> Allianz $ALV (+0,13%)
• 12.08.25 -> Mutares $MUX (-1,16%)
• 12.08.25 -> Zoetis $ZTS (-0,98%)

October 2025

• 09.10.25 -> Progressive $PGR (+0,44%)
• 21.10.25 -> Prologis $PLD (-1,38%)
• 22.10.25 -> Amphenol $APH (+0,05%)
• 22.10.25 -> NextEra Energy $NEE (-2,29%)
• 27.10.25 -> Palfinger $PAL (+1,13%)
• 28.10.25 -> HSBC $HSBA (-1,44%)
• 29.10.25 -> OMV $OMV (-0,11%)
• 29.10.25 -> Vidrala $VID (-0,8%)
• 30.10.25 -> Main Street Capital $MAIN (-0,6%)
• 30.10.25 -> Volkswagen $VOW (-1,23%)
• 30.10.25 -> Zoetis $ZTS (-0,98%)

November 2025

• 03.11.25 -> Public Storage $PSA (+0,57%)
• 04.11.25 -> Aflac $AFL (-0,22%)
• 04.11.25 -> Ferrari $RACE (-1%)
• 05.11.25 -> Novo Nordisk $NOVO B (+0,14%)
• 06.11.25 -> DHL Group $DHL (-1,96%)
• 10.11.25 -> Realty Income $O (+0,38%)
• 13.11.25 -> Mutares $MUX (-1,16%)
• 14.11.25 -> Allianz $ALV (+0,13%)

January 2026

• 23.01.26 -> NextEra Energy $NEE (-2,29%)
• 27.01.26 -> Prologis $PLD (-1,38%)
• 28.01.26 -> Progressive $PGR (+0,44%)
• 28.01.26 -> Amphenol $APH (+0,05%)
• 29.01.26 -> Ferrari $RACE (-1%)
• 29.01.26 -> OMV $OMV (-0,11%)

February 2026

• 04.02.26 -> Aflac $AFL (-0,22%)
• 04.02.26 -> Novo Nordisk $NOVO B (+0,14%)
• 13.02.26 -> Allianz $ALV (+0,13%)
• 17.02.26 -> Zoetis $ZTS (-0,98%)
• 19.02.26 -> Main Street Capital $MAIN (-0,6%)
• 24.02.26 -> HSBC $HSBA (-1,44%)
• 24.02.26 -> Palfinger $PAL (+1,13%)
• 24.02.26 -> Public Storage $PSA (+0,57%)
• 24.02.26 -> Realty Income $O (+0,38%)
• 26.02.26 -> Greencoat UK Wind $UKW (-1,74%)
• 26.02.26 -> Vidrala $VID (-0,8%)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-1,62%)
• 05.03.26 -> DHL Group $DHL (-1,96%)
• 17.03.26 -> Volkswagen $VOW (-1,23%)

April 2026

• 15.04.26 -> Mutares $MUX (-1,16%)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (-1,28%) ? 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 (-0,27%)
$TDIV (-0,23%)
$DGSD (+0,27%)
$MAIN (-0,6%)
$NOVO B (+0,14%)
$PGR (+0,44%)
$PSA (+0,57%)
$UKW (-1,74%)
$APH (+0,05%)
$DHL (-1,96%)
$HSBA (-1,44%)
$MUX (-1,16%)
$NEE (-2,29%)
$ZTS (-0,98%)
$AFL (-0,22%)
$O (+0,38%)
$SHEL (-1,28%)
$VID (-0,8%)
$RACE (-1%)
$PLD (-1,38%)
$OMV (-0,11%)
$PAL (+1,13%)
$RIO (-1,33%) and last but not least $VOW (-1,23%)

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

At that time between $P911 (-0,67%) and $RACE (-1%) and in retrospect unfortunately made the wrong decision despite Ferrari's high P/E ratio. We used the recent setbacks to make an exchange.