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 (+0,93%)

Detailed post in progress

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

As you probably know:

The AEX Index is increasingly developing from a classic national index into a dynamic reflection of international capital allocation.

More and more globally active companies are choosing Euronext Amsterdam as their primary stock exchange, whether for tax, regulatory or strategic reasons.

This development means that the AEX not only reflects Dutch economic strength, but is increasingly becoming a vehicle for broadly diversified international exposure.

The forthcoming expansion of the AEX from 25 to 30 stocks in September 2025 increases the likelihood that more multinationals will be included. This will give investors access to high-growth, globally networked companies, often with attractive valuations compared to overcrowded indices such as the S&P 500 or the DAX.

Those who recognize early on that the AEX is maturing from a "national" to a "transnational" index can benefit from a revaluation and potential capital inflows. In a time of geopolitical fragmentation, Amsterdam's geographical neutrality is an underestimated advantage.

Here are just a few examples:

$UMG (+0,06%)

$SHEL (+1,04%)

$ULVR (+0,55%)

$EXO (+0,59%)

As a result of the expansion from 25 to 30 titles, the following titles, among others, could migrate from the broader AEX all Share to the AEX:

$RACE (+0,93%)

$AF (-3,16%)

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

Question to the Commuinity, is it still worth joining Ferrari now $RACE (+0,93%) ? The share has come back extremely well after the low of 07.04. ........

$RACE (+0,93%)

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 (+0,63%)
• 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

At that time between $P911 (-0,48%) and $RACE (+0,93%) and in retrospect unfortunately made the wrong decision despite Ferrari's high P/E ratio. We used the recent setbacks to make an exchange.