Dear Community,

Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (-0,55%) with a considerable loss and $ETH (+0,24%) with a small profit and set up a weekly savings plan on $BTC (-0,25%) set up a weekly savings plan.

In order to simplify and streamline the portfolio even further, I now have the following question for you...

To help you understand my portfolio better, here is a brief explanation:

The main portfolio (currently approx. 150k) is a core-satellite portfolio with 56% $IWDA (-5,63%) , 20% $GGRP (-5,6%) , 12% $WSML (-4,27%) and 12% $XMME (-5,04%) .

With just under 20k is still the $CSPX (-5,42%) in the portfolio.

I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:

$MMM (-8,14%) approx. 1500€

$MSFT (-2,36%) approx. 1400€

$ABT (-4,06%) approx. 3300€

$JNJ (-3,01%) approx. 2800€

$PEP (-1,81%) approx. 2700€

$PG (-4,13%) approx. 3300€

$TDIV (-4,93%) approx. 3900€

$WQDS (-4,3%) approx. 3850€

$FGEQ (-5,26%) approx. 3800€

$VWRL (-4,62%) approx. 3750€

$FUSD (-4,97%) approx. 3750€

I save the ETF fraction constantly, nothing should or will change.

I'm just wondering how I should structure the ratio of individual stocks from now on. Should I increase all individual stocks to 5000€ per position or all stocks except Microsoft to 6k? Any other suggestions or ideas? If I simply leave the individual stocks untouched, the money would go into the div ETFs in tranches.

Total TER at 0.22 (which is quite acceptable for me) - and the overlaps are known and also okay for me 😄

Once again, thank you from the bottom of my heart and have a nice rest of Sunday 😎

Best regards

EvD

I would like your input please.

About 4 years ago I invested in the share $ABT (-4,06%) and have been investing monthly via a savings plan ever since. Apart from dividends, I am virtually 0/0 with the investment. Would you continue to hold or are there better alternatives in the healthcare sector? Also in view of the fact that a large part of the business is done with blood glucose meters and that these measurements could perhaps also be taken with an Apple Watch in the future. #stock

Earnings next week 🗓️

$WBA (+0%)

$UNH (-2%)

$BAC (-7,71%)

$C (-7,64%)

$JNJ (-3,01%)

$GS (-7,35%)

$SCHW (-6,94%)

$UAL (-3,9%)

$ASML (-2,09%)

$MS (-7,32%)

$ABT (-4,06%)

$TSM (-6,15%)

$NFLX (-5,74%)

$ISRG (-8,5%)

$AXP (-5,11%)

$PG (-4,13%)

30.07.2024 + today Microsoft, Paypal and many more + Tesla with technical progress + Abbott with high fine + Tilray with less loss + McDonalds high demand for the 5$ menu

McDonald's Corp. $MCD (-4,77%) misses analysts' estimates of $3.07 in the second quarter with earnings per share of $2.80. Sales of $6.49 billion are below expectations of $6.62 billion. Due to the high demand for the $5 menu, however, the company's outlook remains positive. 93% of all restaurants want to expand this offer further.

Tesla $TSLA (-9,97%) shares rose 1.4% after Piper Sandler issued a bullish note on the electric car maker, suggesting that Tesla may have finally cracked the code on fully self-driving technology and is worth a "buy" rating. Morgan Stanley has also elevated Tesla to its "top pick" in the US auto sector.

Abbott $ABT (-4,06%) fell 6.2% after a jury ordered the healthcare company to pay $495 million in damages in a premature baby formula lawsuit.

Tilray $TLRY (-5,26%) grows thanks to positive sales in the fourth quarter, the loss is smaller

Tuesday: Stock market dates, economic data, quarterly figures

Quarterly figures / company dates USA / Asia

12:30 Merck & Co quarterly figures

12:45 Pfizer quarterly figures

12:55 Procter & Gamble quarterly figures

13:15 Paypal quarterly figures

22:01 Microsoft quarterly figures

22:05 Mondelez | Starbucks | Stryker quarterly figures

22:15 AMD quarterly figures

Quarterly figures / Company dates Europe

07:00 Redcare Pharmacy | Covestro | Fresenius Medical Care Quarterly figures

07:00 Fuchs | Heidelberg Materials | DSM-Firmenich quarterly figures

07:00 Sika quarterly figures

07:30 Raiffeisen Bank International |SCOR Half-year figures

08:00 BP | Diageo | Standard Chartered quarterly figures

11:00 Vodafone AGM

13:00 Intesa Sanpaolo half-year figures

14:00 Linde AGM | Heidelberg Materials Analyst Conference

17:45 Airbus half-year figures

18:00 L'Oreal half-year figures

18:30 Airbus Call

Economic data

• 07:30 FR: GDP (1st release) 2Q PROGNOSIS: +0.2% yoy Q1: +0.2% yoy
• 07:30 FR: Private consumption June FORECAST: 0.0% yoy/ 0.0% yoy Previous: +1.5% yoy/+0.9% yoy
• 09:00 ES: GDP (1st release) 2Q FORECAST: +0.4% yoy/+2.4% yoy 1st quarter: +0.8% yoy/+2.5% yoy
• 09:00 ES: HICP and consumer prices (preliminary) July HICP PROGNOSE: +3.3% yoy previous: +3.6% yoy
• 10:00 DE: GDP (1st release) 2Q calendar and seasonally adjusted yoy FORECAST: +0.1% yoy Q1: +0.2% yoy calendar-adjusted yoy FORECAST: 0.0% yoy Q1: -0.2% yoy
• 10:00 IT: GDP (1st release) 2Q FORECAST: +0.1% yoy/+0.9% yoy Q1: +0.3% yoy/+0.7% yoy
• 11:00 EU: GDP (1st release) 2Q Eurozone FORECAST: +0.2% yoy/+0.5% yoy Q1: +0.3% yoy/+0.4% yoy
• 11:00 EU: Economic Sentiment Index July Economic Sentiment Eurozone Forecast: 95.6 Previous: 95.9 Industrial confidence Eurozone Forecast: -10.5 Previous: -10.1 Consumer confidence Eurozone Forecast: -13.0 Previous estimate: -13.0 Previous: -14.0
• 14:00 DE: Consumer Prices (preliminary) July PROGNOSE: +0.3% yoy/+2.2% yoy PREV: +0.1% yoy/+2.2% yoy HICP PROGNOSE: +0.3% yoy/+2.4% yoy PREV: +0.2% yoy/+2.5% yoy
• 16:00 US: Consumer Confidence Index July FORECAST: 99.5 previous: 100.4
• 16:00 US: Number of job openings, quits and layoffs (Jolts) June

The week will be pure entertainment.

Monday:

• Release of the Empire State Manufacturing Index (July)
• Start of the Republican National Convention
• Statements by FED Chair Jerome Powell and San Francisco
  Fed President Mary C. Daly
• Quarterly results from Goldman Sachs ($GS (-7,35%) ), BlackRock ($BLK ) and Servis1st Bancshares ($SFBS )

Tuesday:

• Start of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of retail sales (June), business inventories (May), import/export prices (June) and the real estate market index (July)
• Quarterly results from UnitedHealth ($UNH (-2%)), Bank of America ($BAC (-7,71%)), Morgan Stanley ($MS (-7,32%)), Charles Schwab ($SCHW (-6,94%)), PNC Financial ($PNC (-4,12%)), State Street ($STT (-7,02%)) and J.B. Hunt Transport ($JBHT (-0,34%))
• Statements by FED Governor Adriana Kugler

Wednesday:

• End of of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of housing data (June) and industrial production (June)
• Publication of the FED Beige Book
• Quarterly results from Johnson & Johnson ($JNJ (-3,01%)), US Bancorp ($USB (-4,86%)), Kinder Morgan ($KMI (-8,07%)) and Discover Financial Services ($DFS (-7,5%))

Thursday:

• Publication of the weekly Jobless Claims (until July 13)
• Publication of of the Philadelphia Fed Manufacturing Index (June)
• Quarterly results from TSMC ($TSM (-6,15%)), Netflix ($NFLX (-5,74%)), Novartis ($NVS (-5,43%)), Abbott ($ABT (-4,06%)), United Airlines ($UAL (-3,9%)) and Intuitive Surgical ($ISRG (-8,5%))
• ⚠️Abschluss of the Republican National Convention with speeches by Donald Trump (not sure)⚠️

Friday:

• Quarterly results from American Express ($AXP (-5,11%)), Travelers Cos. ($TRV (-6,36%)), Halliburton ($HAL (-10,15%)), Fifth Third Bancorp ($FITB (-4,24%)), Huntington Bancshares ($HBAN (-5,73%)) and Regions Financial ($RF (-3,67%))
• Statements from New York
  FED President
  John C. Williams and Atlanta Federal Reserve President Raphael Bostic

Here is a summary of important events & the Formatting is Getquin's fault!

US MARKET🇺🇸

Monday

Publication of the Empire State Manufacturing Survey of the New York Fed for April.

Publication of the retail sales in the USA for March.

Publication of the business inventories for February.

Publication of the homebuilder confidence for April.

Speeches by Lorie LoganPresident of the FED of Dallasand Mary C. DalyPresident of the FED Bank of San Francisco.

Quarterly reports from Goldman Sachs ($GS (-7,35%) ), Charles Schwab ($SCHW (-6,94%) ) and M&T Bank ($MTB (-3,09%) ).

Tuesday

Publication of the building permits for March.

Publication of the industrial production for March.

Quarterly reports from UnitedHealth Group ($UNH (-2%) ) , Johnson & Johnson ($JNJ (-3,01%) ), Bank of America ($BAC (-7,71%) ), Morgan Stanley ($MS (-7,32%) ), BNY Mellon ($BK (-7,51%) ) and PNC Bank ($PNC (-4,12%) ).

Wednesday

Publication of the mortgage applications for the week ending April 12.

Publication of the FED Beige Books.

Quarterly reports from United Airlines ($UAL (-3,9%) ), Abbott Laboratories ($ABT (-4,06%) ), U.S. Bancorp ($USB (-4,86%) ), Travelers Cos. ($TRVC34 ), Citizens Financial ($FCNCA (-3,04%) ), First Horizon ($FHN (-4,52%) ) and Discover Financial Services ($DFS (-7,5%) ).

Thursday

Publication of initial jobless claims for the week ending April 13.

Publication of the Philadelphia Fed Manufacturing Survey for April.

Release of existing home sales for March.

Speeches by John C. WilliamsPresident of the FED of New Yorkand Raphael BosticPresident of the FED of Atlanta.

Quarterly reports from Netflix ($NFLX (-5,74%) ), Intuitive Surgical ($ISRG (-8,5%) ) and Infosys ($INFY ).

Friday

Speech by Austan GoolsbeePresident of the FED of Chicago.

Quarterly reports from Procter & Gamble ($PG (-4,13%) ), American Express ($AXP (-5,11%) ), Fifth Third Bancorp ($FITB (-4,24%) ) and Huntington Bancshares ($HBAN (-5,73%) ).

Saturday

Possible events in connection with the Bitcoin halving.

EU MARKET

Monday

Release of industrial production

Speech by Philip Lane, Member of the Executive Board of the ECB

Quarterly reports from Pagegroup ($PAGE (-0%) ) 🇬🇧, Playtech $PTEC (-6,22%) ) 🇬🇧

Tuesday

Trade Balance (Feb)

ZEW Economic Sentiment

Eurogroup Meetings

Publication of the quarterly reports of Ashmore ($ASHM (-7,48%) ) 🇬🇧

Wednesday

Publication of CPI data

EU Summit & Eurogroup Meetings

Speech by Isabel Schnabel, Member of the Executive Board of the ECB

Quarterly figures from Severstal ($CHMF ) 🇷🇺, Volvo B ($VOLV B (-7,82%) ) 🇸🇪, Viscofan $VIS (-3,04%) ) 🇪🇸, Petershill Partners ($PHLL (-5,2%) ) 🇬🇧, Hays ($HAS (-6,72%) ) 🇬🇧

thursday

Speech by Luis de GuindosVice President of the ECB

EU Summit & Eurogroup Meetings

Speech by Isabel Schnabel, Member of the Executive Board of the ECB

- Quarterly figures from EQT AB ($EQT (-15,38%) ) 🇸🇪, EssilorLuxottica ($EL (-4,31%) ) 🇫🇷, Nordea Bank ($NDA FI (-10,27%) ) 🇸🇪, Sartorius Stedim ($DIM (-5,62%) ) 🇩🇪, Nokia Oyj $NOKIA (-3,39%) ) 🇫🇮, Inter Cars SA ($n/a) 🇵🇱, Tauron Polska Energia ($TPE (-4,95%) ) 🇵🇱, Forvia ($FRVIA (-9,06%) ) 🇫🇮, Dunelm ($DNLM (-3,29%) ) 🇬🇧, Adtran Networks SE ($ADV (+0%) ) 🇩🇪, Olvi Oyj A ($OLVAS (-0,9%) ) 🇫🇮, Econocom ($ECOM ) 🇧🇪, Talenom Oyj $TNOM (-3,42%) ) 🇫🇮, Alisa Pankki Oyj ($ALISA (-2,6%) ) 🇫🇮

Friday

Eurogroup Meetings

CFTC EUR speculative net positions

Quarterly figures from Sodexo ($SW (-7,41%) ) 🇫🇷, Linea Directa Aseguradora ($LDA (-0,51%) ) 🇪🇸, Alma Media ($002950 ) 🇫🇮, Gofore ($GOFORE (+0,03%) ) 🇫🇮

A week with many events...

Why is Bitcoin falling? What is the ECB doing? Lots of numbers and Paypal completely shocked me! ⤵️

The week was very eventful. Bitcoin fell sharply last week, Paypal wanted to shock the world with news on 25 January, the ECB decided on interest rates again and there were a number of quarterly figures this week. Let's take a closer look.

Why has Bitcoin fallen so much?

3 words explain it: Grayscale, FTX , Miner!

Miners are said to have sold around 10,000 $BTC (-0,25%)
BTC were sold. We are currently on the verge of a halving again. This means that the miners will soon only have half the income left. So they have used the increase to build up capital. They are investing in new hardware in order to be able to mine more. Electricity costs rise as a result and so on. They have to take profits from time to time to stay liquid.

Grayscale has converted the trust fund (GBTC) into an ETF and sold over 600,000 BTC. Grayscale's fee policy is not the best and led to further selling. Grayscale sold USD 640 million worth of bitcoins every day. This was felt by the market.

FTX sold 900 million US dollars to GBTC, generating a profit of around 300 million US dollars. However, another positive aspect is that all the new ETFs have already collected around 103,000 BTC and will continue to do so. The market will therefore continue to grow and profits will be taken from time to time!

Is the ECB now lowering interest rates?

No, they are not yet, but they are not currently rising any further. So now the ECB has also found the stop button. However, there are already rumors of interest rate cuts this year. But they don't want to commit to a calendar day, they want to reassess each time. It will be interesting to see what the market prices in for the next round. The FED will be back next week. However, it is not expected to cut interest rates for the time being, but also not to raise them!

Did Paypal shock you with the news?

On 17.01 the CEO of $PYPL (-4,25%) Paypal said that they wanted to shock the world on 25.01. That was yesterday and here's what came out of it. Apart from the fact that the exchange rate has fallen by more than 5% in an instant, they said that they are building in a new AI function that will allow you to get a kind of cashback with the Paypal app. So they are trying to jump on the AI bandwagon. But somehow, cashback via app is no longer a big innovation and the world perhaps expected something different. Of course, there was also very little information about what this will look like.

Some important quarterly figures from this week:

$V (-6,9%)
Visa first quarter earnings per share of $2.41 beat analyst estimates of $2.34. Revenue of $8.6 billion beat expectations of $8.55 billion.

$TSLA (-9,97%)
Tesla fourth quarter EPS of $0.71 misses analyst estimates of $0.73. Revenue of $25.17 billion below expectations of $25.61 billion. Tesla expects volume growth rate in 2024 to be significantly lower than last year.

$INTC (-10,9%)
Intel fourth-quarter earnings per share of $0.54, beating analysts' estimates of $0.45. Revenue of $15.4bn, above expectations of $15.16bn.

of $15.16 bn. Intel sees first quarter revenue of only $12.2-13.2 bn (consensus $14.25 bn) and EPS of $0.13 (consensus $0.34).

$LMT (-3,69%)
Lockheed Martin Corp. fourth quarter EPS of $7.90 beats analyst estimates of $7.28. Revenue of $18.87 billion beats expectations of $17.95 billion.

$PG (-4,13%)
The Procter & Gamble Co. second-quarter earnings per share of $1.84 beat analysts' estimates of $1.70. Sales of $21.4 billion below expectations of $21.47 billion. Outlook for financial year 2024 confirmed.

$MMM (-8,14%)
3M Co. fourth-quarter earnings per share of $2.42 beat analysts' estimates of $2.31. Sales of $7.69 billion in line with expectations.

General Electric Co. fourth-quarter earnings per share of $1.03 beat analysts' estimates of

analysts' estimates of $0.89. Sales of $19.4 billion

billion above expectations of $17.16 billion.

$JNJ (-3,01%)
Johnson & Johnson fourth quarter earnings per share of $2.29, beating analyst estimates of $2.28.

analysts' estimates of $2.28. Sales of $21.4 billion

billion above expectations of $21 billion.

$NFLX (-5,74%)
Netflix fourth-quarter EPS of $2.11 misses analysts' estimates of $2.21. Revenue of $8.83bn beats expectations of $8.72bn. Global subscription growth in Q4 +13.12m. Netflix sees first-quarter EPS of $4.49 (consensus 4.1) and revenue of $9.24bn (consensus 9.27bn).

$TXN (-7,04%)
Texas Instruments beat analysts' estimates of $1.49 earnings per share in the fourth quarter.

analysts' estimates of $1.47. Sales of $4.08 billion

billion below expectations of $4.12 billion.

Intuitive Surgical fourth quarter earnings per share of $1.60, beating analyst estimates of $1.48.

analysts' estimates of $1.48. Sales of $1.93 billion

billion above expectations of $1.89 billion.

$ABT (-4,06%)
Abbott Laboratories fourth-quarter earnings per share of $1.19 meet analysts' estimates.

Sales of $10.24 billion above expectations of

$10.17 billion

$T (-6,7%)
AT & T Inc. fourth quarter earnings per share of $0.54 misses analysts' estimates of $0.56. Sales of $32 bn above expectations of $31.46 bn.

expectations of $31.46 billion.

$TMUS (-7,33%)
T-Mobile US misses analysts' estimates of $1.91 in the fourth quarter with earnings per share of $1.67. Revenue of $20.48 billion beats expectations of $19.67 billion.

expectations of $19.67 billion.

#intel
#tesla
#netflix
#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#miner
#greyscale
#ftx
#paypal
#visa
#atandt
#johnsonandjohnson
#johnsonjohnson
#abbott
#intuitivesurgical
#3m
#texasinstruments
#generalelctrics
#proctergamble
#procterandgamble
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen

Disruption threat (?)

• $ABT (-4,06%) Apple and other companies are probably working on a blood glucose meter integrated into the smartwatch. If that were to come, of course, no one would measure blood sugar the conventional way anymore.
• $AMT (-2,74%) If Starlink becomes more efficient and cheaper in the future, cell towers will be superfluous.

How high do you rate the risk of disruption here? #Disruption