US and China pause tariffs for 90 days

The USA and China have agreed on a significant de-escalation in the trade conflict: Most tariffs will be suspended for 90 days. US Treasury Secretary Scott Bessent announced that both sides want to reduce the tariffs. Tariffs on Chinese imports into the USA will fall from the current 145% to 30%, while China's tariffs on US products will be reduced from 125% to 10%. This agreement applies during the upcoming negotiations and President Trump is already planning a meeting with Chinese President Xi Jinping. The positive reaction of the US stock markets to this news was unmistakable, as Wall Street was surprised by the extent of the tariff relief. Large technology companies in particular, such as Amazon $AMZN (+9,42%)Apple $AAPL (+7,73%) and Tesla $TSLA (+7,83%) were able to record significant price gains.

Trump announces dismantling of non-monetary trade barriers

In another positive twist, US President Donald Trump has announced that China is willing to remove non-monetary trade barriers to US imports. This could mean that Beijing plans to ease the numerous regulations and export restrictions that make it difficult for foreign investment. In a joint statement, China also announced that it would suspend or terminate the non-tariff countermeasures against the US that have been in place since April. However, these tariff relaxations do not apply to sectoral tariffs, which are applicable to all US trading partners. News of the temporary agreement caused the S&P 500 to rise by over 3%, while defensive assets such as bonds and gold lost value. The dollar also experienced one of its biggest rallies since the November election. The strong share price gains of large technology companies led to the Nasdaq 100 returning to a bull market.

Sources:

https://finance.yahoo.com/news/live/trump-tariffs-live-updates-us-china-agree-to-slash-tariffs-in-90-day-trade-truce-191201246.html

https://finance.yahoo.com/news/trump-says-may-speak-xi-140610331.html

Greetings dear community,

after about 6 months of investing I thought I would share my experiences here with newer investors like myself and to get opinions and experiences from the old hands.

My journey with investing started last year in December, I also registered on GetQuin relatively quickly as I had seen an advertisement for it. Like any complete beginner, instead of reading up, I just bought what I saw in a buddy's portfolio:

$MSTR (-0,28%)

$IREN (+9,27%)

$SPGI (+3,58%)

$AAPL (+7,73%)

$XRP (-3,52%)

As you can see in my current overview, these shares are still in my portfolio - the background here is the "bear market" we have been experiencing since the beginning of the year. I didn't want to sell the shares at a loss and thought that the small positions I had invested in were no big deal.

However, the aim here is definitely to sort out thoroughly.

Thanks to the community here, I was able to learn a lot, read a lot of posts and also wrote one or two posts myself. As a result, I was able to build up a lot of knowledge and realized that I needed a solid strategy. 🧠

Quite quickly, I started to set up an ETF savings plan on the $IWDA (+4,12%) This is still running today and is part of my strategy. I have also made one or two individual investments in:

$AMZN (+9,42%)

$AMD (+6,66%)

However, in contrast to my predecessors, I have been much more involved with both companies, and my investment horizon is also far into the future thanks to my young age. What's more, I bought the shares during the price slumps - which clearly paid off again on a day like today. 😎

My future strategy would be a core-satellite strategy, with the All-World as the core and an ETF in the emerging markets or Europe as a satellite. In addition, I would buy individual shares in proven stocks and a $BTC (-0,4%) savings plan, which is also simply left to run, as I also find the topic of crypto as such extremely exciting! 😅

Finally, I would like to thank all the regular "posters" who provide young investors like me with valuable market information, new stocks with exciting prospects and knowledge in areas such as trading or well thought-out strategies.

I can also appeal to beginners and would like to encourage you to post here, ask questions and don't let it get you down - I am also at the beginning of my career and yet I am confident, inquisitive and ready to get further into the subject after my training and really implement my strategy! 🚀

Have a nice evening and good luck in your investment career 📈

The e-commerce sector is currently showing strong bullish signals - with three exciting stocks in particular: Jumia, Shopify and Amazon.

$AMZN (+9,42%) Amazon has impressed with strong Q1 figures. The cloud division AWS is growing dynamically again, the advertising business is booming and the AI hype is providing an additional tailwind. The Group is more profitable than ever in operational terms, which should further boost the share price.

$SHOP (+15,49%) Shopify is benefiting massively from the trend towards the digitalization of retail. Following the successful restructuring in 2023, the company is now once again showing accelerated sales growth and solid margins. Particularly exciting: the Shop Pay network is increasingly becoming a real competitor to Apple's payment system.

$JMIA (+8,72%) Jumia, on the other hand, is the real underdog with moonshot potential: the "Amazon of Africa" has massively streamlined its cost structure, focused on profitable growth and stabilized its operating business. The continent is at the beginning of an e-commerce revolution - which is exactly where $JMIA (+8,72%) Jumia is perfectly positioned. The valuation is currently historically low, while the potential is huge.

A x10 in the summer? Sounds crazy - but is not unrealistic for microcaps with a structural tailwind. $Jumia could explode with just a few positive news (e.g. strategic partnership, turnaround figures or political impetus). Those who get in early could enjoy exponential gains in the summer.

Conclusion: $JMIA (+8,72%)
$AMZN (+9,42%) and $SHOP (+15,49%) are the solid performers in e-commerce - but $JMIA (+8,72%) is the speculative high-flyer to keep on your radar.

Before the moment is over again, I would like to take a moment to celebrate my first small milestone: after almost a year of active trading, I have reached €10,000.

Most of the time I was still a student - with small savings rates, a lot of curiosity and learning by doing (and many mistakes). I've now been working as an engineer for a month and can invest properly for the first time. I'm excited to see where the journey will take me.

I am pursuing a long-term growth strategy, but I also like the charm of dividends as a motivator. With half of the bonuses, I will probably buy individual shares or burn a penny or two by gambling.

I know things aren't going perfectly, but I'm prepared to learn from mistakes and constantly question my strategy.

One small fly in the ointment: my Mercedes shares are currently still blocked.

I look forward to your feedback, experiences and tips - on the subject of crypto, I'm still torn as to whether I've missed the party.

Savings plans: 690€

200€ - $IWDA (+4,12%)

60€ - $EIMI (+3,85%)

40€ each - $JEGP (+1,17%)
$MAIN (+3,31%)

25€ each - $NOVO B (+3,58%)
$HTGC (+3,35%)
$GOOGL (+5,11%)
$WMT (+1,42%)
$CRWD (+6,2%)
$AMZN (+9,42%)
$MELI (+3,47%)
$META (+9,55%)
$NET (+8,5%)
$ALV (-2,71%)
$WM (-1,96%)
$ASML (+7,03%)
$SAP (+0,77%)
$PLTR (+2,35%)

US tech giants in focus

In the current season, all eyes are on the balance sheets of the big US tech giants such as NVIDIA $NVDA (+6,94%)Microsoft $MSFT (+3,79%)Amazon $AMZN (+9,42%) and Tesla $TSLA (+7,83%). These companies are at the center of stock market attention because their latest results and upcoming release dates are of enormous importance. They give us an insight into the economic situation and the future development of the industry. The quarterly figures are expected to be published in the next few weeks, which could lead to significant price movements on the stock market. Investors should be prepared for exciting developments, as these tech giants play a key role in the global economy and influence the markets far beyond their home turf.

China's economy battles deflation

In China, the economy is facing increasing challenges as consumer prices continue to fall in the wake of the trade dispute with the US. The consumer price index fell by 0.1 points year-on-year in April, falling short of expectations. This deflation could be detrimental to the economy in the long term, as it reduces companies' revenues and potentially jeopardizes jobs. The Chinese government has set itself an inflation target of around two percent, but weak demand and high unemployment among young people are weighing on economic stability. In order to stimulate the economy, the central bank has announced interest rate cuts. Although these measures are a step in the right direction, the trade conflict with the USA could continue to influence price trends in China, which means both opportunities and challenges for the domestic economy.

Sources:

https://www.finanzen.net/nachricht/aktien/giganten-im-ueberblick-bilanzen-tesla-nvidia-apple-amazon-co-termine-und-ergebnisse-der-tech-riesen-in-der-aktuellen-saison-14362387

https://www.finanzen.net/nachricht/aktien/wirtschaftlicher-gegenwind-handelskonflikt-und-deflation-belasten-chinas-konjunktur-14471455

First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅

As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈

since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹

At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆

In my portfolio introduction post, I mentioned that I would like to $DHR (+6,7%) against $SYK (+4,74%) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+2,89%) I also parted with

I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂

I tried as best I could to increase "every" position in the portfolio a bit🧐

First of all, I'll mention the positions that were further expanded

$VWCE (+4,07%) + ~10k

$GRAB (+3,37%) + ~1k to (3.38)

$BLK (+4,56%) + ~ 1.3k (678)

$ASML (+7,03%) + ~2.7k (555,45)

$GOOGL (+5,11%) + ~ 1.5k (124,66)

$MPWR (+12,76%) + ~ 1.6k (409,21)

$SOFI (+7,85%) + ~ 0.7k (7,78)

$LIN (+1,79%) + ~ 1.1k (388,20)

$QCOM (+5,76%) + ~ 1.5k (113,62)

$CRWD (+6,2%) + ~ 0.9k (289,75)

$MSCI (+3,64%) + ~1.3k (451)

$V (+2,27%) + ~ 1.4K (274)

$AMZN (+9,42%) + ~ 1.4K (159,74/159,34)

$MSFT (+3,79%) + ~ 1.7k (335/337,75)

$MC (+7,12%) + ~ 1.9k (482,31)

$NOVO B (+3,58%) + ~ 2.5k (51,68)

$ABBV (+4,81%) +~ 1.5k (152)

$NVDA (+6,94%) +~ 2k (85,04)

$UNH (+1,13%) +~ 1.7k (336,30)

$PEP (+2,46%) +~ 1.1k (114,97)

$MRK (+6,95%) +~ 1k (67,70)

------------------

now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇

$SYK (+4,74%) ~ 2.1k (305,72)

$META (+9,55%) ~ 1.4k (467,30)

$AVGO (+8,18%) ~ 1.1k (156,76)

$ISRG (+5,42%) ~ 1.6k (398,30)

$SPGI (+3,58%) ~ 1.2k (403,22)

$ANET (+8,49%) ~ 1.8k (70,50/58,65)

$UNP (+7,65%) ~ 0.9k (187,56)

$CAT (+6,35%) ~ 1.5k (246,50)

(I hope I have not forgotten anything)

I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬

Now I'm curious to see what you've bought, my dear investors?

Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣

thanks again for reading 🥸

in that sense

have a nice weekend ✌️

What a comeback! The Jumia $JMIA (+8,72%) -share, often referred to as the Amazon $AMZN (+9,42%) of Africa, posted an impressive +20 % yesterday - and has already gained well over 10 % today. And that's just the beginning!

After a long dry spell, Jumia $JMIA (+8,72%) is now turning on the turbo. With growing digitalization, booming e-commerce in Africa and a company that is perfectly positioned, now is the time for vision to become reality. The market fantasy is back - and with it the investors!

If you don't get in now, you may miss out on one of the most exciting rebound stories of the next few years. The recovery rally is underway - and it's going to be crazy!

To the moon? Jumia $JMIA (+8,72%) is ready. Are you ready too?