In the startup scene - especially in the tech environment - there are events where founders or teams openly share their experiences of failure: The so-called "Fuck Up Nights".

The tone and choice of words is deliberately provocative and direct; it signals openness, learning from mistakes and an unconventional culture. I'm a big fan of these events!

Why am I sharing this here?

There are also many on this "event" platform who can learn from the "failures" (in investing) of others and the experience gained from them.

So, I hereby encourage you not only to present the successes, but also the "fuck ups" 🙈

And I'll start with my own experiences/fuck ups. Here is a selection:

$AVGO (+0,48%) - Held in the red for a long time and then - when the price finally turned "green" - sold immediately. I completely missed the current rise.

$LMND (+1,21%) - Bought as a tenbagger in the high phase and believed that the "ride" would go on and on. Then sold in the crash at a comparatively high loss, but also missed the current recovery. The hope of making a "quick buck" has blurred our view of the facts.

$SIE (-0,32%) - We sold in panic because of a 15% loss and missed the re-entry instead of trusting that the company would "come back". Lack of patience and calm!

In addition, there are various supposed "high flyers" of Canadian penny stocks that are (repeatedly) advertised on the relevant portals. I must have fallen for them two or three times in my young life as a shareholder.

In addition, various leveraged products where greed has "eaten" the brain and therefore the jump was not made in time.

In total, I "sunk" around 25 - 30k because I was initially too gullible/ naive on the one hand and paid too little attention to the facts and figures on the other. In addition, there was sometimes hectic actionism (both when buying and selling).

What are your experiences/"fuck ups" in investing that others can perhaps learn from?

Hello, dear GQ community!

Due to my still quite small portfolio with TR, I have now decided to sell it completely after the successful restart in Switzerland and start a new chapter with Swissquote.

Now to the problem: I was able to sell all positions smoothly, except for $AVGO (+0,48%) & $NOVO B (-0,22%)

I can only buy these or create a savings plan.

Are you aware of anything similar?

Dear Community,

even if a bit late, I would like to share my €300k portfolio milestone with you!

My approach (28 years old, Quality-Growth Tech)

I pursue a buy-and-hold strategy with a focus on companies that have the potential to become real "compound machines". In doing so, I concentrate on:

Selection criteria:

• Strong competitive advantages ("economic moats")
• High and expanding margins (gross, EBITDA, EBIT & FCF)
• Rising returns on capital over various economic cycles
• Low debt
• Sustainable growth potential

Sector allocation: My portfolio is mainly focused on IT, semiconductors and financial services - sectors that I believe will continue to shape the economy in the future.

Core positions (>50% of the portfolio):
$NVDA (+0,19%) | $GOOGL (-0,67%) | $META (+0,04%) | $AMZN (+0,28%) | $MSFT (-0,31%) | $AVGO (+0,48%) The deliberate overweighting of the tech sector reflects my conviction that information technology remains the key growth driver.

New development: In addition, I have recently taken advantage of the high market volatility for short-term swing trades, which sometimes give me more and sometimes less return

Roast my approach! 😄

Where do you see weaknesses? What would you do differently?

Hello dear Getquin Community,

After $ORCL (-0,07%) Oracle caused quite a stir after the last quarterly figures and the market reacted extremely positively with a 40 percent increase in the share price, so much so that CEO Larry Ellison briefly became the richest person in the world overnight, I wanted to unravel the magic and find out exactly which division caused this tremor.

The answer is Cloud Infrastructure, or OCI for short. In this area, the demand for data centers for artificial intelligence has exploded, which has brought Oracle long-term orders worth 455 billion US dollars. However, it is not only Oracle that is benefiting, but also other hyperscalers, regional challengers and, above all, the so-called shovel manufacturers that provide the basic infrastructure.

I have taken the trouble to look for potential competitors and up-and-coming challengers so that you have a complete overview of this sector. I have divided the whole thing into the following segments: 🌍 Big players (hyperscalers), 💡 Hidden champions (selection by region), ⚒️ Shovel manufacturers (infrastructure suppliers) and, as always, my favorite.

If I have overlooked any important aspects or a classification was not entirely precise, I look forward to your comments and exciting additions. Together we can understand this topic even better and learn from each other.

Feel free to leave a 👍. I wish you every success with your investments 🚀

🌍 Big Player (Hyperscaler)

Amazon Web Services - $AMZN (+0,28%) (USA, Nasdaq) → World market leader with >30 % market share, huge data centers & own AI chips (Trainium, Inferentia)

Microsoft Azure - $MSFT (-0,31%) (USA, Nasdaq) → second largest provider, strong AI focus through OpenAI partnership

Google Cloud - $GOOGL (-0,67%) (USA, Nasdaq) → third largest provider, specialized in AI workloads & big data

Oracle Cloud Infrastructure (OCI) - $ORCL (-0,07%) (USA, NYSE) → Number 4 worldwide, currently fastest growth (+70-80 %), RPO USD 455 bn

Alibaba Cloud - $BABA (+0,74%) , $9988 (+0,67%) (China, NYSE/HKEX) → Market leader in Asia, complete cloud suite from IaaS to AI

Favorite: Oracle - $ORCL (-0,07%)

Oracle impresses with its cloud infrastructure OCI, which recently collected orders worth 455 billion US dollars. The moat lies in the close integration of the database business and cloud services as well as the multi-cloud partnerships with Microsoft and Google. The compounder property is the result of long-term contracts and economies of scale in data center construction.

Alternative favorite: Alibaba Cloud - $BABA (+0,74%) , $9988 (+0,67%)

Alibaba is number one in Asia and number four worldwide. The moat lies in the close integration with Alibaba's e-commerce and fintech ecosystem. The compounder property stems from the enormous growth in emerging markets and the increasing demand for cloud services in China. While the stock is valued significantly cheaper than Oracle, there are geopolitical and regulatory risks.

💡 Hidden champions (selection by region)

🇪🇺 Europe

OVHcloud - $OVH (-1,76%) PA (France) → largest European cloud provider, GDPR- and Gaia-X-focused

Scaleway - private (France, part of the Iliad Group) → Developer and AI cloud platform

T-Systems - part of $DTE (+0,17%) DE (Deutsche Telekom, Germany) → Hybrid & Sovereign Cloud for Public Sector

IONOS - $IOS (-5,07%) DE (Germany, Xetra)

Largest European web hosting and SME cloud provider. Burggraben: strong brand and high customer loyalty in the SME sector.

Aruba Cloud - private (Italy) → regionally strong in SMEs & hosting

Outscale - private (France, subsidiary of Dassault $DSY.PA) → Industrial Cloud & Simulation

Favorite: OVHcloud - $OVH (-1,76%)

Burggraben: strong position as a GDPR-compliant sovereign cloud with Gaia-X. Compounder: increasing trust from authorities and companies ensures growing recurring revenues.

🇨🇳 China

Baidu AI Cloud - part of $BIDU (+1%) , $9888 (+0,9%) (Nasdaq, China/USA) → AI workloads, autonomous driving, language models

JD Cloud - part of $JD (+0,24%) , $9618 (+0,13%) (Nasdaq, China/USA) → Cloud for e-commerce & retail

Kingsoft Cloud - $KC (-0,37%) , $3896 (+0,85%) (Nasdaq, China/USA) → Gaming, streaming and app cloud

China Telecom Cloud - part of $728 HK (HKEX) → Infrastructure cloud, state-supported

China Mobile Cloud - part of $941 HK (HKEX) → 5G edge cloud with telecom backbone

Favorite: Kingsoft Cloud - $KC (-0,37%) , $3896 (+0,85%)

Moat: Specializing in gaming, streaming and mobile apps with deep integrations into ecosystems. Compounder: benefits from China's growing online consumption and strong embedding in the Tencent environment.

🇯🇵 Japan

NTT Communications - part of $9432 (+0,81%) T (Tokyo) → Enterprise cloud with global network

NEC Cloud - $6701 (+0,75%) T (Tokyo) → Government & security solutions

Fujitsu Cloud K5 - $6702 (+4,99%) T (Tokyo) → Hybrid cloud for large companies

Rakuten Symphony Cloud - part of $4755 (+1,04%) T (Tokyo) → 5G & telecom cloud

IIJ Cloud - $3774 (+0,34%) T (Tokyo) → Cloud pioneer for enterprise IT

Favorite: NTT - $9432 (+0,81%)

Moat: global telecom backbone and huge enterprise customer base. Compounder: expansion of data centers in Asia and Europe with stable recurring revenues.

🇮🇳 India

Reliance Jio Cloud - part of $RELIANCE NS (NSE India) → Telecom Cloud, partnership with Azure

Tata Communications IZO - $TATACOMM NS (NSE India) → Hybrid cloud & global backbone

Infosys Cobalt - $INFY (NYSE/NSE India) → Cloud migration platform & consulting

HCLTech Cloud - $HCLTECH NS (NSE India) → AI-powered hybrid cloud

Wipro Cloud Studio - $WIPRO NS (NSE India) → MultiCloud service provider

Favorite: Tata Communications - $TATACOMM

Moat: global fiber optic network and deep networking in hybrid cloud. Compounder: growing international expansion and increasing demand for multi-cloud solutions.

🌏 Asia / Oceania

Naver Cloud - part of $035420 KQ (Korea KOSDAQ) → AI & gaming cloud

Samsung SDS Cloud - $018260 , $SMSN (+1,29%) KQ (Korea KOSDAQ) → Enterprise & IoT Cloud

KT Cloud - part of $030200 KQ (Korea KOSDAQ) → Telecom & Edge Cloud with 5G

Telstra Cloud - $TLS (-0,47%) AX (Australia) → Telecom Cloud, Asia-Pacific focus

Macquarie Telecom Cloud - $MAQ AX (Australia) → Public Sector & Compliance

Favorite: Naver Cloud - $035420

Moat: strong integration of AI and gaming in Korea. Compounder: rapid scaling due to growing demand for AI and ML applications.

🌍 Latin America

UOL Diveo (Compasso UOL) - private (Brazil) → Cloud + Managed Services

Tivit Cloud - private (Brazil) → MultiCloud for industry & banks

Locaweb Cloud - $LWSA3 SA (Brazil) → SME Hosting & Cloud

Claro Cloud - part of $AMX (+0,28%) (Mexico, NYSE/HKEX) → Telecom Cloud in Latin America

DesireCloud - private (Chile/Peru) → Local provider for companies

Favorite: Locaweb - $LWSA3

moat: Market leader for SME cloud and hosting in Brazil. Compounder: enormous scalability through the digitalization of small and medium-sized enterprises throughout Latin America.

🇨🇦 Canada

OVHcloud Canada - part of $OVH (-1,76%) PA (France) → Data centers for North America

SherWeb - private (Quebec) → Cloud and MSP services for SMEs

HostPapa - private (Canada) → SME cloud solutions

Canadian Web Hosting - private (Canada) → Cloud & hosting with a focus on data protection

Beanfield Cloud - private (Toronto) → Cloud combined with fiber optic infrastructure

Favorite: SherWeb - private

Moat: close ties to SMEs via managed services. Compounder: fast-growing cloud ecosystem for small businesses in North America, high customer loyalty.

⚒️ Blade manufacturers (infrastructure suppliers)

🖥️ Semiconductors & Chips

Nvidia - $NVDA (+0,19%) (USA, Nasdaq) → GPUs for AI training & cloud

AMD - $AMD (-0,03%) (USA, Nasdaq) → CPUs/GPUs for Data Center

Intel - $INTC (+0,69%) (USA, Nasdaq) → Server CPUs & AI accelerators (Gaudi)

TSMC - $TSM (+1,42%) (Taiwan, NYSE/TWSE) → largest chip manufacturer, produces for NVIDIA/AMD

Samsung Electronics - $SMSN (+1,29%) KQ (Korea) → Memory, foundry, GPUs/CPUs

Favorite: Nvidia - $NVDA (+0,19%)

Moat: near monopoly in high-end GPUs for AI. Compounder: Ecosystem and network effects through CUDA and developer community.

📦 Data center hardware & servers

Supermicro - $SMCI (+0,06%) (USA, Nasdaq) → GPU clusters & AI servers

Dell Technologies - $DELL (-0,02%) (USA, NYSE) → Enterprise Servers & Storage

Hewlett Packard Enterprise - $HPE (+0,04%) (USA, NYSE) → Hybrid Cloud & Edge

Inspur - private (China) → AI & Cloud Server

Lenovo - $LNVGY (-1,16%) (China/ADR) → HPC and AI servers

Favorite: Supermicro - $SMCI (+0,06%)

Moat: Specialization in GPU clusters and AI servers. Compounder: benefits from every expansion of the hyperscalers, extremely high scalability.

⚡ Memory & network chips

Micron - $MU (+0,26%) (USA, Nasdaq) → DRAM & HBM memory

SK Hynix - $HY9H (+11,85%) KQ (Korea) → Memory chips, HBM for NVIDIA

Broadcom - $AVGO (+0,48%) (USA, Nasdaq) → Network Chips & Switches

Marvell - $MRVL (-0,16%) (USA, Nasdaq) → Network & 5G chips

ASE Technology - $ASX (-1,32%) (Taiwan, NYSE) → Packaging for high-end chips

Favorite: Broadcom - $AVGO (+0,48%)

Moat: deep roots in network infrastructure of hyperscalers. Compounder: benefits from rising demand for switches and custom chips for the cloud.

🏭 Data centers / colocation

Equinix - $EQIX (+0,55%) (USA, Nasdaq) → largest colocation provider worldwide

Digital Realty - $DLR (+1,18%) (USA, NYSE) → Data centers worldwide, strong in Europe/USA

China Telecom DC - part of $728 HK (HKEX) → Data center infrastructure in China

NTT Data Centers - part of $9432 (+0,81%) T (Tokyo) → Data centers in Asia/Europe

NEXTDC - $NXT (+0,53%) AX (Australia) → Growing data centers in the APAC region

Favorite: Equinix - $EQIX (+0,55%)

Moat: global networking and extremely high switching costs for customers. Compounder: continuous expansion and cross-selling potential through platform structure.

🔋 Energy & cooling

Schneider Electric - $SU (-0,74%) PA (France, Euronext) → Power & Cooling for Data Center

ABB - $ABBN (+0,53%) (Switzerland, SIX/NYSE ADR) → Energy & Automation

Siemens Energy - $ENR (-0,39%) (Germany, Xetra) → Power Grids & Data Center Technology

Vertiv - $VRT (+0,09%) (USA, NYSE) → Cooling, Racks & UPSs

Eaton - $ETN (+0,12%) (Ireland/USA, NYSE) → Power Management

Favorite: Schneider Electric - $SU (-0,74%)

Burggraben: market-leading energy and cooling systems for data centers. Compounder: long-term growth due to increasing demand for efficient data centers.

🌐 Network & Connectivity

Cisco - $CSCO (-0,64%) (USA, Nasdaq) → Router & Network Hardware

Arista Networks - $ANET (+0,97%) (USA, NYSE) → High-speed switches for hyperscalers

Juniper Networks - Acquisition by $HPE (+0,04%) Hewlett Packard HP (USA, NYSE) → Routing & Network Security

Ciena - $CIEN (-0,08%) (USA, NYSE) → Fiber Optics & Optical Networks

Nokia - $NOK (-0,72%) (Finland, NYSE/Helsinki) → 5G & Core Networks

Favorite: Arista Networks - $ANET (+0,97%)

Moat: technological leadership in high-speed switches in hyperscaler data centers. Compounder: enormous growth opportunities due to exponential data traffic in AI workloads.

✨ Takeaway

The Oracle quake shows: Cloud & AI are the growth drivers of the coming years. While hyperscalers are in the spotlight, hidden champions are growing in their niches in the background and blade manufacturers are making money from every expansion of the infrastructure.

👉 Question for you: Do you prefer to focus on hyperscalers in your strategy? hyperscalersthe hidden champions or directly on the shovel manufacturers?

I look forward to your opinions!

Source: own analysis

Image - Image credit: Getty Images

$ASML (+0,25%)

Quiet here, but ASML's share price has been rising for weeks.

Why?

J.P. Morgan declared that the worst quarter of ASML NV (AS:ASML) is behind the company and confirmed its status as a top pick.

It cited an improvement in order development, strong demand in the logistics and storage segments and a clearer growth path for 2027 as reasons.

After a disappointing second quarter report, in which ASML stated:

"We continue to prepare for growth in 2026, but cannot confirm it at this stage",

the news situation for the company improved in August and September, according to the brokerage house.

Several developments have reduced uncertainty over the summer. As no tariffs will be imposed on shipments of semiconductor equipment to the US,

"uncertainty around US-related orders is likely behind the company".

ASML is expected to receive orders for its planned US capacity, while Nvidia's AI-related spending,

$NVDA (+0,19%)

Broadcom

$AVGO (+0,48%)

und (+0,48%) Hyperscale

$GPUS

-Kunden continue to be strong. TSMC,

$2330

ASMLs largest customer, reported year-on-year sales growth of 37% through August 2025, and analysts expect this trend to continue for the rest of the year.

The expansion of the 2-nanometer process at TSMC and the expected acquisition of the A16 process by Nvidia are expected to increase the demand for EUV exposure and bring ASML higher orders in 2026 and especially 2027.

The memory market also looks promising, driven by demand for high-bandwidth memory solutions.

DRAM prices remained strong, supported by continued AI-related demand, and J.P. Morgan indicated that the tight supply and demand environment is expected to continue until new greenfield capacity comes online in 2027.

August gave us another real midsummer and showed its best side on some days. For me, it was the perfect opportunity to pursue one of my hobbies: Swimming, swimming and swimming again. I enjoyed every minute in the now cooler water. There was no hiking this month, but the swimming made up for it completely. I'm slowly looking forward to cooler temperatures again, because the cold adaptation for ice swimming is already calling! But before we head into fall, it's time for a look back.

Overall performance

After the brief consolidation caused by the new Trump tariffs, my portfolio recovered quickly and showed a stable, slightly positive performance in August. The prospect of interest rate cuts by the Fed provided a small boost, but there were no major movements. Typical summer slump. But, as expected, what had to come arrived on time: the distributions. My key performance indicators for my overall portfolio at a glance:

• TTWROR (month of August): +1.01 % (previous month: +3.82 %)
• TTWROR (since inception): +73,69 %
• IZF (month of August): +12.50 % (previous month: +46.14 %)
• IZF (since inception): +10,79 %
• Delta: +794.74 €
• Absolute change: +1,850.61 €

Performance & volume

My class leader continues to expand its dominance. If this continues, it will soon become a decisive factor in overall performance. The $BOA rises into the top 5 by volume, $SAP (-0,8%) falls back. Rising in terms of performance$MAIN (+0,48%) and there, too, the$SAP (-0,8%) falls back. I also notice something about the winners of the red lantern in terms of performance:$NOVO B (-0,22%) has reached the bottom basement, once one of my very strongest stocks. So the tide is turning. Opportunity to buy more? Instead$CPB (-0,35%) has risen from the cellar. But this share still has a long way to go.

Size of individual share positions by volume in the overall portfolio:

Share (%) of total portfolio and associated portfolio:

• $AVGO (+0,48%) : 3.30 % (main share portfolio)
• $NFLX (-0,14%) 1.98 % (main share portfolio)
• $WMT (-0,15%) 1.72 % (main share portfolio)
• $FAST (-0,49%) s: 1.69 % (main share portfolio)
• $BOA 1.45 % (main share portfolio)

Smallest individual share positions by volume in the overall portfolio:

Share proportion (%) of the total portfolio and associated securities account:

• $SHEL (+0,84%) : 0.42 % (crypto follow-on portfolio)
• $NOVO B (-0,22%) 0.49 % (main share portfolio)
• $HSBA (+0,74%) 0.54 % (crypto follow-on portfolio)
• $TGT (+0,1%) 0.57 % (main share portfolio)
• $GIS (-0,34%) 0.61 % (main share portfolio)

Top-performing individual stocks

Shares with performance since initial purchase (%) and the respective portfolio:

• $AVGO (+0,48%) : +328 % (main share portfolio)
• $NFLX (-0,14%) : +176 % (main share portfolio)
• $FAST (-0,49%) +83 % (main share portfolio)
• $MAIN (+0,48%) : +79 % (main share portfolio)
• $SAP (-0,8%) +74 % (main share portfolio)

Flop performer individual stocks

Shares with performance since initial purchase (%) and the respective portfolio:

• $TGT (+0,1%) : -36 % (main share portfolio)
• $GIS (-0,34%) -31 % (main share portfolio)
• $UPS (-0,12%) -26 % (main share portfolio)
• $NKE (-0,17%) -25 % (main share portfolio)
• $NOVO B (-0,22%) -21 % (main share portfolio)

Asset allocation

My asset allocation is as follows:

• ETFs: 38.3 %
• Equities: 59.0 %
• Crypto: 2.60%
• P2P: less than 0.01%

Investments and subsequent purchases

Here is a small overview of what I have invested via savings plans according to my fixed planning.

• Planned savings plan amount from the fixed net salary: €1,030
• Planned savings plan amount from the fixed net salary, incl. reinvested dividends: €1,140
• Savings ratio of the savings plans to the fixed net salary: 49.75

In addition, there were the following additional investments from returns, refunds, cashback, etc. as one-off savings plans/repurchases:

• Subsequent purchases/one-off savings plans as cashback annuities from refunds: € 79.00
• Subsequent purchases/one-off savings plans as a cashback annuity from bonuses/incentives from the KK: € 20.00
• Subsequent purchases from other surpluses: € 30.00
• Automatically reinvested dividends by the broker: € 3.01 (this function is only activated for an old custody account, as I otherwise prefer to manage the reinvestment myself)

Additional purchases were made:

• Number of additional purchases: 3
• 55.00 € for $JEGP (-0,28%)
• 
  44.00 € for $GGRP (+0,11%)
• 
  30.00 € for $FGEQ (-0,07%)
• 
  295.08 € for $DXSA (-0,19%) (funds from the sale of a $ETH (+0,07%) tranche)

If you want to know how my cashback pension tops up my share and ETF pension, please write it in the comments.

Passive income from dividends

My income from dividends amounted to €128.42 (€92.61 in the same month last year). This corresponds to an increase of +38,67 % compared to the same month last year. The following is further key data on the distributions:

• Number of dividend payments: 22
• Number of payment days: 12 days
• Average dividend per payment: € 5.83
• average dividend per payment day: € 10.70

The top three payers are:

• $IWDP (+0,08%)
• 
  $ISPA (-0,08%)
• 
  $ZPRG (+0,01%)

My passive income from dividends (and some interest) mathematically covered 14.94% of my expenses in the month under review.

Crypto performance

My crypto portfolio was characterized by the partial sale of a $ETH (+0,07%) tranche as part of my "crypto succession strategy". Around € 298 in Etherium was taken off the table.

Here are some key figures:

• Monthly performance portfolio: +0.29 %
• Performance since inception: +134.35 %
• Share of holdings for which the tax holding period has expired: 98.55 %.
• Crypto share of the total portfolio: 2.20 %

The sale of the tranche explains the decline in the crypto share from 2.6% to 2.2%

As a "follower" of the crypto cycle, I am increasingly accepting the idea that the cycle is still in tact, but is expanding. The reason for this should be the ETF purchases and the activities of the crypto treasury companies. Retail still seems to be asleep. The playing field is very exciting, if only from a macroeconomic perspective. I can only advise looking into the cycle and issues such as money creation and the correlation between the M2 money supply and $BTC. Although I am not a fan of cryptocurrencies, I think they are a sensible component of a balanced portfolio.

Performance comparison: portfolio vs. benchmarks

A comparison of my portfolio with two important ETFs shows

• TTWROR (current month): +1,01 %
• $VWRL (+0,05%) : -0,33 %
• $VUSA (-0,1%) : -1,13 %

Outlook and a private bonus

My Carousel posts of the portfolio review and budget review always start on the hook slide with a background image from my month. These are usually places I've visited or moments that have moved me. This time it's the same, although a CT scan would almost be more appropriate.

A chest CT confirmed what I had been wondering about for some time: my ascending aorta is dilated. This is a consequence of my congenital heart valve defect. Fortunately, it was discovered early before it could develop into an aneurysm, dissection or even rupture. A classic chance discovery, a stroke of luck. I was able to keep the heart valve "in check" for a long time, and fortunately there are currently no worse findings for it. But the diagnosis of the ascending aorta now brings certainty: an operation will certainly be necessary at some point.

Why am I sharing this here? Because it has taught me humility once again. The diagnosis isn't nice, but it's not a surprise either. Perhaps my v. A. more active lifestyle since corona has contributed to the fact that it is stable today and still allows me to do a lot: sporting activity, which I have fought my way back over the years. The restrictions that already apply to avoid pressure peaks on the aorta are minimal. My quality of life is still very high.

My conclusion: Keep fit, go for check-ups and take your body seriously. Invest in your health and fitness. Our deposits are only worth as much as our health allows us to enjoy them.

So I will be able to visit the cardiologist and radiologist even more regularly in future, an honor! (irony off). Everything will be fine!

👉 You want my review as an Instagram post?

Then follow me on Instagram:

📲 In addition to the portfolio and extra budget review, you'll also find regular posts there: @frugalfreisein

Please pay close attention to the spelling, unfortunately there are too many fake and phishing accounts on social media. I have already been "copied" several times.

👉 How was your August at the depot? Do you have any tops and flops to report?

Leave your thoughts in the comments!

Entered in the April crash - and now already at over +100% performance. That was really rapid.

I had $AVGO (+0,48%) on my watchlist for ages, but never found the right entry point. It wasn't until the April crash that I had the opportunity - and then I made a one-off investment.

But in the long term, I don't care about the current share price. Because Broadcom convinces me with its advantages:

• Strong and diversified business model
• Sustained growth in the tech sector
• Impressive history of dividend increases 📈

For me, a real flagship share - a model pupil in the portfolio that will stay for the long term.

Subscribe to the podcast for a year-end rally.

00:00:00 Market environment & FED

00:15:50 Nebius

00:42:20 UnitedHealth

01:00:00 AMD & Nvidia

01:28:30 Tax increase for families thanks to SPD. Abolition of marriage splitting

Spotify

https://open.spotify.com/episode/3fvvQH8BmJDa6GxPAVffBt

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https://www.youtube.com/watch?v=3FNX-Ger_-0

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https://podcasts.apple.com/us/podcast/109-nebius-unitedhealth-amd-nvidia-fed-steuererh%C3%B6hung/id1695869891?i=1000725795493

$NBIS (+1,4%)
$AMD (-0,03%)
$NVDA (+0,19%)
$AVGO (+0,48%)
$UNH (+1,2%)
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