With a P/E ratio of 17 and this great selection of construction machinery, I simply had to buy it. The current annual report is not exactly great, but they are still the market leader. They will also benefit greatly from the reconstruction of Ukraine. The war has to end at some point😄

Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

• $VWRL (-0,13%) (approx. 20%)
• $TDIV (-0,06%) (approx. 15%)
• $BTC (-0,37%) (I already have a part, the rest I will buy -- 10%)
• Cash (5%)

The other 50% will go into the first 10 shares.

• $PLTR (+3,06%) (4x)
• $CAT (+0,53%) (2x)
• $HOOD (+10,06%) (7x)
• $MCD (+0,2%) (2x)
• $AMZN (-1,2%) (2x)
• $NOVO B (-0,26%) (6x)
• $KO (-0,33%) (7x)
• $STR (+2,68%) (is my employer, have been invested for approx. 5 years -- 6x)
• $AAPL (-0,84%) (3x)
• $SHOP (+2,24%) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

• $NU (+3,82%)
• 
  $HIMS (-1,51%)
• 
  $SOFI (+8,15%)

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

I am now close to an average payout of €100 per month. Although I am not focused on dividends, this is very motivating and is another personal interim goal that I will soon reach.

The next purchase should therefore be a share that pays a dividend. However, a high dividend yield is not the decisive factor, rather a solid value that, in the best case, regularly increases the dividend.

I am considering expanding an existing position, the current choices are Blackstone $BX (-1,07%) Deutsche Telekom $DTE (-0,4%) or Caterpillar $CAT (+0,53%) .

What do you think of these stocks and which would be your favorite? Or do you have other suggestions, also with reasons?

Thank you in advance!

Hello Getquins,

As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.

As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.

$ROST (-1,08%) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.

My investment $PEP (+0,05%) I hardly see here except for sweets like Lay Chips but $KO (-0,33%) is the leading beverage here.

I have $TSLA (-0,55%) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.

They build like mad here, whether streets $CAT (+0,53%)

$DE (-1,57%) or entire residential areas with several hundred houses.

The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.

Almost 90% of people here have $AAPL (-0,84%) iphone, $F (-0,87%) pickups or $GM (-0,87%) a few European ones can also be seen here $VOW (-2,06%)
$BMW (-1,32%)

The bar culture, restaurants and dinners are very popular.

$BOM

Of course there is a huge $WMT (-0,98%) and next to it the $CVS (-0,06%)

Best regards and hope you had Easter or soon Whitsun vacation.

So long

Smudo

As part of my ETF DIY project, I analyzed $CAT (+0,53%) analyzed them using my self-developed valuation system:

Moat: 4/5 - Leader in construction machinery, Technologically complex products, Difficult market entry for competitors

Growth: 2/5 - Sales slightly declining and this is expected to continue in the future

Risk: 3/5 - Dependence on macroeconomic factors and competitive pressure from favorable competition

Dividend quality: 1/1 - Dividend aristocrat

Belief: 0/1 - Solid company, but unlikely to outperform the market

Total: 10/17

Savings plan is run with factor 3.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=tXTq7XPxTGY

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 (-0,78%) against $SYK (-0,7%) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+1,89%) 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 (-0,12%) + ~10k

$GRAB (+2,73%) + ~1k to (3.38)

$BLK (-0,54%) + ~ 1.3k (678)

$ASML (+0,01%) + ~2.7k (555,45)

$GOOGL (-1,19%) + ~ 1.5k (124,66)

$MPWR (-0,08%) + ~ 1.6k (409,21)

$SOFI (+8,15%) + ~ 0.7k (7,78)

$LIN (+0,58%) + ~ 1.1k (388,20)

$QCOM (+0,44%) + ~ 1.5k (113,62)

$CRWD (+1,62%) + ~ 0.9k (289,75)

$MSCI (-0,91%) + ~1.3k (451)

$V (+0,95%) + ~ 1.4K (274)

$AMZN (-1,2%) + ~ 1.4K (159,74/159,34)

$MSFT (+0,14%) + ~ 1.7k (335/337,75)

$MC (-1,03%) + ~ 1.9k (482,31)

$NOVO B (-0,26%) + ~ 2.5k (51,68)

$ABBV (+1,16%) +~ 1.5k (152)

$NVDA (+0,03%) +~ 2k (85,04)

$UNH (+0,36%) +~ 1.7k (336,30)

$PEP (+0,05%) +~ 1.1k (114,97)

$MRK (-0,67%) +~ 1k (67,70)

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

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

$SYK (-0,7%) ~ 2.1k (305,72)

$META (+0,72%) ~ 1.4k (467,30)

$AVGO (+1,44%) ~ 1.1k (156,76)

$ISRG (+0,72%) ~ 1.6k (398,30)

$SPGI (+0,48%) ~ 1.2k (403,22)

$ANET (+2,57%) ~ 1.8k (70,50/58,65)

$UNP (-0,88%) ~ 0.9k (187,56)

$CAT (+0,53%) ~ 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 ✌️

Hi

I am looking for additions to $CAT (+0,53%) except $DE (-1,57%) .

What would be your addition and why?