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$9618 (+0,37%)
$DE (+0,1%)
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Discussão sobre DE
Postos
96Quartalszahlen 11.08-15.08.2025


My portfolio - improvement, criticism? Please let me know.
Hello, GetQuin community. I have been a silent reader for quite some time now and wanted to share my portfolio with you.
First of all, I am M22 and started investing in the market in 2020 with small amounts. I currently still live at home with my parents. I have a completed apprenticeship, but I decided to catch up on my A-levels to be able to study. I also have a part-time job.
- My savings rate is therefore only €300 a month
- 100€ goes into a call money account as a reserve
- 200€ goes into my savings plans which I list below
My strategy is a classic core-satelite strategy to build up a small fortune for the future.
The core therefore consists of 4 ETFs which I invest in monthly as follows:
- 60€ $XDWD (-0,25%) MSCI World ETF to cover the most important companies from developed markets.
- 25€ $EIMI (+0,39%) MSCI EM ETF to also cover emerging markets.
- 20€ $XDWT (-0,37%) as I would like to invest more specifically in the IT sector, because I think that this will continue to experience major growth in the future.
- 20€ $SAEU (+0,32%) I specifically wanted to save in this ETF to increase the European share and because I am very convinced of the weighting of the companies.
Now I come to my individual shares in the savings plan:
- 10€ $LIN (-1,06%) Linde convinced me very early on, and not just because I deal with them every day at work. Good growth and, in my opinion, a strong future.
- 10€ $PG (+0,38%) Strong products, my daily companion in the care and household sector.
- 10€ $DHR (+0,16%) My favorite in the life science sector, I think Danaher will be back in the future.
- 10€ $DTE (-0,16%) As a German company, I can no longer imagine telecommunications without it.
- 10€ $DE (+0,1%) John Deere is an emotional investment (🥹) I was already a big fan of Deere machines as a child. Today still a progressive company in my opinion.
- 10€ $NKE (+2,25%) Fundamentally a very successful company, I am a fan of the company history and the shoes, think that Nike will sooner or later return to its former strength.
- 10€ $WM (-1,55%) Waste disposal and recycling are becoming increasingly important, environmental solutions are a big issue. Why not WasteManagement?
- 5€ $CSCO (-1,21%) Big player in the field of cybersecurity, which is becoming increasingly important. I am convinced of the company.
I also hold shares in a few other companies, the reasons for which are described below:
- $SHEL (+0,22%) I bought some time ago, important and large energy company. I will continue to hold them in the future.
- $NESN (+0,14%) I bought them back then and am now just waiting to be able to sell them at a positive price.
- $NU (-0,14%) I am convinced of the company, I think that Nu will have a successful future.
- $O (-0,48%) I only save Realty Income through the cashback offer from TR, simply to get a few monthly dividends for a good feeling.
I don't save my cryptocurrencies monthly. I started putting a super small amount into Bitcoin early on. I just leave it to work.
I would now appreciate a little feedback, criticism and food for thought.
Thank you very much
Don't get me wrong, I would like to invest in a lot of companies as well, but due to this aspect I focus on one company per month. Try considering that
John Deere analysis
Over the past two weeks, the John Deere (DE) share has performed positively overall. On February 28, 2025, the closing price was EUR 460.90. By March 6, 2025, the share price had risen to EUR 433.75, which corresponds to a wafer-thin increase of around 1.45 %.
This upward movement was supported by positive analyst assessments. Melius Research, for example, raised its price target to USD 750 and pointed to the growth potential offered by investments in precision agriculture🚜 and software solutions. Despite a decline in agricultural income and an expected drop in sales to USD 38 billion in 2025, analysts are forecasting a recovery in the following years.
Overall, the share remains volatile, with short-term fluctuations but a positive long-term outlook.
Hybrid tractor with 400 hp from the Far East: competition for John Deere & Fendt?
$1157 (+0,35%)
$AGCO (+0,35%)
$DE (+0,1%)
$MHID (+0,32%)
An agricultural machinery manufacturer previously unknown in Europe has developed its first 400 hp tractor with hybrid drive. The brand is backed by a huge corporation from Asia. Will Fendt and John Deere have to prepare for competition?
Agricultural machinery groups such as John Deere and AGCO are known in Europe for their strong brands. So far, only a few farmers and contractors are familiar with the Chinese company Zoomlion. But that could change in the next few years.
The state-owned company is not only one of the world's largest machine manufacturers, but has now unveiled its first tractor with 400 hp. The special feature: The large tractor works with a hybrid drive. We explain the details.
Chinese XXL tractor Zoomlion with 400 hp
Some farmers are familiar with the Chinese brand Zoomlion from Agritechca 2015, when the agricultural machinery brand was represented as an exhibitor and showed a standard tractor with 160 hp and a Deutz engine (tractors from China for the European market).
In addition to cranes, excavators and concrete pumps, Zoomlion also builds tractors, balers, combine harvesters for rice and grain and other agricultural machinery in its agricultural division.
Hybrid tractor: few details known so far
According to the company, Zoomlion's first hybrid tractor rolled out of the production plant in Kaifeng in Henan province in eastern China at the beginning of the year. The Zoomlion DV4004 is a standard tractor with 400 hp. So far, however, there is little technical data on the tractor.
Engine and generator: Will the tractor be diesel-electric?
The hybrid tractor is partly directly driven, but also has several motors installed, probably electric motors for auxiliary drives. Even though Zoomlion does not provide any further information about the drive, the tractor presumably works with a diesel engine and a generator. No details are known about the exhaust emission standard achieved.
Large Chinese tractor with large cab
Photos show the tractor with tires from Trelleborg. It is said to achieve a tractive force of the equivalent of 14.5 tons and be able to travel at a speed of 12 km/h "under heavy load". According to Zoomlion, the tractor consumes 23.25 l/ha of diesel, which is 8 percent less than a comparable tractor in this power range. The four-post cab looks very large. There is no information on whether the tractor will also be marketed in Europe in the future.
Tractors and agricultural machinery from China: Who is Zoomlion?
Zoomlion is one of the largest manufacturers of construction machinery and generated a turnover of around 15 billion US dollars last year. Around a third of this total turnover was generated in the agricultural machinery sector. In 2020, the Group acquired the traditional brand Rabe Agrartechnik from Bad Essen (Almost forgotten agricultural machinery manufacturer surprises with new cultivator). Around 26,000 employees work for the Group worldwide.

Perhaps a good Asian investment.
$MHID I also find it interesting
Have a nice vacation, Beer challenge, Memories
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 (+0,39%) 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 (+0,53%) I hardly see here except for sweets like Lay Chips but $KO (-0,9%) is the leading beverage here.
I have $TSLA (+0,72%) 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 (-0,42%)
$DE (+0,1%) 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 (+0,75%) iphone, $F (+0,16%) pickups or $GM (+1,9%) a few European ones can also be seen here $VOW (+0,4%)
$BMW (+0,9%)
The bar culture, restaurants and dinners are very popular.
Of course there is a huge $WMT (-1,89%) and next to it the $CVS (+0,02%)
Best regards and hope you had Easter or soon Whitsun vacation.
So long
Smudo



+ 6

Alternatives to Caterpillar
Hi
I am looking for additions to $CAT (-0,42%) except $DE (+0,1%) .
What would be your addition and why?
Is Trump playing the madman?
The USA has had a permanent trade deficit for over 50 years. It imports more than it exports. Why is that? Because they have focused on high-tech. While other countries have built their factories for washing machines $WHR (+1,59%) sneakers $NKE (+2,25%) and tractors $DE (+0,1%) kept their factories running, the Americans preferred $MSFT (-0,43%) , $GOOGL (-0,45%), $NVDA (-1,28%) and $V (+1,1%) raised them. Technology instead of cheap production.
But: no world power can manage in the long term without industrial production. Trump now has three possible paths ahead of him:
1. introduce tariffs. Sounds like a heavy hand, but it often leads to less innovation and poorer quality because international competition is eliminated.
2. conclude trade agreements. In other words, deals that determine what is exported and imported, how much and where. More structured, but more laborious.
3. currency manipulation. Countries like Turkey or Denmark like to do this to boost their exports. For the USA, however, this is more difficult with the dollar as the world currency. If they start to manipulate it, everyone else will react too.
What is Trump doing instead? Exactly what he has always done: The big bluff.
With North Korea: threatening Rocketman as if he would flatten the whole country. Bluff.
With Gaza: the "hell on earth" rhetoric. Bluff.
With the Ukraine war: calling Zelensky a dictator and then a few days later pretending he never said anything. Bluff.
Now comes the next bluff. Against the EU. Against China. Against Jerome Powell.
He's playing the lunatic because that's how he understands the game. It worked in his reality show and it worked in the election campaign. He knows that if he goes crazy, everyone will stare at him spellbound. And that's enough for him to win. Chaos is part of his plan.
My conclusion: I won't be swayed by the fuss. I don't make investment decisions based on tweets and headlines. I'd rather take advantage of the weak dollar and keep buying
Here is also a suitable YouTube video: https://youtu.be/wIeTXYRajhw?si=NaVKDkc0xxDQtIwR

Watchlist for turbulent times
In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.
I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):
Hercules Capital $HTGC (+0%) or Main Street Capital $MAIN (+0,72%)
Chevron $CVX (-0,23%)
Vinci SA $DG (+0,86%)
United Parcel Service $UPS (-0,78%)
3i Infrastructure $3IN (-1,96%)
Iron Mountain $IRM (+1,77%)
Micro Star International $MSS
Nextera Energy $NEE (-1,01%)
Partners Group $PGHN (-1,35%)
Itochu Shoji $8001 (-1%)
Canadian National Railway $CNR (-0,36%)
Svenska Cellulosa $SCA B (-0,43%)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (-0,32%)
Linde $LIN (-1,06%)
John Deere $DE (+0,1%)
Landstar Systems $LSTR (-1,35%)
Dover Corporation $DOV (+0,21%)
Alimentation Couche-Tard $ATD (+0,46%)
ASML $ASML (+1,03%)
Infineon Technologies $IFX (+0,1%)
Sherwin-Williams $SHW (+0,71%)
Tencent $700 (+6%)
Microsoft $MSFT (-0,43%)
S&P Global Inc. $SPGI (+0,46%) or Moody's Corp. $MCO (+0,17%)
Visa $V (+1,1%) or Mastercard $MA (+0,56%)
Ferrari $RACE (+0,29%)
Which stocks do you have on your watchlist?
Deere & Co. Q1'25 Earnings Highlights:
🔹 EPS: $3.19 (Est. $3.12) 🟢
🔹 Revenue: $8.51B (Est. $7.7B) 🟢
🔹 Net Income: $869M (Est. $848.7M) 🟢
FY25 Guidance:
🔹 Net Income: $5.0B-$5.5B (Est. $5.21B) 🟡
🔹 Small Ag & Turf Sales Down About 10% 😕
🔹 Construction & Forestry Sales Down 10%-15%
🔹 Financial Services Net About $750M
🔸 FY25 Segment Sales Outlook Doesn't Reflect Impacts of Potential U.S. Import Tariffs, Retaliatory Actions 😕
Segment Performance (Q1):
🔹 Production & Precision Agriculture Sales: $3.07B; DOWN -37% YoY
🔹 Small Agriculture & Turf Sales: $1.75B; DOWN -28% YoY
🔹 Construction & Forestry Sales: $1.99B; DOWN -38% YoY
Other Key Metrics:
🔹 Global Net Sales and Revenues: $6.81B; DOWN -30% YoY
🔹 Operating Income Margin: Not disclosed for Q1
Strategic and Shareholder Updates:
🔹 Deere maintained its FY2025 outlook despite muted farm equipment demand due to high borrowing rates and a 23% drop in U.S. farm income YoY (as per USDA data).
🔹 Announced expanded self-repair capabilities integrated into Deere’s digital solutions to enhance productivity for customers and technicians.
Management Commentary:
🔸 CEO’s Insight: "Despite challenges in the farm equipment market, Deere remains focused on long-term investments to enhance customer productivity and profitability."
Hopefully a sell-off will follow. Will follow up with Deere. 😁
Congratulations to all shareholders: new all-time highs for these companies!
The following companies reached new all-time highs yesterday:
Amazon $AMZN (+0,07%)
Meta (formerly Facebook) $META (-0,83%)
Mastercard $MA (+0,56%)
Visa $V (+1,1%)
Crowdstrike $CRWD (-1,81%)
Raytheon $RTX (+0,68%)
Deere $DE (+0,1%)
Spotify $SPOT (-1,15%)
ServiceNow $NOW
On Holding $ONON (-4,48%)
Congratulations to all who are invested!
Which of these shares do you have in your portfolio and do you enjoy? Or are you invested in these companies via ETF?
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