Hello,

My portfolio is finally the way I wanted it to be. (MSCI World and FTSE all World are for retirement provision and parents, so don't pay attention to them).

The plan for the future is pretty simple, hold 10 stocks, if some of them correct/crash extremely, buy more. Otherwise, focus on the three ETFs and leave. The investment horizon is at least 45 years.

What do you think of this and which quality companies would you find suitable? I am currently looking at $MSFT (+0,07%)
$MCD (-0,06%)
$MC (+0%) and $ISRG (+0,69%) at

I just had to add more 😅

$YUM (+0,18%)
$MCD (-0,06%)
$QSR (+0,36%)

The managers at McDonald's and Burger King are pricking up their ears. A competitor suddenly makes its way to Germany.

The year 2024 is history, now 2025 is just around the corner! And in the year just ended, there were a few stories that moved people. These included the launch of a new fast food chain in Germany - the people in charge at McDonald's, Burger King and Co. are keeping a very close eye on it.

If you love fast food, you can't get past McDonald's and Burger King. The two companies are probably the best-known chains when it comes to burgers, fries and the like. But will this soon come to an end? The competition is now on the rise!

McDonald's, Burger King and co.: competitor with a different cuisine

In May 2024, the news made the rounds: Taco Bell is coming to Germany! This means that after McDonald's, Burger King, Kentucky Fried Chicken and Pizza Hut, the next fast food provider is coming to our country.

Although Taco Bell does not have the same range as McDonald's and Burger King, with its Mexican cuisine (burritos, tacos and co.), Taco Bell could steal customers away from McDonald's, Burger King and co. in some places.

McDonald's, Burger King and co.: Taco Bell had to postpone its opening

While it was still said in spring 2024 that the first Taco Bell branch would open in Berlin in midsummer 2024, things look different at the beginning of 2025: According to the dpa, IS-Holding (ISH) does not want to open the first Taco Bell branch in Berlin until summer 2025. ISH owns the franchise rights for Germany.

https://www.derwesten.de/panorama/vermischtes/mcdonalds-burger-king-taco-bell-id301266864.html

Nice new function 👍

I'm quite happy with my portfolio. With a focus on dividends, I still did quite well technically in terms of performance. In the fall, I had more than €100,000 in my portfolio for the first time. If someone had told me that 4 years ago when I started investing, I probably wouldn't have believed it 😅

So to all beginners reading this: Just keep going. It will grow all by itself. Starting was the most important step 👌

I currently have a portion in the call money, as I have two individual shares $MCD (-0,06%) and $MNST (-0,36%) have sold. I'm currently monitoring a few stocks so that I can possibly reinvest the money there. As described in the previous post, part of the money is used for active trading. I just need that for the fun factor.

Three mini crypto positions have been added in addition to Bitcoin $BTC (-1,68%) have been added: $CHZ (-3,93%)
$MANA (-5,08%)
$SOL (-3,73%)

Let's see if the altcoin bull run will work out in 2025 😅

Hello everyone, today I would like to ask you for your opinion on my long-term investment portfolio 🤓.

First an introduction

I have long been interested in the financial markets but it was only recently that I have been able to start investing

I am currently training to be able to dedicate myself to the financial sector in the near future.

Components of my portfolio 📈

Firstly because of the rise of artificial intelligence and the future that lies ahead I tried to buy technology stocks at a good price or that were going through circumstances such as the trial that had $GOOGL (+0,11%)

I did not want to get into more overvalued stocks like the case of $PLTR (-1,38%) even though I discovered it at $29 🥲 (although it was already trading at 50 times earnings) and even though I don't like it very much I didn't like it either in $TSLA (-0,56%) which was already overvalued and now the PE is close to 100 times earnings, even so I remain firm to the philosophy of not betting on the markets and invest long term in companies that I consider valuable and at a good price 🎯

Secondly, I have other more recent but very successful technology stocks that have not yet shown consistent and growing profits, but which I am confident will do so in the future, such as $UBER (+0,01%) y $ABNB (-0,09%) among others...

And for more stability in equities I have stocks like $WMT (-0,18%) o $ITX (+0%) to have a more stable growth and receiving some annual dividends, later on I will look for buying opportunities in other companies like $MCD (-0,06%)

Finally I keep at least 25% of my capital in money market funds growing at the level of inflation without assuming interest rate risk and I balance to keep it that way every 6-8 months or so.

What do you think could be improved?

Let me know in the comments what you would change or do differently, I'll read you down here 👇

$MCD (-0,06%) , $QSR (+0,36%)

In 1981, McDonald's and Burger King went to war.

Burger King hired a 5-year-old girl for an ironic commercial.

McDonald's then sued the five-year-old.

This was the beginning of the most expensive fast food war in history.

McDonald's dominates the fast food market with its iconic golden arches and Happy Meals.

But Burger King was tired of playing second fiddle.

So they published an ad that would start a decades-long war:

They hired 5-year-old Sarah Michelle Gellar (some may remember her) to do something unprecedented:

They attacked McDonald's by name on national television.

In the ad, she compared McDonald's burgers to Burger King's, claiming they were 20 percent smaller.

What happened next would change fast food marketing forever ...

McDonald's immediately filed a lawsuit:

- Burger King

- Their advertising agency

- And yes, even 5-year-old Sarah Michelle Gellar herself

"I was the first person to mention another competitor's name on a job," Gellar later recalled.

But that was just the beginning ...

The legal dispute triggered the so-called "Burger War".

Both chains have abandoned their traditional family-friendly marketing.

Before 1980, both focused on positive campaigns - McDonald's with Happy Meals, Burger King with "Have it Your Way".

In 1984, McDonald's launched its counterattack:

The McDLT - a direct competitor to the Whopper.

The innovation? A unique two-chamber packaging:

- Warm side dish: burger and bottom bun

- Cool side dish: lettuce, tomato and top bun

"Keep the hot side hot and the cool side cool."

They put EVERYTHING on the McDLT:

80-100 million dollars were spent on the campaign.

Convinced Jason Alexander to perform a Broadway-style musical commercial, years before his Seinfeld fame.

The burger sold for $1.49 (about $3.60 today).

But there was a problem ...

McDLT's innovative packaging was made of polystyrene.

As environmental awareness grew at the end of the 1980s, McDonald's came under increasing pressure.

They discontinued production of the product in December 1990 and replaced it with the McLean Deluxe.

Meanwhile, Burger King was preparing its own disaster ...

In 1985, Burger King launched the "Where's Herb?" campaign.

The concept? A promotional campaign to find Herb - a fictional character who has never eaten a Whopper.

Customers could get Whoppers at a reduced price by saying "I'm not Herb" when ordering.

However, there was one big problem:

No one knew what Herb looked like until he was unveiled at Super Bowl XX in January 1986.

The campaign left customers completely confused.

It became known as one of the worst marketing failures in history.

It was their last campaign with the agency J. Walter Thompson.

The rivalry led to unprecedented innovations in the fast food sector:

- New packaging technology such as the McDLT's double compartment

- Creative marketing approaches

- Menu diversification

- Focus on food quality

Both chains were forced to evolve or die.

The burger wars have shown us something crucial:

Innovation is not just about products.

It's about how you tell your story.

And in today's digital age, this is more important than ever.

McDonald's and Burger King spent millions fighting for attention.

$MCD (-0,06%) , $QSR (+0,36%) , $CMG (-0,01%) , $YUM (+0,18%) , $WEN (-0,03%) , $DPZ (+0,67%)

Hello everyone,

At the end of last year, I published my "top picks list" here, in which I presented the stocks that I have put on my watchlist for 2024 and am also partially invested in (unfortunately not in all of them 😁).

At the time, I had compiled a list of stocks recommended by well-known analysts and put them through "my requirements profile". The original 100 stock ideas then became the list below. A year later, I'm looking back. This was the performance:

🟢 $TMUS (+0,31%) +1,63%

🟢 Sterling Infrastructure: +100.68%

🟢 $CRM (+0,05%) Salesforce: +28.14%

🟢 $RR. (+0,12%) Rolls-Royce: +92.56%

🟢 $MOD (+0,13%) Modine Manufacturing: +98.68%

🟠 $MHO (+0,12%) M/I Homes: -1.46%

🟢 $META (-0,12%) Meta: +68.52%

🟢 $MCD (-0,06%) McDonalds: +0.14%

🟢 $MA (-0,18%) Mastercard: +26.26%

🟢 $ISP (+0%) Intesa Sanpaolo: +45.44%

🟢 $ISRG (+0,69%) Intuitive Surgical: +59.62%

🟠 $GCT Gigacloud Technologies: -0.66%

🟢 $FDX (-0,08%) FedEx: +11.11%

🟠 $LPG (+1,05%) Dorian LPG: -47.70%

🟢 $COST (+0,08%) Costco: +43.34%

🟢 $US1011372067 Boston Scientific: +63.23%

🟢 $BKNG (+0,06%) Booking: +44.19%

🟠 $ABX (+0,3%) Barrick Gold: -14.73%

🟢 $APP (+0,61%) Applovin: +753.81%

🟢 $GOOG (+0,08%) Alphabet: +39.28%

🟢 $AMZN (-0,01%) Amazon: +48,05%

🟢 $ANF (+0,11%) Abercrombie & Fitch: +69.99%

As you can see, my stock ideas have done quite well. $APP (+0,61%) with +753.81% was of course a big hit. $DORIAN With -47.70% it was a pipe-dropper.

🔥 I'm currently working on my top picks list for 2025. If you're interested, I'll be happy to share it again and put it up for discussion!

💬 What were your top picks in 2024? And what were the losers? I will reply to every comment and give you a brief assessment.

#stockanalysis
#watchlist

Medium-term objective to buy positions in $MA (-0,18%) y $V (+0,11%) when they reach a more appropriate price

These are companies that have performed very well in periods of crisis and maintain stable and growing dividends and constant results.

To equalize the risk a bit, when I have my portfolio at full capacity it will be composed of:

60% Technology with Growth Potential

$GOOGL (+0,11%)
$NVDA (+0,61%)
$MSFT (+0,07%)
$META (-0,12%)
$AAPL (+0,17%)
$AMZN (-0,01%)
$ABNB (-0,09%)
$NFLX (-0,09%)

30% Well-performing companies in crisis with stable growth and dividends.

$WMT (-0,18%)
$MCD (-0,06%)
$ITX (+0%)
$MA (-0,18%)
$V (+0,11%)

10% Companies that can give good results in the long term and are going through temporary difficulties or companies that do not have profits because they reinvest everything in growth (riskier investments but with a higher possible return).

$BFIT (+0%)
$NKE (+0,03%)
$BMW (+0%)

Any ideas to contribute? 💡

My portfolio shows a breakdown into different sectors and areas:

trade Republic: the shares and ETFs

scalable Capital : the gold

This is just the portfolio I want to hold for the next few years with a long-term savings plan. And if necessary, individual purchases where the opportunity arises, I think I am now quite well positioned or what do you think of the portfolio.

Stocks that I would like to hold for the long term

• Technology:
• 
  $MSFT (+0,07%) Microsoft,
• $AAPL (+0,17%) Apple,
• $ASML (+0%) ASML

• Consumer goods:
• $KO (+0,09%) Coca-Cola,
• $MCD (-0,06%) McDonald's.

• Finance and insurance:
• $ALV (+0%) Allianz,
• $V (+0,11%) Visa

• Real Estate:
• $O (+0,07%) Realty Income.

• Armor:
• $LMT (+0,02%) Lockheed Martin.

• Retail:
• $WMT (-0,18%) Walmart.

- Various sectors:

- $8001 (+0,68%) Itochu

- Health

$JNJ (-0,29%) Johnson & Johnson

ETF as core overlaps are relatively unimportant to me in this area :)

- FTSE All World :

$VWRL (+0,07%)

-Global Quality Income:

$FGEQ (+0,2%)

and then as a supplement

$BTC (-1,68%) bitcoin

and gold $EWG2 (+0%)

Hello everyone. I started my journey on the stock market in April and I definitely don't regret the decision.

(According to GQ since 2022, but I only tested the stock market and Bitcoin with play money of €125, but sold it again straight away and the stock market was then next to nothing).

I'm now in my mid-21s and still live at home. My strategy is to build the basis with the $SPYI (+0,06%) ACWI IMI, and with the $CSNDX (+0,15%) NASDAQ 100 and stocks (maximum 10) that are high quality and buy to hold and should yield good dividends in maybe 20 years (small side income). With $BTC (-1,68%) or altcoins I am currently testing myself and trying to understand it better.

The $CSPX (+0,2%) S&P 500 with €500 per month

This is for a possible house construction in 7-10 years. (I am aware of the risk)

On the other hand, I put €50 in the $IWDA (+0,07%) MSCI World for my parents in 10 years when they retire and €100 in the $VWRL (+0,07%) FTSE-all world as a fixed pension. (An additional €200 per month via insurance-linked provisions such as Rürup and private pensions)

The Nvidia position is only so highly weighted because I got in at 104 euros with my nest egg (2.5k). It was a risky move, but as I don't need any big reserves apart from my car, I thought, why not?

Future goal: continue to expand the base with ACWI IMI and NASDAQ, and also add a few individual stocks that are perhaps not so heavily weighted in the existing ETFs. $MC (+0%) LVMH $OR (+0%) L'Oreal or $MCD (-0,06%) McDonalds, for example

The only thing I'm still wondering about in my first year on the stock market and don't know...tax.

I was thinking of selling the Nvidia nest egg position to take advantage of the tax-free allowance and have the money safely back in my account. The problem is that Nvidia is currently falling sharply. How do you do this or what is your advice? Or would you rather sell some of the ETFs? Thank you very much!