Hello everyone,

Since many of you have shown your depots recently, I thought I'd follow suit and present mine too.

Briefly about myself:

I have just completed my training as a bank clerk and now work in an auditing firm.

I am also unable to insure certain risks such as incapacity for work or similar due to pre-existing conditions (nothing serious).

I have also just moved into a great apartment with my boyfriend.

Investment goal:

I am building up the portfolio with savings plans as well as individual purchases. The ultimate goal is for all positions to be self-financing with €25.00 per month. With the dividends that accrue by chance, I would like to cover part of my monthly fixed costs. This is quite possible as I have an extra account for my custody account (free of charge at my house bank).

The following items are still missing: $META (-0,65%)
$JNJ (+1,28%)
$MA (+0,04%)
$MSFT (+0,27%)
$NVDA (+0,4%)
$PEP (+0,31%)

For 2025, I would like to get as close as possible to the €100.00 mark.

It's a bold target, and many might object because of the savings plan / individual purchase combination, but this is the best way for me. The role model for this is @Simpson.

I would also like to replicate the portfolio step by step at Trade Republic for vacations etc.

In my current circumstances I have enough reserves to be able to focus on dividends.

As of yesterday, I beat the MSCI World with 0.71%, which I think is pretty good.

Do you have any ideas for changes to the positions? And please don't liquidate all positions and then into the $VWRL.

The $VWRL (+0,84%) only came later that some positions overlap, but this is not a problem for me because of the dividend idea.

Have a nice weekend!

took part in my survey earlier this evening. There were $PEP (+0,31%) or $O (+1,62%) with an investment amount of €250 were available. The majority had voted for $PEP (+0,31%) voted in favor. My average share price is now €136.40. Why did you vote in favor of $PEP (+0,31%) in the vote? The share price performance over the last few months does not look very confident. Just under 40% were in favor of $O (+1,62%) ! Why would you rather add to this position?

$PEP (+0,31%) ... I find the combination of long-term price potential and current dividend yield very attractive.

Hello everyone,

With today's high, I have cracked my first target of €50,000 for the first time.

The next target is of course €100,000, hopefully by the end of 2026/beginning of 2027.

I would therefore like to present my portfolio to you and hope that you will have any suggestions for improvement and constructive ideas.

Basically, the focus is on buy and hold / growth. But a dividend is also nice.

I started thinking more intensively about the whole topic around the beginning/middle of 2023, at the age of 29. The aim is to possibly reach the millions after all, or in any case to have a more comfortable retirement later on.

Before that, it was more about trying things out or the "safe" investment that you get from your parents. In the meantime, we saved in stories such as DWS funds. I still have one of these "corpses", the DWS Vermögens... $HJUF (-0,54%) .

However, this is also to be restructured in the near future.

I am currently working on increasing my ETF positions to get to a ratio of 50%/50%. I have not been so successful with this recently, as I have increased many individual stocks due to the low.

Actually, the iShares Core S&P 500 $CSPX (+0,52%) and FTSE All-World $VWCE (+0,41%) are in the foreground.

Yes, I am also saving here at the same time $VWRL (+0,84%) for a few more dividends a year. You are welcome to give your opinion on whether this makes sense or whether you should only take one of the two.

My current monthly ETF savings plans at a glance,

Core S&P 500 $CSPX (+0,52%) - 150€

All-World $VWCE (+0,41%) - 70€

All-World $VWRL (+0,84%) - 70€

MSCI World $IWDA (+0,44%) - 40€

S&P 500 Information Tech $IUIT (+0,17%) - 30€

All-World High Divid. $VHYL (+0,54%) - 30€

VanEck Sustainable World Equal $TSWE (+0,85%) - 30€

VanEck Developed $TDIV (+0,88%) - 15€

iShare DJ Global Titan 50 $EXI2 (+0,32%) - 15€

Here, too, a merger would be conceivable and also make sense.

For example, since I hold the DJ Global Titan 50 $EXI2 (+0,32%) and the MSCI World $IWDA (+0,44%) with a small amount for ages, I have not yet been able to part with them.

I still save the following shares weekly at €7 each on the side,

$BRK.B (+1,26%)

$BLK (-0,34%)

$PG (+0,36%)

$PEP (+0,31%)

$KO (+0,9%)

In addition to the above, I buy individual shares, ETFs or top up positions worth a further €500, depending on prices.

On average, my monthly savings rate is therefore around €1,000-1,500.

As already mentioned, I would like to ask the community for their opinion, any suggestions for improvement and constructive ideas.

Thank you very much, best regards and happy trading days.

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 (+3,09%) against $SYK (+1,22%) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (-0,8%) 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 (+0,41%) + ~10k

$GRAB (+1,5%) + ~1k to (3.38)

$BLK (-0,34%) + ~ 1.3k (678)

$ASML (-1,43%) + ~2.7k (555,45)

$GOOGL (+1,27%) + ~ 1.5k (124,66)

$MPWR (+0,66%) + ~ 1.6k (409,21)

$SOFI (+2,03%) + ~ 0.7k (7,78)

$LIN (+0,84%) + ~ 1.1k (388,20)

$QCOM (-0,23%) + ~ 1.5k (113,62)

$CRWD (+1,73%) + ~ 0.9k (289,75)

$MSCI (-0,31%) + ~1.3k (451)

$V (+0,74%) + ~ 1.4K (274)

$AMZN (+0,1%) + ~ 1.4K (159,74/159,34)

$MSFT (+0,27%) + ~ 1.7k (335/337,75)

$MC (+0,4%) + ~ 1.9k (482,31)

$NOVO B (-2,62%) + ~ 2.5k (51,68)

$ABBV (+1,05%) +~ 1.5k (152)

$NVDA (+0,4%) +~ 2k (85,04)

$UNH (+4,71%) +~ 1.7k (336,30)

$PEP (+0,31%) +~ 1.1k (114,97)

$MRK (+1,8%) +~ 1k (67,70)

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

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

$SYK (+1,22%) ~ 2.1k (305,72)

$META (-0,65%) ~ 1.4k (467,30)

$AVGO (-2,17%) ~ 1.1k (156,76)

$ISRG (+0,41%) ~ 1.6k (398,30)

$SPGI (+0,81%) ~ 1.2k (403,22)

$ANET (-0,2%) ~ 1.8k (70,50/58,65)

$UNP (-0,66%) ~ 0.9k (187,56)

$CAT (+0,96%) ~ 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 ✌️

I remain convinced of the company's long-term orientation and plan to gradually expand my position. The stable dividend history and the broad product portfolio speak for themselves

I am currently in Egypt, it is very interesting how the market for Pepsi is developing here

📈 Growth and market position

According to a report by AGBI, PepsiCo achieved double-digit organic sales growth in Egypt for the second consecutive year in 2024. This is particularly notable as other Western brands in the region are facing calls for boycotts. However, PepsiCo was able to maintain or even increase its market share, especially in the salty snacks segment.

🏭 Investments and expansion

Since 2018, PepsiCo has invested over 500 million US dollars in Egypt to expand production lines, introduce new technologies and increase export capacity. One example of this is the opening of a new Chipsy production line in 2023 with a capacity of 25,000 tons, which has created 190 new jobs.

🌍 Market environment

The Egyptian carbonated soft drinks market is estimated to generate revenues of around USD 4.35 billion in 2025, with an expected annual growth rate of 14.3% until 2029.

Overall, PepsiCo is performing strongly in Egypt with continued growth and strategic investments, making the company an attractive investment

$PEP (+0,31%) .

Today I bought a tranche of $PEP (+0,31%) today. I currently see a very attractive price here.

But I would also be happy if the price were to go down a little. At a price of €100, I would buy more here.

The company is convincing with its wide range of consumer goods.

In addition, the dividend that Pepsi pays is not entirely uninteresting.

What do you think of PepsiCo? Have you already made a purchase or are you still waiting?

Have a wonderful evening, everyone.

$PEP (+0,31%) Additional purchase of 6 shares at 115.20 euros