I'm actually quite happy with my performance in September, would say solid midfield.

My focus at the moment is on bringing more structure into the portfolio: fewer stocks, but a higher weighting, which of course also means more risk. I'm also currently holding a little more cash because I think the markets are quite highly valued at the moment.

My next tranches will probably go into $RKLB (+0,45%) and $SOFI (+0,34%)which I find super exciting at the moment.

What do you think? What are your top picks at the moment?

$SOFI (+0,34%)

$SOFI (+0,34%) Options have no contract fees or commissions and are therefore cheaper than $HOOD (+0,94%)
$BULL (+1,04%) and $SCHW (-0,18%) 👌

Advanced options trading* is coming to SoFi! 🎉 Still with no commissions or contract fees (other fees may apply).

Look into Level 1 options like covered calls and cash-secured puts on top of our Level 2 access, all in one app. Details and terms at:

https://www.sofi.com/invest/options-trading/

My favorites are:

$NVDA (+0,29%)

$HIMS (+0,96%)

$IREN (+1,63%)

What are yours?

$TSLA (+0,88%)
$AMD (-0,02%)
$PLTR (-0,65%)
$CIFR (+5,78%)
$NBIS (+2,34%)
$OSCR (-1,52%)
$TEMP (-0%)
$SOFI (+0,34%)
$ASTS (-1,33%)

$HOOD (+0,94%)

I see potential here, but would wait for a correction.

On the subject of event betting, I am invested in $LTMC (+0,36%) invested.

On the subject of brokers with a super app, I am in

$COIN (-0,5%) and $SOFI (+0,34%)

Robinhood's share price jumped by around 12% to a new all-time high yesterday. This was triggered by news of rapid growth in the event betting business - a segment that is developing into a key growth driver in record time.

Volume in the billions surprises investors

Robinhood announced that over 2 billion event betting contracts were concluded in the 3rd quarter alone. Since its launch, the trading volume now totals more than 4 billion contracts. This dimension has made many investors sit up and take notice: Betting is no longer an exotic niche product, but is developing into a market suitable for the masses.

Fantasy beyond shares and crypto

For investors, this means that Robinhood is creating a second strong pillar alongside traditional trading. While trading volumes in shares and cryptocurrencies can fluctuate greatly, the boom in event betting is opening up additional, steady sources of income. This gives the business model more stability and awakens the prospect of further growth.

Additional tailwind

Other news is also boosting momentum: premium customers are to be able to use banking services such as wealth planning and tax advice in future, which means Robinhood is clearly heading in the direction of a financial super app. In addition, the inclusion in the S&P 500 is generating capital inflows from index funds.

Outlook: From broker to all-in-one app

With the boom in the new segment and the expansion into banking, Robinhood is sharpening its profile as an all-in-one app for finance and betting. Investors are rewarding the new growth story - and believe the company is well on the way to permanently moving away from its past as a pure neo-broker.

- Updated on 30.09.25 08:35 D. Bußmann

https://aktienmagazin.de/nachrichten/hot-news/robinhood-kursrally-dank-milliarden-boom-bei-ereigniswetten-155203.html

$IREN (+1,63%)
$SOFI (+0,34%)
$NU (+0,3%)

So the weekend can start 😂

While Villariba is still washing up, the following shares are already celebrating:

$URA 52 week high

$UUUU (+0,07%) 52 weeks high

$SOFI (+0,34%) 52 weeks and ATH

$CPNG (-0,07%) 52 weeks high

$NU (+0,3%) 52 weeks and ATH

$RIOT (+0,65%) 52 weeks high

$BITF (+1,26%) 52 weeks high

Also close to 52-week highs:

$SE (-0,48%)

$SHOP (+0,13%)

$UEC (-3,25%)

Feel free to post more values here in the comments. There should be a few more that you might not have on your screen.

I would like to start a completely new portfolio that will primarily revolve around dividends.

As a core I was thinking of $TDIV (-0,04%)

Would you say this is a good core?

If not I would add $VHYL (+0,09%) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (-0,25%) and or $SXYD (-0,01%)

I would like to represent the NASDAQ with $EQQQ (-0,11%) but I will represent it with $ASML (+0,22%) and $2330 will be added.

Allianz $ALV (-0,68%) and Munich Re $MUV2 (-1,17%) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (-0,9%)

Oil shares are represented by $VAR (+0,21%) and one more.

Do you have any recommendations?

I am thinking about $CVX (-0,19%)
$EQNR (+1,03%) and $PETR4 (+0,8%)

I would also like renewable energies, but I'm not familiar with them.

Do you have any suggestions?

Becoming a defensive company $ULVR (+0,18%)
$D05 (-0,53%)
$O (-0,04%) and of course $NOVO B (-0,08%) Being.

$BATS (-0,11%) I already have in a portfolio, would it be too much of a lump to add $MO (-0,38%) to add to it?

I still have $KHC (+0,02%) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?

Apart from that $RIO (-0,16%)
$NKE (-0,19%)
$1211 (-2,91%)
$SOFI (+0,34%) and $HAUTO (+0,24%) will be represented with smaller positions.

What is your opinion?

Would you improve anything?

What else would you add, especially in EE and defensive stocks?

Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.

This is my first attempt to build something serious.

Greetings to all Getquins out there!