The stock market year is now history and I am quite satisfied with the performance, or rather it was my personally best year on the stock market so far in my almost 8 year "career" as a "fund manager", almost 50,000 € gross asset growth in one year, for me as a simple man and normal earner still surreal. I mean, that's more than my gross annual income from my job. In addition, there was a gross dividend of around €9,000, which I have to rely on getquin for, because I got a bit lazy this year and didn't track the net dividend in Portfolio Performance on my PC. It's a bit strange to share my "successes" anonymously here on social media, talking about them in real life with friends/colleagues and sometimes with family is still unimaginable for me.

As far as the portfolios are concerned, there has been a lot of movement, at least in my Scalable portfolio.

Reit has been reduced somewhat, the BP and Shell positions are out and have been partially reallocated to Chevron and Exxon. Altria and BAT are also no longer in the portfolio. With a heavy heart, I have also sold $UKW (-2,81%) with a heavy heart 😥

As these are positions with high dividends, the cash flow for 2025 will also fall to around €7,000 gross.

I used some of the money to invest in shares with a little more potential in the future and so I only added positions in November, such as $ASML (-0,64%)
$LRCX (-0,13%)
$KLAC (+0,1%)
$DB1 (+1,23%)
$CSL (-1,22%)
$NXPI (-0,48%)
$TTEK (+0%)
$CTAS (+2,53%)

In addition, I started my "savings plan project" at Trade Republic in February 2024 with the "Ultimate Homer Hardcore ETF", which has now reached a "fund volume" of over €70,000 💪😁

2025 is the turn of the 100k 😁👍

The 50k is divided into approx. 45k price gains for shares and 5k for gold/silver

A happy new year and a happy new year 2025 to you all 🥳💰🍀❤️

In view of the US elections, the question arises: could Trump's return actually boost the industry? After all, his policies could focus heavily on infrastructure, deregulation and energy.

Which stocks do you think are best positioned in this scenario?

My personal favorites for 'Trump trades' in this regard would be:

Caterpillar (construction equipment & infrastructure) $CAT (+0,21%)

Parker Hannifin (industrial components & automation) $PH (-0,58%)

Tetra Tech (engineering services, especially for water projects) $TTEK (+0%)

I am looking forward to your assessments!

could not resist.

Hello dear community

how do you see the current entry or first purchase for $TTEK (+0%) ?

Yesterday's figures are actually not that bad 🤔

Tetra Tech reports record results for fiscal year 2024 and the fourth quarter

Highlights of the fourth quarter

• Net sales increased to $1.37 billion
• Net sales increased to 1.14 billion US dollars
• Operating income increased 33% year-over-year to $143 million
• Earnings per share increased by 75 % year-on-year to USD 0.35; adjusted earnings per share increased by 15 % year-on-year to USD 0.38

Financial year 2024

• Record annual sales of USD 5.20 billion, an increase of 15% compared to the previous year
• Record annual net sales of USD 4.32 billion, up 15% on the previous year
• Record annual operating result of USD 501 million, an increase of 40% compared to the previous year
• Record earnings per share (EPS) year-on-year, up 21% on the previous year
• Record order backlog of USD 5.38 billion, an increase of 12% compared to the previous year

Dividend and share buyback program

On November 11, 2024, Tetra Tech's Board of Directors approved the company's 42nd consecutive quarterly dividend of $0.058 per share, an increase of 12% year-over-year, payable on December 13, 2024 to shareholders of record as of November 27, 2024. Tetra Tech has $348 million remaining under its $400 million share repurchase program.

Source:

https://investor.tetratech.com/press-releases/news-details/2024/Tetra-Tech-Reports-Record-Fiscal-2024-and-Fourth-Quarter-Results/

First tranche taken here. Think it will fall a little under Trump.

I am building a small ETF, so to speak, in relation to wastewater/waste management with 9 other stocks. Couldn't find a suitable ETF at the time.

Tetra Tech secures global USAID contract worth 5 billion US dollars. $TTEK (+0%)

PASADENA - Tetra Tech, Inc. (NASDAQ:TTEK), a leading consulting and engineering firm, has been awarded a major contract valued at $5 billion by the U.S. Agency for International Development (USAID). The contract is aimed at supporting democracy initiatives worldwide. Under the 10-year framework contract (IDIQ), Tetra Tech will support USAID's Office of Transition Initiatives in improving governance and resilience in developing countries.

The company's tasks include strengthening local participation, revitalizing critical infrastructure, and improving the resilience and accessibility of key public services, including drinking water. These efforts build on Tetra Tech's four decades of experience supporting USAID in strengthening local governance systems.

Dan Batrack, Chairman and CEO of Tetra Tech, emphasized the company's commitment: "We are pleased to continue supporting USAID in its mission to promote robust democracies around the world." The contract is part of a broader initiative to address governance challenges with evidence-based methods.

Tetra Tech, known for its "Leading with Science®" approach, specializes in solving complex problems in the areas of water, environment and sustainable infrastructure. With a workforce of 28,000 employees, the company provides science-based solutions for a wide range of global projects.

https://de.investing.com/news/company-news/tetra-tech-sichert-sich-globalen-usaidvertrag-im-wert-von-5-milliarden-usdollar-93CH-2753646

Tetra Tech: AI data centers and national chip factories should accelerate growth!

$TTEK (+0%)

Hello everyone, I am invested in Tetra Tech myself. And the analysts at KeyBanc raised their target from USD 49 to USD 56 on 08.10.2024. They confirmed their "overweight" rating and emphasized that Tetra Tech is one of the highest quality companies. Consequently, the share is a top pick.

https://mobile.aktien-mag.de/nachrichten/chart-tweets/tetra-tech-ki-data-center-und-nationale-chipfabriken-sollten-das-wachstum-beschleunigen/id-128471

Tetra Tech is awarded an Army Corps contract worth 249 million US dollars to support environmentally friendly projects in the USA.

$TTEK (+0%)

Tetra Tech has been awarded a $249 million contract by the US Army Corps of Engineers for environmental impact assessment and design services.

TTEK shares have gained over 58% in the past year, with a five-for-one stock split that went into effect on September 9 boosting trading activity.

The company announced that the US Army Corps of Engineers (USACE), Omaha District, has awarded a $249 million multiple award contract to provide environmental assessment and design services for facilities and sites throughout the United States.

Under this 7-year contract, Tetra Tech's scientists, engineers and technical specialists will provide a range of comprehensive environmental services.

These include the development of water resource management plans, ecosystem assessment and protection, and the design of sustainable building elements to improve water and energy efficiency.

"Tetra Tech has been helping the USACE restore and protect the environmental resources of its facilities for more than 40 years," said Dan Batrack, chairman and CEO of Tetra Tech.

Hey community does anyone have an opinion on $BLD (-0,97%) or $TTEK (+0%) ?

vg