Postos
134Have any of you experienced the dividend payment being canceled?
I currently have the case at Trade Republic with the Walmart dividend from January 6th.
Taxes were also deducted, although there is a FA. (also updated for 2025)
Does anyone have an explanation for this?
... and $PEP (+0,21%) 271 dollars
The industry is finally at an acceleration point.
In February 2023 U.S. introduced the "Increasing Competitiveness for American Drones Act" which streamlined the approval of licenses for operating drones over American territory.
The advances in Ai have helped develop "detect and avoid" software for autonomous drones.
And at the same time the development of GPUs have allowed these software to be installed on small and light autonomous drones.
It has been 12 years since Jeff Bezos unveiled Amazon's plans to develop "Prime Air" a 30 minutes air drone delivery service. This happened during an episode of the tv show "60 minutes" in November 2013. youtu.be/Fbq6gQVLhWE
Yesterday night I was reading an article about Serve Robotics finance.yahoo.com/nvidia-uber-backing-700-million and I go inspired to make some research into the delivery drone industry. The article talk about $NVDA (+0,68%) and $UBER (+0,05%) investment into $SERV . If you don't want to read the full article, actually @BamBamInvest just made a short summary post of it ( https://getqu.in/RoQSMH/ ).
I investigated on "last mile" delivery also known as "backyard / front yard delivery" . So I will not talk about robotaxi, autonomous truck, ships, airplanes nor I will talk about "micro" delivery drones such as those robots that are already heavily used in hotels in China. All of these surely overlap and compete with each other in the delivery service, but talking about these would defeat the purpose of this post.
So here is my summary of notable drone delivery companies and the current state of the industry.
For starters, there are just two types of delivery drones that are being currently "heavily" deployed for last mile deliveries: with "wings" (UAV) and on wheels.
Delivery on wheels are more complicated and don't see much competition. In U.S. the main player is Serve Robotics ($SERV ). In China is Meituan ( $3690 (-1,29%) ).
Until the beginning of 2024, Amazon ( $AMZN (+0,02%) ) drone delivery service has completely underdelivered 😅 while other players have taken the lead. One of these is Wing, a subsidiary of Google parent company Alphabet ( $GOOG (-0,02%) , $GOOGL (+0,15%) ) wing.com . Wing altogether with DroneUp, flytrex (partner of Causey Aviation Unmanned) and Zipline has completed thousands of commercial air deliveries for Walmart ( $WMT (+0,01%) ).
Wing has the broadest customer base. It operates for Walmart, Doordash ( $DASH (+0,62%) ) Coles groceries ($COL (+0,88%) ), Walgreens ($CVS (+0,19%) ) and different restaurants. It operates mainly in Australia and US.
Zipline is a private company known for making hundreds of thousands of medical air deliveries in Rwanda. flyzipline.com
It's very active in U.S. , a close competitor to Wing.
In December 2022 a partnership with Jumia ( $JMIA (+0%) ) was announced to ease up deliveries in Africa, but since then no further development is known.
DroneUp is also private and basically it's a subsidiary of Walmart. droneupdelivery.com
In the U.S. , until 2023 only 5 drone operators had succeeded at getting air carrier certification from the FAA: Wings ($GOOGL (+0,15%) ), UPS ($UPS (+0,07%) ), Amazon ($AMZN (+0,02%)), Zipline and Causey Aviation Unmanned.
UPS operates wit Matternet's droves. Matternet is a private company. They successfully operate and deliver in dense urban environment.
Causey Aviation Unmanned is a subsidiary of the private company Causey Aviation which is a private jet charter. Causey Aviation Unmanned operates through Flytrex as a provider of Walmart air delivery. Flytrex is also private. causeyaviationunmanned.com
Other notable air drone delivery companies are Ondas holdings ( $ONDS (+0%) ) ondas.com . Ondas is known for its military applications in Israel, but it is actually active with Airobotics in the delivery industry airoboticsdrones.com .
The newest Prime Air drone, the MK30, has been unveiled in October 2023 and it's finally being massively deployed bringing Amazon back to the lead.
It’s unlike any other drone being used for package delivery. Faster, quieter, safer, bad weather resistant and very powerful.
At the end of 2024, these new drones replaced the old ones used to deliver in California and Texas. They will also be deployed in a new, third U.S. state and in soon-to-be-revealed destinations in Italy and the UK.
Outside of US, China is leading the way in urban drone deliveries and Meituan ( $3690 (-1,29%) ) is the current market leader both with UAV and drones on wheels.
In Ireland, Manna Aero, has already completed over 100,000 drone deliveries across various locations in Ireland and is trending to hit more than 1,000 daily deliveries in dense urban markets such in Dublin. Manna Aero is a private company manna.aero .
Happy New Year everyone! We are starting the new year with adjustments to the Sina ETF. (The performance here below somehow no longer corresponds to the actual performance, but so be it...) After this post you'll have peace and quiet from my ETF again :D
I sold some stocks and invested the dividends I received last year. That left me with 19 euros in cash, so it's still a 40-share ETF ;)
If this were my only portfolio, I would probably have held more cash and not reinvested directly, as the entry point doesn't always seem optimal. But I also proceeded without regard to entry points.
For the question of how high the profits or losses were, please refer to the portfolio.
Out are:
$STLAM (+0,09%) (loss)
$AFX (+0,23%) (loss)
$MC (-0,12%) (loss)
$OR (-0,43%) (loss)
$7203 (+0,35%) (loss)
$D05 (+1,73%) (Profit)
$RHM (+0,63%) (Profit)
$ENR (-0,54%) (Profit; also dropped from my "real" portfolio)
Partial sale:
$WMT (+0,01%) at 50%
Increased by:
$ASML (-0,29%) Since the position was down over 20%, but I am convinced in the long term
New additions:
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 (+0,15%)
I did not want to get into more overvalued stocks like the case of $PLTR (-1,61%) 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 (-0,41%) 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 (+0,05%) y $ABNB (-0,15%) among others...
And for more stability in equities I have stocks like $WMT (+0,01%) o $ITX (+0,16%) 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%)
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 👇
Medium-term objective to buy positions in $MA (-0,21%) y $V (+0,07%) 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 (+0,15%)
$NVDA (+0,68%)
$MSFT (+0,24%)
$META (-0,08%)
$AAPL (+0,13%)
$AMZN (+0,02%)
$ABNB (-0,15%)
$NFLX (+0,01%)
30% Well-performing companies in crisis with stable growth and dividends.
$WMT (+0,01%)
$MCD (+0%)
$ITX (+0,16%)
$MA (-0,21%)
$V (+0,07%)
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 (-0,13%)
$NKE (+0,05%)
$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
- Various sectors:
- $8001 (+0,44%) Itochu
- Health
$JNJ (-0,25%) Johnson & Johnson
ETF as core overlaps are relatively unimportant to me in this area :)
- FTSE All World :
-Global Quality Income:
and then as a supplement
$BTC (-1,9%) bitcoin
and gold $EWG2 (+0%)
Costco: Buy now ?
$COST (+0,15%) is similar to $WMT (+0,01%) is a real heavyweight in the retail sector and is known for its blatant business model: customers pay a membership to get low prices. As a normal consumer in Germany, I've never seen that before. This not only creates a strong bond with the customer, but also ensures stable and regular income. Costco remains strong, especially in uncertain times, because they have their costs under control and still offer good prices. Sure, the share is not cheap or has already risen very sharply, but good companies cost their price, don't they? In addition, there are good quarterly figures and solid growth, which could drive the share price further in the future. But there are few dividends. What do you think: should we get in?
The stock market year is drawing to a close.
Personally, I am more than satisfied, I was able to achieve a return of 41% and beat the market by around 10%. Of course, there were also a few bad purchases this year, but that's part of it.
The assets that performed best for me were $BTC (-1,9%)
$WMT (+0,01%)
$AVGO (+0,19%) . With Broadcom in particular, I was able to pick up a few more € in the last few days. :)
I would be interested to know how satisfied you are with this year?
Next year I expect a little less %😂But let's see, the goal is of course to beat the market again.
What are your goals and wishes for 2025?
I wish you a Merry Christmas and peaceful days with your loved ones.
Lg Flo🎅🏻
Walmart: buy or wait and see?
$WMT (+0,01%) Walmart is a real heavyweight in the retail sector and is present everywhere in the USA. The stock is considered to be stable and perfect for those who prefer safety to big risks. At least that's what I've read. I find it particularly exciting that Walmart is really stepping on the gas when it comes to e-commerce and looks better than most others in the States. They are also positioning themselves more strongly in terms of sustainability. Of course, competition like Amazon never sleeps, but Walmart is still very interesting. There are also regular dividends. They may not be spectacular, but they are solid. What do you think? Is it worth getting in now, or has the train already left the station?
Principais criadores desta semana
