Dear Community,

I’d like to present my portfolio once again.

The core of my portfolio is the $VWRL (-0,25%) which I contribute to monthly.

I also hold a few dividend-paying stocks such as $ALV (+1,68%)
$MCD (+1,19%)
$BMY (+1,66%) and $TTE (-1,28%) these stocks are my “dividend stocks”—to be honest, I don’t expect much in the way of returns from them, but they might still surprise me. As for $BMY (+1,66%) I’m not quite sure yet whether I should hold onto this stock or focus more on growth in the healthcare sector— $SYK (+4,34%) For example, looks interesting right now—it might even be my new employer in the future 😜.

Then I also have a bit of growth with dividends, though that’s not my main focus $TSM (-2,59%)
$AVGO (-1,2%)
$SU (-1,67%) and $8001 (+0,48%) Itochu is sort of a middle ground.

Last but not least, of course, $BTC (-0,49%) to cover crypto.

Once I’ve adjusted the positions under $MCD (+1,19%) the top holdings—with a target of about 5,000€ per stock for now and BTC at 3,000€—I plan to add new holdings in the form of $VST (+1,45%)
$XYL (+0,67%) and maybe again $RKLB (+0,66%) , though other holdings are of course possible until then.

Thanks for your support, opinions, suggestions for improvement, etc.

Best regards and have a great start to the weekend,

Florian

Snagged some great deals again today 🔥

5x $MCD (+1,19%)

5x $SYK (+4,34%)

10x $TDIV (+0,61%)

5x $VST (+1,45%)

Did you guys take advantage of the little price dip today, too?

Wishing everyone a great day! Greetings from the lake 😎

So, I got another nice payout from BlackRock today! I added a little extra and bought 2 Stryker shares 😎

What purchases are you planning right now?

$BLK (+3,63%)
$SYK (+4,34%)

So, dear community,

After not being very active here over the past few weeks due to health reasons, I’m checking in with a stock purchase! 🙂

I think Stryker is trading at a good price right now and is a solid long-term investment anyway!

Wishing you all a great day, and hopefully the stock market will handle the interest rate hike reasonably well 😅

That’s $NFLX (+2,29%) is the result of them annoying us with ads and raising subscription prices.

Since I’ve bought in now, the price will of course drop soon, just like with $SYK (+4,34%) 🤪 but that’s no problem, because you guys in the GQ community wanted even better prices—you’re welcome! 📥💸

$SYK (+4,34%)

Springfield, New York. The financial world is in an uproar: Star investor has, with his legendary investment firm “Ultimate Homer Hardcore Holding” has unexpectedly acquired a stake in the medical technology group Stryker .

While analysts are frantically trying to discern a complex investment strategy behind the purchase, Simpson himself provided clarity.

“Stryker,” Homer said during a press conference, a donut in his hand. “It just sounds cool.”

With that, the matter was apparently settled for what is arguably the most unusual star investor in the financial world.

“Stryker sounds like a guy who really goes for it.”

According to sources close to “Ultimate Homer Hardcore Holding,” Homer is said to have first heard the company’s name during a TV show.

“Stryker,” Simpson is reported to have said.

“That sounds like someone running out of an exploding building wearing sunglasses.”

He then asked his financial advisor if they could buy Stryker.

“How many?” the advisor is said to have asked.

Homer reportedly replied:

“Four. Four sounds like a lot.”

Analysts Baffled

Wall Street’s initial reaction was one of confusion. While professional investors typically focus on key metrics, earnings growth, margins, and long-term market opportunities, Homer apparently follows a much simpler strategy.

His personal evaluation system reportedly consists of three criteria:

Does the company name sound cool?

Can you say the name out loud without embarrassing yourself?

Are there maybe donuts?

According to Homer, Stryker met all the key requirements.

Stock Under Special Watch

Market observers now expect that other investors might follow suit.

“We received several inquiries today from the getquin community asking whether ‘Stryker’ is actually a good stock,” explained a completely overwhelmed stockbroker.

“Unfortunately, we had to tell them that Homer Simpson apparently invests based on different criteria.”

Homer himself, meanwhile, seemed satisfied with his new position.

“I now own four Stryker shares,” said the star investor proudly. “If the stock goes up, I’m a genius. If it goes down, it was just a test anyway.”

Simpson then left the press conference and headed straight to Moe’s Tavern.

Wall Street is eagerly awaiting his next big move.

$SYK (+4,34%)

I executed my savings plan yesterday. Today: -8% 😂 But I'm still building up a larger position, so it doesn't bother me if I can buy more at a discount over the next few months.

Goldesel has summarized well here what Stryker CFO Preston Walls said today at the Wells Fargo Healthcare Conference.

https://goldesel.de/aktien/news/stryker-aktie-fallt-lieferprobleme-im-gefassgeschaft-dauern-bis-ins-vierte-quartal

Today, $SYK (+4,34%) 20 shares have moved into my Pie portfolio! 📥💰

Stryker is currently still dealing with the fallout from an Iranian cyberattack in March 2026 that caused outages worldwide. 💻⚔️

Stryker has responded and plans to significantly harden its systems against cyberattacks, which will also put pressure on profits in the short term, as substantial investments are required. 💸🛡️

However, I still consider Stryker’s continued long-term success to be very realistic and view the cyberattack and its consequences as a favorable opportunity to buy in, since the company’s moat remains intact: 📈🏰

• High switching costs (Switching Costs): Customers would face enormous costs if they switched systems and would have to completely retrain their staff. Furthermore, switching involves high risks that no one wants to take, especially in the operating room. 🏥⚠️
• FDA approvals & patents: Approvals that have already been granted act as a protective shield. Competitors would have to invest hundreds of millions to even get to where Stryker already is. 🔬📜
• Strong Sales Network: Stryker can rely on a first-class, deeply established global sales network. 🌐🤝

Last but not least, Stryker has consistently outperformed the MSCI World Index 📊🚀—which is exactly why it’s one of the high-quality companies I’m very happy to weight more heavily in my portfolio. 💼✨

Here's the hot stuff from Stryker $SYK (+4,34%)
(NYSE: SYK) Q2 2026 Earnings Release, fresh off the US market close on July 30, 2026:

🚀 Top-line performance & strong comeback

Stryker $SYK surpassed the $6.60 billion . This represents robust growth of +9.4% year-over-year (organic growth of +9.0%). The medtech giant thus comfortably exceeded Wall Street’s expectations, which ranged from approximately $6.56 billion to $6.58 billion, and impressively made up for the dip in the first quarter (cyber incident in March).

🔮 Segment Strength: MedSurg, Neuro & Orthopedics

High demand for surgical procedures and robotic technology is driving strong growth in both main divisions:

MedSurg & Neurotechnology: Revenue rose by +9.7% (organically +9.2%) to $3.60 billion. The main drivers were higher unit sales (+9.1%) of medical devices and instruments.

Orthopedics: The segment climbed by +9.1% (organic +8.6%) to $3.00 billion. The global trend toward hip and knee surgeries, as well as the Mako robotic surgery platforms, are reliably bringing in revenue.

🤖 Earnings Surge & Expansion

The bottom line is that Stryker demonstrates extremely high operating leverage:

The GAAP net income jumped by +44.3% to $1.30 billion .

The GAAP earnings per share (EPS) climbed by +44.1% to $3.30.

Adjusted Adjusted EPS rose by +17.9% to $3.69 , significantly beating analysts’ estimates (the consensus was ~$3.46 to $3.49).

The adjusted operating margin expanded by 170 basis points to a rock-solid 27.4%.

📈 Steady Recovery & Outlook

CEO Kevin A. Lobo emphasized that Stryker has successfully made up for the operational delays from the start of the year. With a high pace of product innovations (including Mako 4), management is entering the second half of the year with strong momentum and expects to be among the top performers in the medtech sector.

⚡ 💡 Jack’s Take

A textbook turnaround after a bumpy start to the year! Anyone who had doubts about Stryker following the cyber security concerns in the first quarter was caught completely off guard today. With 9% organic growth, nearly $3.70 in adjusted EPS, and an operating margin of over 27%, the medtech leader is delivering a true showcase of quality. Operating rooms are full, and Stryker’s hardware is in higher demand than ever.