$SBMO (+0,14%) has achieved its share buyback target. Around 5.5 million shares were bought back for an average of € 22.03. This means that, including the dividend, around € 370 million was distributed to shareholders this year, with a profit of around € 830 million

Sooooo it's time for another portfolio update.

Over the last few years, I have noticed that my long therm target of 20% pa is becoming increasingly difficult to achieve as the size of my portfolio increases, because more and more money is flowing into "safe" ETFs. Nevertheless, with my top picks 2025 $RKLB (-5,69%)
$KSB (+1,25%)
$NU (-3,14%) and $GOOGL (-2,03%) very satisfied. However, all 4 are at ATH or just below, which could make things a bit volatile in the short term. Nevertheless, I assume that all 4 will be higher at the end of the year than they are now.

My aim this year is to increase my exposure to small/mid caps. I already made a start last year, $KSB (+1,25%) has already done quite well, stocks like $P4O (+0,98%)
$GFT (-3,36%)
$SBMO (+0,14%) and $OSIS (-1,59%) are to be held, but no major additional purchases are planned there for the time being.

The downward positions in Samsung are all part of my 212 trading pies, divided into 3 different pies. Since mid-August, the pies have gained 21.6%. Meanwhile the total value of my 212 investments is 9600€. These are saved monthly with a total of €500 plus one-off payments from time to time.

Apart from that, there are only 2 three-month savings plans with 1.5k each on the $VWRL (-1,18%) and $TDIV (-0,63%)

In addition, there are still around 60k in various orders, but these are all turnaround bets with short-term targets of between 8% and 12%

In the long term, I will keep my eyes and ears open to find new pearls.

Thank you @Hotte1909 for the great presentation of the share! On January 3, even CEO Tangen bought shares for € 1.3 million and CFO Wood for € 0.8 million.

I also think the current share buyback program is really good. The book value per share is € 21.22 and continues to rise. We are also seeing a nice upward trend in net profit.

The diversification into EU and energy is the cherry on the cake for me - very exciting! 🎂🍒

So my new ek is now around €21

$SBMO (+0,14%) specializes in floating offshore energy platforms.

The offshore wind turbines are entering the next stage of research and if everything goes smoothly, there is a big contract with France, where the prototypes are already in place.

In addition, the company could benefit from the fact that the USA is investing in offshore oil platforms due to Venezuela's oil reserves.

$SBMO (+0,14%) delivers good figures for Q3, keep up the good work. I'm staying in, the stock can stay in the portfolio for longer.

https://de.investing.com/news/transcripts/sbm-offshore-uberzeugt-im-q3-2025-mit-starkem-wachstum-und-erhohter-prognose-93CH-3232814

From buy the dip to short the winner, everything was there again today. Almost 10k were pumped into the market again today. Somehow I can't get my Tr account updated again, so make do with the screenshots

$SBMO (+0,14%)
$GFT (-3,36%)
$AMD (-2,66%)
$INTC (-2,75%)
$3350 (-6,2%)

After $RKLB (-5,69%) was launched yesterday, $SBMO (+0,14%) just under a month ago, it seems that the $NU (-3,14%) rocket finally seems to be igniting.

Here is my latest purchase from 10 days ago

New additions $TTD (-1,99%)
$TUI1 (-2,04%) and very important $GME (-2,58%)

subsequent purchase $NU (-3,14%) nananunanana 😉

Adjustment of shares from $SBMO (+0,14%) as I have transferred these to Volksbank and gq can't cope with this

$SBMO (+0,14%)

We have just broken through all the lines on the chart. Super growth, super efficiency and a decent dividend. $SBMO (+0,14%)

The new platform is also in operation.

"SBM Offshore announces that FPSO Alexandre de Gusmão will be officially shut-in on May 24, 2025, after achieving first oil and completing a 72-hour continuous production test leading to final offtake.

FPSO Alexandre de Gusmão has a processing capacity of 180,000 barrels of oil and 12 million m3 of gas per day.

Alexandre de Gusmão is owned and operated by special purpose vehicles owned by affiliates of SBM Offshore (55%) and its partners (45%). The FPSO will operate under 22.5-year charter and operating services agreements with Petróleo Brasileiro S. A. (Petrobras)."

To ath the road will be too long to reach it now. But the 5-year high at € 21 is in sight.