Montly Portfolio Update
🔴 -𝟗,𝟗𝟒% 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 🟢 +𝟐𝟕.𝟎𝟗% 𝟑-𝐘𝐞𝐚𝐫-𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Dear Copiers, dear Followers, ...
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- Jun 6, 2022
- 3 min
A selective comparison of oil majors - and an investment case for Shell
A sector comparison makes it clear: The shares of the British $SHEL.L (Shell PLC) are far cheaper, for example, than the rivals $XOM...
- May 16, 2022
- 1 min
PAYPAL: Crypto offer to grow
As bad as things have been for Paypal this year - there is always good news that makes me hold on the the stock. In some countries, users...
- May 9, 2022
- 1 min
Update on vaccine shares
Good results for Biotech's three-dose regimen in infants. Monkeypox draws attention to vaccine producers. Biontech $BNTX (BioNTech SE)...
- May 2, 2022
- 1 min
A testimony to diversification
$ARKK is now at the performance level of May 2020, while in between, especially at the beginning of 2021, it was outperformed by very few...
- Apr 19, 2022
- 1 min
Aixtron: High Prospects
Analysts at BNP Paribas see a lot of potential in the MicroLED manufacturing equipment of chip equipment manufacturer Aixtron. They...
- Apr 19, 2022
- 2 min
Hope for the precious metal bulls
The level at the end of March may have marked the bottom of the correction. The eyes are on the area around 1990 dollars. A few thoughts...
- Apr 4, 2022
- 3 min
Precious Metals Briefing
The bears tried to bring the $GOLD and $SILVER prices to their knees last week. But they lacked the strength. The correction should be...
- Mar 24, 2022
- 2 min
Why do I hold so many precious metals in my portfolio?
Gold and silver prices can make strong gains as the Ukraine crisis continues. The article looks at the medium-term influencing factors...
- Mar 22, 2022
- 2 min
The risk of China ADRs
What ADRs are, what specifics to watch out for from a lawyer's perspective, and how I see the situation now. Access to the Chinese...
- Mar 14, 2022
- 3 min
Even in crisis, the advertising business is growing
Although the Russian activities only account for a fraction of the companies' total turnover, the advertising business is suffering...
- Mar 7, 2022
- 3 min
2. Portfolio Report in 2022
Dear copiers, dear followers, It's a volatile time and a troubling time. On the one hand, COVID continues to retreat and the pre-pandemic...
- Feb 21, 2022
- 3 min
The Fundamental Change
Uh, what a provocative title! Today it's time again to catch up on the past week for my dear copiers. How did you guys perceive this...
- Feb 21, 2022
- 3 min
𝐀𝐧𝐧𝐮𝐚𝐥 𝐑𝐞𝐯𝐢𝐞𝐰: 𝟐𝟎𝟐𝟏
🟢 𝟐𝟎.𝟐𝟕%: 𝟏𝟐-𝐦𝐨𝐧𝐭𝐡𝐬-𝐫𝐞𝐭𝐮𝐫𝐧 🔴 -𝟐.𝟐𝟒%: 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 🟢 𝟏.𝟕%: 𝐇𝐢𝐠𝐡𝐞𝐬𝐭 𝐃𝐚𝐢𝐥𝐲...
- Feb 21, 2022
- 2 min
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞
𝐖𝐨𝐰, 𝐰𝐡𝐚𝐭 𝐚 𝐧𝐢𝐜𝐞 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐢𝐧𝐯𝐞𝐬𝐭, 𝐦𝐲 𝐟𝐞𝐥𝐥𝐨𝐰 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬! 𝐀 𝐬𝐦𝐚𝐥𝐥 𝐦𝐚𝐫𝐤𝐞𝐭...
- Feb 21, 2022
- 2 min
𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐑𝐞𝐜𝐚𝐩: 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝟐𝟎𝟐𝟏
🔴 -𝟑,𝟗𝟗%: 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 🟢 𝟏.𝟓%: 𝐇𝐢𝐠𝐡𝐞𝐬𝐭 𝐃𝐚𝐢𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 🟢 𝟑𝟕,𝟐𝟏%:...
- Feb 21, 2022
- 2 min
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞
The current cocktail has it all: supply problems, sharply rising Corona case numbers and a price upswing that has not been as violent as...
- Feb 21, 2022
- 2 min
𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞: Varta
$VAR1.DE (Varta AG) Varta is under pressure. Yesterday it was still trading at €129.95, but we are currently at around €103. The price...
- Feb 21, 2022
- 2 min
𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐑𝐞𝐜𝐚𝐩: 𝐎𝐤𝐭𝐨𝐛𝐞𝐫 𝟐𝟎𝟐𝟏
🟢 𝟔.𝟗𝟓%: 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 🟢 𝟏.𝟗%: 𝐇𝐢𝐠𝐡𝐞𝐬𝐭 𝐃𝐚𝐢𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 🟢 𝟔𝟔.𝟒𝟔%:...
- Feb 21, 2022
- 2 min
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞: $HOLN.ZU (Holcim Ltd)
First of all, small caps and standard caps are cool. Why? Because not everybody speaks of them, they are often undervalued and bring huge...
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