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2024-01-02 22:04:19 ET Summary My portfolio gained 9.94% in 2023 but lagged behind the MSCI World for the second year in a row. US bank stocks and German stocks were top performers, while GUILLEMOT CORP. and Foot Locker were the biggest losers. Promising stocks from my portfol...
The portfolio gained 3.51% in the third quarter 2021 and the performance YTD increased to 81.19%. The portfolio outperformed the German DAX (+11.26%) and the MSCI World Index (+12.37%) in 2021. My best performers of Q3 were Gazprom (+38.1%) again, freenet (+13.5%), and Bank of Chi...
The portfolio rose another 7.4% in the second quarter after it gained 62.94% in the first quarter 2021. Hence, the total return for the first half is 75.1%. The portfolio outperformed the German DAX (+12.9 %) as well as the MSCI World Index which gained 12.4% from January till the end...
The first quarter of 2021 was outstanding since many portfolio positions jumped significantly. The portfolio gained 62.94%, which is a record increase since the inception in 2013. GameStop, Lenovo, Turtle Beach, Ford, and Ferrexpo lead the rise as undervalued stocks were discovere...
2020 is over and my portfolio returned -1.4%. This is a positive surprise considering a 34% drawdown in March during the first pandemic shockwave. Some stocks recovered strongly from their March 2020 lows while some are still lagging behind the market. Since the inception in 2013,...
"Wow - how is it possible that another year has passed so quickly!" These were my thoughts while watching the fireworks on New Year's Eve together with my beloved girlfriend, this year in Belgrade, Serbia. Looking back, I have to say: 2019 has been a very busy year, in my job, my private life,...
The rainy and stormy weather these days gives us a first taste of the colder months ahead. Time for me to sit down with a cup of tea and provide an update on how my stock portfolio has progressed in the past three months. My Background Being 35 years old and based in Germany, I only entere...
The month of July means holidays in beautiful Greece for me, but also time to provide the first update since presenting my investment strategy and portfolio composition on Seeking Alpha. My Background Being 35 years old and based in Germany, I only entered the fascinating world of equity...
Editor's note: Seeking Alpha is proud to welcome Dividend Mink as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more » Background ...
Over the past months, I have written a lot about European holding companies. There are, of course, various approaches. There are companies that invest primarily or exclusively in listed assets. Others do also own significant positions in private companies or are primarily focused on wholly o...