November 2025 - Sparhörnchen

Nussdepot im November 2025: „Den jährlichen Kickoff gönnen“

Der November steht in den Büchern und das Depot ist seitwärts gelaufen. Finanziell wiedermal ein ruhiger Monat. Diesen Monat habe ich mir mein jährliches NFL Spiel gegönnt, dazu aber später mehr. Ansonsten gab es keine besonders interessanten Entwicklungen. Intensive Zeiten bei der Arbeit und gut laufendes Weihnachtsgeschäft in der LEGO UG, fordern ihren Tribut und ich schreibe heute nach einer Woche ordentlicher Erkältung.

Größter Einfluss im November 2025:

Mittlerweile altbekannt und auch Medial aktuell ziemlich im Fokus hat Alphabet einen weiteren Kurssprung von 32%-Punkten im Vergleich zum Vormonat hingelegt. Scheinbar bin ich nicht der einzige, der die Gemini App auf seinem Handy nutzt. Etwas überraschend erscheint der Verlust von nahzu 4%-Punkten beim iShares Emering ETF. Sowas wirkt sich bei einer fast 30.000€ Position natürlich aus. read more

Nussdepot im Oktober 2025: „goldener Herbst“

Der Oktober steht in den Büchern und die Börse steigt weiter. Seit ich mein Depot im Juli um einiges aufgestockt habe sind mittlerweile schon weitere 5%-Punkte Buchgewinne hinzugewachsen. Weiterhin habe ich viel Geld an der Seitenlinie stehen für ein Immobilienprojekt oder einen erheblichen Rücksetzer am Aktienmarkt. Scheinbar wird sich das auf absehbare Zeit nicht ändern. Aber besser eine ordentliche Rücklage, als im Fall der Fälle nicht handlungsfähig zu sein.

Größte Effekte im Oktober 2025:

Nahezu jede Aktie im Depot ist im zurückliegenden Monat gestiegen. Die Highlights sind Alphabet mit weiteren 40%-Punkten, LVMH mit 18%-Punkten und Umicore mit weiteren 17%-Punkten. Alphabet und Umicore waren im letzten Monat auch schon auf der Liste. Außerdem hat der iShares Emerging Markets ETF 7%-Punkte zugelegt, was bei einer Position von knapp 28.000€ auch schon erhebliche Effekte nach sich zieht. read more

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