Rendimiento
Todo

14.64%2025
2025
13.28%2024
2024
7.59%2023
2023
14.6%0%-14.6%
Tobias Vockert
PERFORMANCE UPDATE – Week 45, 2025 📊 YTD: +12.66% 💸 Actual Portfolio Yield: 5.95% ⚖ Risk Score: 4 Hey everyone, here’s our short update for the week – I’m currently on vacation, but dividends never sleep 😉 This week we received 4 dividend payments, adding more passive income to the pot 💸. On top... Mostrar más Traducir
Tobias Vockert
Another nugget from $LMND (Lemonade Inc.) 's Q3 -> LAE One of the most overlooked metrics in Lemonade’s success story is the LAE (Loss Adjustment Expense) — the cost of handling claims. In Q3 2025, Lemonade’s LAE ratio dropped to below 7%, while the industry average still sits around 9%. That... Mostrar más Traducir
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LMND
Lemonade Inc.
70.47
-6.53 (-8.48%)
Tobias Vockert
$LMND (Lemonade Inc.) From Target to Lever 🤓 Shai Wininger just dropped a powerful update on X when he postet Q3 results: > “With Loss Ratio hitting our lowest levels ever, we can now turn it into a lever rather than a target — lowering costs and achieving price leadership.” This marks a key... Mostrar más Traducir
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LMND
Lemonade Inc.
70.47
-6.53 (-8.48%)
Tobias Vockert
$PFE (Pfizer) wins the battle for Metsera, beating $NVO (Novo-Nordisk A/S SPONS ADR) in the race for obesity drug innovation. A major step for Pfizer entering the important GLP-1 and weight-loss market. investoby Traducir
Tobias Vockert
Yesterday dividends from $ET (Energy Transfer LP) and $MPLX (MPLX LP) hit the account. 🥳 Both companies operate in the midstream energy sector, benefiting from stable, toll-like cash flows. Energy Transfer offers a fast growing yield of around 7,7%, supported by massive pipeline infrastructure... Mostrar más Traducir
Tobias Vockert
Welcome to my new copier – and a quick strategy update! First of all, a big thank you to my new copier — I really appreciate your trust and confidence! 🙏 Let me take this opportunity to briefly outline my current investment strategy and share a quick outlook for the next steps. My portfolio currently... Mostrar más Traducir
Tobias Vockert
$LMND (Lemonade Inc.) delivered an impressive Q3 2025 across nearly all key metrics. In-force premium grew by 30%, beating expectations, while the gross loss ratio improved to a record 62%. The car insurance segment also performed strongly, with IFP growth around 40% and the loss ratio improving by... Mostrar más Traducir
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LMND
Lemonade Inc.
70.47
-6.53 (-8.48%)
Tobias Vockert
$NVO (Novo-Nordisk A/S SPONS ADR) just reported sales up ~15% at constant exchange rates, driven by a 41% jump in obesity care and solid growth in GLP-1 diabetes treatments. 📈 However, competition is intensifying in the GLP-1 space and the company narrowed its full-year guidance—so there’s a hint... Mostrar más Traducir
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NVO
Novo-Nordisk A/S SPONS ADR
49.06
-1.19 (-2.38%)
Tobias Vockert
Yesterday dividends from $AKER.OL (Aker ASA) hit the account. 🥳 Aker BP is one of Norway’s leading oil and gas producers, known for its strong operational efficiency, low breakeven costs, and disciplined capital allocation. The company continues to reward shareholders generously, currently offering... Mostrar más Traducir
Tobias Vockert
$PFE (Pfizer) raised its full-year EPS guidance to $3–$3.15, showing confidence despite weaker COVID sales. The company continues to deliver strong margins, tight cost control, and steady dividends — proving it remains a powerhouse in healthcare. One big story isn’t over yet: the Metsera acquisition.... Mostrar más Traducir

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Estrategia: Ingresos

💲+5,5% Dividend Yield 💰Monthly Income 🛡️Low Volatility & Safety 🚀Steady Growth
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