Interesting portfolio & history behind it.
The $BAS dividend tastes good over time 👌
On the subject of all positions being the same size:
Do you then plan to sell & reallocate on certain key dates so that the constellation fits? 🫨
As I once read here:
Investing is not a sprint, it's a marathon!
Keep at it, increase your positions and then it will happen.
The $BAS dividend tastes good over time 👌
On the subject of all positions being the same size:
Do you then plan to sell & reallocate on certain key dates so that the constellation fits? 🫨
As I once read here:
Investing is not a sprint, it's a marathon!
Keep at it, increase your positions and then it will happen.
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@MoneyISnotREAL You're right! Basf's dividend has tasted good so far and if the boss hadn't already cut the dividend for the coming year, it would have been my first dividend over €1000 🙈
On the subject of all positions being the same size: Until the marathon to the target size is reached, I will probably first increase the positions that give me back the most in the form of a dividend, which I can then reinvest. At the moment, even if there is an increased cluster risk, this is $O in my eyes. Because I receive dividends here every month, I can also reinvest them every month. As far as selling/reallocating is concerned, apart from the positions that I would like to sell anyway, I will only think about it if I exceed this amount and there is still a little room for maneuver up to just over €30,000.
$BAS will probably exceed the target amount sooner or later, as I receive shares here as a gift every year, as already written in the post. However, I will probably not part with any shares here.
Thank you 🙏
On the subject of all positions being the same size: Until the marathon to the target size is reached, I will probably first increase the positions that give me back the most in the form of a dividend, which I can then reinvest. At the moment, even if there is an increased cluster risk, this is $O in my eyes. Because I receive dividends here every month, I can also reinvest them every month. As far as selling/reallocating is concerned, apart from the positions that I would like to sell anyway, I will only think about it if I exceed this amount and there is still a little room for maneuver up to just over €30,000.
$BAS will probably exceed the target amount sooner or later, as I receive shares here as a gift every year, as already written in the post. However, I will probably not part with any shares here.
Thank you 🙏
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@MCKrummel-Divi-Holding Even though I would be happy to receive €3.40 more, I assume that the dividend will be cut. BASF recently held its capital market meeting, where the Board of Executive Directors announced that it would only be distributing €2 billion a year to shareholders in the future or for the next few years. If you take the number of shares (around 892 million) and divide this by the total dividend payout, you arrive pretty much at the €2.25 you mentioned.
Personally, I think the reduction is fine! The dividend or payout ratio has been far too high in recent years anyway. You should be able to afford a dividend and even at €2.25, the dividend yield is still in the "lower or mid" single-digit range.
Personally, I think the reduction is fine! The dividend or payout ratio has been far too high in recent years anyway. You should be able to afford a dividend and even at €2.25, the dividend yield is still in the "lower or mid" single-digit range.
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