Jonas (@SKAMPI) on getquin

5Mon·

Hello everyone!

First of all, I would like to say that I know that nobody can look into a crystal ball. Nevertheless, I would like to know your opinion...

I have made a resolution for the coming year. I plan to open a dividend portfolio and would like to introduce you to the companies I would like to invest in and include in the portfolio.

I know that with many shares you get distracted by the dividend and don't focus on the share price etc. So I'm asking you. That's why I'm asking you. What do you think of the following nine companies?

1. altria inc #MO

Dividend yield 9.918 % (€ 3.49)

current value is € 39.14

2. BAT PLC #BATS

Dividend yield 8.987 % (€ 2.655)

current value is € 29.54

3. BMW AG #BMW

Dividend yield 8.837 % (€ 8.50)

current value is € 96.19

4. CVS Health Corp #CVS

Dividend yield 3.536 % (€ 2.223)

current value is € 62.87

5. DHL Group #DHL

Dividend yield4.202 % (€ 1.85)

current value is € 44.02

6. Mercedes-Benz Group #MBG

Dividend yield 8.639 % (€ 5.20)

current value is € 60.20

7. omega Healthcare Investors #OHI

Dividend yield 8.338 % (€ 2.462)

current value is € 29.53

8. realty income #O

Dividend yield 5.56 (€ 2.795)

current value is € 50.27

9. verizon Inc. #VZ

Dividend yield 6.786 (€ 2.409)

current value is € 35.50

#Dividenden
#Rendite
#Gewinn
#Depot
#2024
#Aktien

27 Comments

Felix@Investor_in_Jogginghose

5Mon

Are you sure about buying second-rate companies just because they pay high dividends? Obviously yes. Don't think the portfolio is pulling a herring off the plate.

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Rmann@Epi

5Mon

All of the shares mentioned threaten to become value traps. The dividends are unlikely to compensate for the meagre share price performance. In any case, high-dividend stocks are not a good idea in the savings phase. Dividend growth stocks are best. You can simply bundle them together, e.g. in the classic $GGRP

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hejjay@hejjay

5Mon

I don't think it's enough to demonize dividends across the board. The question is what you want and where you want to go. Dividends can be a nice bonus to invest as an extra in e.g. high quality stocks, you just have to be aware of the lower growth and or higher volatility. My two portfolios together are not properly represented here, in short my dividend portfolio is currently only up by around 3%, my old portfolio by over 117% since I bought it. That is of course a huge difference.

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Gerit@Gerit

5Mon

Hello, first of all thanks for a sensible text and it's a nice resolution. What strikes me directly about your choice is the sector distribution. For example, you have tobacco twice, automotive twice and healthcare twice. By the way, not the hottest sectors either 😅 Maybe a dividend ETF + Realty Income would do the trick? VG

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John@Doe

5Mon

4589 I'll go, but the others wouldn't suit me, 6 between 30-40 maybe

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Jonas K.@SKAMPI

5Mon

@Investor_in_Jogginghose that's why I asked😅 I realized at the end that I was probably distracted by the dividend😅@LQD you invested in MBG...do you see more potential there than in BMW?@Gerit thank you!!! I will reconsider the sectors and allocation. Which sectors can you recommend?

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Ayecaramba@Ayecaramba256

5Mon

Of course you can use some high dividend stocks for cash flow, but I would definitely pay attention to dividend growth as well

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Mister_ultra@Mister_ultra

5Mon

I wouldn't take any of these stocks unless you are about to retire or have to live off dividends in some other way. My recommendation, if you don't want to do without dividends: dividend growth stocks. These are companies that are growing and also increase their dividends significantly. Typical stocks here are Microsoft, ASML, LVMH, but also some well-known companies such as McDonalds, Pepsi, Johnson & Johnson. In my opinion, this gives you the best of both worlds. The only disadvantage is that the dividends are often less than 2.5%, sometimes even less than 1%, BUT they are continuously increased and in a few years you will have a higher portfolio and a higher dividend than with the companies you mentioned.

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LQD@LQD

5Mon

$MBG I have too. However, things have not gone so well so far. The fate of the German car manufacturers will become clear over the next few years. How well they will manage the transformation remains to be seen.

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Sansebastian@Sansebastian

5Mon

I would not add tobacco shares to my portfolio. The dividend is just great. I don't have any car manufacturers in my portfolio, for example, as I'm generally not convinced by them. I have DHL myself, but it has done well again since the low. If so, you have to wait for a setback here. I have Realty in my portfolio myself and it has also made up ground since the low. I can't say much about the others. How old are you? If you're young, then it's better to focus on returns rather than dividends. In 20 years you can still invest in classic dividend stocks. You'd be better off buying blue chips with high dividend growth

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