$PANW (+0.3%) gave me a nice windfall today. After last night and this morning, the rise was almost to be expected 🙃...
Profit reinvested in
$PANW (+0.3%) gave me a nice windfall today. After last night and this morning, the rise was almost to be expected 🙃...
Profit reinvested in
Retail stocks - which stock is your favorite? 🛒
After yesterday's quarterly figures from Walmart $WMT (-1.47%) the share is up +7%. This has given me reason to talk about the sector.
These stocks did particularly well last year. Here is a little insight into the 1Year Performance⬇️:
🇺🇸
Walmart $WMT (-1.47%) +37%
Costco Wholesale $COST (+0.3%) +55%
🇨🇦
Alimentation Couche Tard $ATD (+0.63%) +20%
🇳🇱
Ahold Delhaize $AD (-1.2%) also manages the turnaround 📈
I have Ahold Delhaize and Walmart in my portfolio, but speculate on adding Alimentation Couche-Tard.
Which retail stocks do you have in your portfolio?
How do you rate the sector?
After almost 4 years of investing I came to a conclusion for my portfolio strategy.
Almost 4 years I've spend around 60% of my total portfolio into $VWRL (+1.32%) the other 40% went into stocks that were high promises, but more then half of them lost me money. Overall I've had a stable return on VWRL and the individual stocks lost me money.
Now I have come to the conclusion it is better to downscale my individual stock position from around 20 stocks to a maximum of 3. Which are going to be $AD (-1.2%) Ahold Delhaize, $BFIT (+0.45%) Basic-Fit, $NN (+1.55%) NN Group and $WHA (+0.48%) Wereldhave. With a total investment of 20% of my portfolio (10-5-2,5-2,5). The remaining 80% will be going into VWRL and VHYL because I can't outperform these great ETF's.
Even though I am young (25y) and can take a higher risk, it loses me return if I do so. Please have a look at my portfolio and see for yourself. What is your opinion?
Hello,
I am 23 years old, studying business administration and have been investing for just over 3 years now. I hope to get some helpful tips and possibly inspire you.
I have read the post from @DonkeyInvestor regarding feedback and hope to be able to make a good contribution.
1. why am I investing?
The first reason is actually a simple one: to avoid spending money unnecessarily on consumer goods that you don't actually need.
Another reason is to have a financially relaxed life (I grew up poor and a few days' vacation with school was already a financial challenge).
Other considerations are, for example, living in Vietnam, Cambodia etc. during the winter months and being able to finance at least a large part of this through future dividends, but this is something that could of course only be the case in the distant future.
2. strategy
My strategy is that the MSCI World has a share of around 25 to 35% and the rest consists of high-quality individual stocks.
In my view, high-quality stocks are companies that have strong key figures (e.g. ROCE, margins, low debt...) and, in the best case, a strong moat. I base my strategy very much on Terry Smith.
Growth is very important to me, dividends are nice but do not currently play a role in stock selection. The focus is on capital growth.
Basically, I see myself as a long-term investor, but I have already carried out some restructuring in my portfolio, as there have of course been a number of rookie mistakes (e.g. buying the next "hot tip"). But you learn from your mistakes and I'm glad I did, as I'm now looking more closely at companies and really paying attention to key figures.
This also helps a lot psychologically, as it no longer makes me nervous when a share is down 20-30%, as I know (or think I know 😆) that the company is still strong.
3. why these stocks in my portfolio?
As already mentioned, I pay close attention to key figures such as ROCE, margins, debt and free cash flow.
The sectors that are most exciting for me are IT & healthcare in particular, but also consumer goods, as I expect the highest returns there. The focus will remain on these sectors in the future.
With the exception of Ahold Delhaize ($AD (-1.2%)) and Bico ($BICO (+0.13%)), I am very satisfied with my selection. Although Ahold Delhaize is a good company in my opinion, it no longer quite fits in with my strategy.
4. how will the portfolio be further expanded?
Monster Beverage $MNST (-1.42%) and Church & Dwight $CHD (-1.38%)
You can see other possible companies in my watchlist.
Otherwise, I intend to gradually increase my current positions.
5. what do I not want to have?
Crypto, gold, silver, bonds - all uninteresting for me.
I'm looking forward to your input. You can also tell me about companies that you think would be a good fit for my portfolio. But please no companies like 3M, PayPal, MPT or other classic "insta-turnaround candidates".
The price target is $33.90 and the stock is covered by 18 analysts.
Buy
6
Hold
8
Sell
4
Koninklijke Ahold Delhaize N.V., formerly Koninklijke Ahold N.V., is engaged in the operation of retail stores in Europe and the United States. The Company's segments are Ahold USA, Delhaize America, The Netherlands, Belgium, and Central and Southeastern Europe (CSE). In addition, Other retail, consists of Ahold Delhaize's unconsolidated joint ventures JMR - Gestao de Empresas de Retalho, SGPS, S.A. (JMR) and P.T. Lion Super Indo, LLC (Super Indo), and Ahold Delhaize's Global Support Office. JMR operates food retail stores in Portugal under the brand name Pingo Doce. The Company's Ahold USA segment includes Stop & Shop New England, Stop & Shop New York Metro, Giant Landover, Giant Carlisle and Peapod. The Company's Delhaize America segment includes brands, such as Food Lion and Hannaford. The Food Lion brand's market areas include Delaware, Georgia, Maryland, Pennsylvania, Tennessee, West Virginia, Kentucky, North Carolina, South Carolina and Virginia.