2D·

Unilever - go or hold?

How would you deal with the Unilever $ULVR (+0%) position? I have more or less 50 shares in my portfolio since the beginning but somehow I think that the money would be better placed elsewhere... My equity is 49.94€, which results in a performance of ~2.8% (without dividends) or ~11.5% (with dividends).

Same with Pfizer $PFE (-0.1%) ~-9% incl. dividends, but somehow little to no recovery despite historically good equity.

Thanks for tips

18Positions

€53,442.39

38.68%

16 Comments

Tenbagger2024@Tenbagger2024

The big elephants have hardly any growth left.

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wasi@wasi

@Tenbagger2024 Would you sell them immediately?

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Tenbagger2024@Tenbagger2024

@wasi
I don't want to talk you into it.
But $KRI would have performed better in 1 year than Unilever in 10 years.
And I think there are also better stocks than Pfizer in the pharmaceutical sector

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Mhrk@Mhrk

Unilever $ULVR best stock existing if you ask me. For dividend purpuse”

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wasi@wasi

@Mhrk not even in my portfolio...

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Mhrk@Mhrk

@wasi for me it is🤷🏼‍♂️

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Sebastian@Baisse-Jumper

The question is, what purpose do the two stocks serve in your portfolio? You probably didn't include them as yield drivers. 😉

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wasi@wasi

@Baisse-Jumper Probably like any other portfolio, mainly dividends + growth. Unfortunately, it is limited to dividends. $KO and $BATS were bought for the same purpose, but they are also growing. That's why I'm undecided. I still have +25 years to invest

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Sebastian@Baisse-Jumper

@wasi So without having the aforementioned crystal ball: If you have other stocks in mind that you think have more potential (share price plus divi), then I wouldn't hesitate too long. $ULVR probably has a little more potential than $PFE. For me, however, neither would necessarily be the first or second choice for dividend stocks, as the price potential and / or dividend growth are too low.

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Smudo@Smudeo

What to buy as an alternative? If the two shares are good for you, leave them as dividend stocks. I only bought Pfizer after 2025 😃

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wasi@wasi

@Smudeo Alternatively, top up $BTC and $RKLB or buy $PNG for the first time - or something completely different that I don't have on my radar yet.
Pfizer is not as "important" to me as Unilever for the time being, as I think the EK is good and pharma should come back slowly.

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Husar@financial_guru_2493

Olaf's savings book. But okay for stabilization.

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Christian@Investor-College

Sell and $CCEP if you want to stay in the sector.
If you want me to explain it in detail, let me know.

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Martin@CuriousBrewery

@Investor-College I'm happy to give you the information. I have the $CCEP in my portfolio myself (and have already supplied parts for it), bought at the time because it was valued much more favorably than the original $KO share.
Greetings 👋🏻

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Luca H.@LMHNK

I actually also have such quiet stocks and am torn. On negative days, however, such stocks are a real rock in the surf. On a good day they rise 1% and on a bad market day they fall by only 1%.

My idea is to shift such "underperformers" (to put it very meanly) into an MSCI World. And regarding the dividend... Well... if you have stocks/companies in your portfolio... that increase 3-5% annually... you might be at 4-5% dividend yield in 20 years... Also not the burner. For me, these are companies like $JNJ $PEP $MRK

But of course that's just my opinion.

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Kevin E.@KevinE

I would think about your investment case.

You can of course say that the share price has been treading water for a long time. You are not exactly operating in a disruptive field. Margins are not extremely good at the moment.

On a positive note, through Hindustan Unilever they have a foot in the door to one of the largest sales markets in the world, which is constantly growing. Wages are rising there and often the first "luxury expenditure" is branded hygiene and food products. This is exactly where Unilever is well positioned.

Everyone has to decide for themselves how to assess these scenarios.

Unilever is neither the next Nvidia nor the next Wirecard.

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