2Wk·

Financial and insurance shares

Hello everyone 👋

I am pursuing a dividend growth strategy and would like to supplement this with insurance stocks / financial stocks. Insurance companies are exciting candidates for me due to their stable business models and solid dividend policy.

I am particularly interested in:

Which insurance stocks do you currently have in your portfolio to complement your dividend strategy?
Which companies do you see as reliable for dividend growth in the long term?
Are there currently any interesting entry opportunities from a valuation or market perspective?

Some candidates that I am already looking at:

Munich Re $MUV2 (+1.68%)
Prudential Financial$PRU (+0.99%)
Arthur J Gallagher $AJG (+1.91%)
Aflac $AFL (+1.79%)
Progressive $PGR (+2.3%)

I'm looking forward to your opinions, tips and experiences - I'm also happy to hear about lesser-known titles from the insurance sector!

34 Comments

D.S.@Cato_Bamboo

2Wk

$CS

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Kai@Dividenden-Sammler

2Wk

$ALV currently in the savings plan since I have been running the dividend portfolio
and have also had a position in $SREN and $SLHN for some time (I couldn't decide between the two at the time - so the amount was split 50:50 at the time). I had bought them back then as a bet on a turnaround in the growth stock portfolio after they had slipped considerably. But it's now been more than 20 years since I've had them in my portfolio and I haven't regretted it to this day.
$TLX would also be worth a look - but I don't have it in my portfolio myself, but I've already loved it.

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Maximilian@Max095

2Wk

@Dividenden-Sammler Thanks for your contribution :) $TLX is rather overrated, isn't it?

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Maximilian@Max095

2Wk

@Dividenden-Sammler wow 20 years in the portfolio 😮 how much are you up then?

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Kai@Dividenden-Sammler

1Wk

@Max095 are both multibaggers, whereby $SLHN is by far my best position in the mid 4-digit percentage range in the plus). I added the same amount during the financial crisis, which was great in hindsight, and have 5k each as entry costs. Actually, my exit scenario would have been reached a long time ago, but due to the low interest rate phase at the time and the subsequent trading problem with Swiss shares in the EU, I fortunately did not reduce it and I am now happy about a personal dividend yield of around 50% at $SLHN and around 30% at $SREN measured against my entry costs (calculated gross in each case). As I have already written, I did not actually buy the shares because of the dividend. And of course you can be annoyed that you didn't put more in at the time - but during the financial crisis I spread my capital across almost all my positions at the time to buy more. Some with more success, others with less, as it turned out later.

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Maximilian@Max095

1Wk

@Dividenden-Sammler very strong! 🚀Congratulations on that. I would never sell these shares either.

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Novius@Novius

2Wk

$NN und $2318

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Hans B.@user0f2ae517adeb400c

2Wk

$PROT as an exotic that has done very well so far, $UBSG as a safe haven in uncertain times?

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Roman@Roman_moed

1Wk

Why are you thinking about buying expensive insurance stocks when $UNH is currently 50% below all time high.

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Maximilian@Max095

1Wk

@Roman_moed I already have it in my portfolio and am adding to it via a savings plan.

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Roman@Roman_moed

1Wk

@Max095 now is the time for special purchases - your savings plan will certainly beat that

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Maximilian@Max095

1Wk

@Roman_moed you don't know what else will come to light

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Chris@Multibagger

2Wk

I recently had $VIG which I sold after it had performed 40% and then exchanged it for $UQA. I find it super interesting for both price potential and div.

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Tenbagger2024@Tenbagger2024

2Wk

Didn't you have $LMND in mind

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Maximilian@Max095

2Wk

@Tenbagger2024 no, you must have me confused

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BamBamInvest@BamBamInvest

2Wk

@Tenbagger2024 that was me 😁, @Max095 you should take a look if you're looking for a smaller company with growth potential ✌️. Running away from me right now, procrastinated too long.

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Maximilian@Max095

2Wk

@BamBamInvest Do you see long-term potential there?

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BamBamInvest@BamBamInvest

2Wk

@Max095 Yes, of course, they increase and scale the margins very strongly with AI. Here if you want to get an idea.
https://youtu.be/Augd6bY3s4U?si=itqJfv1lyz_W0W9S

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Chris@Multibagger

2Wk

@BamBamInvest I also think $LMND is great. I wanted to buy it at the end of last week
and then the rise came. But I'm still thinking about making a first entry next week.

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BamBamInvest@BamBamInvest

1Wk

@Multibagger my thoughts 😁I felt the same way, will continue to run as long as the market continues to rise or holds up. I'm still thinking about getting in with a first position. I'm thinking of getting into a position and adding to it in the event of a setback in the summer. RSI is already at 75 . As there is no trading tomorrow and I am assuming a green market, I will probably wait for the market to weaken and then pick up. Let's see

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Tenbagger2024@Tenbagger2024

1Wk

@BamBamInvest
How do you see $CLSK?

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BamBamInvest@BamBamInvest

1Wk

@Tenbagger2024 I'm on the $IREN team here, but $CLSK will probably also run when $BTC is up and running, but not an investment for me. The pure Bitcoin miners will have a hard time in the long run, even if they hold $BTC. I prefer a direct $BTC investment or companies that use their cash flow to start buying $BTC and then hold it on their balance sheet. I like the transformation of $IREN with their huge capacity/performance, power contracts, alternative energy generation and AI data center/Nvidia partnership. At some point, they'll land a colocation deal and then the knot will burst. 🚀

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Maximilian@Max095

1Wk

@Tenbagger2024 $GLOB and I also find $ASTS interesting

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Tenbagger2024@Tenbagger2024

1Wk

@Max095
$IOS perhaps also interesting

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