1Yr·

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

1Yr

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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GeldmitKopf@cashwithhead

1Yr

@Investor_in_Jogginghose dhl is not second class. but your youtube appearance was 🌝

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Felix@Investor_in_Jogginghose

1Yr

@cashmitkopf But dhl isn't first class either. I always show myself to be likeable on YouTube, here I show my true face.

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Stig C.@Sharehoff

1Yr

@Investor_in_Jogginghose Pull a herring off the plate? :D

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Epi@Epi

1Yr

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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Mister_ultra@Mister_ultra

1Yr

@Epi 100%, exactly that! I would perhaps make an exception for DHL. I don't have it in my portfolio, but of all those mentioned, it would be the only one that I would consider reasonably exciting.

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Epi@Epi

1Yr

@Mister_ultra It also has the lowest dividend yield of all. Apparently they still know what to do with their capital.

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Jonas K.@SKAMPI

1Yr

@Mister_ultra Thank you!

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hejjay@hejjay

1Yr

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

1Yr

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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Jonas K.@SKAMPI

1Yr

@Gerit Omega Healthcare is mainly in the real estate sector. Even if this involves healthcare real estate.

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All-in-or-nothing@All-in-or-nothing

1Yr

@SKAMPI basically correct, but the current div. yield at $OHI is no coincidence. I have had medium to major problems with financing and tenants in the past. Personal opinion: Hands off!

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John@Doe

1Yr

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

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Jonas K.@SKAMPI

1Yr

Thank you!

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Jonas K.@SKAMPI

1Yr

@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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Gerit@Gerit

1Yr

@SKAMPI

I can only recommend that you focus on the sectors that you know the most about: consumer goods and blue chips (tech like Microsoft), at most one REIT, but then the best and most broadly based $O. It is important that you focus on your strengths and interests.

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Jonas K.@SKAMPI

1Yr

@Gerit Thank you!

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Gerit@Gerit

1Yr

@SKAMPI

If you ask sensible questions, you'll get sensible answers. We're a great little bubble here 🫧

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Ayecaramba@Ayecaramba256

1Yr

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

1Yr

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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Jonas K.@SKAMPI

1Yr

@Mister_ultra very good! Thank you dir💪🏼

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LQD@LQD

1Yr

$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

1Yr

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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Jonas K.@SKAMPI

1Yr

@Sansebastian Thank you very much! I should stay away from the tobacco industry, I've heard that every time now 😅 Do you have any examples of long-running stocks with high dividend growth?

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Sansebastian@Sansebastian

1Yr

@SKAMPI ASML, Mastercard, Visa, UnitedHealth, Nike,…

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Das Portfoliopferd@Portfoliopferd

1Yr

@SKAMPI Starbucks, McDonald’s

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Jonas K.@SKAMPI

1Yr

That's a big difference. Thanks for the honest feedback!

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