1Yr·

Hello dear community,

I have been active in the stock market for about 2 years now and after a bit of back and forth I decided to go with a dividend strategy.

I am aware that I have no overperformance but the constant cash flows are more important to me or they just give me a good feeling.

I would be pleased about a feedback or about any ideas - two new positions are to follow - $HTGC (-0.77%) and a shipping company vl $ZIM (+0.89%) or $STNG (-2.4%) or rather $CVS (-2.18%) ?

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23 Comments

Melly@melly-m

1Yr

Hello, I also follow a dividend strategy. However, dividends and growth are not necessarily mutually exclusive. I would add a few higher-growth dividend stocks to my portfolio, e.g. ADP, Paychex, Visa, Blackrock, Texas Instruments, Qualcomm, Exponent ... Right now, these are available at somewhat lower prices and you can profit from dividend increases in the long term.

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DividendenFan@DividendenFan

1Yr

@melly-m Hi Melly, thanks for your feedback - think I'll have a closer look at adp and blackrock

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Joris@Joris

1Yr

I always wonder why a dividend in the low single digits should give me a good feeling. As the previous speaker says, growth and dividends are not mutually exclusive, and I feel good when I have price growth and dividend growth. Wow 2x times growth and in the one word even dividend occurs. Unless you are close to retirement then you can pay attention to the high dividend yield, then forget what I said before.

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DividendenFan@DividendenFan

1Yr

@Joris all right thanks for the feedback, i think i will look at some growth values 👌🏻

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Joris@Joris

1Yr

@PeterSc Do you deliberately not want to include an ETF? With your values I could not sleep peacefully.

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DividendenFan@DividendenFan

1Yr

@Joris possibly an all world or an s&p 500, so far i can sleep pretty well 🙈

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Joris@Joris

1Yr

@PeterSc ok, as long as you can do it ;) Yes either ETF or if you don't take one I would cover what more regions and industries.

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J K.@Plagiato

1Yr

Realty Income is doing quite nicely in terms of valuation right now, will probably build up a first position myself soon.

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Anilo@Anilo

1Yr

As I always say, please don't ZIM. The withholding tax ruins everything.

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Melly@melly-m

1Yr

You can also look at YouTube Dividend TV or the depots of Investflow. Now and then there are good ideas, but you should think and think for yourself.

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DividendenFan@DividendenFan

1Yr

@melly-m yes that's right, there are plenty of "gurus" anyway

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Bertl@Bertl

1Yr

I also follow a dividend strategy, but I would defenetively buy an ETF, because I personally find pure shares a bit risky.

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DividendenFan@DividendenFan

1Yr

@Bertl s&p 500 or rather Vanguard?

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six@six

1Yr

@PeterSc S&P 500 is an index. Vanguard a provider 😉

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DividendenFan@DividendenFan

1Yr

@six meant of course Vanguard ftse all world 😬

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Bertl@Bertl

1Yr

@PeterSc but you have to be able to answer for yourself which one is the right one for you! on https://extraetf.com/de/ you can compare

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Bertl@Bertl

1Yr

so either vanguard all world or MSCI all world

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Bertl@Bertl

1Yr

for me it is about 50% stocks and 50% ETF, but you can also do 70/30 strategy so 70%ETF and 30% individual shares

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Cashcocktail@CashCocktail

1Yr

Hey, among the tankers I like $INSW the most - NAV makes a lot of sense here and they have the youngest fleet, especially important in the tanker business. Instead of $ZIM I would rather go for Danao $DAC because they have the long term contracts with for example $ZIM and do not suffer directly when demand drops (p.s. $ZIM is not a shipping company). Alternatively I like Himalaya Shipping (Dry Bulk) $HSHP, Hafnia (Oil Tanker) $HAFNI and MPC Container Ship (Container Vessels) $MPCC - I would advise you at this point with such cyclical companies to always have a good source at hand to always have the latest trends at hand, because it can go downhill relatively quickly when a cycle ends. I hope I could help you. Ahja the guys from VP Ideas https://www.vpideas.net/ are currently building a website, and cover industries that rather few pay attention to 👍🏼

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Cashcocktail@CashCocktail

1Yr

@CashCocktail @PeterSc

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DividendenFan@DividendenFan

1Yr

@CashCocktail Thanks for your feedback- had a few of them not at all on the screen I'll take a closer look 👍🏻

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Nikolaus@NZFinance

1Yr

The performance of your portfolio speaks for your super dividend strategy. Everyone wants to drive on cramp dividend strategy to get proud 500 euros a year, but lose a total of 2000 because the portfolio significantly underperforms. In my opinion, dividends have lost something only in pension age.

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Cashcocktail@CashCocktail

1Yr

I hope I could help you (:

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