6Mon·

Adjustment of my savings plans

moin moin,

since both $PEP (+0.45%) as well as $NOVO B (+0.65%) are weakening somewhat at the moment, I am taking the opportunity to adjust my savings plans. My $IWDA (-0.48%) will only receive €50 per month in future, $PEP (+0.45%) and $NOVO B (+0.65%) 75€ instead of 50€.


This will allow me to further expand my dividend strategy and increase the proportion of individual shares in my portfolio.


As I have now finished my training and will receive my full salary for the first time in mid-March, my savings plans will be adjusted again at the beginning of March and more will be added.

I would be grateful for a few suggestions for this - I am mainly looking for dividend stocks, but we can also talk about one or two growth stocks.


One consideration at the moment is my $KO (+0.13%) position, which is up just under 11%, into $PEP (+0.45%) to take advantage of the weak phase (and the higher dividend :) ) of PepsiCo.

I am also considering selling my $1211 (-0.66%) sell my position with a 33% profit and switch to $CMCSA (+1.03%) and reallocate. The same applies here - higher dividend and extremely favorably valued, and I would also have the communications/entertainment sector in my portfolio.


Please write me your opinion on this.

Thanks in advance :)

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14 Comments

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I don't know how big your MSCI World position is. But €50 a month? And for Mcs, P&g and Pepsi also 50€ each?

I don't think these stocks are a better investment in the medium to long term. Especially as they are in the World anyway. And just because of the dividend? I don't know.
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Take a look at the annual increase in dividends at $1211. There is still a lot of room for improvement. I would consider whether it makes sense to keep part of it.
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pepsi's dividend may be higher, but so is the price per share 🤪
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Please focus more on the ETF.
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