Why nobody reports: Too boring for a bubble seeking massive growth 😂
I don't have $ALV in my portfolio because I'm not dependent on cash flow, nor do I expect any real outperformance compared to a world ETF or my other individual stocks. But my wife has them in her portfolio (she knows them, dividends motivate her etc.).
Basically, you can't go far wrong with the big insurers and reinsurers in the world, depending on what you're after.
My opinion: $ALV and $MUV2 are the $V and $MA of the insurance industry.🤷🏼♂️
I don't have $ALV in my portfolio because I'm not dependent on cash flow, nor do I expect any real outperformance compared to a world ETF or my other individual stocks. But my wife has them in her portfolio (she knows them, dividends motivate her etc.).
Basically, you can't go far wrong with the big insurers and reinsurers in the world, depending on what you're after.
My opinion: $ALV and $MUV2 are the $V and $MA of the insurance industry.🤷🏼♂️
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@All-in-or-nothing I agree.
Personally, insurance is really too boring for me and I don't see any outperformance compared to the market.
However, $V does, which is why it is also in my portfolio 🫣
Personally, insurance is really too boring for me and I don't see any outperformance compared to the market.
However, $V does, which is why it is also in my portfolio 🫣
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•@ShindyDeanMartin There will always be phases when cash monsters and solidity beat the market. With moderate growth, however, I believe this will always be a short-term phenomenon.
I generally prefer reinsurers to primary insurers, as margins are usually better, risks are more widely spread, etc.. But honestly: Basically, you can really put a $V together with a $MUV2 in your portfolio for stability if you like it.
I generally prefer reinsurers to primary insurers, as margins are usually better, risks are more widely spread, etc.. But honestly: Basically, you can really put a $V together with a $MUV2 in your portfolio for stability if you like it.
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•@All-in-or-nothing There is nothing more to add 🕺🏽
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@All-in-or-nothing I had Allianz in my portfolio very early on, I'm happy about the good dividend and you can't go wrong. It's there and that's good 😂
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