6D·

Complete portfolio

Dear Getquin Community,

As I would like to complete my portfolio with a maximum of 3 additional individual stocks in order to be represented in almost every sector, I need your support.

I am missing consumer staples, industrials and basic materials.

I would like to focus on growth with an ok dividend increase.

Do you know any good consumer stocks with good growth potential? $PEP (-1.39%)
$KO (-0.14%)
$ULVR (-0.12%)
$PG (-0.45%) The consumer stocks are good, but I don't feel there is much growth potential.

If possible, affordable shares as I can only buy whole shares. No $LOTB (-1.25%)

industry I can't choose between $CAT (-1.63%)
$SIE (-2.45%) or something regional like $STR (+1.77%) decide.

Basic materials: I'm absolutely not in there.

I would have looked at $LIN (-0.2%)
$APD (+0.13%)
$RIO (-0.83%) although I see little upside potential in the latter.

Please let me know your opinion on this, or perhaps you have already had good or bad experiences.

MfG Flo

3 Comments

Nadir-Momentum@DoppelSchlechtMinus

For industry and basic materials, I have $SIE and $LIN and these are still my favorites. I wouldn't bother with mining if you haven't worked intensively on it.
Basic consumption with growth potential is more difficult. You could take a look at retailers as an alternative to those mentioned, for example $KR and $AD.

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Fl_ow@Fl_ow

@DoppelSchlechtMinus Thanks for the info.
I'll have a look ^^

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Jonas@jonas189

On the subject of basic consumption, take a look at $HLN Haleon, which is the former division of non-prescription products from $GSK and $PFE, and in my opinion still has growth potential, as it was only founded or spun off a few years ago. It includes brands such as Sensodyne, Paradontax and Voltaren, i.e. products that people like to buy.

In addition, I believe that $BEI Beiersdorf is currently undervalued and some analysts also consider EUR 145 to be realistic. It is also a company with products that are popular with people, for example Nivea, Eucerin and a few luxury beauty lines that I am not familiar with 😀

On the subject of consumer staples, there is also an ETF that I once benchmarked against various traditional companies in the sector and which performed better than most: $XDWS
You really do have them all in there. I personally have this ETF in my portfolio, but I also hold individual shares in companies that I want to weight more heavily.

On the subject of growth in general: don't forget that consumer staples are growing more slowly but pay solid dividends. If these dividends increase annually and you have a broad horizon, you may well pay 50 euros for a share today and in twenty years' time the dividend will be 20 euros. I'm currently thinking about adding $CL Colgate to my portfolio, where the dividends grow every year. But let's see where the US dollar goes first.

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