Brief update on the structure of my dividend portfolio.

I have made a few more adjustments.

I am now limiting myself $XDWD (-0.45%) now on one ETF to let the portfolio grow and to invest broadly.

I am building up my dividend portfolio around it. Additional purchases were $MUV2 (-0.42%) , $STM (-7.81%) ,$ALV (-0.92%) ,$MRK (-0.87%) .

Over the last few months, I have tried to collect high-quality stocks and also stocks that have declined somewhat due to tariffs etc. I would now like to buy two or three more stocks in the next few weeks if they fit.

Now I would like to buy two or three more stocks in the next few weeks if things go well. On my list are $LSEG (-1.97%) , $DB1 (-0.93%) , $RSG (+0.54%) ,$LLBN (+0.54%)

Which of these stocks would you include? My portfolio is increasingly focused on the DAX and Europe. I try to include the USA with one or two positions.

Monthly savings plans currently 700 eur should grow to 1000 eur.

Looking forward to your ideas and input again.

I wish you all a pleasant evening.

LG

Since September 1999, Bankhaus Metzler has published a list of ten German shares that it recommends for the following quarter. Since then, this top ten list has achieved a return of more than 600 percent. In the same period, Germany's leading index, the Dax, gained around 350 percent.

The research team has now published the top 10 for the third quarter.

• 4 DAX stocks

$DB1 (-0.93%)
$MUV2 (-0.42%)
$SIE (-1.67%)

• 3 MDAX stocks

$BC8 (-0.76%)
$EVK (-0.78%)
$JUN3 (-2.7%)

• 2 SDAX stocks

$BFSA (+0.49%)
$VOS (+0.17%)

• 1 stock outside the indices

$IVU (+0.13%)

Source: Handelsblatt, 04.07.25

$DB1 (-0.93%)
https://podcasts.apple.com/de/podcast/aktien-f%C3%BCrs-leben/id1621025854?i=1000662495788

There was a total of 95€ net, more than half (54€) of which came from my Magnificent 5 from 🇩🇪 $MUV2 (-0.42%)
$ALV (-0.92%)
$DB1 (-0.93%)
$HNR1 (-0.38%)
$TLX (+0.27%)

With one exception, all dividends arrived at TR on time.

Only the $D05 (+0.8%) from 🇸🇬 that was supposed to pay on May 27 is still missing 🤔 strangely, it arrived exactly on time in April 🤔

In addition, it has now also $VRSN (-0.95%) has now also become a dividend payer and paid out for the first time in May

In June I expect hourly dividends 🤣 Overall, the forecast according to getquin is around €210 gross 😊

All the money is going back into the savings plan this month 😊

Following the good figures of the past few months, the $DB1 (-0.93%) finds a place in my dividend portfolio 👌🏼

Tops

Still at the top 🥇Sprouts Farmers$SFM (+0.66%) which are stable 📈 followed by 🥈Netflix $NFLX (-0.39%) which has fought its way up to second place despite all the market turbulence.

Walmart $WMT (-0.7%) who have always been in the top 3 since I started covering the position.

Unlike the country 🇩🇪 where it feels 📉. Things are looking surprisingly good on the stock market for 🇩🇪 shares $DB1 (-0.93%) & $MUV2 (-0.42%) in the top 10 💪😊

Surprisingly, there is no sign of Magnificent 7 far and wide 😂 although $TSLA (+1.03%) is no longer represented in the "ETF".

Flops

Although Adobe$ADBE (-2%) actually has good figures, the position has not really gotten off the ground since I started holding it, worse still, so far it has brought me the most losses, although it does not pay a dividend 😂

Of course the savings plans are still running this month, but not all positions.

The winners are still running, some of the losers have been paused for the time being and only the flops are still running. $QCOM (-0.82%)
$AMAT (-0.17%) continue.

Stock exchange operators profit directly from the trading volume on the financial markets. They earn from every transaction, regardless of whether the markets rise or fall, which gives them a certain crisis resistance. They also offer stable income through trading fees, data licenses and index products.

During my research for the $SPGI (-0.43%) stock presentation, I came across London Stock Exchange when I wanted to know who was actually behind the FTSE indices.

I immediately imagined a fantastic narrative about LSEG, but after a superficial analysis and comparison with Deutsche Börse, I was disillusioned.

In summary, there is a lot to be said for $DB1 (-0.93%)a solid business model, high profitability, attractive margins, strong market position in the EU and continuous growth, a real quality company.

What do you think?

JP Morgan $JPM (-0.32%)

Visa $V (-2.25%)

Chubb $CB (-0.42%)

Blackrock $BLK (-1.14%)

Intuit $INTU (+0.06%) (very expensive)

German Stock Exchange $DB1 (-0.93%)

S&P Global $SPGI (-0.43%)

HDFC Bank
$HDFCBANK (speculative - India bet)

I would be interested to know which are your favorites for a long-term investment?

In January I decided to set up a dividend portfolio for myself. I immediately used the setback in February to end my one-year "test phase" as a stock market novice and start my long-term plan. In addition to two dividend-paying ETFs for retirement provision $XDWL (-0.44%) & $XSX7 (-1.06%) I want to build up a strong portfolio through stable dividend stocks, regular purchases and reinvestment of dividends.

I would like to take you with me on my journey and now share regular updates on the development of my portfolio.

You can find my goals and how I want to achieve them in my first post → My path to financial freedom: I'm building a dividend portfolio - goals & strategy 📈💰

(https://getqu.in/T7yDJe/)

📊 My current dividend portfolio (sorted by market capitalization):

1️⃣ $SAP (-1.57%) - Europe's largest software group with a stable dividend policy

2️⃣ $BAC (-0.45%) - One of the largest US banks with a solid payout

3️⃣ $AXP (-1.84%) - Strong brand with long-term potential

4️⃣ $ALV (-0.92%) - High dividend yield & strong financials

5️⃣ $DB1 (-0.93%) - Benefits from rising trading volumes

6️⃣ $BATS (+0.58%) - High dividend yield & stable cash flow

7️⃣ $MO (-1.16%) - Continuous dividend increases, but regulatory risks

8️⃣ $O (+0.21%) - The famous "Monthly Dividend Company" REIT

9️⃣ $INGA (-1.05%) - European bank with attractive dividend yield

I start my journey with these 9 stocks. All of them convince me and are stable stocks. I'm not doing anything here for no reason. That's why there's a good reason for every stock I buy.

If you would like to know why I chose one of the stocks, let's discuss it in the comments. I look forward to the exchange! 😊

I wish you a good start to the weekend!

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