Hello everyone,

Having only entered the stock market in February, I have decided to make a radical change today: I want to restructure my portfolio towards a dividend portfolio.

About the savings plan: Monthly deposits, duration: until retirement, i.e. around 38 years.

The aim is not necessarily to be able to live off the dividends, but rather to use them as a nice extra. An average dividend of 4% p.a. would be desirable.

About the portfolio:

The portfolio should consist of a 60/40 ratio of dividend-paying ETFs. The background to this is that I want to diversify as widely as possible. I currently have the $VHYL (-0.44%) with just under 25%, the $ZPRG (-0.24%) with just under 22% and the $IMEU (-0.13%) with just under 13%.

The remaining 40% of the portfolio should consist of equities. And this is where your expertise is needed: which high-dividend stocks with future potential would you no longer want to do without in your portfolio?

To begin with, I have opted for $ALV (-0.21%)
$VOW (-0.33%)
$MBG (-2.23%)
$O (+0.11%)
$ULVR (-0.64%)
$INGA (-3.26%) and $BAS (-0.16%) today.

I would like to have a total of 20 shares with 2% each in my portfolio. These should be as diversified as possible - both in terms of sectors and regions - even if the ETFs already contribute to this. Speculative shares may be included, but only sporadically.

Thank you very much and I look forward to your feedback!

$MBG (-2.23%)

NEW YORK (dpa-AFX Analyst) - The US bank JPMorgan has left its rating for Mercedes-Benz at "Overweight" with a target price of 68 euros after the Shanghai Auto Show. The product highlights presented at the show should contribute to higher margins for the carmaker in the medium term, wrote analyst Jose Asumendi in a study published on Tuesday./edh/ck$

$MBG (-2.23%)

(dpa) Mercedes-Benz is under intense competitive pressure in China. The Swabians want to rekindle interest in the German brand with new models.

Mercedes wants to regain a stronger foothold in China with more infotainment and new products. "We will present the most efficient and intelligent cars we have ever built," said the Chairman of the Board of Management of Mercedes-Benz, Ola Källenius, in Shanghai. He spoke of "supercomputers on wheels". China is the most important market for the Swabian company and important for technical innovations, said Källenius.

At his meeting with state and party leader Xi Jinping, he emphasized that China and Mercedes share a "deep friendship". Mercedes is also working with ByteDance, the company behind the social media app Tiktok, to integrate its artificial intelligence model into Mercedes cars in China, Källenius explained. On the eve of the motor show in Shanghai, Mercedes presented a long-wheelbase version of the CLA electric car model designed for the Chinese market with a range of more than 860 kilometers. With the Vision V, Mercedes also presented a version of a van that is not intended for sale.

https://vision-mobility.de/news/auto-shanghai-2025-mercedes-will-china-mit-rollenden-supercomputern-und-sicherheit-erobern-378840.html

Mercedes-Benz: Global sales figures fall ahead of US tariffs

The passenger car division of Mercedes-Benz $MBG (-2.23%) had to contend with a decline in sales figures in the first quarter. A total of 446,300 vehicles were sold, which corresponds to a decline of 4 percent compared to the previous year. The van segment was particularly hard hit, with only 82,900 vehicles finding buyers - a sharp drop of 21 percent compared to the same quarter last year, which was characterized by strong sales.

The decline in sales figures is not surprising, as it was strongly influenced by model changes, particularly in the entry-level segment. In Germany, car sales slumped by 10 percent, partly due to the discontinuation of the electric Smarts. However, there is also a ray of hope: The new CLA, which will not be launched until the summer, could act as a beacon of hope for the brand. Unfortunately, the trend of decline also continued in other vehicle classes, including the lucrative top-end models, sales of which fell by 2 percent.

BP: Chairman of the Board Helge Lund announces resignation

At BP $BP. (-0.81%) the news of Helge Lund's resignation as Chairman of the Board of Directors caused a stir among shareholders. Insiders reported that the hedge fund Elliott felt that Lund's new plans were not ambitious enough and was considering demanding changes in management. The pressure on Lund is growing as other shareholders are also expressing concerns about his time management between BP and the Danish pharmaceutical company Novo Nordisk, of which he has been a member of the Board of Directors since 2018. The situation is particularly volatile at Novo Nordisk, whose share price has halved since last summer - a fact that only reinforces doubts about Lund's effectiveness. The coming weeks could be decisive for BP's strategic direction.

Sources:

https://www.manager-magazin.de/unternehmen/autoindustrie/mercedes-benz-weltweite-verkaufszahlen-sinken-vor-us-zoellen-a-c670a0d7-875f-4d01-b11a-e3bcc05a3691

https://www.manager-magazin.de/unternehmen/energie/bp-verwaltungsratschef-helge-lund-kuendigt-ruecktritt-an-a-c701b677-4466-4fa6-a0d2-a43aa0221a5c

What is your opinion?

Yesterday I also did some research and for me it was:

• solid company
• beaten down to 52 weeks low
• DIV more than 5%

Result:

Election $RIO (+0.58%)
Election $MBG (-2.23%)

Now I've seen the article and Porsche too, actually...

Where do you currently see the best chances?

This week, we have once again included some titles in our simulation game. At the suggestion of @serkeftin to prepare for Donald Trump's tariff announcements and have reduced our call money position and added short warrants with a 4 - 5 leverage for $VOW (-0.09%) , $MBG (-2.23%) , $P911 (-2.41%) , $BMW (-2.1%) . We are hoping for good returns with a higher risk in a short period of one week.

Do you have any comments or suggestions for the coming weeks?

I am considering joining $MBG (-2.23%) to get in. The current share price is a real bargain and the current dividend yield is a brilliant hit. No idea what will happen tomorrow, but the Americans will still want to buy Mercedes........ What do you think?

- 14 positive surprises

- Three negative surprises

- Dividend increases

- Dividend decreases

- Overview of all DAX stocks

Link:

https://shorturl.at/Tdnfw

$ALV (-0.21%)
$MUV2 (-0.07%)
$RHM (-1.7%)
$MBG (-2.23%)
$SAP (-0.43%)
$BMW (-2.1%)
$AIR (-0.64%)
$VOW (-0.33%)
$DBK (-0.15%)
$CBK (+0.29%)
$SIE (+0.11%)
$P911 (-2.41%)
$DTE (-0.06%)
$IFX (+0.04%)