Hey, here's a little overview of my newly started dividend portfolio! #dividend
$ALV (-0.53%)

- 14 positive surprises

- Three negative surprises

- Dividend increases

- Dividend decreases

- Overview of all DAX stocks

Link:

https://shorturl.at/Tdnfw

$ALV (-0.53%)
$MUV2 (-0.66%)
$RHM (-2.99%)
$MBG (-1.05%)
$SAP (-0.89%)
$BMW (-1.77%)
$AIR (-1.35%)
$VOW (-2.06%)
$DBK (-2.86%)
$CBK (-4.3%)
$SIE (-2.43%)
$P911 (-1.65%)
$DTE (+2%)
$IFX (-3.65%)

In view of the current economic uncertainties, I would like to recommend $ALV (-0.53%) Allianz SE as an interesting defensive and future-oriented share 💼. It scores with stability, solid dividends and continuous growth:

- Dividend payout: around €10-11 per share in the last financial year 💶

- Quarterly turnover: Around € 45 billion in the last quarter of 2025 📈

- Five-year growth: Average sales growth of 3-4% 🔝

Allianz impresses with its diversified business model and its ability to adapt to changing market conditions 🌍.

My personal conclusion:

I am convinced by the stable key figures and the long-term orientation of Allianz $ALV (-0.53%) SE. I therefore plan to buy this share and am therefore betting on a solid and future-proof investment 👍.

Hashtags:

#Aktien
#Investment
#Dividende
#Allianz
#Finanzen
#Wirtschaft
#getquin

Imagine finding a bag with 15,000 euros in cash on a train. This is exactly what happened to a 33-year-old woman on ICE 1081 from Hanover to Munich. She discovered the bag full of 200 euro bills and handed it over to the Federal Police in Munich. The rightful owner has not yet been identified. If no one comes forward, the finder could receive a legal finder's reward of three percent, i.e. 450 euros.

What would the getquin community have done in this situation?

1. invested sensibly in an ETF, such as $IWDA (-2.41%)

2. $4GLD (+0.64%) safe is safe

3. all in $BTC (-0.81%)

4. benefit from the current dip American tech companies, such as $GOOGL (-5.58%) , $NVDA (-2.82%) or $META (-5.26%)

5. collect dividends just before the dividend season, such as $BATS (-0.36%) , $ALV (-0.53%) or $SREN (-0.44%)

6. invest irrationally, e.g. $4X0 (-3.15%) or $GME (-5.48%)

7. or would you take the money to the police and fill your war chest with the finder's fee of EUR 450?

Personally, I would probably choose option 1. If the owner suddenly turned up on my doorstep, I could sell the ETF and give him the money back. There might be a little more left for me as a return than the EUR 450 I would receive from the police 😉

Source: Articles can be found on the most popular news portals today.

If Warren Buffett's Berkshire is already making a lot of money with insurance, it can't hurt me either 😁

My $ORI (-0.97%) I started building up my position in September 2021, until then I had only $ALV (-0.53%) and $AFL (-1.61%) in the portfolio. In the meantime $TRV (-1.34%) and recently also $AMP (-4.05%)
$BRO (-0.29%) have landed in the Scalable portfolio, in which I also invest in the "Ultimate Homer ETF" Trade Republic Depot via a savings plan, as well as $MUV2 (-0.66%)
$HNR1 (-0.11%)
$PGR (+1.55%)
$ALL (-2.06%)
$AJG (-0.79%)
$TLX (-1.37%)
$8766 (-3.21%) 😁

Which insurance companies are you with?

Old Republic balance sheet

Benchmark

Amazing that with a dividend aristocrat you could keep up well with the ETFs over the last 5 years 💪😁

Benchmark vs competition

Hello dear GQ community,

almost a month ago I already presented my portfolio and my investment case. (those interested can take another quick look at it)

I have now experienced the first correction of my investment career and can say that, yes, it hurts to look at the portfolio with all the red figures, but holding on to the fact that I am convinced of the companies in the long term has kept me strong up to this point. Only time will tell whether this correction was particularly strong or weak. True to the motto "red means supply", I have tried to use my uninvested budget for additional purchases and new positions.

I may have too many different positions for some people's taste and still have too large a stake in the US, tech and financial sectors. Overall, I am simply a fan of picking companies that fulfill three conditions:

- consistent dividend growth over the last 10 years

- long-term share price growth (depending on how long the company has been on the stock market, but if I don't have green figures over the maximum period, I leave you out)

- preferably a P/E ratio of less than 20 (with exceptions)

And generally in line with my case, a 3+% dividend.

In the unknown future, I will continue to hold my small positions of $PLTR (-5.48%) , $BLK (-3.25%) , $NVDA (-2.82%) and $TGT (-3.77%) (these were my first 4 purchases of 25€ each without any idea, Palantir compensates the losses of the other 3 quite nicely). From $AAPL (-3.43%) in the long term, but it does not yet play a major role in my immediate savings.

By the end of the year, I will be saving a further €750 a month via a savings plan, split evenly between $PETR3 (-2.01%) , $MUV2 (-0.66%) , $7203 (-3.27%) , $ENEL (+2.73%) , $HTGC (-3.51%) and $ALV (-0.53%). With the aim of balancing out the inequality somewhat.

In general, I am very happy to have discovered this platform, as I have gathered many useful tips and experiences, so thank you for that.

I am always grateful for your opinions, tips and suggestions. Thanks for reading.

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 (-2.37%) & $XSX7 (-0.88%) 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 (-0.89%) - Europe's largest software group with a stable dividend policy

2️⃣ $BAC (-3.6%) - One of the largest US banks with a solid payout

3️⃣ $AXP (-3.7%) - Strong brand with long-term potential

4️⃣ $ALV (-0.53%) - High dividend yield & strong financials

5️⃣ $DB1 (+1.19%) - Benefits from rising trading volumes

6️⃣ $BATS (-0.36%) - High dividend yield & stable cash flow

7️⃣ $MO (-0.93%) - Continuous dividend increases, but regulatory risks

8️⃣ $O (+0.25%) - The famous "Monthly Dividend Company" REIT

9️⃣ $INGA (-1.83%) - 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!

#Dividendenstrategie
#FinanzielleFreiheit
#Investieren
#Börse
#Dividenden
#PassivesEinkommen
#Aktien

At 53 billion euros, the 40 DAX companies are likely to pay out almost one billion euros more this year than a year ago - more than ever before.

The reason for the strong development is high consolidated profits and unexpectedly rising dividends at a good dozen companies, including $ALV (-0.53%) Allianz, $MUV2 (-0.66%) Munich Re and $RHM (-2.99%) Rheinmetall.

At 109 billion euros net profit, the DAX companies are likely to have earned as much in 2024 as in the previous year, according to Handelsblatt calculations. Slump in earnings for the three car manufacturers $BMW (-1.77%) BMW, $MBG (-1.05%) Mercedes and $VOW (-2.06%) VW will be offset by companies in other sectors, in particular the major insurers Allianz, Munich Re and $HNR1 (-0.11%) Hannover Re, but also $DTE (+2%) Deutsche Telekom, $HEN (-0.82%) Henkel and $EOAN (+2.33%) Eon.

More than a dozen DAX companies have announced higher dividends than the market had previously expected. For example $ALV (-0.53%) 15.40 euros per share after 13.80 euros in the previous year. Analysts had forecast just under 15 euros. The insurer is thus distributing just under six billion euros. This is a record in the German corporate landscape.

The biggest jump is at $MUV2 (-0.66%) Munich Re: The reinsurer is increasing its dividend by five euros per share to 20 euros.

The two healthcare specialists $FRE (+0.16%) Fresenius and $FME (+0.82%) Fresenius Medical Care, the brand manufacturer $HEN (-0.82%) Henkel, the automotive supplier $BTR Continental, the $CBK (-4.3%) Commerzbank, $RHM (-2.99%) Rheinmetall and $HNR1 (-0.11%) Hannover Re have raised their dividends, in some cases significantly more than expected. This is also due to rising profits, which justify a higher profit share for shareholders.

The largest dividend payers in the DAX are

• $ALV (-0.53%)
• 
  $DTE (+2%)
• 
  $MBG (-1.05%)
• 
  $SIE (-2.43%)
• 
  $VOW (-2.06%)

Like the car manufacturers, a number of companies in the DAX remain below the usual international payout ratios, including the family-run groups $BEI (+0.5%) Beiersdorf and $MRK (+0.91%) Merck. They pass on less than 30 percent of their profits. This leaves enough of a buffer so that dividends do not have to be reduced immediately in more difficult times.

Germany's most valuable group, $SAP (-0.89%) SAP, with a payout ratio of 85%, is pushing the limit: net profit of 3.1 billion euros in the past year compares with a total dividend payout of 2.7 billion euros. However, the profit was burdened by a one-off effect.

So far, a total of 20 companies have increased their dividends, with only $BAS (-1.12%) BASF and the three car manufacturers. Four companies have yet to do so: $RWE (+0.03%) RWE, $SY1 (+1.64%) Symrise and $VNA (+1.95%) Vonovia are likely to increase their dividends, while analysts expect $PAH3 (-3.13%) analysts expect a reduction at Porsche Holding.

Source (excerpt) & chart: Handelsblatt, 15.03.25

Novo Nordisk $NOVO B (-3.33%) shows significant progress in weight loss with CagriSema. The latest results of the REDEFINE 2 study, published on March 10, 2025, are a real gamechanger. In this Phase 3 study, 1,206 participants with overweight or obesity and type 2 diabetes underwent 68 weeks of treatment. The combination of cagrilintide and semaglutide, better known as CagriSema, has been shown to be not only effective but also safe. Compared to subjects receiving a placebo, patients taking CagriSema experienced an impressive 15.7% weight loss. A full 89.7% of participants in the CagriSema group were able to lose at least 5% of their body weight. The side effects were predominantly mild to moderate and even decreased over the course of the study. With the goal of filing for approval for CagriSema in the first quarter of 2026, Novo Nordisk shows that they are ready to set new standards in the treatment of obesity.

In Germany, the alliance is in $ALV (-0.53%) is in exclusive negotiations with Cinven to acquire the insurance specialist Viridium. This strategic decision could be an important step towards expansion for Allianz. With an estimated purchase price of around 3 billion euros, Allianz has prevailed over other interested parties, including Athora. Viridium specializes in the acquisition of life insurance policies and manages impressive assets of over 67 billion euros. Viridium's net profit in 2023 amounted to 342 million euros, which underlines the attractiveness of the company. Interestingly, Cinven acquired Viridium from Lloyds Banking Group in 2013 for around €300 million and has since expanded significantly through strategic acquisitions. In XETRA trading, the Allianz share reacted positively to the news and recorded an increase of 0.41% to 344.60 euros.

Sources:

https://www.finanzen.net/nachricht/aktien/novo-nordisk-a-s-cagrisema-demonstrates-superior-weight-loss-in-adults-with-obesity-or-overweight-and-type-2-diabetes-in-the-redefine-2-trial-14303531

https://www.finanzen.net/nachricht/aktien/milliardendeal-allianz-aktie-in-gruen-exklusiv-verhandlungen-ueber-viridium-kauf-14300833