$RSG (-0.74%)
$VIE (-0.37%)

Because I like his videos, here comes another analysis

And this time it's the biggest single position in my portfolio 😁

https://youtu.be/Pni2Jl4mW7I?si=KmYbNR_6-dOGrIJ2

I want to save up the proportion of the two large ETFs to 25% each and then leave the portfolio roughly the same weighting, i.e. 50% ETFs, 40-45% equities and 5-10% Bitcoin.

I buy and hold and am not entirely sure how suitable some of the current stocks are for this.

On the other hand, there are a few companies that I would like to have in my portfolio for the long term (e.g. $WMT (-2.26%)
$COST (-0.89%)
$AWK (-1.01%) or $VIE (-0.37%) ), but I don't want to have more than 45 individual companies in my portfolio.

What do you think of the portfolio, do you have any suggestions for improvement?

Briefly about me: I am 22 years old and would like to continue building up my assets until I am about 60.

P.S.: The return is not correct. Due to a system error, getquin thought I had sold all my shares in the meantime. Fortunately, my portfolio was actually able to beat the S&P 500 this year and last year🤩

$VIE (-0.37%) When would be the next time for you to join?

Tech reduced. Stable, decent growth expected and very good dividend.

I would be pleased to receive feedback on the portfolio and possibly a recommendation for another last individual share (more on this in a moment).

My investment horizon is 15-17 years for now. Depending on how it develops towards retirement at some point. The aim is to generate a small pension contribution later on.

The ETFs as the main investment with currently 41%, later increasing to 50-60%. The S&P 500 as an extra to take advantage of a little more return compared to the World. I am considering replacing the World with the FTSE All-World (distributing) in order to keep the US below 60% overall in the long term.

In addition a handful of individual stocks:

$MSFT (-1.66%) long-term blue chip growth with a small dividend. (savings plan)

$8001 (-1.29%) Long-term strong growth and a decent dividend. (savings plan)

$ALV (-0.83%) as a long-term runner with a decent yield and very good dividend. (savings plan)

$PLTR (-3.44%) and $IOS (-0.74%) are long-term tech bets with +30% and +90% to date. Here, additional purchases are made when opportunities arise.

I would then like to add another share soon to diversify a little more and receive further dividends. My candidates are $ULVR (+2.69%) or $VIE (-0.37%). However, I need to look more closely at the long-term potential. If you have any opinions on this, please share them.

Hello, I would like to start here with your feedback on my current portfolio. I am pursuing a long-term investment strategy with an investment horizon of at least 15 years. I have been invested since 02/2023.

The ETFs are used for broad market coverage and diversification, while the individual stocks cover targeted growth potential and specific sectors. Deliberately two-pronged with the ETFs with $XDWD (-1.53%) and $VUSA (-1.31%) as the S&P offers a good one percent higher price return and also the dividend. In addition, I deliberately increase the weighting with the S&P, especially for $MSFT (-1.66%)
$NVDA (-3%)
$AMZN (-1.99%)
$AAPL (-1.25%)
$GOOGL (-2.82%)
$META (-2.19%) a little more.

To the individual stocks:

$PLTR (-3.44%) and $IOS (-0.74%) are bets on the future and are currently at +15% and +82%. Apart from that, I also want to think about dividends now for later and risk as little as possible overall, as retirement is also less than 20 years away.

I plan to add 1-2 more individual stocks to my portfolio (max. 8 individual stocks). Allianz $ALV (-0.83%) is set, and I am also considering adding Veolia Environment $VIE (-0.37%) as well.

What do you think of this strategy and the additions? Do you have any other recommendations or comments?

Many thanks in advance!

Position increased - the EMA200 was tested at approx. € 27.50 and the medium-term upward trend is currently still intact (hopefully for longer 🤑🤞🏽)

In the meantime, I already have 400 shares of this megabuilding in the depot.

First purchase of a giant - Veolia Environnement $VIE (-0.37%)

is a French company that offers a wide range of environmental services. Its business model is based on using increasingly scarce resources while protecting the environment.

Veolia is divided into four business units: Water, Waste, Energy and Transportation. The water division is one of Veolia's largest business units and provides solutions for water supply, wastewater treatment and water reuse. The company specializes in providing turnkey facilities and operating and managing existing water systems. It also offers specialized services such as water treatment for industry.

Another important area of Veolia's business is waste management. This involves the collection, transportation, recycling and disposal of waste. Veolia offers waste disposal solutions for households, businesses and industry, as well as recycling and reuse programs.

Veolia's energy division specializes in renewable energy sources and offers energy management and energy efficiency solutions. The company is able to provide tailored solutions for the transition to renewable energy, enabling a sustainable future.

Through its Transport division, Veolia offers environmentally friendly transport solutions such as public transport, ambulance and school transport, and community and disabled transport.

Veolia currently operates 95 waterworks, 4,800 wastewater treatment plants and well over 200,000 waste garbage cans under public service contracts in some 45 countries.

Water - chemistry in everyday life

Today a topic is announced, which stood above all by Nestle $NESN (+0.67%) in the last few months. But even on hot summer days, our livelihood and the business behind it are discussed again and again.

What was with Nestle?

Nestle is almost permanently in the criticism. I expressly ask that the activities and personal opinions under the post not be made known. The business unit "Nestle Waters" operates production sites in about 34 countries, for example for the table water "Pure Life". The criticism behind this refers to the production sites in areas where there is traditionally a shortage and, in accordance with pumping, the groundwater level is further lowered. I will leave it open whether Nestle is primarily to blame in this respect. In any case, it is important to remember that water licenses are officially sold to Nestle in all countries. Nevertheless, some YouTubers have realized that they can generate a lot of attention and money by denouncing international corporations. I hope at least that they will think about this in the future when they enjoy their Wagner pizza or their Kitkat in live streams. Otherwise, that would be tantamount to a double standard ...

Whatever one may think about it. There is definitely a danger of nationalization in the event of water shortages at private waterworks. Therefore, I would generally exclude an investment in this respect. In drinking water treatment, however, one cannot do without the private sector. The uses of the individual products are too varied for them to be used specifically for water.

But what is the situation in Germany?

Based on the Food Act, Germany has the Drinking Water Ordinance. The aim of the ordinance is to protect human health and to ensure quality and purity. Since the 2012 update, the problems of legionella have also been taken into account. The suppliers are responsible for this.

More precisely defined are the data in the annexes of the Drinking Water Ordinance itself. https://www.gesetze-im-internet.de/trinkwv_2001/BJNR095910001.html

But how do I now manage to make water usable?

Of course, this depends first and foremost on your regional origin. Water always has different quality classes and must be processed differently accordingly. According to the German Federal Environment Agency, almost 63% of drinking water comes from groundwater. Significant differences exist, however, especially in the east/west comparison. The irregular and ruthless planned economy of the former GDR has left its mark on the environment even today. In general, however, there are always strong impairments along the industrial metropolises. While the Saale, Oder, Ruhr and Ems rivers in particular bear the marks of industrialization, the soils around the chemical sites of central Germany in particular are still heavily impaired. I have taken corresponding accusations from the Water and Soil Atlas.

But why this huge introduction now?

Both in the air and in the soil we have countless impurities or even toxic particles. These are washed out by rain, get into the soil and thus ultimately into the groundwater.

In the course of this, suitable methods must now be found to maintain our drinking water quality.

Basically, we have the possibility to separate the substances from the water mechanically, thermally or chemically.

How does this work?

Due to the difference in regional water qualities, drinking water treatment must of course always be considered very specifically. Nevertheless, chemical treatment with ozone is always the first step. The treated drinking water is then fed into the public network via mechanical separation stages, such as sedimentation and filtration, through to chemical separation with regard to the degree of flocculation and pH value regulation. Samples are regularly taken by the authorities and tested in independent laboratories.

But who benefits from drinking water treatment?

From a personal point of view, I consider the investment in a private drinking water producer, such as Nestle or Danone, as risky. $BN (+0.39%) as risky. One can be denounced too much in the public perception and the more likely a discontinuation of the table water can become. Furthermore, especially in countries where there are shortages, one may well expect nationalization of the production and treatment facilities.

In addition, there are lucrative and promising opportunities for participation in the suppliers.

An investment in the treatment of drinking water can necessarily be linked to the treatment of wastewater.

The most prominent representatives of the private sector in this regard are American Water Works $AWK (-1.01%) , known as the dividend king. In direct competition, if one can call it competition at all, is Essential Utilites, but also United Utilites. $WTRG (-1.2%) but also United Utilites $UU. (+1.3%) in Great Britain.

On the German market, by the way, Veolia $VIE (-0.37%) with its subsidiary Veolia Water dominates the German market. It holds countless stakes in municipal waterworks. All in all, according to its own website, it supplies about 5 million people in Germany with drinking water and processes their wastewater.

Apart from direct drinking water processing, there are also very lucrative suppliers of drinking water solutions and quality assurance. The best known example is probably Xylem $XYL (-1.14%) . In addition to fluid technology, which includes pump construction and other equipment, the analytics division is a sunshine for investors. The broad range covers the entire field of water analysis. This means that the company does not only participate in municipal water systems, but also in industrial customers who are subject to legal requirements. It is almost impossible to find a direct competitor that is so broadly positioned in this segment.

However, if you want to give it a try, KSB's pumps division is $KSB (+4.08%) is very representative in Europe. Whereas in the USA, IDEX $IEX (-1.37%) can offer an alternative in the field of technical pumps.

But also in the field of chemical water and wastewater treatment, some companies have specialized.

Ecolab $ECL (-1.23%) , better known for cleaning agents and disinfectants, has been owned by Nalco Water since 2011. The focus here is on water and wastewater treatment additives, which are also part of any drinking water processing. Notable among these are slime solvents for biocides and legionella, as well as corrosion protection additives and hardness stabilizers.

Another particular competitor is DuPont $DD (-1.08%) . In particular, the "Water & Protection" division. The focus here is on special resins that can adsorb specific substances from water and also filter them. Depending on the sourcing, this extends into the nano- and ultrafiltration range. Ion exchangers can also be used to ensure higher water purity.

Have you used water today? Then you have probably already come into contact with one of these representatives.

+++ This stock is total garbage, and therefore a buy for me+++.

1. how did I find the stock?

2. general

3. operating business

4. finances

5. who is invested

6. dividend

1. how did I find the share?

"People always eat and drink". You often hear this phrase when talking to people who have a consumer goods company like Nestle in their portfolio. But not only food and drink are necessary for humans, hygiene is also important, because who wants to live with bugs and diseases. To ensure hygiene in industrialized countries, there is the classic garbage collection service that drives around all day, picking up our (avoidable) trash. It is also interesting to know that the amount of garbage in industrialized countries has been steadily increasing in recent years [1].

For those who don't know me yet, I'm still quite young (19years), and am currently building a solid dividend portfolio. I have already opened positions for the portfolio (portfolio is in GQ), and now I want a stock in the portfolio that is boring and crisis resistant. My choice is waste management, because waste management is relatively crisis resistant, besides consumer goods. So I started looking for the largest listed waste management companies, and compared a few candidates. The choices were Veolia, Waste Management and Republic Services. ($VIE (-0.37%)
$WM (-0.65%)
$RSG (-0.74%) ).

Veolia is the largest international waste management company [2], but is absolutely uninteresting for me in terms of price (cf. trading view excerpt). Waste Management and Republic Services look much better in this aspect. The two companies do not differ much in their operating business, but since WM has the better financial data in terms of dividends, I have decided in favor of this company.

2. general

- Foundation: 1968

- Founders: Wayne Huizenga, Dean Buntrock and Larry Beck

- Headquarters: Housten, Texas

- Employees: 49,500

- CEO: James C. Fish (CEO since 2016)

3. operating business

Waste Management makes its money from our waste. Waste disposal, makes up the largest part of the turnover. Waste disposal includes not only the classic garbage garbage can, but also the removal of bulky waste. In order to be able to store waste for a certain period of time, the company operates 254 landfills for solid waste and 5 landfills for hazardous waste. In addition to pickup and storage, the company also makes money from recycling. Americans don't take recycling, and waste separation, too closely as we do in Europe. The good thing is that WM makes a lot of money by recycling. That's why WM wants to significantly increase their recycling rate in the coming years, as they expect certain raw materials to become more expensive. [3]

Revenue distribution:

- Waste collection: 54.8%

- Landfill services: 19.2%

- Waste sorting, compaction and transfer: 8.9%

- Recycling services: 7.1%

- Other: 10%

Waste Management operates primarily in the U.S. and Canada. USA (95.7%) / Canada (4.2%)

In the USA, most states have more than 10 WM sites (Cf. Fig.).

4. finance

- Shares outstanding: annual decrease of approx. 1% (Cf. chart).

- https://aktie.traderfox.com/visualizations/US94106L1098/EI/waste-management-inc

5. who is invested

The shares are mainly held by institutional investors: Top 3

- The Vanguard Group, Inc.: 8.78%

- Bill & Melinda Gates Foundation Trust (Investment Management): 8.63%

- Southeastern Asset Management, Inc.: 7.32%

6. dividend

- Current dividend yield: 1.4%

- Dividend paid in 2022: approx. €2.50

- Dividend continuity: 23 years

- Div. increase on 10 year view: approx. 6% p.a.

- Distribution on FCF: approx. 50% p.a.

Sources: (Pictures are from TradingView and TraderFox)

1: https://duckduckgo.com/?q=weltweiter+m%C3%BCll+statistik&atb=v314-1&iax=images&ia=images&iai=http%3A%2F%2Fwww.itespresso.de%2Fwp-content%2Fuploads%2F2015%2F04%2Felektroschrott-2014-aufkommen-nach-laendern-statista.jpg

2: https://www.produktion.de/wirtschaft/das-sind-die-groessten-entsorgungsunternehmen-der-welt-108.html

3: WASTE MANAGEMENT : Aktionäre Vorstände Geschäftsführer und Unternehmensprofil | 893579 | US94106L1098 | MarketScreener