Working on the base with solid stocks this week. Bought 20 shares of $ABN (+0.76%) en 14 of $AD (-1.45%) .
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Ahold Delhaize
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46Value Stocks!
Last weeks value stocks bought such as Deutsche Telekom ($$DTE (+1.02%) ) Ahold $AD (-1.45%) Heineken $HEIA (+0.1%) and Engie $ENGI (-1.92%) . ASML $ASML (+2.38%) and ASMI $ASM (+1.27%) trimmed and sold to bring my tech weighting to around 25%. Cost some redemenent this week, but a more stable portfolio.
Is this dividend stock a buy now?
I have $AD (-1.45%) in my portfolio and talk about possible actions on my part. Have fun and best regards, Angelo from FINANZEN ANDERS
Defensive phase
As I mentioned a while ago, I am looking for positions to make my portfolio more price stable. Therefore, today I took position in:
- $AD (-1.45%) (20 pieces)
- $ULVR (-0.06%) (2 pieces purchased)
In the more risky corner I find $TWEKA (+0.29%) a company that has plenty of potential despite disappointing quarters. Picked up at €34 each.
Update
Sold my 26 $ABN (+0.76%) with 38% profit and invest in 100 $WINC (+0.37%) . Added 15 $AD (-1.45%) and 14 $BATS (-0.21%) . Maybe step in later again at $ABN, but got a lot other financials like $NN (-0.08%) , $VLK (+1.01%) ,and $WHA (+0.63%) .
Q2 figures
Quarterly figures $AD (-1.45%) Yesterday, a solid Q2, revenue plus 3.3% to €23.1 bln, online sales +11.8%. For the first time a profit for the total online part 💪🏼 Underlying earnings per share was €0.65 and interim dividend €0.51. Margins are slightly lower (4%) due to investments in the US, but outlook for 2025 remains strong. E-commerce continues to grow, bol.com is also doing well.
Still a hold 💰
Portfolio update!
After some solid tips and reflection, I’ve cleaned up the portfolio a bit. Still holding quite a few positions, but I’m more focused than ever. $NVDA (+2.86%) (Nvidia) continues to dominate the AI space with no real competition in sight. $PLTR (+0.54%) (Palantir) is slowly proving its worth with strong long-term government and commercial contracts. $AD (-1.45%) (Ahold Delhaize) provides reliable stability in every market condition. $MAIN (+0.13%) (Main Street Capital) keeps the income steady with consistent payouts. $BFIT (+0.56%) (Basic-Fit) is expanding fast across Europe, and I like the potential. I’ve increased my $VHYL (-0.05%) exposure for a strong dividend base. My almost daily dividend pie is still going strong. Small, steady progress, and I’m in it for the long haul.
BuyFriday
I always buy on Friday, because mostly de stocks are at their lowest on that time. With 10 $ULVR (-0.06%) and 15 $AD (-1.45%) I have all the groceries for the weekend in my pocket. 😁
With these stocks I add another €35,55 dividend/year on the pile, so the total is well above €1.500,- /year now with a portfolio of €25,5k [6% av]. This must leave something after income taxes. 🤔
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