Today I got rid of some of my winners and shifted further into my ETFs.

I have sold:

$CL2 (-5.77%) +5% this fine ETF, also known as holy amumbo, will be rebuilt right next week via savings plan.

$TXRH (-3.43%) +13% whether this will not become a tenbagger in the long term and was therefore a stupid sale?

$JPM (-3.75%) +20%

$V (-3.35%) +25%

$CAT (-3.39%) +26% I suspect that we are at the end of the cycle here. But who knows for sure?

$LULU (-5.1%) -10% good numbers, very bad chat history, but at least it saved me some taxes.

$RKLB (-3.91%) +28% This stock always made me think of Peter Lynch's quote, "don't buy the stocks of rocket companies, buy the boring ones..."

Bought:

$VWRL (-2.49%) at €129.48 🥱

and

$EQQQ (-3.23%) at 481.75 € 😎

With a P/E ratio of 17 and this great selection of construction machinery, I simply had to buy it. The current annual report is not exactly great, but they are still the market leader. They will also benefit greatly from the reconstruction of Ukraine. The war has to end at some point😄

I am now close to an average payout of €100 per month. Although I am not focused on dividends, this is very motivating and is another personal interim goal that I will soon reach.

The next purchase should therefore be a share that pays a dividend. However, a high dividend yield is not the decisive factor, rather a solid value that, in the best case, regularly increases the dividend.

I am considering expanding an existing position, the current choices are Blackstone $BX (-3.12%) Deutsche Telekom $DTE (-1.14%) or Caterpillar $CAT (-3.39%) .

What do you think of these stocks and which would be your favorite? Or do you have other suggestions, also with reasons?

Thank you in advance!

Hello Getquins,

As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.

As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.

$ROST (-1.12%) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.

My investment $PEP (-0.5%) I hardly see here except for sweets like Lay Chips but $KO (-0.29%) is the leading beverage here.

I have $TSLA (-3.11%) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.

They build like mad here, whether streets $CAT (-3.39%)

$DE (-5.86%) or entire residential areas with several hundred houses.

The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.

Almost 90% of people here have $AAPL (-5.14%) iphone, $F (-4.01%) pickups or $GM (-2.37%) a few European ones can also be seen here $VOW (-2.39%)
$BMW (-1.56%)

The bar culture, restaurants and dinners are very popular.

$BOM

Of course there is a huge $WMT (-1.13%) and next to it the $CVS (-1.85%)

Best regards and hope you had Easter or soon Whitsun vacation.

So long

Smudo

As part of my ETF DIY project, I analyzed $CAT (-3.39%) analyzed them using my self-developed valuation system:

Moat: 4/5 - Leader in construction machinery, Technologically complex products, Difficult market entry for competitors

Growth: 2/5 - Sales slightly declining and this is expected to continue in the future

Risk: 3/5 - Dependence on macroeconomic factors and competitive pressure from favorable competition

Dividend quality: 1/1 - Dividend aristocrat

Belief: 0/1 - Solid company, but unlikely to outperform the market

Total: 10/17

Savings plan is run with factor 3.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=tXTq7XPxTGY

Hi

I am looking for additions to $CAT (-3.39%) except $DE (-5.86%) .

What would be your addition and why?