Posts
120Today I invested in $SHEL (+0.91%) .
Bought 8 shares at an average price of €29,95 per share including transaction costs.
In total I now own 141 shares, this gives me +- €180 per year in dividend.
#dividend
#dividends
#dividende
#invest
#investing
#etf
#etfs
$CVX (+0.32%)
$XOM (+0.13%)
$BP. (+0.61%)
$SHEL (+0.91%)
$TTE (+0.36%)
$ENB (-0.72%)
Today I invested in $SHEL (+0.91%) .
Bought 8 shares at an average price of €30,05 per share including transaction costs.
In total I now own 133 shares, this gives me +- €170 per year in dividend.
$SHEL (+0.91%)
$BP. (+0.61%)
$TTE (+0.36%)
$CVX (+0.32%)
$XOM (+0.13%)
$SHEL (+0.91%) is currently considering $BP. (+0.61%) to take over the company. The potential transaction volume would amount to 80 billion US dollars, making it one of the largest M&A transactions in the history of Oil & Gas. BP is currently reviewing the offer, but negotiations have been slow so far. Shell & BP have not yet made any concrete statements. Shell officially described the reports as "further market speculation" and said it was focusing on its own performance and the interests of its shareholders.
𝖭𝖾𝗍 𝖣𝖾𝖻𝗍 𝗍𝗈 𝖤𝗊𝗎𝗂𝗍𝗒 𝖽𝖾𝗋 Ö𝗅𝗄𝗈𝗇𝗓𝖾𝗋𝗇𝖾 𝖡𝖯, 𝖲𝗁𝖾𝗅𝗅, 𝖳𝗈𝗍𝖺𝗅𝖤𝗇𝖾𝗋𝗀𝗂𝖾𝗌, 𝖤𝗑𝗑𝗈𝗇 𝗎𝗇𝖽 𝖢𝗁𝖾𝗏𝗋𝗈𝗇. 𝖡𝖯 𝗐𝗂𝖾𝗌 𝖤𝗇𝖽𝖾 2024 𝗆𝗂𝗍 𝖠𝖻𝗌𝗍𝖺𝗇𝖽 𝖽𝖾𝗇 𝗁ö𝖼𝗁𝗌𝗍𝖾𝗇 𝖶𝖾𝗋𝗍 𝖺𝗎𝖿, 𝖿𝖺𝗌𝗍 𝖽𝗈𝗉𝗉𝖾𝗅𝗍 𝗌𝗈 𝗁𝗈𝖼𝗁 𝗐𝗂𝖾 𝖲𝗁𝖾𝗅𝗅.
A takeover would create a European oil giant that could compete with $XOM (+0.13%) and $CVX (+0.32%) could take on. BP in particular has been under pressure from activist investors for some time, as its attempted foray into renewable energies has been less successful. A stronger focus on oil & gas is therefore strategically desirable.
🌍 NATO Summit 2025: A New Era of Defense and Opportunity 🚀
As NATO allies commit to a historic defense spending target of 5% of GDP, global markets are already reacting. Defense stocks are surging—Rheinmetall, BAE Systems, and Thales have all seen significant gains. This budget boost signals a long-term ramp-up in military procurement, cybersecurity, and infrastructure, creating ripple effects across multiple sectors.
Despite a recent dip in oil prices, analysts suggest energy demand may rebound as military logistics and fuel reserves expand. Keep an eye on aerospace & defense, cybersecurity, infrastructure, and energy resilience—these sectors are poised to benefit from NATO’s strategic pivot.
The NATO Summit in The Hague isn’t just about security—it’s a catalyst for industrial transformation. Investors, innovators, and policymakers: the future is being drafted now. $SHEL (+0.91%)
$PLTR (+0.07%)
$BA. (+0.16%)
$RHM (+1.52%)
$HO (+1.53%)
$CVX (+0.32%)
This is my first post, so please don't hate. 🙂
I've been using the dividend strategy for a year now because it motivates me to stick with it. The simple one-ETF solution is too boring for me in the long run - I have more fun following individual stocks from time to time.
So far, I've mainly invested in dividend ETFs, and I want to keep it that way. However, I would like to add a few individual stocks to my portfolio to make it more interesting.
My goal is a maximum of 10 individual stocks so that I don't lose track. Here are the stocks I'm currently looking at:
My questions for you:
👉 Are these stocks generally suitable for a dividend strategy?
👉 Is there potential for improvement in terms of sector and country allocation?
👉 Is there a stock that you think should definitely not be missing?
Looking forward to your opinions and tips!
Speculation on rising oil prices in the short term.
And why $CVX (+0.32%) and not $XOM (+0.13%) ? Chevron jumped back above the 200 day line today.
22 leverage.
In addition to the oil and gas ETF that has been in my portfolio for a long time, I am now investing in $CVX (+0.32%) . Would you do the same? Or do you think other oil companies are better?
Best regards,
Angelo from Finanzen Anders
Impact of Iran Closing the Strait of Hormuz on Global Markets
The Strait of Hormuz is one of the most important oil transit routes in the world. About 20% of global oil supply passes through this narrow waterway. If Iran decides to close it, oil prices could skyrocket above $200 per barrel, according to Macquarie Commodities Strategy Head Marcus Garvey. While this is not the expected scenario, even a temporary disruption could cause major economic consequences.
Who Benefits?
Companies involved in oil production and energy supply would likely see higher profits due to rising oil prices. Some stocks that could benefit include:
Who Suffers?
Industries that rely on oil for production and transportation would struggle with higher costs. Some of the most affected sectors include:
Likelihood of Closure
Iran has threatened to close the Strait of Hormuz multiple times, but it has never fully blocked it. The last major disruption occurred during the Iran-Iraq War (1980-1988), when both sides attacked oil tankers. More recently, in 2019, ships were attacked near the strait, raising concerns about security. Experts believe a full closure is unlikely, as it would also hurt Iran’s economy and provoke military retaliation.
Conclusion
If Iran closes the Strait of Hormuz, oil prices would surge, benefiting energy companies while hurting industries dependent on oil. However, history suggests that a full blockade is not likely, though tensions in the region remain high. Investors should watch oil markets closely as geopolitical risks evolve.
$XOM (+0.13%)
$CVX (+0.32%)
$SHEL (+0.91%)
$BP. (+0.61%)
$LHA (+0.75%)
$VOW (+2.14%)
$MAERSK A (+0.67%)
$TSLA (-0.55%)
When $BRK.B (+0.07%) started during the Corona crisis $OXY (+0.05%) and $CVX (+0.32%) many people didn't understand this. Tech was more popular than ever at the time and oil was considered dead. A short time later, it became clear that oil was here to stay. As discussed in the last market review, the energy sector was one of the best investments during the pandemic.
However, this was probably a special boom for fossil fuels that was to remain a one-off. Since the price explosion, the energy sector has been in a very weak trend and is the worst performing sector directly after healthcare (which could therefore also be very interesting at the moment).
In particular, the dynamic has shifted from oil & gas to electricity - which, however, is not counted as part of the energy sector in the classic GICS but as part of the utilities sector. The reason for this is, of course, the expected triumph of artificial intelligence and the associated hunger for energy in data centers. The best-known company in the sector is probably $NEE (+1.18%)
In any case, Buffet's investments in fossil fuels have not been particularly worthwhile to date, as he may have made a favorable initial entry, but then often bought at unfavorable prices. At the current point in time, the investment case has not yet worked out. It is therefore an interesting question whether Buffet is speculating on something that has not yet been understood by the market or whether it is one of the rare situations in which the good Warren has miscalculated something (think of the disaster around $KHC (-1.11%) ). At any rate, it is difficult to understand what Buffet was thinking and whether his theory is still intact.
Incidentally, I myself am not invested in either utilities or energy, which I think is a great pity. However, I have not been able to identify any company that is currently really convincing in terms of its figures and can be described as a quality company.
What about you? Do you have any oil, gas or electricity stocks in your portfolio?
(And the < 5% exposure in the World ETF does not count)
Top creators this week
