Hello everyone,

I've been thinking about the next step in my portfolio for quite a long time now.

The strategy is designed for the long term with asset accumulation

what would you do now, buy more specifically or position yourself more broadly?

Possibly. $MC (+0.22%) , $MDLZ (-2.48%) or $O (-0.02%) ?

or take some of the profits? If so, where?

#aktien
#portfolio
#etf

Hello lovelies,

The price of eggs has allegedly been lowered 🍊. However, it is currently causing a huge price increase for coffee and juice.

Which companies could be affected by this?

$SBUX (-2.46%)
$MCD (+1.18%)
$MDLZ (-2.48%)
$HSY (+1.96%) etc.

If 50 percent tariffs are imposed on imports from Brazil from August, US consumers could face massive price increases for coffee and orange juice. Experts warn that supply chains could come to a standstill.

US consumers face the threat of drastic price increases for coffee and orange juice if President Donald Trump imposes tariffs of 50 percent on imports from Brazil as threatened. Experts and traders have warned that the import duty planned from August 1 would bring the supply of Brazilian coffee to the USA to a standstill. Neither US roasters nor Brazilian exporters would be able to bridge the price difference resulting from the duty.

America's favorite drink

No other country drinks as much coffee as the USA. Around a third of this popular beverage comes to the USA from Brazil. According to its exporters' association Cecafe, the South Americans delivered 8.14 million 60-kilogram bags to the USA in 2024. Other foods are also likely to become more expensive. For example, more than half of the orange juice sold in the USA comes from Brazil. Other export products include sugar, wood products and oil.

Paulo Armelin, a large coffee producer who sells directly to US roasters, explained that his customers would probably not be able to pay him if the threatened tariff is implemented. Even without the levy, negotiations for deliveries this year would be difficult due to the 70 percent increase in coffee prices last year. "We will have to look for other markets, perhaps Germany."

lph/Reuters

https://www.spiegel.de/ausland/usa-drohen-wegen-donald-trumps-zoellen-hoehere-kaffeepreise-a-ff54dd15-753f-456a-bdc0-c45151b3e8fd

$MDLZ (-2.48%)

The Mondelez International 🍫(WKN: A1J4U0, ISIN: US6092071058) share price has been volatile over the past four weeks. At the beginning of March 2025, the share price stood at around USD 65.78. By March 20, 2025, it had fallen to EUR 58.89, which corresponds to a decline of around 10 %. This downward trend was reinforced by the price falling below the 200-day line on March 12, 2025, which is considered a technical sell signal 📉.

Despite this decline, the long-term outlook for Mondelez remains positive. The company benefits from its strong brand presence and global market position in snacks and confectionery. Analysts see further growth potential in the emerging markets in particular.

The share is currently trading at USD 66.86.

I've just added $MDLZ (-2.48%) to my portfolio! A food giant that produces iconic brands such as Oreo, Milka, Toblerone, Philadelphia and many others.

🔎 Why invest in Mondelez?

✅ Global presence - Operations in more than 150 countries, with a strong presence in emerging markets.

✅ Brands with pricing power - Products with strong consumer recognition and loyalty.

✅ Resilience - The food sector tends to be more stable even in times of economic uncertainty.

✅ Consistent dividends - Pays quarterly dividends with a track record of regular growth.

✅ Long-term growth potential - Betting on snacks, a segment in strong expansion.

🎯 Objective: Maintain position in the long term, benefiting from growing dividends and business appreciation.

📈 Mondelez fits my strategy of solid companies with predictable revenues, good cash flow and a focus on shareholder returns.

📉💬 What about you, do you have a position in companies in the food or defensive consumer sector?

$$

#Investimentos
#Ações
#Dividendos
#Mondelez
#LongoPrazo
#Snacks
#ConsumoDefensivo
#GetQuin
#MDLZ
#CarteiraDeDividendos

General Mills $GIS (-0.51%) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (+2.32%) (downtrend - weak peso?)

P&G $PG (-1.39%)

Costco $COST (+0.14%)

Church & Dwight $CHD (+0.41%) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (+0.03%)

Monster $MNST (-0.69%)

Coca Consol $COKE (+0.25%)

Lotus Bakeries $LOTB (-0.4%)

Mondelez $MDLZ (-2.48%)

Hershey $HSY (+1.96%)

Most of them are still "very" expensive in my opinion, despite the current price declines.

I would be interested to know which are your favorites for a long-term investment?

Hello everyone,

Under "Portfolio", the dividend received $MDLZ (-2.48%) the dividend received is no longer displayed. Mondelez is also no longer listed in the dividend calendar, although I hold a large position in it. Does anyone else have this problem?

Now everything has to be scraped together again in terms of money now only savings plans continue to run this month nothing more will be bought😀