Last earnings at 1.92$

https://investors.wm.com/news-releases/news-release-details/wm-announces-second-quarter-2025-earnings

Day Investors!

I mainly invest in dividend aristocrats and dividend kings.

I usually buy shares that have fallen due to weak economic phases or other stock market events and therefore have a high dividend yield at lower prices. The growth and accumulation of my dividends is important to me. I don't speculate on turnarounds, but make sure that the companies in my portfolio have a solid business model and continue to be profitable enough to increase their dividends annually.

Regular quarterly figures and annual reports are therefore very important to me.

Currently, my portfolio has a gross dividend yield of over 5% and annual dividend growth of over 8%.

I have recently started to invest more in growth stocks in order to compensate somewhat for the weak share price performance to date. These include, among others $HD (+1.06%) , $AMD (-7.23%) , $WM (-2.57%) , $GOOGL (+0.59%) etc. Also $UNH (+1.39%) I count as well. To be honest, $UNH is a small "trade". If it pans out, I would have secured a 3% dividend yield along with strong growth... which is pretty rare. FOMO.

Maybe it's also $NOVO B (-2.31%) to this. 😜

My dividends are taxed in accordance with the double taxation agreement.

So far, I've collected €9,000 in dividends and reinvested every cent of it.

I like to exchange ideas with other investors, especially dividend investors.

$WM (-2.57%)

📊 Waste Management - Q2 2025 (short & sweet):

Turnover: USD 6.43 billion (+19% YoY) ✅

Adjusted earnings per share (EPS): USD 1.92 (USD +0.03 above expectations) ✅

GAAP EPS: USD 1.80 (previous year: USD 1.69)

Net profit: USD 726 million (previous year: USD 680 million) ✅

➡️ Conclusion: Expectations exceeded - strong sales growth, solid profit development.

$HEIA (-0.43%)
$EL (-0.82%)
$NUE (+1.35%)
$CDNS (-0.85%)
$WM (-2.57%)
$MSFT (-3.17%)
$V (-2.85%)
$OR (-0.16%)
$AZN (-0.41%)
$MRK (+0%)
$PG (-0.18%)
$SBUX (-2.4%)
$BCS (-2.03%)
$META (-0.3%)
$BABA (+2.84%)
$QCOM (-0.6%)
$AIR (-1.53%)
$HSBC (+0.45%)
$GSK (+0.26%)
$MBG (-0.19%)
$F (-0.1%)
$AAPL (-0.66%)
$AMZN (-1.95%)
$MA (-2.53%)
$7203 (+0.48%)
$SHEL (-1.48%)
$005930
$SNY (+2.06%)
$CMCSA (-0.93%)
$COIN (-3.18%)
$NET (+1.08%)
$XOM (-3.47%)
$CVX (-3.05%)
$CS (-1.32%)
$NTDOY (-1.55%)
$CL (+1.52%)
$DTG (+0.3%)
$UNH (+1.39%)

Hello, GetQuin community. I have been a silent reader for quite some time now and wanted to share my portfolio with you.

First of all, I am M22 and started investing in the market in 2020 with small amounts. I currently still live at home with my parents. I have a completed apprenticeship, but I decided to catch up on my A-levels to be able to study. I also have a part-time job.

• My savings rate is therefore only €300 a month
• 100€ goes into a call money account as a reserve
• 200€ goes into my savings plans which I list below

My strategy is a classic core-satelite strategy to build up a small fortune for the future.

The core therefore consists of 4 ETFs which I invest in monthly as follows:

• 60€ $XDWD (-0.45%) MSCI World ETF to cover the most important companies from developed markets.
• 25€ $EIMI (+0.2%) MSCI EM ETF to also cover emerging markets.
• 20€ $XDWT (-0.8%) as I would like to invest more specifically in the IT sector, because I think that this will continue to experience major growth in the future.
• 20€ $SAEU (-0.11%) I specifically wanted to save in this ETF to increase the European share and because I am very convinced of the weighting of the companies.

Now I come to my individual shares in the savings plan:

• 10€ $LIN (-1.13%) Linde convinced me very early on, and not just because I deal with them every day at work. Good growth and, in my opinion, a strong future.
• 10€ $PG (-0.18%) Strong products, my daily companion in the care and household sector.
• 10€ $DHR (-0.08%) My favorite in the life science sector, I think Danaher will be back in the future.
• 10€ $DTE (-0.27%) As a German company, I can no longer imagine telecommunications without it.
• 10€ $DE (-0.31%) John Deere is an emotional investment (🥹) I was already a big fan of Deere machines as a child. Today still a progressive company in my opinion.
• 10€ $NKE (-1.08%) Fundamentally a very successful company, I am a fan of the company history and the shoes, think that Nike will sooner or later return to its former strength.
• 10€ $WM (-2.57%) Waste disposal and recycling are becoming increasingly important, environmental solutions are a big issue. Why not WasteManagement?
• 5€ $CSCO (-2.53%) Big player in the field of cybersecurity, which is becoming increasingly important. I am convinced of the company.

I also hold shares in a few other companies, the reasons for which are described below:

• $SHEL (-1.48%) I bought some time ago, important and large energy company. I will continue to hold them in the future.
• $NESN (-0.54%) I bought them back then and am now just waiting to be able to sell them at a positive price.
• $NU (-1.57%) I am convinced of the company, I think that Nu will have a successful future.
• $O (+1.24%) I only save Realty Income through the cashback offer from TR, simply to get a few monthly dividends for a good feeling.

I don't save my cryptocurrencies monthly. I started putting a super small amount into Bitcoin early on. I just leave it to work.

$BTC (+0.29%)
$SOL (+1.46%)

I would now appreciate a little feedback, criticism and food for thought.

Thank you very much

Hello to the community ✌️

I would like to reduce the size of my portfolio.

my portfolio currently consists of 1 ETF and 40 individual shares.

my goal is to reduce the number of individual stocks to around 30-32 positions over time 🤔

There are currently 2 positions at the top of the closing list

$NKE (-1.08%)
$REGN (+0.76%)

I would like to add 2,3 more positions, but unfortunately I don't have the imagination to get rid of them 😅

Maybe with the help of the community here, to make the decision a little easier😬

On the other hand, I also want to $COST (-0.29%) & $WM (-2.57%) despite the still high valuations, but they are absolute Dauerläufer🤷🏼‍♂️

What are your opinions?

which positions would you throw out?

and why exactly these?

Thank you !

You can't go wrong at this price! $WM (-2.57%)

What do you think of an entry into $WM (-2.57%)

Hello everyone,

I would be interested to know what amount (in €) you would invest in the following shares? The companies are certainly also suitable for savings plans. However, I would like to have a "starting position" first.

You are also welcome to use this as a suggestion for discussion in the comments ✌🏽

$MCD (-1.68%)

$COST (-0.29%)

$WMT (-0.92%)

$WM (-2.57%)

Best wishes and a good start to the stock market tomorrow 🖖🏽

Waste Management $WM (-2.57%) is currently approaching an interesting buying area in my opinion.

Anyone else interested in the investment?

When would you get in?