One position $VICI (+1.28%) in the 🚮
And from 🚮♻️ $WM (+0.07%) in the depot
have a nice evening ✌️
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119One position $VICI (+1.28%) in the 🚮
And from 🚮♻️ $WM (+0.07%) in the depot
have a nice evening ✌️
$VICI (+1.28%) from the depot for an initial purchase at $WM (+0.07%)
I took a chance with a first tranche, and I think we are $WM (+0.07%) are getting closer and closer to a more attractive valuation level.
A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (-1.02%) and $NVDA (-0.07%)) from hot sectors, I have built up cash and diversified further ($CMG (+1.69%)
$SNPS, (-0.36%)
$BRO (+1.52%)
$AMGN (+0%)
$LSEG (+0%)). Further acquisitions and new entries (e.g. $INTU (+0.52%)
$ADP (+0.71%)
$WM (+0.07%)
$CTAS (+0.79%)
$RMS (+0.68%)) are planned. As short- to medium-term trades, I have invested in $Adobe (+1.5%) and $TTD (+0.3%) as short to medium-term trades. I mainly invest for the long term, but a correction (technology, cloud) including sector rotation (consumer, pharma, software) seems inevitable to me. I am therefore taking a wait-and-see approach and, if necessary, I will reenter $GOOGL (-1.02%) and $NVDA (-0.07%) again at the appropriate time.
Please let me know what you think.
I will probably share future updates with you every two months at the beginning of the month (November, January,...).
I wish you all a successful time.
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 (+0.19%) , $AMD (-1.37%) , $WM (+0.07%) , $GOOGL (-1.02%) etc. Also $UNH (-0.96%) 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 (-1.76%) 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.
📊 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 (-0.87%)
$EL (+2.83%)
$NUE (+1.54%)
$CDNS (-0.73%)
$WM (+0.07%)
$MSFT (+0.54%)
$V (+0.33%)
$OR (-0.18%)
$AZN (-0.04%)
$MRK (+0.9%)
$PG (-0.34%)
$SBUX (-0.94%)
$BCS (+1.15%)
$META (-1.13%)
$BABA (-2.33%)
$QCOM (-0.39%)
$AIR (+0.27%)
$HSBC (+1.27%)
$GSK (+0.6%)
$MBG (+1.84%)
$F (+2.91%)
$AAPL (-0.56%)
$AMZN (+0.43%)
$MA (-0.19%)
$7203 (+0.29%)
$SHEL (+0.53%)
$005930
$SNY (+0.52%)
$CMCSA (+0.22%)
$COIN (+1.58%)
$NET (-1.23%)
$XOM (+1.08%)
$CVX (-0.68%)
$CS (+1.2%)
$NTDOY (+0.54%)
$CL (-0.4%)
$DTG (-1.9%)
$UNH (-0.96%)
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 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:
Now I come to my individual shares in the savings plan:
I also hold shares in a few other companies, the reasons for which are described below:
I don't save my cryptocurrencies monthly. I started putting a super small amount into Bitcoin early on. I just leave it to work.
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
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 (-2.44%) & $WM (+0.07%) 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 !
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