As always, the text was gone 👿 …..after I sent it ⬇️

@CustomerService, are you ever going to fix this? It's so annoying! ….

$LVMH Sold—money in the $LDGL (+0,3 %)

$TSCO (-0,33 %) sold - money in the $TDIV (-0,14 %)

$PFE (+0,62 %) sold—money in the $WINC (+0,21 %)

that 1,000 was still okay $UBU7 (+0,45 %) A little growth is still desirable despite the dividend 🚀

… Text is shorter now, since I don’t feel like typing it all out again

that could provide the struggling fashion industry with a much-needed financial boost. Haaland is particularly known for his impressive collection of large Hermès bags—especially the Haut à Courroies (HAC) model—with individual pieces costing around $50,000 and his entire collection estimated to be worth over $300,000. By confidently using traditional European craftsmanship as status symbols in their everyday lives, these athletes are not only breaking down traditional gender norms but also opening up a male target audience with enormous purchasing power to luxury brands, thereby securing their future growth. $LVMH
$RMS (+1,44 %)

Hi everyone,

through you I have learned back and forth make bags empty, first thanks😘

$LVMH I've had LVMH in my portfolio for a very long time, it's like my own ETF, but thanks to the wars etc. it's getting weaker and weaker, hence the idea of selling LVMH and getting into $5803 (+2,33 %) boring to put into the ETF or to increase the positions? Thank you in advance:)

Am also open to further suggestions:)

On this occasion - a strong last few weeks for my portfolio.

Target 1: €350,000 in 2026

Target 2: €400,000 in 2026

Below is an overview of the savings plans.

(Let's see how long I can maintain them in this form. A few costly events are on the horizon 😌)

$HMWO (+0,43 %) 1.000€

$IUIT (+0,71 %) 1.000€

$TDIV (-0,14 %) 1.000€

$SHL (+0,65 %) 250€

$MUV2 (+0,46 %) 250€

Now my current thoughts - feel free to give your opinions. Maybe they'll help me to sort things out 😉.

1) My portfolio is tech-heavy. As a result, I'm wondering whether now would be the right time to take a few chips off the table.

This means, for example, selling the $XAIX (+0,95 %) and put them in the $TDIV (-0,14 %) for example.

2) $LVMH and $PG (+0,27 %) )

I don't know... I don't see much chance of an improvement in the near future. I'm quite heavily in the red. Would rather put the money in an ETF to reduce the individual share positions. The only question is whether I should "speculate" on a bounce and then sell or hold for the long term. Difficult.

3) Savings plan $MUV2 (+0,46 %)

The share cools down a little. Is it possible to cancel the savings plan here in order to do something good for the call money again?

4) $SHL (+0,65 %)

The share is doing... Badly.

Savings plan is running because of an employee program.

It should be checked whether the program pays off at all given the performance.

The remaining positions, i.e. $GOOGL (+1,03 %) , $AMZN (+1,57 %) , $BLK (+0,62 %) , $KO (+0,1 %) , $MCD (+0,09 %) , $RKLB (-0,65 %) , $V (+1,1 %)

I tend to leave them untouched. Maybe take a few profits now and then to benefit from the brutal rise in some shares - but it will remain within reasonable bounds.

Thanks for reading 😉

Feel free to give feedback.

Also on other points that you think need attention.

Have a great weekend!

When you talk about quality companies with structural growth, it's hard to avoid LVMH. For me, the Group is basically something like an actively managed ETF in the global luxury segment - only with real entrepreneurial leadership and a remarkable dividend history.

What makes LVMH special is the breadth of its portfolio. We're not talking about a single fashion brand here, but a diversified empire of fashion, leather goods, watches, jewelry, perfume, cosmetics and spirits.

The portfolio includes, among others:

• Louis Vuitton
  $MC (-0,37 %)
• 
  Dior
  $CDI (-0,19 %)

- Fendi

• Tiffany & Co.
• 
  Moët & Chandon
• 
  Hennessy

These brands have one thing in common: extreme pricing power. Anyone who believes that luxury is cyclical like normal retail is overlooking the crucial point - real luxury goods are status assets. And status rarely loses value, even if the economy fluctuates.

Structural growth instead of short-term hype

Prosperity in Asia continues to grow. The global upper-middle class is expanding. At the same time, luxury is becoming increasingly digital and global. LVMH is investing heavily in its own stores, brand staging and vertical integration - from production to the point of sale.

The result:

• High margins
• Strong cash flows
• Solid balance sheet
• Reliable dividend policy

And this in a business that has built up brand value over decades, which cannot simply be copied.

Dividend with substance

LVMH is not a high-yield stock, but the combination of growth and continuously rising dividends makes the share attractive in the long term. This is not a speculative story investment, but a global market leader with real substance.

Why I see it as a "luxury ETF"

Instead of valuing individual fashion brands or betting on trends, LVMH bundles numerous icons under one roof. Diversification within a premium segment - steered by a management that has proven for decades how to scale brands without diluting them.

For investors who:

• are looking for quality instead of a turnaround
• value global brand strength
• believe in rising prosperity
• like dividend growth

... LVMH is at least worth a closer look.

Not cheap, but quality has never been discounted.

$MC (-0,37 %)
$LVMH
$LVMUY (-0,26 %)
$CDI (-0,19 %)
$RMS (+1,44 %)
$1913 (+0,06 %)
$MONC (+1,1 %)

In this video, I analyze the LVMH share (Moët Hennessy Louis Vuitton) after the strong price rally of around +50% since July 2025. The central question is: Is the share already too expensive or does it still offer an attractive risk/reward ratio?

I will show you specific buy points, target zones and potential retracement areas from a technical chart point of view, and I will incorporate the current price trend into my personal trading and investment concept. I also take a close look at the fundamental valuation of $LVMH and compare the current share price with my fair value. Another focus is on the dividend trend: while the dividend yield is currently around 2%, it could rise to around 5% by 2029 if growth continues.

I explain the assumptions under which this scenario is realistic and what this means for long-term investors. I also analyze the global consumer climate, which is a decisive factor for luxury groups such as LVMH in particular.

Finally, I take a look at the upcoming half-year results on 22 January, which are expected to be below the previous year's level according to estimates - and discuss how the market could react to this.

This video is intended for traders & investors who want to know whether LVMH is still worth buying or whether patience is required.

https://www.youtube.com/watch?v=3HQOU-tws6M

Novo Nordisk 3.0% $NOVO B (+0,57 %) NVO

LVMH 2.0% $LVMH

Pernod Ricard 6.35% $RI (+0,05 %)

Imperial Brands 5.5% $IMB (+0,62 %)

BAT 6.2% $BATS (+0,24 %)

Sunrise Communications 8.00%

Nestle 4.05% $NESN (-0,34 %)

Roche 2.85% $ROG (+1,19 %)

Novartis 3.07% $NOVN (+0,61 %)

Shell 4.07% $SHEL (+0,38 %)

German Post 3.86% $DHL (+1,65 %)

Swisscom 3.75% $SCMN (-2,49 %)

German Telekom 3.52% $DTE (-6,47 %)

Strabag 2.72% $STR (+0,59 %)

Vonovia 4.82% $VNA (-0,4 %)

BASF 5.01% $BAS (-0,13 %)

Puma 2.8% $PUMA

Hannover Re 3.62% $HNR1 (+0,11 %)

Munich Re 3.8% $MUV2 (+0,46 %)

Allianz 4.00% $ALV (+0,86 %)

BP 5.76% $BP. (+0,61 %)

Spotify

https://open.spotify.com/episode/1zt05UZlehInr81iaZMdY5?si=e676f0a812014943

YouTube

https://youtu.be/BpCIIJYfxHA

Appple Podcast

https://podcasts.apple.com/de/podcast/125-20-europ%C3%A4ische-dividenden-aktien/id1695869891?i=1000744769342