As promised, here is the detailed stock analysis of our purchase $MC (-1 %) LVMH:

https://youtu.be/1kO7rZ--m5Q?is=0LO1l97gsj_hiFIh

I have been holding $MC (-1 %) for a while now and am about to decide to sell it with almost 30% due to the volatility and hardly any growth in the last months/years

The company is actually my favorite of the luxury goods peer group due to its size, brand diversity and other products/items it offers! But it seems to me that the air is slowly running out.

I urgently need opinions other than chat gpt

Dear Community,

I am currently in the process of buying a property and now need €70,000 from the deposit.

I'm now wondering what I should sell. I have some losers in my portfolio that I should actually sell, but it feels strange to realize all the losses.

I'm also thinking about the subsequent weighting of stocks that are performing well (such as $GOOGL (-0,6 %) for example), which would increase considerably if I withdrew the €70,000.

My first thoughts would be stocks like $MC (-1 %)
$UNH (-3,16 %)
$WSIL (-8,21 %)
$NVDA (-4,01 %)
$COPX (-6,9 %)
$CSPX (-0,91 %) and parts of the $IWDA (-1,2 %) to sell.

I am looking forward to your opinions!

Hello folks,

Here's my review of April 2026. Once again, you can see that a dividend portfolio cushions the bad months well, but doesn't take as much in the good months. Over the year as a whole, I am now on a par with the S&P 500.

📈 Performance:

S&P500: +9.50%

MSCI World: +8.00%

DAX: +7.10%

Dividend portfolio: +3.94%

My high and low performers in March were (top/flop 3):

🟢 ($TXN (-1,35 %) ) Texas Instruments +43.62%

🟢 ($UNH (-3,16 %) ) United Health +35.34%

🟢 ($CSCO (+2,74 %) ) Cisco +16.72%

🔴 ($DTE (-0,49 %) ) Telekom -10.58%

🔴 ($HSY (-1,3 %) ) Hershey -11.82%

🔴 ($TSCO (+1,27 %) ) Tractor Supply -26.20%

Dividends:

April 2026: € 379.73

April 2025: € 273.28

Change: +38.95%

Unilever only paid out its dividend in April this year, last year it was already in March. E.ON also paid out dividends in April, last year only in May.

Adjusted, this would mean an increase of 24.20%. Still a lot, but not quite as much.

Sales:

🟥 None

Purchases:

🟩 Unilever

Savings plans:

($CTAS (+1,79 %) ) Cintas (50€)

($MC (-1 %) ) LVMH (50€)

($MSFT (+3,42 %) ) Microsoft (25€)

What else has happened?

As planned, I finished building up my nest egg in April. However, it's gone straight away because I decided to buy a photovoltaic system after all. Even though it's a big investment, it's simply worth it. At the same time, I also need to access some of the money that is earmarked for paying off my first home loan in four years' time. Of course, this will set me back a bit and will slow down further construction and expansion. Repaying the loan is a very high priority for me. But if I see the photovoltaic system as an investment and take a look at the IRR, then that's also quite nice. Unfortunately, it's not obvious, but you have to keep it in mind.

Otherwise, I will reorganize my ETF portfolio. Everything will be simplified. But maybe a separate post about that. @DonkeyInvestor will be pleased.

🥅 Goals for 2026:

I'm trying to reach €85,000 in my dividend portfolio this year. I'm currently at around €77,000, which is still within my target range. The price increases have given me a helping hand. Overall, it's going to be a bit more sporty than I thought.

If you liked the report and would like to read more, you are welcome to follow me,

If you're not interested, you can keep scrolling or use the block function.

https://www.ilsole24ore.com/art/effetto-conti-lusso-parigi-tonfo-kering-ed-hermes-AItitzVC

$MONC (-2,25 %)
$BCUCY (-2,99 %)
$BOSS (+0,34 %)
$KER (-2,73 %)
$MC (-1 %)

Today I am analyzing three major luxury goods stocks following weak quarterly figures: Hermès, LVMH and Kering. All three shares have recently come under heavy pressure.

👜 Hermès analysis

Hermès reported sales growth of just 1.4%. Adjusted for currency effects, growth amounted to 5.6%; 7.1% had been expected. The regional picture was mixed: Asia +2%; USA +17% and therefore very strong.

The share fell by 15% at times and is now trading around 27.5% below fair value. At the same time, it is around 48% below its all-time high.

The range between EUR 1,350 and EUR 1,650 appears interesting from a technical perspective.

👠 Kering analysis Kering published a profit warning for the first half of the year of -40 to -45%. Gucci, which contributes around 45% to sales and is particularly weak in Asia, remains a particular burden.

The share is trading only slightly below fair value, while the fundamentals have clearly deteriorated in recent years. I believe a further decline of around 20% towards EUR 190 is possible.

💼 LVMH analysis LVMH reported the seventh consecutive quarter of declining sales in the key Fashion & Leather Goods segment; most recently -2%. Although the jewelry segment grew by 7%, it only accounts for around 12% of sales.

LVMH has a broad regional base: Asia, Europe and the USA each contribute around 25%. However, no region is currently providing clear growth impetus. On the chart, the share is just above EUR 440. A further decline of up to 25% remains possible.

The 10-year comparison:

• Hermès +120%
• LVMH +10%
• Kering -60%

⚠️ Conclusion Hermès looks the most exciting after the setback. LVMH remains neutral, while Kering continues to present the weakest fundamental picture. What would be your favorite in the current environment? $RMS (-1,41 %) , $MC (-1 %) or would it be $KER (-2,73 %) ?

https://www.youtube.com/watch?v=gO5tzq1dBCA

$MC (-1 %) presented its quarterly figures and fell short of expectations.

Sales (expected): EUR 19.44 billion

Turnover (reported): EUR 19.12 billion

Not only did this fall short of expectations for the first quarter of 2026, but reported revenue was also around 6% lower than in the previous year, while it remained largely stable when adjusted for exchange rate effects.

The reasons for the weaker performance are complex. Firstly, demand in the important Fashion & Leather Goods segment fell short of expectations. In China in particular, consumer momentum remains subdued. Secondly, geopolitical uncertainties such as the Iran conflict are weighing on global consumer sentiment in the luxury segment. Currency effects and an overall more cautious consumer attitude in the premium segment are also acting as a headwind.

It is particularly critical to note that the core business, which normally acts as a growth driver, continues to show weaknesses.

The reaction on the stock market was immediate.

In after-hours trading, the $MC (-1 %) under significant pressure, showing that the figures were received negatively despite already subdued expectations. Apparently, the market had expected weakness, but not to this extent.

https://de.investing.com/news/transcripts/earnings-call-transkript-lvmh-zeigt-sich-im-ersten-quartal-2026-widerstandsfahig-trotz-herausforderungen-93CH-3425391

~ No investment advice ~

LVMH $MC (-1 %) shows resilience in the first quarter of 2026, even if the bare figures are clouded at first glance by exchange rate effects.

The most important key figures:

Sales: €19.1 billion (Reported: -6%).

Organic growth: +1 %

Currency effect: -7% (massive headwind from the strong euro).

Performance check of the divisions:

Watches & Jewelry (+7 %): The clear growth winner thanks to strong Tiffany collections.

Wines & Spirits (+5%): Recovery in champagne and strong business in China.

Selective Retailing (+4%): Sephora continues to shine with global momentum.

Fashion & Leather Goods (-2 %): The core segment is feeling the effects of the reluctance to spend in the Middle East.

Perfume & Cosmetics (0%): Christian Dior and Guerlain maintain stable levels.

Regional trends:

While Asia (excl. Japan) remains the locomotive with +7% organic growth and the USA (+3%) is up, Europe and Japan both recorded a decline of 3%.

Conclusion for the market:

LVMH demonstrates operational strength in a volatile environment. The organic growth shows that the desirability of the brands is unbroken - only the conversion into euros is currently having a negative impact on the balance sheet. The focus remains on "icons" and strict cost efficiency.