$EQNR (+1,18 %) EUR 2.99 quarterly dividend on February 27 ??? You too? What's going on at getquin?

Vår Energi $VAR (+0,08 %) announces the completion of the appraisal well with two production tests on the Zagato structure in the Goliat Ridge field in the Barents Sea, confirming the quality of the reservoir and increasing the recoverable volumes.

confirmed the quality of the reservoir and increased the recoverable volumes.

The well was drilled approximately seven kilometers northeast of the Goliat field operated by Vår Energi. The production tests confirmed the good quality of the reservoirs and an oil quality similar to that of the Goliat field.

The most recent well tested two intervals, each with maximum flow rates of more than 4000 barrels of oil per day, confirming the quality of the reservoir.

confirming the quality of the reservoir.

Torger Rød, COO of Vår Energi, said:

This success reinforces our confidence in the potential of the Goliat Ridge discovery and we see an opportunity to add significant additional resources

as tie-back projects to Goliat. The recent discoveries reinforce Vår Energi's position as a leading exploration company on the Norwegian Continental Shelf (NCS) and further strengthen our ability to sustain high-quality production of 350-400 thousand barrels of oil equivalent per day beyond 2030.

Vår Energi and its license partner Equinor $EQNR (+1,18 %) have drilled a total of five wells and one sidetrack well in the area. Including the latest well, the Goliat Ridge

is estimated to contain a total of 35 to 138 million barrels of oil equivalent (mmboe) of discovered recoverable resources, with additional potential resources increasing the total potential to over 200 mmboe.

A tie-in to the nearby Goliat FPSO is planned, with first production targeted for 2029.

production is targeted for 2029.

Vår Energi was recently awarded a license for an area adjacent to the Goliat field as part of the 2025 Awards in Predefined Areas (APA), which provides

additional prospects in line with the Goliat Ridge discovery.

A little later, but not too late, I'll also have my say at the end of the year, together with an insight into the goings-on of the Opi before @Tenbagger2024 , @SAUgut777 and some others get impatient, as you know, old people are a bit slower. I would also like to take this opportunity to thank and appreciate all those who contribute here on GQ with great analyses and strong contributions, critical comments and a wonderful exchange. I'm deliberately not naming any individuals now, otherwise I won't be able to finish. All of you together are great, whether you're a veteran or a newcomer. The community is alive and I am happy to be a part of it. Thanks also to @christian and the Getquin team, who make this possible by maintaining the platform, even if things sometimes don't run smoothly. The Bavarian says: Basst scho

The year 2025 was exciting and, from my point of view, successful in terms of my expectations. If you don't feel like evaluating a boring dividend strategy, don't want to read about overnight and fixed-term deposits, aren't interested in certificates and don't like the Sparkasse, you are welcome to leave here after Rewind 2025. Many thanks to everyone else for reading and, if necessary, commenting.

At least as far as the majority of shares are concerned, I am known to be invested in dividend stocks in order to generate the highest possible cash flow. I am now almost 62 years old and do not value excessive performance but would like to make a living from the income from my assets and decided to stop working at the beginning of the year when the company where I was employed was dissolved. I see myself as a buy and hold a while. Nothing lasts forever, especially with high-dividend shares. There are regular reallocations without getting into an operational frenzy. In 2025, for example $TRMD A (-0,69 %) and a large position $HAUTO (-2,86 %) had to leave the portfolio, the high dividend expectations were significantly reduced. The $QYLE (+1,2 %) has not recovered from April, $EQNR (+1,18 %) and $VICI (+0,84 %) led to the brink of capital loss despite respectable dividends and had to give way, as did $MUX (-0,62 %) with its inconsistencies. New additions were $NN (+0,25 %) , $PFE (+0,36 %) , $DTE (-4,19 %) and a first position at the end of the year $ARCC (+0,69 %) You can see the composition in my profile. I generally try to limit myself to +/- 20 positions and weight them according to purchase. A maximum of 20k per position is invested. This results in the calculation of my dividends and expected income. In its current composition, the portfolio shown here has a value of just over € 340,000 as at 31.12.2025 and has generated gross dividends of just under € 23,000 this year. This corresponds to a dividend yield of 6.73%

The time-weighted yield was 18.63% and therefore well above average, at least better than 67% of the getquin community. I wasn't able to beat the DAX, but at least I outperformed the S&P500 and beat the relevant MSCI World index by some distance. Even on a 5-year view I am on a par. Tobacco stocks did very well $BATS (+0,59 %) , $IMB (+0,6 %) and $MO (+0,7 %) , $HSBA (+1,04 %) , and $RIO (+1,56 %) and of course $965515 (+0,55 %) that I physically hold and the $EWG2 (+0,68 %) .

That's all there is to the part of my investments shown here in GQ. What follows is a piece of my life story and the first part inside Dividendenopi.

As I said, I now live off my assets. This amounts to just under € 1.2 million in all the forms of investment I hold. Is that enough for a carefree life? For me in any case. Because on top of that, I have a debt-free, owner-occupied property (a single-family home with a large garden in a quiet rural location near a city of 600,000 inhabitants) and a rented two-family home, appropriately enough, as a neighboring property. Partly financed, rent surplus after installment to the bank a good € 700 per month, flows completely into the maintenance reserve. Claims from BAV, life insurance, building society savings contracts will be added on top in the next few years, but are not taken into account here. There's even a savings account with €18,000..... half of which belongs to my wife and she doesn't want to close it.

My wife (still) works and has a decent income despite working part-time and has other liquid assets in the lower six-figure range. She does it herself, the stock market is the devil's work. Her story is not included here either.

So I / we are doing pretty well after all. It wasn't always like that, anyone who is or was self-employed knows that. But consistent financial planning is important, no matter what the situation, as is sticking to your savings rate. I started investing in real estate at the beginning of the 1990s and have been liquidating it over the last few years. In conjunction with my own wealth accumulation and an inheritance, I am now in a comfortable situation for me.

What do I do with the rest of the money outside the getquin portfolio? A good € 500,000 is (still) in call money and fixed-term deposit accounts. Interest rate hopping on call money and fixed-term deposits from 2 years ago yields around 3% on call money and over 4% on fixed-term deposits. The remaining capital is invested in certificates. Mainly in fixed-coupon express certificates with quarterly payout and partly in bonus certificates with CAP and barrier.

My investments currently generate a net monthly cash flow of € 4000, which is enough for me to live on. Plus € 800 ALG on top until the beginning of 2027.... But before the company closed, I only worked 16.5 hours a week. With my wife's income, that's a good €6500, which is bearable. You can certainly do more with your assets, depending on your needs. We live rather modestly, don't have any children and aren't the consumer type.

How am I invested outside of dividends, why certificates and which broker, where and how overnight and fixed-term deposits? I thought that would go beyond the scope of this article, so I'll come back to it in a second part. Thanks for your participation so far and see you soon

Vår Energi ASA$VAR (+0,08 %) and

and its partners have approved the first follow-on development to extend plateau production

from the Johan Castberg field in the Barents Sea until 2030.

The Equinor $EQNR (+1,18 %) operated Johan Castberg license has made a final investment decision

for the Johan Castberg-Isflak development.

The partnership also plans to

six new Increased Oil Recovery (IOR) wells and a development of the Drivis-Tubåen discovery.

The projects bring total reserves of 27 million barrels of oil equivalent (mmboe) net to Vår Energi and have a strong break-even price

and a high return on investment.

The Isflak development is expected to commence production in the fourth quarter of 2028 and consists of two wells and a subsea template that will be tied back to the existing subsea infrastructure in the Johan Castberg field.

The world's hunger for energy is increasing and, according to the latest estimates, "peak oil" is further in the future than previously thought.

High geopolitical risks, artificially limited supply and robust demand = (in my opinion) a structurally bullish oil outlook.

Today I would like to introduce you to 3 stocks from the "hated" 🛢️Öl and natural gas sector.

Stock 1:

Canadian Natural Resources $CNQ (+1,16 %)

📍Overview of the company:

Canadian Natural Resources is a leading Canadian energy company primarily engaged in the production and processing of crude oil and natural gas.

Its business model includes the mining of bitumen oil sands and their processing into synthetic crude oil, conventional oil and NGL production as well as major natural gas production in Western Canada and selected offshore locations.

Geostrategically, CNQ benefits from a relatively stable regulatory environment in Canada and owns long-term, long-life production assets.

Analysts value the stock at a fair value of around $54-55, which suggests a moderate upside potential of close to +15-20% from the current price of around $47, assuming commodity prices and operating conditions remain stable.

💰Dividend yield (TTM): 5.187%

📈Notes on the chart:

What I like here is that $CNQ (+1,16 %) has clearly broken the weekly downtrend to the upside.

The price is also above the volume POC, which should now form a support.

I am already invested and plan to buy on setbacks.

Share 2:

Suncor Energy $SU (+0,57 %)

📍Overview of the company:

Suncor Energy is one of Canada's largest integrated energy companies, making its money primarily from oil sands production, processing into synthetic crude oil, and downstream operations such as refineries and a large Canadian service station network.

Thanks to its strong presence in the politically stable regions of Alberta and Ontario, Suncor is considered to have a relatively secure geostrategic position, as Canada is one of the most reliable oil supply countries and oil sand reserves can be extracted over an extremely long period of time.

Risks arise primarily from North American regulation and ESG pressure, rather than from geopolitical conflicts.

Analysts currently generally see the fair value of SU shares at around C$70-75, while the price on the TSX chart is around C$62 - this results in a moderate expected upside potential in the low double-digit percentage range, depending on oil prices and operating performance.

💰Dividend yield (TTM): 3.816%

📈Notes on the chart:

$SU (+0,57 %) had a long sideways phase in which the price first consolidated at the ~C$47.2 resistance and for the entire past year at around ~C$55.

Now it looks as if the price has broken out of this range to the upside.

The next price target is the ATH from May 2008 (~C$73).

Here, too, I am already invested and continue to buy.

Share 3:

Aker BP ASA $AKRBP (-0,54 %)

📍Overview of the company:

Aker BP ASA is one of the largest independent oil and gas producers in Norway and makes its money mainly through the production of crude oil and natural gas on the Norwegian Continental Shelf.

The company operates several large fields such as Johan Sverdrup, Skarv, Valhall and Alvheim and is characterized by low production costs and high operational efficiency.

Geostrategically, Aker BP is considered very secure, as Norway is politically stable, has reliable regulation and the North Sea assets are not dependent on conflict zones - a clear advantage over many global producers.

Analysts are largely positive on Aker BP; consensus estimates see a fair value slightly above the current price level, supported by robust cash flows, high dividends and expected production increases.

Overall, Aker BP is seen as a high-quality, geostrategically stable oil stock whose valuation depends primarily on the long-term oil price.

💰Dividend yield (TTM): 10.05%

📈Notes on the chart:

Aker BP has successfully broken out of the downtrend since 2022 and is currently consolidating just above the long-term volume POC.

I am invested and will continue to buy if possible.

💬 Closing words

As of today, I am invested in the energy sector with 8.2% of my portfolio.

In addition to the stocks presented, I am also invested in $CVX (+0,37 %) , $EQNR (+1,18 %) , $OXY (+0,02 %) , $TTE (-1,31 %)

Do you have an "insider tip" from the energy sector that you would like to share? 🤔

In order to expand my share of the energy sector in Europe, I made my first purchase today. $TTE (-1,31 %) bought today.

This means that the share of the energy sector in my portfolio is now just under 7%.

The last purchases were:

$SU (+0,57 %)

$CNQ (+1,16 %)

$EQNR (+1,18 %)

$AKRBP (-0,54 %)

I would like to start a completely new portfolio that will primarily revolve around dividends.

As a core I was thinking of $TDIV (+0,12 %)

Would you say this is a good core?

If not I would add $VHYL (+0,32 %) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (+0,26 %) and or $SXYD (+0,64 %)

I would like to represent the NASDAQ with $EQQQ (+0,41 %) but I will represent it with $ASML (+2,07 %) and $2330 will be added.

Allianz $ALV (+0,79 %) and Munich Re $MUV2 (+0,02 %) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (+0,51 %)

Oil shares are represented by $VAR (+0,08 %) and one more.

Do you have any recommendations?

I am thinking about $CVX (+0,37 %)
$EQNR (+1,18 %) and $PETR4 (-0,05 %)

I would also like renewable energies, but I'm not familiar with them.

Do you have any suggestions?

Becoming a defensive company $ULVR (-1,12 %)
$D05 (-0,78 %)
$O (-0,32 %) and of course $NOVO B (+0,97 %) Being.

$BATS (+0,59 %) I already have in a portfolio, would it be too much of a lump to add $MO (+0,7 %) to add to it?

I still have $KHC (+0,24 %) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?

Apart from that $RIO (+1,56 %)
$NKE (+0,41 %)
$1211 (-1,2 %)
$SOFI (+0,67 %) and $HAUTO (-2,86 %) will be represented with smaller positions.

What is your opinion?

Would you improve anything?

What else would you add, especially in EE and defensive stocks?

Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.

This is my first attempt to build something serious.

Greetings to all Getquins out there!