Ares Capital $ARCC (+0,23 %) has been on my shopping list for a long time and now I've treated myself to a bite.
The expectations are manageable, because I don't see high price gains now. Rather a boring stock for the long bank.....
Ares Capital
Stock
Stock
ISIN: US04010L1035
Ticker: ARCC
US04010L1035
ARCC
Price
Debate sobre ARCC
Puestos
65
2Semana·
Consideration of 2024 targets + new 2025 targets
2024
Portfolio value (performance neutral)
Target 52 000€ -> +18 000€
Achieved 62 300€ -> +28 300€
Target 2025 -> 77 000€
Gross dividend
Target 1000€
Achieved 1018€
expected 2025 -> 1290€+
Daily allowance
Target 12 000€
Reached 13 300€
I would like to reach €15,000 by the end of 2025.
As I have an annual commute of 22,000 km, I'll have to buy a new car in 4 - 5 years' time if my current one no longer works.
In addition, several positions were sold in Q3 - Q4 ($O (-0,37 %)
$BATS (+0,09 %)
$SIX2 (-0,63 %)
$ARCC (+0,23 %)
$CVS (-0,46 %)
$UNP (-0,09 %)$NESN (-0,86 %) ) and the focus was also placed on higher growth and dividend growth.
In principle, I have nothing against $UNP (-0,09 %) but I see the growth opportunities at $CP (+0 %) higher as well as a higher profit margin as soon as the acquisition of Kansas City has been optimally integrated into the company in order to work more efficiently.
1Año·
Hi folks,
my goals for 2024 have now also been set.
Logically, the actual values and expenses can only be determined at the end of 24, so these are projected figures.
- Targets:
Depot (performance neutral):
34 000€ -> 52 000€ (+18 000€)
Dividends:
110€ -> 1000€ (+890€)
Call money (incl. nest egg):
17 000€ -> 12 000€ (- 5000€ will be reduced if buying opportunities arise)
Monthly savings installment (50% of salary):
Depot 1100€
(315€ ETF, 707€ savings plans shares, 25€ Bitcoin)
Daily allowance 300€
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Total 1400€ p.m.
If everything goes as estimated, there will be approx. 5000€ left at the end, which would then flow into the custody account.
Eche un vistazo a mi Tablero de análisis ¡Ahora!
88
3Semana·
Dividend payout
$ARCC (+0,23 %) A solid dividend.
44
1 Comentario
3Semana
I am still waiting for my dividend from $ARCC, which will certainly arrive tomorrow
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22
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1Lun·
Waiting for lower prices
$ARCC (+0,23 %) is currently at $21.27 and may be a buy for many , its a large proportion of my BDC portfolio but ideally am watching to get this sub $20.
22
1Lun·
Portfolio feedback requested
I (early 50s, so still a good 15 years to work on the portfolio) would like to hear your opinion. I've been with Trade Republic since January, mainly because of the 4%. But then I started saving a few ETFs, then buying and selling a few shares. So I played around. At the moment my portfolio has three or rather four different parts. Let's put it this way, the family treasury has given me around €10k to play with. The rest remains in call money.
Of this 10K I would like to have a part to play, individual stocks, §IWDA, other ETFs that are close to me because of my work, XRP.
But that's not my topic here.
I want to build a dividend portfolio. Reduce working hours or improve pension, we'll see where the journey takes me. For now, I would reinvest all payouts.
The composition from December would look like this:
$MCD (+0,08 %) 15%
$O (-0,37 %) 9%
$KAP (+0 %) 5%
$TGT (+0,26 %) 3,5%
What do you think about the composition? Should something go in/out?
My aim would be to distribute the monthly distributions evenly. I'll have to play around with the ratios a bit.
My problem is that the months of January, February, April and May look too poor. What would you suggest that pays out in these months?
Roast me!
66
29 Comentarios
1Lun
Oh dear, where to start? Your plan is full of typical beginner's mistakes. Sorry.
Example :
10k does nothing for your pension. Especially if they are invested defensively. 5% divs make 40€pM. You're wasting more of your life on the subject!
Dividend strategy, especially after monthly distributions, is rubbish in terms of performance. Underperformance under all scenarios.
Fees, diversification, risk profile - all suboptimal in your proposal.
My guess is that your Ministry of Finance is against investing in the capital market because it fears risk like the devil fears holy water or it simply sees your lack of experience. Basically, however, it has no understanding or even interest in the topic. This, together with your desire for peace and your own lack of experience, ties your hands and you look for a strategy that will show immediate success and increase the family income. That's why you're pursuing the irrational strategy.
My tip in this situation: take a look at the 200-day strategy and portfolio concepts. Above all, you can use them to reduce risk. Explain what you find there to the Ministry of Finance or, even better, involve it in your learning process until it gains confidence. Then you can significantly increase the portfolio amount to a sensible level and pursue a rational, high-return, low-risk strategy, e.g. MSCIWorld + gold + 200-day strategy = 8%pa under 20% drawdown.
Good luck! 👍
Example :
10k does nothing for your pension. Especially if they are invested defensively. 5% divs make 40€pM. You're wasting more of your life on the subject!
Dividend strategy, especially after monthly distributions, is rubbish in terms of performance. Underperformance under all scenarios.
Fees, diversification, risk profile - all suboptimal in your proposal.
My guess is that your Ministry of Finance is against investing in the capital market because it fears risk like the devil fears holy water or it simply sees your lack of experience. Basically, however, it has no understanding or even interest in the topic. This, together with your desire for peace and your own lack of experience, ties your hands and you look for a strategy that will show immediate success and increase the family income. That's why you're pursuing the irrational strategy.
My tip in this situation: take a look at the 200-day strategy and portfolio concepts. Above all, you can use them to reduce risk. Explain what you find there to the Ministry of Finance or, even better, involve it in your learning process until it gains confidence. Then you can significantly increase the portfolio amount to a sensible level and pursue a rational, high-return, low-risk strategy, e.g. MSCIWorld + gold + 200-day strategy = 8%pa under 20% drawdown.
Good luck! 👍
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1717
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1Lun·
Hey @all
Would you rather sell volatile stocks in the current high phase to take the profit and buy later?
Specifically, for me $ARCC (+0,23 %) (+12%), $MAIN (+1,1 %) (+25%), $O (-0,37 %) (+15%) are candidates that I am considering. None of them will hold these values, as they are much more volatile.
Or what do you think?
In fact, in the event of a decline, I would either put the profit back in with the proceeds or just the proceeds and the profit into an MSCI World.
Any ideas?
22
10 Comentarios
$O and $MAIN are not exactly volatile. For me, volatile stocks are more like $MSTR $HIMS $TSLA
Above all, you list 3 dividend stocks here. Why? Did you buy them?
Let's take $MAIN using your example. You are up 25%, which means your equity is somewhere around €40 with the current dividend, you will make a profit of around 9% on your investment next year just because of the dividend. If you now assume another 10% dividend growth, you are already at just over 10% return. Without price fluctuations. In some years, that alone is enough to beat the market....
Above all, you list 3 dividend stocks here. Why? Did you buy them?
Let's take $MAIN using your example. You are up 25%, which means your equity is somewhere around €40 with the current dividend, you will make a profit of around 9% on your investment next year just because of the dividend. If you now assume another 10% dividend growth, you are already at just over 10% return. Without price fluctuations. In some years, that alone is enough to beat the market....
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2020
•
2Lun·
Verbio $VBK (-1,97 %)
Bayer $BAYN (-2,76 %)
Stock market darlings and stock market disappointments are close together.
Both stocks today -2 digit %
My condolences to the stock market players
😭
Alternative new all time highs (ATH)
Amazon $AMZN (+0,72 %) and
Ares Capital $ARCC (+0,23 %)
77
9 Comentarios
2Lun
I wouldn't even touch Bayer with pliers at the moment. :-(
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44
•
2Lun·
All these stocks hit new 52 WEEK HIGHS at some point today
Visa $V (-0,11 %)
Robinhood $HOOD (+0,25 %)
Delta Airlines $DAL (-0,58 %)
Trade Desk $TTD (+1,21 %)
DoorDash $DASH (+0 %)
United Airlines $UAL (+1,83 %)
Wells Fargo $WFC (-0,16 %)
Booking $BKNG (+0,2 %)
Abbvie $ABBV (-0,5 %)
Agnico Eagle $AEM (-0,25 %)
Alaska Airlines $ALK (-0,36 %)
Apollo $APO (+0,39 %)
Applovin $APP (+0,92 %)
Ares Capital $ARCC (+0,23 %)
Celestica $CLS
Coupang $CPNG (+0,09 %)
Corteva $CTVA (-0,17 %)
Carvana $CVNA (+2,39 %)
Duolingo $DUOL
Garmin $GRMN (+0 %)
Hilton $HLT
$ICE (+1,28 %)
Incyte $INCY (+0,3 %)
Leidos $LDOS (+0,52 %)
Live Nation $LYV (+0,24 %)
Madison Square Garden $MSGS (+0 %)
Nasdaq $NDAQ (-0,07 %)
Sprouts $SFM (-0,11 %)
Nuscale $SMR
Sharkninja $SN
Synchrony $SYF (+0,34 %)
Texas Roadhouse $TXRH (+1,5 %)
VF Corp $VFC (+0,35 %)
WellTower $WELL (+0,43 %)
99
3Lun·
As some of you may know, a few weeks ago I started the battle to reduce my portfolio from 77 positions to 25-35.
At first it was quite easy to find stocks that I no longer wanted, but gradually it has become more and more difficult. In the meantime, I have already sold quality companies 🤦♀️ and often toyed with the idea of keeping the rest.
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However, in my opinion this would be a mistake, as there are still many positions in my portfolio that do not fit in with a growth strategy.
So today, I have added the obvious dividend stocks and placed an SL order on each of them.
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I proceeded as follows:
Agree Realty $ADC (+0,52 %) SL set at 59,70€
National Retail $NNN (-0,15 %) 40,-€
Hercules $HTGC (+0,37 %) 16,07 €
Omega $OHI (+0,03 %) 29,14€
Bats $BATS (+0,09 %) 30,00€
Ares Cap. $ARCC (+0,23 %) 17,- €
Main Street Cap. $MAIN (+1,1 %) 43,43€
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I am open to suggestions for improvement and comments 🧘
66Puestos
0,00 %
99
9 Comentarios
3Lun
Positions that do not fit into my strategy, regardless of whether they are positive or negative, would be thrown out immediately.
Nobody knows how big your positions are because you don't share the absolute values. I don't think it's a bad thing to have a lot of positions if they have a certain value.
I feel more comfortable with 30-40 positions of 1000-2000.
Nobody knows how big your positions are because you don't share the absolute values. I don't think it's a bad thing to have a lot of positions if they have a certain value.
I feel more comfortable with 30-40 positions of 1000-2000.
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77
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