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

As a core I was thinking of $TDIV (+0,54 %)

Would you say this is a good core?

If not I would add $VHYL (+0,51 %) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (-0,36 %) and or $SXYD (-0,01 %)

I would like to represent the NASDAQ with $EQQQ (-0,72 %) but I will represent it with $ASML (-0,29 %) and $2330 will be added.

Allianz $ALV (-0,22 %) and Munich Re $MUV2 (-0,31 %) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (-0,34 %)

Oil shares are represented by $VAR (+0,27 %) and one more.

Do you have any recommendations?

I am thinking about $CVX (-0,08 %)
$EQNR (+1,51 %) and $PETR4 (+0,82 %)

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

Do you have any suggestions?

Becoming a defensive company $ULVR (+0,28 %)
$D05 (-0,26 %)
$O (+0,25 %) and of course $NOVO B (+1,06 %) Being.

$BATS (-1,02 %) I already have in a portfolio, would it be too much of a lump to add $MO (-0,37 %) to add to it?

I still have $KHC (-0,05 %) 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 (-0,4 %)
$NKE (-3,52 %)
$1211 (-2,74 %)
$SOFI (-2,94 %) and $HAUTO (+0,13 %) 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!

$KHC (-0,05 %) was never an investment for me. As tempting as the high dividend is, I always had a bad feeling. And it wasn't just because of Kraft's lunch labels, which give me a stomach ache just looking at them. Here's why in pictures and text.

$KHC (-0,05 %) - I have just come across an article from the Handelsblatt.

To be honest, I don't quite know what to make of it. It seems to me that every time things aren't going well operationally, someone from the management comes up with the same suggestion: let's split the company up and focus on 'the core brand'. At $ULVR (+0,28 %) has similar considerations with the spin-off of the ice cream division. A few years later, the new management regularly comes along and orders the company to diversify or 'broaden its base' and then things go in the other direction again and new business areas and brands are acquired (see Kelloggs and Ferrero, for example).

A capable management should actually be able to improve its own portfolio and the sales of its products. Selling off parts of the company seems a bit unimaginative to me, even if you might be able to make a little money in the short term.

Here is the link to the article:

Ketchup producer: Kraft Heinz wants to split up https://share.google/LI0N7qKkIImgox9EI

$NWL (-2,07 %) Plasmon becomes Italian again, with Newlat's entry into the British stock exchange and the purchase of the Plasmon plant in Latina by $KHC (-0,05 %) ,the Reggio Emilia-based company continues its policy of growth and acquisitions to increase its market share, although it is not a company that bestows dividends I fell in love with it right away. Still under a billion in capitalization but at this rate I expect a lot of satisfaction from this company, at the moment it seems intent on reinvesting all resources to grow, as soon as it stabilizes it will surely start to distribute like all food companies

I'm currently down 27% (after dividends) or 29% (purely by price) on Kraft Heinz, but I have an investment horizon that ideally could span several decades. In view of the high dividend, the relatively low P/E ratio and a potential turnaround, it wouldn't be a shame to part with the stock at a loss if it's not actually a piece of junk and will pay me dividends every year that would theoretically put any call money account in the shade, even if the stock market is poor.

I am aware of the irrational component of my considerations (realizing losses is painful, ergo stupid), but at the same time I have a rational component, namely: if I were not already invested, would I currently be considering buying Kraft Heinz, as it may soon be going up again!

Do you think the downturn is already over or will Kraft Heinz sink ever deeper towards the bottom? If the downturn is over, how realistic is growth, at least at industry level, in the next 5-10 years?

$KHC (-0,05 %)

When $BRK.B (+0,46 %) started during the Corona crisis $OXY (+0,69 %) and $CVX (-0,08 %) many people didn't understand this. Tech was more popular than ever at the time and oil was considered dead. A short time later, it became clear that oil was here to stay. As discussed in the last market review, the energy sector was one of the best investments during the pandemic.

However, this was probably a special boom for fossil fuels that was to remain a one-off. Since the price explosion, the energy sector has been in a very weak trend and is the worst performing sector directly after healthcare (which could therefore also be very interesting at the moment).

In particular, the dynamic has shifted from oil & gas to electricity - which, however, is not counted as part of the energy sector in the classic GICS but as part of the utilities sector. The reason for this is, of course, the expected triumph of artificial intelligence and the associated hunger for energy in data centers. The best-known company in the sector is probably $NEE (+1,68 %)

In any case, Buffet's investments in fossil fuels have not been particularly worthwhile to date, as he may have made a favorable initial entry, but then often bought at unfavorable prices. At the current point in time, the investment case has not yet worked out. It is therefore an interesting question whether Buffet is speculating on something that has not yet been understood by the market or whether it is one of the rare situations in which the good Warren has miscalculated something (think of the disaster around $KHC (-0,05 %) ). At any rate, it is difficult to understand what Buffet was thinking and whether his theory is still intact.

Incidentally, I myself am not invested in either utilities or energy, which I think is a great pity. However, I have not been able to identify any company that is currently really convincing in terms of its figures and can be described as a quality company.

What about you? Do you have any oil, gas or electricity stocks in your portfolio?

(And the < 5% exposure in the World ETF does not count)

$KHC (-0,05 %) How do you currently view the Kraft Heinz share? One of the lowest P/E ratios in the sector, over 6% dividend. Should the opportunities outweigh the risks at the current price and valuation? Especially since the wait is paid with a 6% dividend. The payout ratio is in a healthy range. There are share buybacks.

So far Berkshire has never sold here, but has now withdrawn from the board, so it remains to be seen whether shares will be sold here soon.

Despite the uncertain US economy and consumer behavior, I will certainly top up here again.