$MAIN (-0,58 %)

$BNTX (+0,44 %)

I am considering selling BioNTech and Main Street Capital.

I would use the capital freed up to expand existing positions if the opportunity arises or, if no attractive opportunities arise in the next few weeks, simply switch into my ETFs.

I currently see too many risks with BioNTech: The pipeline is exciting, but competition in the biotech sector is fierce and the big players (Pfizer 😎 etc.) are already strongly established. In addition, the market currently seems to be valuing the company less because of actual progress and more out of speculative interest.

In my opinion, Main Street Capital has benefited greatly from a certain amount of hype in recent months, probably triggered by Finfluencer due to the dividend (left pocket, right pocket...). The quarterly figures were definitely weak in 2025, and I also see risks due to monetary policy, high interest rate sensitivity (although one could probably still benefit here in the short term), but the general banking and economic situation could also hit Main quite hard. Am I seeing this wrong?

How do you see it? Are these shares dirt?

Hello everyone,

I have cleaned up my portfolio a bit and trimmed it to 30 positions (please ignore the very small positions, it is more expensive to sell them than to keep them). The different ETFs on msci, msci em, dax and NASDAQ are due to historical reasons (sub. Deposits, change from synth. To physical replication, too many taxes with complete change). At the end of the year I will sell the 2 DWS old funds and then have the tax refunded promptly --> grandfathering. I just don't know where to switch to.

I am currently saving:

$TDIV (+0,07 %) 250/m

$IWDA (+0,51 %) 600/m

$IEMA (+0,51 %) 250/m

$EQAC (+0,87 %) 250/m

$ALV (+0,33 %) 50/w

$KO (-0,37 %) 50/w

$PEP (+0,08 %) 50/w

$UNH (+1,21 %) 50/w

$V (+0,08 %) 50/w

$ULVR (-0,04 %) 50/w

And I reinvest the dividends from $O (-0,39 %) and $MAIN (-0,58 %) monthly

I try to have all positions that I want to hold long-term at 2-4 percent (exceptions: ETFs, $EWG2 (+0,43 %) and $BRK.B (+0,27 %) )

At the moment semiconductors ($AMD (+6,32 %)
$PLTR (+2,29 %)
$MU (+5,61 %) and $MPWR (+0,3 %) ) are my "yield positions", which I would like to sell if the price continues to rise.

But at the moment I'm lacking inspiration. What is my portfolio missing in the long term? Which themes could I "play" to achieve short-term returns. Or just leave everything as it is.

I would be grateful for any opinions.

Greetings 👋

After a long wait $MAIN (-0,58 %) has finally fallen back to the price at which I wanted to get in. At the moment it looks like I've caught a good time.

Looking forward to the dividends🤑

#dividends
#dividende

No, not the cruise company... But $MAIN (-0,58 %)

With a year-to-date gain of 19.0% and a current analyst consensus price target of USD 62.00 (high: USD 67.00), Main Street Capital Corporation is only just below its 52-week high of USD 67.77 - which speaks for strong fundamentals and high market confidence. However, there is a notable change in sentiment: the stock is technically heavily oversold in the short term, while the analysts' consensus remains positive.

P/E ratio (price/earnings ratio)With a P/E ratio of 10.08 (per analyst commentary), MAIN looks attractively valued, especially for a BDC with a 7.7% dividend yield. EPS growth is convincing at +15.2% in the last quarter and 11.9% for the full year 2024.

Sales growth: 8.9% (Q2) and 8.1% (2024) signal continuous operational growth. The company remains profitable and liquid (current ratio: 1.7), which is underlined by the recent record net asset value (NAV) per share.

Main Street Capital convinces with solid fundamentals, attractive valuation (P/E ~10), strong dividend yield (7.7%) and continued growth. Positive analyst sentiment and the latest record NAV reports support the bullish picture.

Enjoy the video: https://youtu.be/SfvuJgxPO78

Best regards, Angelo

Good morning!

In the last few days, some dividend stocks have fallen sharply. E.G. $BATS (-0,17 %)
$ARES (+0,55 %)
$HTGC (+0 %)
$MAIN (-0,58 %) . What do you think is the reason for this? Upcoming earnings, and is this possibly an opportunity to get in?

Thank you!

Why is$MAIN (-0,58 %) Mainstreet currently down so far?

Does anyone know?

I started investing (again) at the end of 2024 and somehow found it fun. The portfolio doesn't follow a clear line yet, the core ETFs will be the Umweltbank ETF (quasi World) and the Euro-Stoxx (currently savings plans on both). Sustainability is important to me (the GLS Bank equity fund, for example, is a fairly old investment and will remain so in the long term). At the same time, I am also a gambler and invest speculatively in shares without making a big science out of it or doing extremely comprehensive research. I am a great friend of $IREN (+11,25 %) and $PNG (-2,35 %) unfortunately too impatient with decisions and curious 🤓. Oh and regular dividends ($O (-0,39 %) or $MAIN (-0,58 %)) I also like very much, but recently only without covered calls 😁. About 5% $BTC (+0,48 %) are still elsewhere, I haven't felt like investing in gold yet 😏.

I look forward to exchanges, comments and suggestions.

A sector that has lost so much ground in recent years, I think it's time to put something in the portfolio, I was undecided between $MRK (+0,33 %) e $PFE (+0,19 %) but seeing the data the former has had a steady growth in earnings, revenues and R&D investment, as well as a lower payout ratio than Pfizer and a higher dividend increase over time, more than sustainable by the way, another interesting factor is the exchange rate, a purchase gone through at the exchange rate of 1.1737, much better than the previous purchase of $MAIN (-0,58 %) which took place for 1.1699 eur/usd.

I would have loved to have added$O (-0,39 %) to ride the wave of the rate cut but the broker Directa only reserves it for "professional" clients, a scam....

As things stand right now I would say that for the next month I am going to add an ETF between $ISPA (+0,2 %) e $VHYL (+0,03 %) , I intend to have both in the future but following a contrarian strategy, that is, buying the one that has lost the most in the past month (or gained the least).

I'm deliberately swimming against the tide, let's see how it goes down😅

There are plenty of complaints about Trade Republic here on getquin.

And rightly so! I say.

I also have problems with the BYD split.

Nevertheless, I find it very pleasant to use Trade Republic.

The app is very easy to use and I always find my way around.

The 1% cash back is great and the round up is a great feature.

You really can't complain about free savings plans up to €10,000 and €1 order fees for any order size.

In contrast to ING, which I also use, everything is clearly listed for dividends and sales. How high the fees were, withholding tax, final withholding tax, conversion, etc.

This is completely missing at ING, at least I have never seen where this is done -> point TR for clarity.

At ING it just says "securities purchase" and after 2 months I don't even know what that was exactly.

Even as a Gen Z, I don't find my way around the ING app very well, and I haven't even figured out how to activate cash back there yet.

In addition, there are 2.2% fees for payments abroad. I'm on vacation in Nicaragua and here they charge 5% for card payments, so there are 7.2% fees just because I don't have 120€ cash in foreign currency in my pocket because there are simply no ATMs here.

The customer service is poor I know, but what do you expect from a neobroker.

This is not a bank. Trade Republic already has to finance 0€ savings plans and ECB interest of 2-4% on cash, so expensive employees are simply not an option.

Yes, if things go really wrong, I'd rather have a real person on the other line.

But does that happen?

Couldn't the problem be solved somehow in the end?

7.5€ in order fees for a 1000€ investment is pretty hefty for the fact that I might need customer support once in the next 40 years.

What also bothers me a lot is that the savings plans at ING are very poorly set up. In $MAIN (-0,58 %) I can't invest at all via a savings plan, reinvesting dividends is also not possible> 5€ order fees because I want to reinvest 20 cents $MAIN (-0,58 %) dividend reinvestment.

And due to the free savings plans, there are also hidden fees when selling, but I have to read up on this again.

My conclusion is: to each his own.

But if you use Trade Republic then it's still your conscious decision and then you have to deal with all the stuff.

People always like to see the negatives, but there are reasons for this and the advantages are not so bad here.

I myself will stay with Trade Republic, but in future I will only pay into ING, as a reputable bank may ultimately be more stable.

More steadfast! Our money is just as unsafe here as it is at Trade Republic!