I have parted company with McDoof and am now layering in $ALV (-0,07 %) and $IWDA (+0,23 %) around.

McDonald's
Price
Debate sobre MCD
Puestos
416Sold everything to transfer my money to a new account
I’m waiting for all the tariff movement to settle down before I reinvest in the new account, but these are the stocks I’m planning to put in the new account
I’m putting between $300 and $500 into each stock and I’m trying to get stocks from every sector
Would love to hear any feedback you have
1 Share of $MCD (+0,59 %)
2 Shares of $AMZN (+0,39 %)
1 Share of $MSFT (+0,15 %)
2 Shares of $AAPL (+0,22 %)
1 Share of $UNH (+0,56 %)
3 Shares of $SPG (+0,06 %)
4 Shares of $XOM (+0,41 %)
11 Shares of $BAC (+0,64 %)
1 Share of $LIN (+0,28 %)
5 Shares of $SO (-0,21 %)
5 Shares of $WMT (+0,2 %)
2 Shares of $BA (+0,05 %)
2 Shares of $GOOG (+0,02 %)
Picking 2-3 stocks that I fully understand and I believe will outperform the market. Concentrate into those positions until I have around a good amount of shares.
I believe if you truly understand a business and you think it’s going to do better than the s&p then invest heavily into that stock.
Everyone has different risk tolerance so this is something I am comfortable on doing.
A steak always works 🤤
With $TXRH (-0,02 %)
$CMG (+0,06 %)
$MCD (+0,59 %)
$DRI (-0,58 %)
$DPZ (+0,85 %) I have a few restaurants in my savings plan portfolio 😁
Last earnings Texas Roadhouse
- Dividend will increase by 11 % to 0.68$ increased
- Share buyback program of 500 million$
4Q 2024 4Q2023
Turnover 1.437 bn.$ 1,164 billion dollars
Net profit 115 million dollars 72 million dollars
EPS 1.73$ 1.08$
Source
Are you in the industry and what do you have in your portfolio?

McDonald's dividend is simply good!
The last earnings Q4 2024
2024 2023
Turnover 6,388 billion $ 6.406
Net profit 2,017 bn.$ 2.039
EPS 2.80$ 2.80$
Decline in sales and profit, EPS could be kept stable through share buybacks. However, considering inflation and the severe outbreak of E. coli in October 2024, stable results.
https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/MCD-Q4-24-Earnings-Release.pdf
