Muenchener Re Group ADR

Share of companies in the development of the DAX

34.8% SAP $SAP (+0,11 %)

13.1% Allianz $ALV (+0,1 %)

10.9% Munich RE $MUV2 (+0,1 %)$MURGY

10.2% Deutsche Telekom $DTE (+0,1 %)

7.3% Rheinmetall $RHM (+0,16 %)

5.2% Siemens Energy $ENR (+0,16 %)

5.1% Adidas $ADS (+0,11 %)

3.6% Deutsche Bank $DBK (+0,09 %)

9.8% remaining 32 shares together

>> Which ones are you invested in?

Source: HQ Trust Research, as of August 2024

$LYY7 (+0,25 %)
$DAX
$GDAXI
$EXS1 (+0,25 %)
$EXIC (+0,26 %)
#dax
#deutschland

50 shares for life. There is only one German share on the list: Müchener Rück 🇩🇪📈. $MURGY
$MUV2 (+0,1 %)

I will be 19 in the summer, so I have a longer investment horizon.

The plan is to sell about 1/3 of the $MSFT (+0 %) shares at a good price and then switch to the other position or an ETF. Would you be more $8001 (+0,94 %) or $ACN (-0,45 %) top up? Or would you rather not top up and build up an Etf basis or possibly $BRK.B (+0 %) expand it? I am also considering the alternative $MURGY or $ALV (+0,1 %) to buy defensive stocks. What is your opinion? What would you most likely choose or would you do something completely different?

My savings rate is irregular at the moment and could possibly even be dropped, as I might invest new money more in my company. However, I'm aiming for around 300 euros.

5 pcs.

$MURGY Munich Re launches...

second tranche of share buyback program

Reinsurer Munich Re is launching the second tranche of its share buyback program. From September 22 to December 19 at the latest, the DAX-listed group intends to spend up to 380 million euros to acquire its own shares, it announced on Wednesday. Based on the closing price in Xetra trading on the Frankfurt Stock Exchange on September 20 of 252.70 euros, this would be up to 1.1 percent of the capital stock. The repurchased shares are to be cancelled.

In February, after a two-year break, Munich Re announced a new share buyback program of up to €1 billion, to be completed by the Annual General Meeting in May 2023. A first tranche with a volume of up to €360 million had been carried out from June 16 to September 14.

• Do you cover the insurance sector in your portfolio? I am invested in MüRück myself.

• I am generally not a fan of share buybacks. I will make an article about this soon. What do you think about it?

🐎

A wonderful good evening wishes you your Plossi 🐴!!!

I've been threatening for some time to get me individual shares. Not necessarily to beat the market, but rather to build me through the dividends a small passive income (via savings plan). It is important to me that these are established companies that have been around for a long time and with which I deal in everyday life.

I know I am not a professional when it comes to individual stocks, so I would appreciate your advice.

I have chosen four stocks that I am convinced will perform well and generate returns over the next 25 years +.

1. $PG (+0 %)

2. $MCD (+0,13 %)

3. $JNJ (+0 %)

4. $ALV (+0,1 %) or $MURGY (Which value do you think is better in the long term?)

I am very curious about your feedback!

Greetings your Plossi

🐎

So slowly the market is exciting, so that I will also start in the next week to look at a pair of companies and also look at times charttechnically. Do the resistance zones hold or does it go a little lower?

My focus is currently on buying companies that I already own and the prices and charts invite to buy. It looks like this:

Interesting for me to re-buy:

$MSFT (+0 %) Microsoft

$VONOY Vonovia

$ZS (+0,51 %) Zscaler

$SBUX (+0,14 %) Starbucks

Companies that I definitely want to buy, but the price and chart currently do not invite me to do so:

$MURGY Munich Re

$JNJ (+0 %) Johnson & Johnson

$PEP (+0,4 %) PepsiCo

$AAPL (+0,01 %) Apple

$MCD (+0,13 %) McDondalds

New purchases that I do not currently have in my portfolio but would like to have at some point:

$ADBE (+0,86 %) Adobe

$QCOM (+0 %) Qualcomm

However, I still want to take a close look at Qualcomm in the near future. The trend has not been broken yet. Adobe should turn slowly now, as they are in the resistance zone. Here I will take a close look.

Microsoft, Vonovia, Zscaler and Starbucks are very interesting though. Microsoft and Starbucks, are also among my last after-buys. I would like to add something here. Zscaler and Vonovia are at the top of the list.

In such phases, I like to pull the shares and then adjust the weightings again.

But as mentioned in the last post, I usually take my time and build up in such phases, first once proper cash and then go in thoughtfully. If it then rises faster than I expected, it is not bad. I do not chase after any company. I am invested and sit out such phases otherwise simply. I don't have to invest!

Which companies are currently on your list to buy or buy again and which ones would you like to buy, but don't find interesting enough at the moment?

No investment advice

First purchase Munich Re