After my basic framework (after buying the house in September) with $AVGO (+5,22 %) , $COST (-0,8 %) , $APH (+6,07 %) , $PH (+2,08 %) , $CVX (+1,13 %) , $EXENS (+2,95 %) & $NOC (-2,66 %) stands again,

Now go buy something in the almighty $HMWO (+1,38 %)

Atlas Copco $ATCO B (+0,18 %)

BAE Systems $BA. (+0,7 %)

Rollins $ROL (+0,39 %)

Cintas $CTAS (+0,33 %)

Waste Management $WM (-1,16 %)

Parker Han$PH (+2,08 %)

Which companies do you see as particularly promising for a long-term investment?

Dividend growth ahoy

Further increased otherwise only savings plan but the purchase amount does not fit... a difference of 5 Euro🤔 the price 659,80€ at purchase but Trade Republic settles 664,60 €. I wrote to the support to see if I get an answer😂

How would you get started with $PH (+2,08 %) ?

Worth buying despite high valuation?

Due to my own inattention or incompetence, I will liquidate the positions except for gold and BTC.

Why? I only realized today that this taxation of unrealized gains on ETFs is actually coming into force.

In order to replicate the performance of Info Tech and Defense as closely as possible (I still want to exclude Mag 7 and the savings plan options also limit me slightly), I am betting on these stocks (all are equally weighted):

$ORCL (+4,5 %)

$PANW (+3,72 %)

$PLTR (+6,4 %)

$PH (+2,08 %)

$RTX (+1,4 %)

In view of the US elections, the question arises: could Trump's return actually boost the industry? After all, his policies could focus heavily on infrastructure, deregulation and energy.

Which stocks do you think are best positioned in this scenario?

My personal favorites for 'Trump trades' in this regard would be:

Caterpillar (construction equipment & infrastructure) $CAT (+1,89 %)

Parker Hannifin (industrial components & automation) $PH (+2,08 %)

Tetra Tech (engineering services, especially for water projects) $TTEK (+1,47 %)

I am looking forward to your assessments!

Hi everyone, this week I was looking to expand my dividend stocks and came across $PH (+2,08 %) I came across. The last dividend cut was in 1997, since then it has been increased every year. The share price performance also looks very nice and the P/E ratio still acceptable. Do I not see the catch in the company right now?

I would be very pleased to hear your experience / opinion.

Best regards

Out with the critters and into the $HMWO (+1,38 %)

All securities have been sold:

• Blackrock $BLK (+1,83 %) (729€)
• Palantir $PLTR (+6,4 %) (24€)
• Xylem $XYL (+1,33 %) (121€)
• Automatic Data Processing $ADP (-0,33 %) (219€)
• Visa $V (-0,19 %) (249€)
• Nvidia $NVDA (+2,65 %) (118€)
• Parker Hannifin $PH (+2,08 %) (476€)
• Broadcom $AVGO (+5,22 %) (162€)
• Ferrari $RACE (+3,38 %) (394€)
• Allianz $ALV (-0,01 %) (262€)
• Mutares $MUX (+1,83 %) (35€)

Reason: Due to time constraints away from individual stocks and towards ETFs

Easier said than done: You have put time and effort into the analysis and have gone through ups and downs with them.

It's hard for me, but well, it doesn't help

Aristocrat again with good figures

$PH (+2,08 %) picks up where they left off

Adjusted quarterly profit

• 6.15$ per share
• Analyst estimate: 5.26$
• Previous year: 4.76$

Quarterly sales

• 4.82 billion $
• Analyst estimate: 4.82 billion $