Hi dear community!

Briefly about myself, I am relatively new to the world of investing... I have been with Trade Republic since last May and now save 4 Etf's per month and have some single stocks like $PEP (-0,89 %) , $O (-0,32 %) , $MAIN (-0,28 %) , $NVDA (-0,74 %) etc. which should generate additional cash flow for me.

However, I've been in the crypto world since 2023 and have invested most of my money there, but in the next few months everything will be liquidated, bull run and the parabolic rises will hopefully come soon.

Unfortunately, I currently only have €400 to invest each month.

The ETFs are invested as follows:

iShares MSCI World 200€ (accumulating)

iShares MSCI EM IMI 75€ (accumulating)

iShares Automation & Robotics 50€ (Accumulating)

VanEck Developed Markets Div Lead (newly added a few days ago) 75€

Considering adding more ETFs in the future!

I am very fond of the $JEPQ (+0,19 %) and I would also like to invest even more in a Stoxx Europe ETF. But I'm still unsure whether I should go for the Europe 50 or the Europe 600 $EXSA (+0,2 %) and whether distributing or accumulating would be the better choice!

If I liquidate my crypto portfolio, I will have a 6-digit sum to reinvest. Above all, Bitcoin will then be heavily invested again at the end of 2026 (most likely the low point of the next bear market)!

I'm looking forward to your answers and your current and future advice.

Thanks and best regards

Chris

Hey community,

I would like to build up a dividend portfolio with some growth and have made a plan.

I'm really looking forward to your feedback.

$VHYL (-0,5 %) 35%

$MSFT (+1,09 %) 10%

$V (-0,19 %) 5%

$PEP (-0,89 %) 5%

$ULVR (+0,44 %) 10%

$PFE (-1,2 %) 5%

$O (-0,32 %) 5%

$ALV (+0,28 %) 5%

Dear people

I have dealt with $ORLY (+0,52 %) dealt with

also about Tradingview

in my opinion strongly overvalued, kgv historically also very high

currently well above the 200 week linesee my chart

what is your opinion?

according to investing but fairly valued

I would sell and use the cash $NOVO B (+0,65 %)
$MRK (-1,17 %)
$PEP (-0,89 %) and $ATCO B (+0,24 %) buy more

Hi everyone,

Another update now that I have reached my annual target. This was actually already the case in January, but then Amundi came along and I had to part with the $LCUW including a nasty tax (thanks again Amundi).

On top of that, my savings rate suffered a little due to our offspring and I was able to invest less than originally planned.

What has changed?

I was finally able to part with $YOU (-1,17 %) and switched to $MSFT (+1,09 %) and regrouped. In addition $CEG (-2,52 %) and $PEP (-0,89 %) were added to the portfolio.

Savings plans on my ETFs are continuing as normal. With $NIO (-8,03 %) I secretly continue to hope for a recovery, otherwise it will remain as a memorial.

Next year's goal is to break 128k.

As always, I look forward to honest and critical feedback

Thought about it for a long time, then finally struck today

Hello everyone,

I am currently toying with the idea of reorganizing my portfolio.

It currently looks like this:

50 % $HMWO (-0,31 %)

20 % $AEEM (+0,15 %)

30 % Shares with reference to dividend($MAIN (-0,28 %) , $O (-0,32 %) , $PEP (-0,89 %) etc)

The whole thing is currently also fueled via a savings plan every month. Furthermore, all dividends are reinvested! This should also happen in the future (build up cash flow).

Now I would like to slim down my portfolio a bit and possibly swap the allocation or the ETFs (world + emerging) and exchange the shares for an ETF with dividends. I would also like to add some BTC. This should simplify the portfolio and reduce the effort involved. Nevertheless, it should also generate returns!

Now I have 2-3 ideas to rebuild the whole thing and would like to ask the swarm!

Option 1:

65% $VWRL (-0,13 %)

30% $JEGP (-1,13 %)

5% $BTC (+1,55 %)

Target here: All world as a base, plus some divi power and monthly cash flow (replaces shares) + BTC on top. Overall a little more risk.

Option 2:

55% current Etfs World+emerging

25% $VHYL (-0,5 %)

15% $JEGP (-1,13 %)

5% $BTC (+1,55 %)

Objective here: as with option 1, only slightly less reallocation work and slightly less risk.

Option 3:

55% $VWRL (-0,13 %) or as ACC

25% $VHYL (-0,5 %)

15% $JEGP (-1,13 %)

5% $BTC (+1,55 %)

You are welcome to share your ideas, feedback or similar.

I don't want to start a discussion about dividends, as there has been a lot of talk about them recently: yes, no, why and why not!

Thank you 😇!

Have a great start to the USA week 🙂.

Hi folks ,

I would like to add more stocks to my portfolio and would appreciate your opinion and vote. Which company/sector do you think is missing? And no, I'm not looking for ETF advice😂.

Also, I've been on the stock market since 2021 and have invested around €80,000 in the last 12 months.

The following stocks are available:

$MMM (-0,31 %) - $3350 (-1,38 %) - $1211 (-0,92 %) - $UNH (-2,18 %) - $KER (-0,21 %) - $PEP (-0,89 %) - $DJT (-6,2 %)

I look forward to your opinion!

The rivalry between the two iconic soft drinks manufacturers Coca-Cola $KO (-0,58 %)

and PepsiCo $PEP (-0,89 %)

has been going on for decades. Of course, it's not just about who has the tastier drinks in their portfolio, especially the best cola, but also about whose share has delivered the better performance.

Here, the point currently goes very clearly to Coca-Cola, a stock that has long been held in high esteem by investor legend Warren Buffett: the share currently offers the better performance at all time levels. Only in comparison with 30 years ago does PepsiCo have the edge over Coca-Cola (+916%) with a total return of 1,023%, taking into account ups and downs.

The underperformance is mainly due to a weak share price development in the past quarters. In the last year alone, PepsiCo has lost a quarter of its value (taking the dividend into account). The reasons for this are a dip in growth, falling margins and, from the perspective of at least some investors, a dilution of the product portfolio: PepsiCo has recently sought to strengthen itself primarily through investments and acquisitions, including Celsius and Poppi, while arch-rival Coca-Cola has continued to focus on its core markets. The recent rise in yields on US government bonds has created additional headwinds: the company's dividend has come into competition with the high interest rate on bonds.

In view of the two-year downturn, the dividend yield now stands at 4.4%, while the company's valuation has fallen well below the historical average. This has attracted both dividend hunters and value-oriented investors who believe there is a chance of a turnaround. Although at first glance the chart does not invite investors to buy the share, there are glimmers of hope that could provide an anti-cyclical entry opportunity.

PepsiCo chart signals

Overarching downward trend:

After reaching an all-time high of USD 196.88, PepsiCo shares are trading in a multi-year downtrend.

Trend acceleration: The stock has broken out of its downtrend channel to the downside and has recently accelerated its slide.

Series of sell signals: The technical weakness of the share is pronounced and at the same time there is a so-called death cross in the moving average.

Anti-cyclical entry opportunity: The support at USD 130 and the first bullish divergences are now raising hopes of a trend reversal.#cola

Hello Getquins,

As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.

As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.

$ROST (+0,37 %) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.

My investment $PEP (-0,89 %) I hardly see here except for sweets like Lay Chips but $KO (-0,58 %) is the leading beverage here.

I have $TSLA (-15,07 %) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.

They build like mad here, whether streets $CAT (-0,24 %)

$DE (+0,48 %) or entire residential areas with several hundred houses.

The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.

Almost 90% of people here have $AAPL (-0,44 %) iphone, $F (-1,23 %) pickups or $GM (-1,1 %) a few European ones can also be seen here $VOW (-1,15 %)
$BMW (-1,07 %)

The bar culture, restaurants and dinners are very popular.

$BOM

Of course there is a huge $WMT (-1,64 %) and next to it the $CVS (-1,14 %)

Best regards and hope you had Easter or soon Whitsun vacation.

So long

Smudo