Another short weekly update with purchase.
#dividend
#dividends
#dividende
#etf
#invest
#investing
#etfs
Puestos
318Another short weekly update with purchase.
#dividend
#dividends
#dividende
#etf
#invest
#investing
#etfs
August was one of the quieter months in terms of dividends.
That's part of a diversified portfolio some months are stronger, others a little less so.
What remains important is the overall picture and consistent long-term growth
Today I invested in $MDLZ (-0,1 %) .
Bought 5 shares at an average price of €53,56 per share including transaction costs.
In total I now own 21.659 shares, this gives me +- €31,772 per year in dividend.
Hello, I am currently considering changing my portfolio and switching to a core-satellite strategy.
My main part should be the $SPPW (+0,11 %) with approx. 45%. After that, dividend stocks will follow: $NOVO B (+2,49 %) with 10%, $O (+0,51 %) with 5%, $MO (+0,08 %) with 5%, $MAIN (+1,09 %) 5% and $PG (+0,24 %) at 10%.
The growth values should consist of $NVDA (+0,39 %) , $AAPL (-0,49 %) , $2330 and $ASML (+0,11 %) with 5% each.
Would you sign this or would you change something?
Table with values for an easier overview:
MSCI World SPDR - 45%
Novo Nordisk - 10%
Realty Income - 5%
Altria - 5%
Main Street Capital - 5%
Procter & Gamble - 10%
Nvidia - 5%
Apple - 5%
TSMC - 5%
ASML - 5%
Changes I have made so far:
Reduce Novo nordisk and procter & gamble to 5% r and add 5% gold and btc each.
Dear Getquiner
Today I bought my first Procter & Gamble shares.
So from now on I will only be using Head & Shoulders 😜.
Who has $PG (+0,24 %) also in the portfolio?
I don't feel like stopping accumulating this defensive dividend kiiiiiiing, when the company reaches 100 years of consecutive dividend increases I'll still be holding them.
In my opinion, $PG (+0,24 %)
it's one of the most solid companies for those following a long-term dividend strategy.
For investors in their 20s, it makes perfect sense to start early, buy and hold.
✅ I took profits today from Amazon $AMZN (+0,02 %) , Microsoft $MSFT (-0,28 %) and NVIDIA $NVDA (+0,39 %) realized.
📥 This money was directly reinvested to strengthen dividend and future stocks.
💸 Newly invested (one-off purchases today):
📆 Savings plans from August (monthly):
➡️ Goal: More passive income through dividends & better balance in the portfolio between tech and defensive stocks.
🧠 Long-term oriented, with a clear focus on quality, stability & growth.
What do you think?
🔹 Revenue: $20.89B (Est. $20.81B) 🟢; UP +2% YoY
🔹 Adj. EPS: $1.48 (Est. $1.42) 🟢; UP +6% YoY
🔹 Organic Sales: UP +2% YoY
🔹 Shailesh Jejurikar appointed as new CEO, replacing Jon Moeller (effective FY26)
FY Guidance
🔹 Core EPS: $6.83–$7.09 (Est. $6.78) 🟢
🔹 Revenue: +1% to +5% YoY (Implied: $85.1B–$88.5B)
🔹 Organic Sales: Flat to +4% YoY
🔹 FX Tailwind: ~$300M after-tax
🔹 Tariff Headwind: ~$1B before-tax
🔹 Core Effective Tax Rate: 20%–21%
🔹 FCF Productivity Target: 85%–90%
🔹 FY26 Capital Spending: 4%–5% of sales
🔹 Dividend: ~$10B; Buybacks: ~$5B
Segment Organic Sales (Q4)
🔹 Beauty: +1%
🔹 Grooming: +1%
🔹 Health Care: +2%
🔹 Fabric & Home Care: +1%
🔹 Baby, Feminine & Family Care: +1%
Other Key Metrics:
🔹 Free Cash Flow Productivity: 110%
🔹 Restructuring plan to cut up to 7,000 non-manufacturing roles by FY27
🔹 ~$1B–$1.6B restructuring charges expected over two years
🔹 Focused portfolio and supply chain productivity optimization underway
CEO Commentary
🔸 “We grew sales and profit in fiscal 2025 and returned high levels of cash to shareowners in a dynamic, difficult and volatile environment.”
🔸 “We expect to deliver another year of organic sales growth, Core EPS growth and strong adjusted free cash flow productivity in fiscal 2026.” – Jon Moeller, Chairman & CEO
$HEIA (-1,76 %)
$EL (+0,31 %)
$NUE (+0,23 %)
$CDNS (+0,45 %)
$WM (-0,07 %)
$MSFT (-0,28 %)
$V (+0,15 %)
$OR (-0,09 %)
$AZN (+0,89 %)
$MRK (+0,49 %)
$PG (+0,24 %)
$SBUX (-0,56 %)
$BCS (+1,19 %)
$META (-0,25 %)
$BABA (+3,38 %)
$QCOM (-0,06 %)
$AIR (+1,82 %)
$HSBC (+0,45 %)
$GSK (-0,52 %)
$MBG (+0,49 %)
$F (-0,19 %)
$AAPL (-0,49 %)
$AMZN (+0,02 %)
$MA (+1,15 %)
$7203 (+0,01 %)
$SHEL (+0,12 %)
$005930
$SNY (+0 %)
$CMCSA (-0,11 %)
$COIN (-0,43 %)
$NET (-0,93 %)
$XOM (+0,11 %)
$CVX (+0,08 %)
$CS (+0,48 %)
$NTDOY (+0,26 %)
$CL (-0,41 %)
$DTG (-1,34 %)
$UNH (+0,85 %)
Principales creadores de la semana