Today, my portfolio broke through the €10,000 mark for the first time.

I've been active on the stock market since the end of 2022, i.e. since the start of my training.

I'm really glad that I started looking into investing back then.

Not only do I enjoy it, but it has also completely changed the way I deal with money and my view of wealth accumulation. 📈

Of course, not everything went perfectly at the beginning.

I often swapped back and forth, sold or bought shares due to short-term fluctuations and sometimes just traded on instinct.

As a result, I also had quite high fees in the first year.

But I learned a lot from that.

I now have a clear strategy that suits me well:

Buy & Hold invest for the long term and give companies time.

Here are two more suitable quotes:

As Buffett said: "Our favorite holding period is forever."

Or as Graham said: "In the short run, the market is a voting machine, but in the long run, it is a weighing machine."

My savings plans:

ETF:

• Vanguard FTSE All-World ($VWRL (+0,01 %) )
• Fidelity Global Quality Income ($FGEQ (+0,14 %) )
• iShares Physical Gold ($IGLN (-7,87 %) )

Equities:

• Microsoft ($MSFT (+0,45 %) )
• Apple ($AAPL (+0,51 %) )
• Visa ($V (+1,32 %) )
• Coca-Cola ($KO (+4,28 %)
• 
  Alliance ($ALV (+0,06 %) )
• Realty Income ($O (-0,34 %) )

Crypto (small share):

• Bitcoin ($BTC (+1,3 %)
• 
  Ethereum ($ETH (+0,74 %) )

I am very happy about this first milestone and will stay on the ball. 🚀

After everything that's happening on the stock market, it's quite possible that my portfolio value will soon fall below €10,000 again. But that's just part of it. 📉

Over 5% dividend yield, monthly payout 🇨🇦

RioCan REIT $REI.UN (+0,86 %) earns from shopping centers & residential projects in prime locations - stable tenants, steady cash flow, real dividend power.

Share price weakening? No matter. Rent still comes in. 😎

👉 5% from Canada or would you prefer $O (-0,34 %) from the USA?

Hello everyone,

I have cleaned up my portfolio a bit and trimmed it to 30 positions (please ignore the very small positions, it is more expensive to sell them than to keep them). The different ETFs on msci, msci em, dax and NASDAQ are due to historical reasons (sub. Deposits, change from synth. To physical replication, too many taxes with complete change). At the end of the year I will sell the 2 DWS old funds and then have the tax refunded promptly --> grandfathering. I just don't know where to switch to.

I am currently saving:

$TDIV (-0,01 %) 250/m

$IWDA (-0,15 %) 600/m

$IEMA (-0,62 %) 250/m

$EQAC (+0,01 %) 250/m

$ALV (+0,06 %) 50/w

$KO (+4,28 %) 50/w

$PEP (+0,36 %) 50/w

$UNH (+0,73 %) 50/w

$V (+1,32 %) 50/w

$ULVR (-1,19 %) 50/w

And I reinvest the dividends from $O (-0,34 %) and $MAIN (+0,83 %) monthly

I try to have all positions that I want to hold long-term at 2-4 percent (exceptions: ETFs, $EWG2 (-6,81 %) and $BRK.B (-0,12 %) )

At the moment semiconductors ($AMD (-1,1 %)
$PLTR (+0,09 %)
$MU (-2,01 %) and $MPWR (+0,01 %) ) are my "yield positions", which I would like to sell if the price continues to rise.

But at the moment I'm lacking inspiration. What is my portfolio missing in the long term? Which themes could I "play" to achieve short-term returns. Or just leave everything as it is.

I would be grateful for any opinions.

Greetings 👋

Hello everyone,

I follow the dividend strategy with the majority of my portfolio. The issue of taxes on dividends hurts considerably.

As I don't intend to spend the money or my investments, I thought I would invest in stocks such as $O (-0,34 %) or $VZ (-0,53 %) from my portfolio and buy them back from my child. I'm in the red anyway. However, I could use the children's tax-free allowance to avoid taxes. There is withholding tax, of course, but at least it's 12% less.

Does this make sense from your point of view, i.e. does my logic make sense? To be honest, I'm afraid of selling a security and then buying it again straight away. The price of REITs does not fluctuate very much.

I look forward to your suggestions and experiences. Thank you very much.

Dividend received September 2025

How much dividend did you receive?

#etfs
#aandelen

$O (-0,34 %)
$JEGP (+0,41 %)
$MSFT (+0,45 %)
$GOOGL (-2,06 %)

https://youtu.be/IvgiVykXNIg?si=e0Ti90XF1Sbq0GEv

I've now dumped my Realty Income position on my head in order to increase my $ABBV (-0,23 %) position to 10 shares. I expect AbbVie to perform better than the Reit over the next few years.

Sales will probably continue to be driven up mainly by Rinvoq and Skyrizi. I'm slightly biased because I'm a Skyrizi patient myself, but objectively I think it looks good thanks to all the new approvals for other diagnoses.

AbbVie to the Mooon :)

Over the past few days, I have made several share purchases. I have taken the opportunity to diversify my portfolio and selectively add stocks that I consider to be promising in the long term. My focus was on a balanced mix of stable companies and opportunities with growth potential. This allowed me to consistently pursue my investment strategy and further strengthen the basis for the future development of my portfolio.

Energiekontor $EKT (+0,19 %) (subsequent purchase)

Novo Nordsik $NOVO B (-1,47 %) (subsequent purchase)

LVMH $MC (+0,3 %) (subsequent purchase)

Pernod Ricard $RI (-0,66 %) (subsequent purchase)

Frosta AG $NLM (+0,41 %) (first position)

Adobe $ADBE (+4,34 %) (Subsequent purchase)

Nestle $NESN (-2,59 %) (Subsequent purchase)

Occidental Petrolium $OXY (-0,06 %) (first position)

Sixt Vz $SIX2 (-0,67 %) (Subsequent purchase)

Realty Income $O (-0,34 %) (Subsequent purchase)

Ping An Insurance (Subsequent purchase)

Volkswagen $VOW3 (-0,97 %) (Subsequent purchase)

The Trade Desk $TTD (+2,59 %) (subsequent purchase)

Daikin $6367 (+1,69 %) (subsequent purchase)

Danaher $DHR (+7,05 %) (subsequent purchase)

Have a great rest of the week!

Let's see what the next few days bring🧐

I would like to start a completely new portfolio that will primarily revolve around dividends.

As a core I was thinking of $TDIV (-0,01 %)

Would you say this is a good core?

If not I would add $VHYL (-0,07 %) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (+0,41 %) and or $SXYD (-0,21 %)

I would like to represent the NASDAQ with $EQQQ (+0,02 %) but I will represent it with $ASML (-1,32 %) and $2330 will be added.

Allianz $ALV (+0,06 %) and Munich Re $MUV2 (+0,22 %) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (+0,17 %)

Oil shares are represented by $VAR (+1,19 %) and one more.

Do you have any recommendations?

I am thinking about $CVX (-0,11 %)
$EQNR (+1,44 %) and $PETR4 (-0,33 %)

I would also like renewable energies, but I'm not familiar with them.

Do you have any suggestions?

Becoming a defensive company $ULVR (-1,19 %)
$D05 (+0,35 %)
$O (-0,34 %) and of course $NOVO B (-1,47 %) Being.

$BATS (-1,76 %) I already have in a portfolio, would it be too much of a lump to add $MO (-0,65 %) to add to it?

I still have $KHC (+0,05 %) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?

Apart from that $RIO (-0,46 %)
$NKE (+1,9 %)
$1211 (-1,49 %)
$SOFI (+0,13 %) and $HAUTO (-1,89 %) will be represented with smaller positions.

What is your opinion?

Would you improve anything?

What else would you add, especially in EE and defensive stocks?

Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.

This is my first attempt to build something serious.

Greetings to all Getquins out there!

I started investing (again) at the end of 2024 and somehow found it fun. The portfolio doesn't follow a clear line yet, the core ETFs will be the Umweltbank ETF (quasi World) and the Euro-Stoxx (currently savings plans on both). Sustainability is important to me (the GLS Bank equity fund, for example, is a fairly old investment and will remain so in the long term). At the same time, I am also a gambler and invest speculatively in shares without making a big science out of it or doing extremely comprehensive research. I am a great friend of $IREN (-7,23 %) and $PNG (+15,85 %) unfortunately too impatient with decisions and curious 🤓. Oh and regular dividends ($O (-0,34 %) or $MAIN (+0,83 %)) I also like very much, but recently only without covered calls 😁. About 5% $BTC (+1,3 %) are still elsewhere, I haven't felt like investing in gold yet 😏.

I look forward to exchanges, comments and suggestions.