$VZ (+1,97 %)
$P911 (+3,58 %)
$NOVN (+2,34 %)
$PYPL (+2,89 %)
$SOFI (+14,25 %)
$UPS (+6,12 %)
$GLW (-1,49 %)
$KO (-1,07 %)
$RCL (+6,5 %)
$NXPI (-4,21 %)
$V (-1,98 %)
$STX (-3,09 %)
$HOOD (-5,64 %)
$SKHY (+2,36 %)
$MBG (-3,1 %)
$DBK (+0,8 %)
$GEV (+5,12 %)
$TER (-1,36 %)
$ADYEN (+1,94 %)
$WM (-2 %)
$AIR (-0,44 %)
$GOOGL (+1,83 %)
$CMG (-0,79 %)
$FTNT (+1,82 %)
$NOW (-1,18 %)
$KLAC (+3,22 %)
$MSFT (+0,67 %)
$CVNA (+4,54 %)
$006400
$VOW3 (-0,78 %)
$BMY (+1,13 %)
$INCY (+0,39 %)
$CAT (+3,55 %)
$N1CL34
$MO (+0,03 %)
$MA (-0,18 %)
$AIXA (+2,87 %)
$LLY (+0,46 %)
$SBUX (+0,89 %)
$RDDT (-0,4 %)
$RBLX (+0,83 %)
$ILMN (+4,81 %)
$SNDK (+3,56 %)
$INTC (+3,13 %)
$MDLZ (+0,05 %)
$COIN (+0,04 %)
$AMZN (+2,32 %)
$TWLO (-3,41 %)
$PINS (-0,79 %)
$285A (+0,56 %)
$CL (-0,95 %)
$GD (-0,41 %)
$ABBV (+0,08 %)
$PUM (-2,17 %)
$CVX (-1,31 %)

Wow, what a year... I'm speechless. 🤐

First and foremost, I’d like to thank to you—the folks at Getquin. Also, the comments, casual conversations and even the occasional constructive criticism, above
especially your posts have helpedform in my opinion , hybrid portfolio .

Lvl 180 – Milestone 🪨

In the beginning, it consisted mainly of dividend aristocrats and Kingswhose prime may already past . Through the encouragement from so many of you, I’ve listenedand reflected and decidedto focus more on the winners . Stocks that are in demand in demand, not the ones that used to were.

I like companies that are deeply entrenched in the system, including $MSFT (+0,67 %)
$MCD (+0,09 %)
$META (-1,29 %)
$UNH (+0,52 %)
$CME (-4,15 %) etc.

But I also love totally ordinary, simple businessesthat appeal to consumers extremely well. For me, these include $TJX (-1,17 %)
$AD (+0,26 %)
$MDLZ (+0,05 %)
$PEP (-0,96 %) and $MRK (+1,23 %) and again $MCD (+0,09 %) :)

For me, this year was the “Year of Rebalancing.”

My strategy is simple: I invest in sound companies whose stocks have taken a hit… mostly

In addition to the financial figures, which, of course, should be in order, I look at the dividend yield. If it’s historically particularly high and is the business still sound, it will be . I want to buy in at a low price and secure a high YoC . That company’s of the company should then take care of the rest.

Stocks with dividend growth can certainly deliver good price gains. Investors who dividend consistently significantly must also increase its profits and its cash flow increase increase.

Otherwise, at some point, more will be distributed than is earned.

If the company grows organically and also regularly buys back its own shares, these are good conditions for rising stock prices in the long term.

Be that as it may. I sold shares that I’d held for several years. Some were in the black, others, of course, in the red. I reinvested part of the proceeds into new companies.

I always say “scale up”...—no idea if that makes sense 😆

Goals?

I don’t know. I had goals. Now I just want to be better every day than I was yesterday.

Even if things don’t go so well one day, I’ll still stick with it. Even if it’s only 10%... 10% is better than 0%. The compound interest is a part of in life.

I also believethat there is happiness exists. But who works at it works at it every day increases the chanceof finding that one lucky day . Because it’s on that very day active on that very day.

You shape your own destiny!

And what I also find important :

Always be grateful, no matter what.

We’re lucky to be able to build a financial foundation. We must never take that for granted.

With that in mind! Stick with it, no matter what... Fighter’s instinct 🗻

❗️This is not investment advice❗️

The image is AI-generated :)

During my journey on my way to the afterlife I stumbled upon came across a store by $AD (+0,26 %) . (See pictures; I took these photos myself and edited them with AI)

Maxi is the name of this “series” from Ahold Delhaize.🦁

I’m always happy when I get to experience publicly traded companies in real life—when I visit their stores myself, such as $TJX or those from companieswhose products and beverages I personally eat and drink, aka $MDLZ (+0,05 %), $MCD (+0,09 %), $PEP (-0,96 %), $ELO (+6,26 %) ... etc.

These days, I actually mostly buy from companies where I’m a customer of the business model .

There’s some merit to that …

but not always, of course :)

This is also a kind of analysis, rather than just rigidly focusing on numbers and forecasts . But of course, it goes hand in hand with the Lynch glasses. 👓

But who am I to give anyone advice... you’re probably better off not taking it—you might even be better off that way 😂

Back to Ahold: You could tell in this store in Serbia, you could tell that people weren’t just shopping—they were also meet and stopto talk to an acquaintance… Especially among older people .

They probably all knew each other from their youth and meet up regularly while shopping.

I assume.

It also just looks like one of those Rewe stores (which I think is a good thing). Self-checkout lanes, which I also think are really cool—we have them in Austria and, I think, also in Germany? Yeah, definitely. Let me know.

Right now, my Ahold position is just under €6,000, which amounts to about 3.35% of my portfolio. I will probably make any further purchases, as the position is quickly too large if the stock rises again.

Have any of you ever been to an Ahold store? 🤔

If so, be sure to let me know.

Do you have Ahold in your portfolio? Even if you don’t, do you find the company interesting? 💬

Ahold’s operations include: 🌍

Europe:🇪🇺

Delhaize

Albert

Albert Heijn

Mega Image

Maxi

USA: 🇺🇸

Food Lion

Stop & Shop

Giant

Hannaford

Peapod

$MC (+1,28 %)
$MBG (-3,1 %)
$ULVR (-0,92 %)
$PYPL (+2,89 %)
$NBIS (+10,71 %)
$SPGI (-0,12 %)
$UPS (+6,12 %)
$KO (-1,07 %)
$GLW (-1,49 %)
$BA (-10,26 %)
$KER (+0,12 %)
$ENPH (-16,85 %)
$NXPI (-4,21 %)
$STX (-3,09 %)
$BE (+6,31 %)
$V (-1,98 %)
$MDLZ (+0,05 %)
$000660
$P911 (+3,58 %)
$BN (-1,84 %)
$RMS (+0,08 %)
$BAS (+0,28 %)
$AG1 (+1,15 %)
$LMND (+1,96 %)
$SOFI (+14,25 %)
$NDX1 (+0,83 %)
$TER (-1,36 %)
$GD (-0,41 %)
$APH (+4,43 %)
$AIR (-0,44 %)
$SBUX (+0,89 %)
$CMG (-0,79 %)
$META (-1,29 %)
$FTNT (+1,82 %)
$QCOM (+2,97 %)
$LRCX (+1,51 %)
$HOOD (-5,64 %)
$ARM (+1,25 %)
$MSFT (+0,67 %)
$CVNA (+4,54 %)
$005930
$SU (+3,7 %)
$INGA (+1,26 %)
$OR (-0,92 %)
$BMW (-1,04 %)
$BATS (-0,07 %)
$MA (-0,18 %)
$ADS (-1,42 %)
$SHEL (-1,75 %)
$RACE (-0,38 %)
$RDDT (-0,4 %)
$TEM (+7,71 %)
$COIN (+0,04 %)
$AAPL (+1,44 %)
$AMZN (+2,32 %)
$CCO (+5,02 %)
$LIN (-0,13 %)
$ABBV (+0,08 %)
$PUM (-2,17 %)
$HAG (-0,16 %)
$XOM (-2,17 %)
$CVX (-1,31 %)

Just yesterday I was a customer… today I’m an $MCD (+0,09 %) an investor. Life goes round and round like a merry-go-round… 🙃

Joking aside, since I think that SpaceX
slow-moving companies like $VZ (+1,97 %) will slow down even more in the future than they’re already slowing themselves down, I’ve by half and reallocated it to good dividend compounders such as $MCD (+0,09 %)
$PAYX (-5,01 %)
$MDLZ (+0,05 %)
$ACN (-3,51 %) .

In my be , things will be more exciting here in the future than with $VZ, and Verizon’s 6.6% dividend yield will be surpassed in 10 years anyway by the dividend growth of the new holdings.

I saw it and bought it for the first time today. Here, $MDLZ (+0,05 %) and $LOTB (+0,91 %) . I know—Mondelez in particular is taking a real beating right now, but this chocolate-covered cookie bar is actually really good.

I keep the bar way in the back of the cupboard so the kids can’t find it. 😉

• $MAIN (+2,19 %) - Main Street Capital
• $ARCC (+0 %) - Ares Capital
• $CWT (-0,47 %) - Ca Water Serv
• $TGT (+0,3 %) - Target
• $SBUX (+0,89 %) - Starbucks
• $MKC (-0,66 %) - McCormick
• $ABM (-1,24 %) - ABM Industries
• $SYY (+0,48 %) - Sysco
• $ED (+0,15 %) - Consolidated Edison
• $VZ (+1,97 %) - Verizon Communications
• $SO (+0,4 %) - The Southern Co.
• $MDLZ (+0,05 %) - Mondelez International, Inc.
• $MO (+0,03 %) - Altria Group, Inc.
• $PEP (-0,96 %) - PepsiCo, Inc.
• $KO (-1,07 %) - The Coca-Cola Co.
• $PG (-0,08 %) - Procter & Gamble Co.
• $ABBV (+0,08 %) - AbbVie, Inc.
• $MCD (+0,09 %) - McDonald's Corp.

A portfolio more oriented to resilience the long-term growth of the dividend and to have a part of my total portfolio (consisting to date of +90% from ETFs) also a more "defensive" part and with companies that tend to increase their dividend or give an already high dividend, even if the majority is less than 4%

Staggered payments ensure a steady cash flow...

Estimated gross monthly income...

Edit: Here are the monthly distributions minus the -15% at source in the US and then the -26% Italian.

With a total expenditure of €20,000 I intend to commit about €1,000 per single Stock; here is the list I made, tell me if you like it:

$ABBV (+0,08 %)

$PG (-0,08 %)

$KO (-1,07 %)

$PEP (-0,96 %)

$MO (+0,03 %)

$MDLZ (+0,05 %)

$CL (-0,95 %)

$SO (+0,4 %)

$VZ (+1,97 %)

$ED (+0,15 %)

$SYY (+0,48 %)

$SBUX (+0,89 %)

$MKC (-0,66 %)

$ABM (-1,24 %)

$PB (+0,8 %)

$MCD (+0,09 %)

$CWT (-0,47 %)

$ARCC (+0 %)

$ORI (-0,47 %)

$MAIN (+2,19 %)

These 20 individual U.S. Stocks 🇺🇸 I intend to hold them for a long time as an investment geared toward value stocks and creating a steady and growing passive income, including several Dividend Aristocrats and Dividend Kings that flank higher dividend-paying Business Development Companies (BDCs) so as to make up in part for the relative low distributions of many of the more defensive stocks in the 20 selected Stocks.

$MDLZ (+0,05 %)

My dears, I will continue not to invest here.

Milka received the "Cheat pack of the year 2025" award from the consumer advice center. Now the chocolate brand has received another negative award.

Every child in Germany knows Milka chocolate and its purple cow. In the past year, however, the chocolate brand from the US company Mondelēz has come in for a lot of criticism - for example for distorting competition with a record fine from the EU-competition authorities or shrinkflation, for which it has been die Mogelpackung des Jahres 2025 erhielt. Now another negative award has been added to the list.

"Be Slavery Free" is an alliance of Australian civil society organizations that campaign against modern slavery, forced labor, child labor and human trafficking. On its website, the alliance has published a "Chocolate Scorecard" that rates chocolate manufacturers according to criteria such as the income of cocoa farmers, child labor, deforestation and the use of pesticides. Mondelēz, Milka's parent company, was awarded the "Bad Egg" negative prize.

Nach „Mogelpackung des Jahres“: Milka Schokolade bekommt einen weiteren Negativpreis