To further diversify my portfolio and pursue dividend growth, I purchased the following stocks on Wednesday and Thursday, which I am now gradually adding to:

35 shares $UPS (-0,29 %) at €80.99

10 shares $WSO (-0,97 %) at €288.10

50x$VIPER at €35.48

10x $EL (+3,52 %) at €144.82

I also made additional purchases of

20 shares $MBG (+1,91 %) at €42.25

15 shares $MUX (+0,61 %) at €23.02

Currently, there are still approximately 10K available that are scheduled to be deployed in the market before December to expand positions.

The four additions mentioned above will be expanded by approximately 5K.

The other 5K are planned but not yet set in stone for:

Netflix; McDonald’s; Vistra Energy; Deutsche Telekom; and Oracle.

Have a great Sunday, everyone ✌🏽

First batch (7 units) arrived today $WSO (-0,97 %) purchased. Intended to contribute to the portfolio’s stability. Long-term trend: climate control.

From a technical analysis perspective, it’s at a strong support level and has reached the 0.786 Fibonacci level. Next batch will be added if the price successfully bottoms out—or if it dips below that level again.

Here are a few words from someone else on the fundamental circumstances: https://www.aktienwelt360.de/2026/08/01/33-dividende-langweilige-aktie-und-bald-dividenden-aristokrat/

$COST (+0,73 %)
$HD (+0,16 %)
$ADP (+0,97 %)
$MMC (+0,83 %)
$SHW (-0,68 %)
$CTAS (+0,14 %)
$RACE (-0,39 %)
$ZTS (+1,03 %)
$PAYX (-0,22 %)
$TSCO (+0,17 %)
$TPL (+0,58 %)
$WSO (-0,97 %)
$DPZ (+1,48 %)

Is it Black Friday again?

Quality companies pop up in my weekly screenings from time to time. Admittedly, they are designed for this. Recently, however, the number has been increasing.

Filters:

• Marketcap > 2 billion $
• ROIC > 10%
• 52W Low: 0-10% above
• Dividend Growth: 5Y over 10%

It seems that outstanding companies with proven business models, strong and in some cases very predictable cash flows, high returns on capital and little or no debt are going out of fashion.

Is the AI narrative driving this development? Are the companies simply too boring? Do they not promise sufficient returns compared to the hype stocks? Is it perhaps the phenomenon of the quality anomaly or are the companies really all doomed?

Who knows for sure.

What I do know is that I know nothing!

I humbly look at the market and gratefully accept what it offers me, and right now I see quality companies on sale.

How do you see what the market is offering? Which company do we buy first? Do we buy at all or do we continue to exercise patience?

Let me know and write it in the comments as added value for everyone!

Link to the screening

https://finviz.com/screener.ashx?v=151&f=cap_midover,fa_div_pos,fa_divgrowth_5yo10,fa_roi_o10,ta_highlow52w_a0to10h&ft=4&o=-marketcap

Why are air conditioning systems standard in new cars but not in new properties in Germany?

$WSO (-0,97 %)
$6367 (-2,24 %)
$CARR (-0,08 %)

A quick overview of the stocks I am trying to get into the portfolio for the coming week. The limit orders can be adjusted to the market. However, I will start with this on Monday morning

Fastenal - limit EUR 69.50 $FAST (+2,02 %)

Coca Cola limit 58.50 EUR $KO (+2,07 %)

Watsco limit 451,50 EUR $WSO (-0,97 %)

Waste Management Limit 195.00 EUR $WM (+1,54 %)

UnitedHealth Limit 490 EUR $UNH (-1,66 %)

Philip Morris limit EUR 117 $PM (+1,8 %)

Lockheed Martin Limit 460.00 EUR $LMT (+3,31 %)

Iron Mountain Limit 100 EUR $IRM (-0,3 %)

Have a nice rest of Sunday .

I am not a friend of profit taking but rather buy & hold.

But with $WSO (-0,97 %) it was about time in my opinion. I took almost 40%, even though sales stagnated last year and the P/E ratio is over 31. In the long term, I'll see if there's a more favorable entry point again, if not, I'll focus on other stocks.

Do you have stocks in your portfolio that regularly miss analysts' expectations but are still doing well?

For me it is $WSO (-0,97 %) 😅

I'll just put forward a thesis, you agree or prove me wrong:

"Sometimes it can be wise to enter into an investment without knowing a company's products in detail. Why? Because it forces you to focus on the potential of the company itself, rather than being influenced by personal preferences or prior knowledge."

Do you have shares that you have little to do with? For me at least $WSO (-0,97 %)
$WING (-0,17 %)
$UNP (+0,12 %)