3Lun·

Hello everyone,

I am currently trying to optimize my portfolio and possibly also to compromise.

Perhaps you have any suggestions or ideas as to what can be improved


I'm currently saving around €1000 a month in my ETFs and another €600 in equities ( $RWE (-0,18 %) I have newly taken up and $KCO (+0,95 %) no longer saved)

I currently have the following in my savings plan


$ANDR (+0,08 %)

I think Andritz is well positioned for the future, especially for the electrification of all possible processes and also in the H2 area, plus a solid dividend of currently €2.5 per share.


$SBMO (-0,24 %)

As an operator and builder of drilling rigs, they will still have a good market in the future


$KO (-0,4 %)

One of my favorite stocks. A secure market environment with an established brand. They have also been regularly increasing their dividend for around 70 years


$RWE (-0,18 %)

The share has suffered massively recently and has a lot of catch-up potential. In addition, there are investments in renewable energies (mainly in the USA) and a secure business model.



$2020 (+1,55 %)

A rather unknown brand that includes FILA. Here too, I think that the South-East Asian market in particular will become more interesting in the future



$SHEL (-0,74 %)

My last energy company in the savings plan. Of the oil companies, Shell has promising strategies for the future and a very positive development


$AIL

High dividend, moderate share price performance

22Puestos
64.535,51 €
10,46 %
10
5 Comentarios

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Very appealing portfolio with some great positions. I'm a fan of Mercedes, but as a cyclical I think it's a bit too heavily weighted.
As an Austrian, I always find the reference to Austria cool, although I would see other investments as much better here.

But the development is very solid and keep it up
1
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How did you come across Andritz?
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I'm not the biggest fan of your individual stocks. I'm more of a fan of growth stocks, but it's a difficult decision whether you want more stability or more risk.
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