I sold my Amphenol bill today for a total of € 967.60 with a profit of € 233.70. At the same time, I sold half of my Broadcom lever bill to secure the profit-taking, with a partial profit of +476.00€. The Siemens leverage certificate was sold for a profit of €784.

Now I bought the Aixtron bill for around €1000, of which around €30 came from dividends.

Aixtron has new special chips based on gallium nitride chips in the pipeline, which are supposed to be particularly energy efficient and have now broken out of the GD50 and GD200 lines, which in my opinion signals a clear upward trend. Aixtron is still quite dominant and has a moat in its technology.

Let's wait a few days/weeks and then some of the profits from my other bills will be invested in dividend stocks.

I currently consider the following dividend stocks to be undervalued in terms of earnings and dividend yield:

$Tokyo Marine Holdings (JP3910660004)

$WTRG (-0,25 %)

$PEP (+1,93 %)

$ZTS (+0,09 %)

let's see what happens!