1Lun·

Depot optimization: Your feedback is needed!


Hello everyone,


I am currently working on optimizing my portfolio with a clear focus on dividend growth and a broader diversification. The plan is to include companies that offer solid long-term dividend growth and at the same time cover different sectors.


The stocks I am currently considering include $JNJ (+0,58 %)
Johnson & Johnson (strong market position in the healthcare sector, dividend aristocrat) and $SBUX (-0,15 %)
Starbucks (fast-growing company in the consumer goods sector with solid dividend potential). Both companies fit well into my strategy, but I am still looking for other interesting stocks to add to my portfolio.


What can you think of? Which companies with a similarly stable dividend policy and good growth prospects do you have on your radar? I would be particularly interested in suggestions from less obvious sectors or with geographical diversification.


Looking forward to your suggestions and the exchange!

5Puestos
433,19 €
4,24 %
4
14 Comentarios

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I must say that I also found Johnson & Johnson interesting, but I have Abbott in my portfolio and found the growth opportunities and the dividend better. You can find out more. LG Max
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@max233 I'll take a look right away
I have been saving JNJ for ages via a savings plan. But the performance has been thin in recent years. Yes, fairly valued but now also a payout ratio of 85%. I am cautious. I would start the savings plan again if the value is above the SMA200.
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@marda304 Yes, I noticed that during the first screening too 🥹
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@marda304 me2...stopped the savings plan at some point this year...JNJ just doesn't buck 😁
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@value_crafter_908 Pepsi + Coke doesn't really make sense?
@Aktienmasseur Yes, because PepsiCo is investing much more heavily in the snack market, while Coca-Cola is concentrating on the beverage market. Pepsi-Cola is just one of Pepsi's many products and Pepsi also owns Doritos, Lay's, etc...
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Swapped $JNJ for $FTWG today. Better yield, similar payout.
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@BamBamInvest Should I get a double MasterCard?
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@Aktienmasseur Oh well, I only read the text but didn't look at the portfolio 😂
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I no longer do any stockpicking, I'm more relaxed and profitable with ETFs. If you still want to pick, you can at least get further inspiration from the positions here. WisdomTree Quality Dividend US Focus: https://getqu.in/lVcSFf/ Global: https://getqu.in/JTIPsf/
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