Get outta here

Invest2impress · 2025-10-24T08:54:57.471293Z

$PEP with +/-0 thrown out of the depot, and $O and also $PG

Ivan@Ivangiglio

4D

These 3 would have been good in case of a stock market crash

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Garfield@Bonus

4D

@Ivangiglio then you can take a savings account.

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Ivan@Ivangiglio

4D

@Bonus You probably didn't understand the thing about rising dividends. They are just defensive stocks that take a long time to become really profitable, but they have fewer problems in times of crisis, but that's not investment advice and I don't have any of them myself.

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Garfield@Bonus

4D

@Ivangiglio I need growth first, and if that suits me, it can also be dividends afterwards.

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livkasmile@livkasmile

4D

@Bonus I did the same with pep and pg, then I put money into iren and took much more as from these two for last 6months.. .

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Max@Divident_e

4D

I've rarely seen such a bad decision. But eventually you'll understand

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Invest2impress@Invest2impress

4D

@Divident_e then you seem to be a better investor than me 😉 then tell me what you would have thrown out of the portfolio instead of $PEP?

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DünnParkettBohrer@user88b8e3cfdd1c4e20

4D

...don't know...

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Leon@Investingyoung

4D

Very, very good decision, especially $O is garbage

I understand Pepsi and Pg, I don't want them in my portfolio either, at least currently they don't fit into my investment strategy, but Realty is garbage in any investment strategy whether it's growth, dividend growth or cash flow, simply a dirty stock with much better options in the peer group.

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Mav83!@Maverick4831

4D

@Investingyoung I understand your criticism of growth and divi growth at $O, but why is cash flow garbage?

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Leon@Investingyoung

4D

@Maverick4831 because there are dozens of cash flow stocks, even from the peer group, which at least generate a little price return or have massively outperformed this stock over 10.20 years $EXR for example

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Mav83!@Maverick4831

4D

@Investingyoung doesn't look bad, but the company is "only" 20 years old. So the comparison is a little off for me.

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Kai@Dividenden-Sammler

4D

@Investingyoung apart from the fact that the business model of $EXR and $O is not exactly identical .... If then you should compare apples with apples and not with pears. Even if both are fruit.

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Leon@Investingyoung

4D

@Dividenden-Sammler both real estate already, what is the relevant difference?

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Leon@Investingyoung

4D

@Maverick4831 the 10 years are not relevant imo. Both have had and experienced the financial crises and $EXR is the clear winner

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Kai@Dividenden-Sammler

3D

@Investingyoung We said apples and pears are both fruit, but you can't compare them.
$O invests primarily in retail properties.
$EXR in logistics and warehouse properties
$IRM for example in data centers or
$AMT in radio masts
So how are you going to compare all these properties? Supply and demand are different. Logistics and data centers are currently much more in demand than office properties. Who's to say that it won't be the other way around in a few years? If the market is saturated and suddenly it no longer looks so rosy. Oh well, then $EXR will probably be the last garbage.
It depends on what type of property you want to invest in or what kind of fruit you like.

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Leon@Investingyoung

3D

@Dividenden-Sammler Real estate is real estate... it doesn't matter if they rent out lidls or the new office of the head of vw. Real estate is real estate

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Kai@Dividenden-Sammler

3D

@Investingyoung I think you can see that there is little expertise when it comes to real estate.

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KoenigsRasse@KoenigsRasse

4D

🙉

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Get outta here 👋