$SHEL (+0,64 %)

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$NESN (-0,21 %)
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$MCD (-0,16 %)

MCD Report: Initial Purchase After Limit Trigger

Since my Sunday limit order of 220 EUR didn’t execute until today—Tuesday—via U.S. futures due to the U.S. Labor Day holiday, McDonald’s (MCD) is now officially an initial purchase in my portfolio. Here’s my take on this, also in response to the posts by

@Simpson , @PoorDad@DividendenAristrokat and @Genna over the past few days.

Why I’m buying now

I’ve always admired MCD historically, but it never made it into my portfolio—the returns over the past few years have been meager to negative, depending on the entry point. That’s exactly what has changed recently: The stock hit a new 52-week low on August 27–28 and slipped to around 219–221 EUR on the Frankfurt/Xetra exchange, after hitting its 52-week high of 287–291 EUR (or 341.75 USD) as recently as March 2. As a result, MCD is currently trading about 17–18% below its annual high—a price range that is, of course, the subject of heated debate in the community, with opinions ranging from “under $200” to “all-time high above $300.”

At the same time, over the past few years I have consistently divested myself of traditional consumer goods stocks such as

$NESN (-0,21 %)
$KO (+0,36 %)
$BN (-0,24 %) because their performance has been underwhelming. With MCD, I’m now strategically diversifying back into the consumer sector— $PEP (-0,2 %) which is the only remaining stock from this category that I’m still holding anyway.

Valuation at the Time of Purchase

As of today, Tuesday, MCD is trading in premarket at around $255.70 (following a previous day’s close of $259.63), which corresponds to a price of around 220 EUR in Frankfurt—exactly where my limit was set. For context, here are the key metrics:

Current price (USD/EUR) | approx. 255.7 USD / approx. 220 EUR |

|52-week high | 341.75 USD / 287–291 EUR

| 52-week low | approx. $255–260 / approx. €219–221 (late Aug./early Sept. 2026

P/E Ratio (TTM) | approx. 20.8 |

Dividend Yield (TTM) | approx. 3.0% |

52-Week Performance | approx. -16.5% to -17.8%

Furthermore, the effect of the weak euro in previous years is currently reversing: The EUR/USD exchange rate is currently around 1.16, after the euro strengthened by about 0.5–0.7% against the dollar last month. This means that a USD dividend from McDonald’s, when converted into euros, tends to yield slightly more again as long as this trend continues—an additional argument in favor of buying in, especially for European dividend investors like me.

Holiday Effect on Monday

The low trading volume on German exchanges on Monday was indeed due to the U.S. Labor Day holiday—without U.S. trading, the price barely moved in Germany, which is why my limit order wasn’t actually triggered until U.S. futures opened on Tuesday. This is consistent with trading volumes, which are regularly very thin on holidays without U.S. market activity.

Strategy: Add to the position if the price falls further

Should MCD fall even further, I will—similar to my

$MSFT (+0,54 %)

Microsoft position—

Thank you @Multibagger 300 😴

. The wide range of discussion—from below $200 all the way back to the all-time high above $300—shows that opinions on fair valuation vary widely; I view the current level near the 52-week low as a solid starting point for an initial position, which I can strategically build upon during periods of weakness.

After all, management had years to divest itself of the business.

$NESN (-0,21 %)

https://www.cash.ch/news/presse-nestle-droht-verlust-des-russland-geschafts-961577

The slight setback following the figures from $CARR (+1,13 %) and the weakness in $ACLN (-0,76 %) to make a small additional purchase. I also did the same with $NESN (-0,21 %) and $MCD (-0,16 %) I made small one-time purchases outside of my savings plans.

I’m already very excited about the $ABBV (+0,8 %) and $NOVO B (-3,01 %) results.

Other than that, the portfolio also hit a new all-time high 🤓

$DPZ (-1,27 %)
$SCHW (-0,63 %)
$HAS (+2,74 %)
$HAL (-0,8 %)
$MMM (+0,66 %)
$MSCI (+0,67 %)
$IBKR (+1,55 %)
$EQNR (-1,84 %)
$GEV (+3,34 %)
$T (+2,36 %)
$PM (+2,51 %)
$MCO (+1,12 %)
$TXN (+3,6 %)
$GOOG (+2,15 %)
$NOW (+1 %)
$IBM (+2,81 %)
$QS (+0,89 %)
$TSLA (+0,38 %)
$IDR (+2,95 %)
$NESN (-0,21 %)
$UCG (+1,45 %)
$RTX (-0,34 %)
$NDAQ (-1,07 %)
$DOW (-1,78 %)
$LMT (-1,03 %)
$HON (+0,13 %)
$SAP (+0,58 %)
$INTC (+3,16 %)
$VOW (-0,74 %)
$AXP (+0,65 %)
$FIX (+5,72 %)

I think my money is better off somewhere else right now. But I struggled with the decision for a long time 😬

Since I also $NESN (-0,21 %) & $KO (+0,36 %) in my portfolio…the stock’s performance was just too much for me.

Green candles are great until they get scary. The market has recovered impressively since the April lows. Many mega-caps are trading near their record highs again. The Shiller CAPE of the S&P 500 stands at 41, historically a level that calls for caution.

My ETF core is already heavily exposed to US and tech stocks. To continue buying blindly into the hype now would be pure FOMO for me and would only increase the cluster risk.

My solution: buy anti-cyclically what the market currently hates or ignores.

💉 Novo Nordisk - bought Down over 55% since the all-time high in 2024. The market is currently mainly evaluating the short-term risks, while the company remains extremely strong fundamentally. A P/E ratio of 10.7 for the global GLP-1 market leader with a 65% market share of new US prescriptions. The new study from May 12 with up to 28% weight loss provides an additional tailwind.

🛡️ Berkshire Hathaway B - Missed the rebound completely, down slightly YTD. For me, the perfect counterweight to my tech-heavy portfolio (beta 0.62). 397 billion dollars cash yields safe returns and creates massive buying power in case of a correction. Protects on the downside, participates on the upside.

🍫 Nestlé - bought A classic turnaround play. Forward P/E below the sector average, new CEO with a clear restructuring course. While I wait for the operational recovery, I collect a 4% dividend yield as a patience bonus.

💻 Microsoft - buy Currently the most attractive valuation among the US tech megacaps for me, still 27% below its all-time high. The Q1 figures with strong Azure growth and a cloud backlog of 627 billion dollars show that the operating momentum is intact.

Disclaimer & transparency: After years of consistently focusing on ETFs, I am now starting to add individual stocks to my portfolio again. Why only now? To be honest, I have often lacked the time for analysis in recent years, my interest was elsewhere at times and I was also severely restricted professionally when it came to buying individual stocks.

Although my ETF core has grown considerably, there was hardly any free capital for new adventures, and admittedly: I simply didn't dare to do much either. Looking back, I could certainly have achieved even better performance by selectively switching into individual stocks, but I've been very happy with my "passive, lazy money" so far. Now feels like the right time to take a bolder approach again. ⚖️🚀

How do you deal with the fear of highs, continue to butter up the all-time highs or build up cash? 👇

No investment advice.

$NOVO B (-3,01 %)
$BRK.B (+0,01 %)
$MSFT (+0,54 %)
$NESN (-0,21 %)

#getquin
#aktien
#novonordisk
#berkshire
#nestle
#microsoft
#antizyklisch
#investieren
#börse
#etf

I have noticed that shares in food manufacturers are somehow not in demand at all at the moment. Why is that? Consumer staples and food should actually offer a certain degree of resilience in turbulent times, as people always eat regardless of economic growth and the economy. So why is this sector just bobbing around like this?

Here are a few examples:

$ULVR (+0,72 %) Unilever, YTD = -9.1% , P/E=18.3, Divi = 4%

$NESN (-0,21 %) Nestle, YTD = + 2.4%, P/E=22.4, Divi = 4%

$HRL (-1,87 %) Hormel Foods, YTD = -11% , P/E=23.3 , Divi = 5.7%

$GIS (-0,61 %) General Mills, YTD = -21.8%, P/E=8.6 , Divi = 6.8%

$KHC (-0,11 %) Kraft Heinz, YTD = -3.1% , P/E=negative , Divi = 6.8%

$FLO Flowers Foods, YTD = -20% , P/E=21.81 , Divi = 11.5%

$NOMD (+0 %) Normad Foods, YTD = -17.2% , P/E=9.8 , Divi = 6.8%

$TBS (-1,07 %) Tiger Brands, YTD = -20% , P/E=12 , Divi = 11.4%

I understand that many branded companies are coming under increasing pressure from the discounters' own brands when the economy is bad, but is that really the whole truth?

(Illustration generated with lovart.ai, modified in Photoshop)

Nestle has been paying me a continuous dividend since 2008 / 2009, which has been increased every year so far. I have already received my original investment from back then back in full through the dividend payments. I think it's good proof that buy & hold pays off and that you can put together a nice portfolio over time. After the dividend payment, I only have to get the withholding tax from Switzerland refunded. This then increases the net dividend by a good 300 euros. The value shown here in the transaction is gross in CHF. And a good start to the day to you all.