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Link: https://shorturl.at/asfT7
$SHEL (+0,05 %)
$TTE (+0,43 %)
$CVX (-0,66 %)
$XOM (-0,5 %)
$BP. (-0,28 %)
$OXY (-1,36 %)
$SLB (-1,6 %)
$2222
$ENI (+0,52 %)
As you probably know:
The AEX Index is increasingly developing from a classic national index into a dynamic reflection of international capital allocation.
More and more globally active companies are choosing Euronext Amsterdam as their primary stock exchange, whether for tax, regulatory or strategic reasons.
This development means that the AEX not only reflects Dutch economic strength, but is increasingly becoming a vehicle for broadly diversified international exposure.
The forthcoming expansion of the AEX from 25 to 30 stocks in September 2025 increases the likelihood that more multinationals will be included. This will give investors access to high-growth, globally networked companies, often with attractive valuations compared to overcrowded indices such as the S&P 500 or the DAX.
Those who recognize early on that the AEX is maturing from a "national" to a "transnational" index can benefit from a revaluation and potential capital inflows. In a time of geopolitical fragmentation, Amsterdam's geographical neutrality is an underestimated advantage.
Here are just a few examples:
As a result of the expansion from 25 to 30 titles, the following titles, among others, could migrate from the broader AEX all Share to the AEX:
Good morning to the community.
I would also like to introduce my portfolio and share my thoughts and goals.
First of all, a bit about myself and how I got into trading:
I am 39 years old and have actually NEVER been interested in the stock market/shares. Through a lucky coincidence in the gambling sector, I suddenly had a 5-figure sum in my account. I then went on a kind of overnight interest rate shopping spree. At some point, however, there were no more offers that appealed to me and I ended up with TR call money. At first I didn't want to invest any money in shares or ETFs, but then I decided to take a look. That was in August 2024, when I caught the bug quicker than I would have liked and, thanks to a good friend, I was able to quickly gather some information and recognize the benefits of investing.
I've been invested ever since.
Now to the structure and goals of my portfolio:
The main focus is on an ACWI IMI in order to build up a certain amount of capital through compound interest. I am expecting an investment horizon of 20 - 25 years. The aim is to have built up a certain amount of capital by then so that I can make withdrawals later in and around retirement age and enjoy a good life in retirement without having to worry. The ACWI was the first major building block for diversification. However, I am honest and I was tempted to buy a portfolio with various individual shares. These are mainly dividend-oriented. Most of the positions pay stable dividends and have moderate growth. I deliberately chose many defensive stocks such as $MUV2 (+1,13 %)
$ALV (+0,45 %) or $JNJ (+1,86 %) in my portfolio so as not to be too speculative. Classics like $KO (+1,08 %)
$MCD (+0,68 %)
$PG (+1,21 %) round off the whole thing. I wanted to achieve an inflow of at least €100 per month over the entire year. Currently it's around €2150 for the whole year. I enjoy having a continuous inflow of dividends that I can reinvest freely. I really wanted to take this positive aspect of the investment with me. Accordingly, I also have very strong dividend payers in my portfolio, although they can be quite volatile and operate in a difficult market environment, e.g. $SHEL (+0,05 %)
$PETR4 (-1,36 %) or $MO (+1,95 %) . In December, I invested in shares of $HOT (-1,88 %) and $HEI (-1,57 %) with the idea that these companies could possibly benefit from the reconstruction of war zones. (I know that's perhaps not the nicest thought and I'm not a friend of wars either, but you have to ignore that when it comes to profits) and the shares of both have done really well for me. That's why I'm also invested in 2 defense ETFs. Another ETF I have in my portfolio is a "tech/software" ETF, AI & Big Data. Individual stocks were too risky for me here and I preferred to take a broadly diversified approach. I also recently added the Germany All Cap to my portfolio, as I think that Germany will be on the rise again in the future. As a small stock with the hope of a real cracker for the future, I have $DEFI (+5,32 %) in the portfolio. Let's see what happens. I'm currently running a savings plan of around 200 euros a month, as I don't have the funds to pump huge amounts of fresh money into my portfolio due to a house loan.
With this in mind, I would be grateful for any tips, suggestions and perhaps also positive words. If you have any questions, please let me know.
Kind regards
After many years of holding BP shares, I finally sold them. $BP. (-0,28 %) share.
Lack of perspective, hardly any growth despite annual share buybacks and dividend increases.
Deathblow that meanwhile competition like Shell $SHEL (+0,05 %) and Total Energies $TTE (+0,43 %) want to buy up or take over.
I have taken good dividends over the years and am out with a plus.
In the end, I invested the proceeds in the competitor Shell $SHEL (+0,05 %)
and in the refrigeration and air conditioning technology of Carrier Global $CARR (-0,1 %) refrigeration and air conditioning technology.
I will miss the high dividend (my personal dividend yield has now reached 8%)
But Carrier and Shell are growing very strongly and if Shell were to take over BP after all, the money would end up back there ☝🏻😜
I just posted my April 2025 dividend portfolio update on YouTube and wanted to share some key takeaways with you all, plus open up the discussion for feedback or strategy ideas.
This is now my third month of dividend investing, and things are starting to pick up. Here’s a quick overview:
🔹 Portfolio Highlights:
🎯 Goals:
📺 Watch the Full Update: https://youtu.be/auZq7hPI9HM
Would love your feedback—especially from others who are in their early months of building a dividend growth portfolio. How are you handling current market volatility? Any REITs or dividend stocks you're watching closely?
Let’s keep compounding! 💸📈
Today I invested in $SHEL (+0,05 %) .
Bought 10 shares at an average price of €28.775 per share including transaction costs.
In total I now own 125 shares, this gives me +- €161 per year in dividend
#shell
#invest
#investing
#dividend
#dividends
#dividende
#stocks
$BP. (-0,28 %)
$CVX (-0,66 %)
$SHEL (+0,05 %)
$TTE (+0,43 %)
$XOM (-0,5 %)
The BP share ($BP. (-0,28 %) / ISIN: GB0007980591) is currently the focus of many investors. After falling by over 25% in the last twelve months, the share price is currently trading at around €4.27 . The 52-week low was € 3.91 on April 11, 2025.
In the first quarter of 2025, BP fell well short of profit expectations: adjusted profit amounted to $ 1.38 billion, while analysts had expected $ 1.65 billion . In addition, the share buyback program was reduced from $1.75 billion to $750 million, which caused displeasure among investors. Net debt rose to USD 27 billion, which limits the company's financial flexibility.
One possible ray of hope is the interest of $SHEL (+0,05 %) in a takeover of BP. Shell is closely monitoring the BP share price and the oil price trend before taking any concrete steps. Such a merger could help BP to overcome structural problems and exploit synergies.
Despite the current challenges, BP offers an attractive dividend yield of around 6.7% . However, analysts are divided: of 30 experts surveyed, 12 recommend buying the shares, 17 recommend holding and one recommends selling .
Conclusion: BP shares are in a difficult phase with financial and strategic challenges. However, the possible takeover interest from Shell could provide new impetus. Investors should monitor developments closely and weigh up their decisions carefully.
To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.
Of course I don't want to withhold this from you:
May 2025
July 2025
August 2025
October 2025
November 2025
January 2026
February 2026
March 2026
April 2026
Ps: Does anyone have the dates of the quarterly figures for $SHEL (+0,05 %) ? Unfortunately I can't find them online.
$SHEL (+0,05 %) came out with solid results this morning, so decided to buy the following,
Today I invested in the $JEGP (+0,33 %) ETF, 11 shares at an average price of €24,390 each (including transaction costs).
I currently own 102 shares, which currently yields +- €170 per year in dividends.
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