Wow, what a year... I'm speechless. 🤐

First and foremost, I’d like to thank to you—the folks at Getquin. Also, the comments, casual conversations and even the occasional constructive criticism, above
especially your posts have helpedform in my opinion , hybrid portfolio .

Lvl 180 – Milestone 🪨

In the beginning, it consisted mainly of dividend aristocrats and Kingswhose prime may already past . Through the encouragement from so many of you, I’ve listenedand reflected and decidedto focus more on the winners . Stocks that are in demand in demand, not the ones that used to were.

I like companies that are deeply entrenched in the system, including $MSFT (+0,54 %)
$MCD (-0,32 %)
$META (+2,47 %)
$UNH (+0,79 %)
$CME (+0,73 %) etc.

But I also love totally ordinary, simple businessesthat appeal to consumers extremely well. For me, these include $TJX (-1,22 %)
$AD (+2,12 %)
$MDLZ (+1,36 %)
$PEP (+1,4 %) and $MRK (+0,44 %) and again $MCD (-0,32 %) :)

For me, this year was the “Year of Rebalancing.”

My strategy is simple: I invest in sound companies whose stocks have taken a hit… mostly

In addition to the financial figures, which, of course, should be in order, I look at the dividend yield. If it’s historically particularly high and is the business still sound, it will be . I want to buy in at a low price and secure a high YoC . That company’s of the company should then take care of the rest.

Stocks with dividend growth can certainly deliver good price gains. Investors who dividend consistently significantly must also increase its profits and its cash flow increase increase.

Otherwise, at some point, more will be distributed than is earned.

If the company grows organically and also regularly buys back its own shares, these are good conditions for rising stock prices in the long term.

Be that as it may. I sold shares that I’d held for several years. Some were in the black, others, of course, in the red. I reinvested part of the proceeds into new companies.

I always say “scale up”...—no idea if that makes sense 😆

Goals?

I don’t know. I had goals. Now I just want to be better every day than I was yesterday.

Even if things don’t go so well one day, I’ll still stick with it. Even if it’s only 10%... 10% is better than 0%. The compound interest is a part of in life.

I also believethat there is happiness exists. But who works at it works at it every day increases the chanceof finding that one lucky day . Because it’s on that very day active on that very day.

You shape your own destiny!

And what I also find important :

Always be grateful, no matter what.

We’re lucky to be able to build a financial foundation. We must never take that for granted.

With that in mind! Stick with it, no matter what... Fighter’s instinct 🗻

❗️This is not investment advice❗️

The image is AI-generated :)

During my journey on my way to the afterlife I stumbled upon came across a store by $AD (+2,12 %) . (See pictures; I took these photos myself and edited them with AI)

Maxi is the name of this “series” from Ahold Delhaize.🦁

I’m always happy when I get to experience publicly traded companies in real life—when I visit their stores myself, such as $TJX or those from companieswhose products and beverages I personally eat and drink, aka $MDLZ (+1,36 %), $MCD (-0,32 %), $PEP (+1,4 %), $ELO (+1,08 %) ... etc.

These days, I actually mostly buy from companies where I’m a customer of the business model .

There’s some merit to that …

but not always, of course :)

This is also a kind of analysis, rather than just rigidly focusing on numbers and forecasts . But of course, it goes hand in hand with the Lynch glasses. 👓

But who am I to give anyone advice... you’re probably better off not taking it—you might even be better off that way 😂

Back to Ahold: You could tell in this store in Serbia, you could tell that people weren’t just shopping—they were also meet and stopto talk to an acquaintance… Especially among older people .

They probably all knew each other from their youth and meet up regularly while shopping.

I assume.

It also just looks like one of those Rewe stores (which I think is a good thing). Self-checkout lanes, which I also think are really cool—we have them in Austria and, I think, also in Germany? Yeah, definitely. Let me know.

Right now, my Ahold position is just under €6,000, which amounts to about 3.35% of my portfolio. I will probably make any further purchases, as the position is quickly too large if the stock rises again.

Have any of you ever been to an Ahold store? 🤔

If so, be sure to let me know.

Do you have Ahold in your portfolio? Even if you don’t, do you find the company interesting? 💬

Ahold’s operations include: 🌍

Europe:🇪🇺

Delhaize

Albert

Albert Heijn

Mega Image

Maxi

USA: 🇺🇸

Food Lion

Stop & Shop

Giant

Hannaford

Peapod