If Warren Buffett's Berkshire is already making a lot of money with insurance, it can't hurt me either 😁

My $ORI (-7,13 %) I started building up my position in September 2021, until then I had only $ALV (-6,45 %) and $AFL (-7,96 %) in the portfolio. In the meantime $TRV (-7,1 %) and recently also $AMP (-6,7 %)
$BRO (-6,4 %) have landed in the Scalable portfolio, in which I also invest in the "Ultimate Homer ETF" Trade Republic Depot via a savings plan, as well as $MUV2 (-6,03 %)
$HNR1 (-5,76 %)
$PGR (-9,91 %)
$ALL (-8,52 %)
$AJG (-7,2 %)
$TLX (-7,73 %)
$8766 (-8,11 %) 😁

Which insurance companies are you with?

Old Republic balance sheet

Benchmark

Amazing that with a dividend aristocrat you could keep up well with the ETFs over the last 5 years 💪😁

Benchmark vs competition

Today, a new long-runner found its way into my portfolio. Away from the hype stocks, I am looking for steady performers such as $SYK (-5,48 %)
$WMT (-3,27 %)
$WM (-3,82 %)
$MSI (-5,73 %)
$AFL (-7,96 %) ...

Happy New Year everyone! We are starting the new year with adjustments to the Sina ETF. (The performance here below somehow no longer corresponds to the actual performance, but so be it...) After this post you'll have peace and quiet from my ETF again :D

I sold some stocks and invested the dividends I received last year. That left me with 19 euros in cash, so it's still a 40-share ETF ;)

If this were my only portfolio, I would probably have held more cash and not reinvested directly, as the entry point doesn't always seem optimal. But I also proceeded without regard to entry points.

For the question of how high the profits or losses were, please refer to the portfolio.

Out are:

$STLAM (-4,82 %) (loss)

$AFX (-5,63 %) (loss)

$MC (-4,11 %) (loss)

$OR (-1,28 %) (loss)

$7203 (-5,46 %) (loss)

$D05 (-4,54 %) (Profit)

$RHM (-6,37 %) (Profit)

$ENR (-8,71 %) (Profit; also dropped from my "real" portfolio)

Partial sale:

$WMT (-3,27 %) at 50%

Increased by:

$AAPL (-6,85 %)

$MSFT (-2 %)

$ASML (-1,66 %) Since the position was down over 20%, but I am convinced in the long term

$GOOGL (-1,52 %)

New additions:

$BKNG (-1,71 %)

$JPM (-7,34 %)

$NU (-8 %)

$COST (-3,93 %)

$AFL (-7,96 %)

$INTC (-10,3 %)

$CRM (-3,94 %)

$NOVO B (-6,28 %)

$ING (-6,98 %) x1500 (no, not the ADR, but I can't get it marked properly right now)

... if they're already managing my securities account and collecting commission, they're welcome to give it back to me as a dividend. And lo and behold: I think I'll get more dividends next year than their commission 😉

$GOOGL (-1,52 %) x100

... probably one of the div-growth stocks of the coming years. It's simply part of it. Previously it was also in my other portfolio. But since the transfer was too stupid for me there and the position was quite small, I'm just buying more.

$AFL (-7,96 %) x200

...insurance in the broad area of health/retirement/etc. with the current main market in JP and the USA. I don't think you need to say any more about retirement provision in the broader sense in an ageing society. Currently rather low payout ratio for insurance/finance, but offers potential for growth and a higher div yield in the future

$WM (-3,82 %) x100

... waste and recycling. Strongly positioned in this area in the USA. I've been annoyed for ages that I didn't get involved. Now I'm just going to get started.

$V (-6,24 %) x30

... is part of div growth. Slow build-up, as expensive. Previously also held in my old portfolio.

$LIN (-5,25 %) x50

... In my opinion, the market for industrial gases is an oligopoly; Linde is well positioned. Solid growth should be expected.

Out $VST (-10,67 %) x250.

... 500 remains. The share has grown unexpectedly well. Take profits

$NEE (-6,16 %)

... I didn't buy, but have a small position. In my opinion, a company with future potential, but which could possibly experience some turbulence/uncertainty in the next 4 years (Trump). I am therefore not buying, but I have it on my list to increase my position, probably starting next year. But maybe my 🔮 is wrong 😄

Yes indeed too much noordusa always had a lot of interest in it, so I want to $NN (-5,28 %) buy and $ASRNL (-5,13 %)
add on and add to the euro div etf to spread something outside USA. Also $KPN (-2,37 %)
and $WKL (-0,75 %) seem interesting to me. I am indeed trying to keep under 10% by own money, but if by growth I get above that, I would be fine with that. (Let your runners run)

Growth indeed I am looking at: $SBUX (-6,65 %) and $CMI
$DE (-3,36 %)
$HSY (-2,48 %)
$TRV (-7,1 %)
$APD (-6,09 %)
$MCO (-0 %)
$ADP (-4,81 %)

But also for a little more dividend $MAA (-4,86 %)
$TD (-2,54 %)
$AFL (-7,96 %)
$AVB (-5,87 %)

Main I bought when it was very low and interest rates were also very low, so so the risk was much less. Only bought once. I may well stay away from this for a long time and use the dividend for the dividend snowball.

Otherwise quite difficult to stick with these boring and safe stocks, but this is what I like and sleep best with. (Slow but "sure")

Fantastic explanation everything was indeed correct how I think about it and this helps me tremendously to persevere, thank you Paul.

Thanks for your review: https://youtu.be/7-xomL4oDBM?si=v-JueJwSOVPHQeYZ

I'm curious what you guys think of this YouTube money tree show

The icon is almost an emoji... I just had to have it...

No. 15 Aflac

From March, the dividend will be increased for the 42nd year in a row by 19% from $0.42 to 0.50$ per share\quarter,

I was lucky in October 2020 and caught Aflac exactly at the low point at 30€, since then Aflac has done very well and is one of my best stocks in terms of performance, almost 3 years later I "fed" my "duck" for the first time today at 140% plus 😊

Even today Aflac is anything but expensive with a 10 P/E ratio, as reported on November 1, adjusted earnings in the last quarter were 1.1 billion$ or 1.84$ per share, 27.8% more than in the previous year

It also bought back 9.4 million shares for $700 million during the period

Servus my dears ✌️☺️

Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂

Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍

If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍

My Aristocrats ☺️👍

Consumption

Coca-Cola $KO (-3,55 %)

• Dividend yield 2.80%
• Increasing for 61 years
• Pay-out Free-CF 86%

Procter & Gamble $PG (-3,88 %)

• Dividend Yield 2.38
• Increases for 67 years
• Pay-Out Free-CF 74.6%

Colgate-Palmolive $CL (-4,01 %)

• Increases for 60 years
• Dividend Yield 2.46
• Pay-Out Free-CF 84.8%

Kimberly-Clark $KMB (-2,36 %)

• Dividend Yield 3.24
• Increasing for 51 years
• Pay-Out Free-CF 68%

Diageo $DGE (-1,56 %)

• Dividend yield 2.10%
• Increases for 36 years
• Pay-Out Free-CF 85.7%

Altria $MO (-2,68 %)

• Dividend Yield 7.97%
• Increases for 53 years
• Pay-Out Free-CF 82.7%

British American Tobacco $BATS (-4,61 %)

• Dividend Yield 7.36
• Increases for 25 years
• Pay-Out Free-CF 59.7%

McDonald's $MCD (-4,48 %)

• Dividend Yield 2.00%
• Increases for 47 years
• Pay-Out Free-CF 113.5%

Finance

Franklin Resources $BEN (-1,06 %)

• Dividend Yield 4.51
• Increasing for 32 years
• Pay-Out Free-CF 41.1%

T. Rowe Price $TROW (-2,27 %)

• Dividend Yield 4.44
• Increasing for 37 years
• Pay-Out Free-CF 52.7%

Old Republic $ORI (-7,13 %)

• Dividend Yield 7.86%
• Increases for 42 years
• Pay-Out Free-CF 50.1%

Aflac $AFL (-7,96 %)

• Dividend yield 2.48%
• Increases for 40 years
• Pay-Out Free-CF 26%

Pharma/Healthcare

Johnson & Johnson $JNJ (-2,78 %)

• Dividend yield 2.78
• Increasing for 61 years
• Pay-out Free-CF 85.3%

Energy/Oil

Chevron $CVX (-7,39 %)

• Dividend yield 3.48
• Increasing for 35 years
• Pay-out Free-CF 28.4%

Consolidated Edison $ED (-2,89 %)

• Dividend Yield 3.21%
• Increases for 49 years
• Pay-Out Free-CF 100%

UGI Corporation $UGI (-3,92 %)

• Dividend Yield 4.34%
• Increases for 36 years
• Pay-Out Free-CF 125.2%

Real Estate

Realty Income $O (-2,3 %)

• Dividend Yield4.89%
• Increasing for 28 years
• Pay-Out Free-CF 77.3%

National Retail Properties $NNN (-1,81 %)

• Dividend Yield 5.18%
• Increases for 33 years
• Pay-Out Free-CF 68.3%

W.P. Carey $WPC (-2,5 %)

• Dividend Yield 5.91%
• Increases for 27 years
• Pay-Out Free-CF 99.1%

Essex Property Trust $ESS (-5,61 %)

• Dividend Yield 4.33%
• Increases for 28 years
• Pay-Out Free-CF 58.4%

IT

IBM $IBM (-4,61 %)

• Dividend yield 5.24
• Increasing for 27 years
• Pay-out Free-CF 64.2%

Industry

3M $MMM (-8,06 %)

• Dividend yield 5.80%
• Increasing for 65 years
• Pay-out Free-CF 81.4%

Air Products and Chemicals $APD (-6,09 %)

• Dividend yield 2.31
• Increased for 41 years
• Pay-Out Profit 62.8%

Caterpillar $CAT (-4,89 %)

• Dividend yield 2.22
• Increases for 29 years
• Pay-Out Free-CF 48.4%

Ecolab $ECL (-1,58 %)

• Dividend yield 1.28%
• Increases for 36 years
• Pay-Out Free-CF 55.3%

Stanley Black $SWK (-4,35 %)

• Dividend Yield 4.13%
• Increases for 56 years
• Pay-Out Free-CF 100%

Emerson Electric $EMR (-6,43 %)

• Dividend Yield 2.51%
• Increases for 66 years
• Pay-Out Free-CF 51.6%

Archer-Daniels-Midland $ADM (-8,57 %)

• Dividend Yield 2.14%
• Increases for 48 years
• Pay-Out Free-CF 55.2%

Nucor $NUE (-6,21 %)

• Dividend yield 1.40%
• Increases for 31 years
• Pay-Out Free-CF 7.6%

Leggett & Platt $LEG (-2,81 %)

• Dividend Yield 5.68
• Increases for 52 years
• Pay-Out Free-CF 70.1%

Utilities

Essential Utilities $WTRG (-2,56 %)

• Dividend yield 2.62
• Increasing for 31 years
• Pay-out Free-CF 100%

Logistics

C. H. Robinson $CHRW (-2,33 %)

• Dividend yield 2.51
• Increasing for 26 years
• Pay-Out Free-CF 17.6%

Future potential aristocrats

Apple $AAPL (-6,85 %)

• Dividend yield 0.56%
• Increasing for 10 years
• Pay-Out Free-CF 15.1%

Microsoft $MSFT (-2 %)

• Dividend Yield 0.88%
• Increases for 19 years
• Pay-Out Free-CF 33.8%

Broadcom $AVGO (-3,57 %)

• Dividend Yield 2.82%
• Increases for 11 years
• Pay-Out Free-CF 44.3%

Qualcomm $QCOM (-7,11 %)

• Dividend Yield 2.63%
• Increases for 19 years
• Pay-Out Free-CF 42.1%

Texas Instruments $TXN (-6,4 %)

• Dividend Yield 2.91%
• Increases for 19 years
• Pay-Out Free-CF 99.6%

Kellogg $K (+0,33 %)

• Dividend Yield 3.43%
• Increases for 18 years
• Pay-Out Free-CF 69.1%

Verizon $VZ (-5,24 %)

• Dividend Yield 7.04%
• Increases for 18 years
• Pay-Out Free-CF 71.2%

MetLife $MET (-9,72 %)

• Dividend Yield 3.39
• Increases for 10 years
• Pay-Out Free-CF 13.7%

Starbucks $SBUX (-6,65 %)

• Dividend Yield 1.83%
• Increased for 12 years
• Pay-Out Free-CF 63.2%

KDDI $9433 (+3,77 %)

• Dividend Yield 3.24
• Increases for 20 years
• Pay-Out Free-CF 21.5%

Pfizer $PFE (-4,57 %)

• Dividend Yield 4.17%
• Increases for 12 years
• Pay-Out Free-CF 30.8%

Bristol-Myers Squibb $BMY (-4,38 %)

• Dividend Yield 3.26%
• Increases for 15 years
• Pay-Out Free-CF 39.4%

JPMorgan $JPM (-7,34 %)

• Dividend Yield 2.96%
• Increases for 12 years
• Pay-Out Free-CF 29.1%

Visa $V (-6,24 %)

• Dividend yield 0.72%
• Increases for 14 years
• Pay-Out Free-CF 19%

Nike $NKE (+3,96 %)

• Dividend Yield 1.04%
• Increases for 20 years
• Pay-Out Free-CF 53.1%

Lockheed Martin $LMT (-3,86 %)

• Dividend Yield 2.51
• Increases for 20 years
• Pay-Out Free-CF 47.4%

Home Depot $HD (+1,11 %)

• Dividend Yield 2.70%
• Increases for 12 years
• Pay-Out Free-CF 69%

Oracle $ORCL (-4,99 %)

• Dividend Yield 1.45
• Increases for 13 years
• Pay-Out Free-CF 51.7%

Waste Management $WM (-3,82 %)

• Dividend yield 1.62%
• Increases for 19 years
• Pay-Out Free-CF 55.9%

Union Pacific $UNP (-3,88 %)

• Dividend Yield 2.72%
• Increases for 16 years
• Pay-Out Free-CF 58.6%

BlackRock $BLK

• Dividend Yield 3.02%
• Increases for 13 years
• Pay-Out Free-CF 60.7%

What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?

Thanks a lot ✌️☺️

Source:

https://aktienfinder.net/