Cardinal Health Action Forum

First purchase made in the health world

Nice winnings taken home

thank you helmut

amount will be reinvested

⚠️⚠️⚠️Breaking News⚠️⚠️⚠️

ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁

As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁

In since September 2

🇺🇸Chipotle $CMG (+2,68 %)

🇺🇸Costco $COST (+0,38 %)

🇺🇸Domino's Pizza's $DPZ (-1,11 %)

🇺🇸Texas Roadhouse $TXRH (+1,25 %)

🇺🇸TransDigm $TDG (-1,14 %)

Newly launched today

🇺🇸Booz Allen Hamilton Holding
$BAH (-0,78 %)

🇺🇸Blackstone $BX (-0,98 %)

🇺🇸KKR & Co
$KKR (-0,66 %)

🇺🇸Vulcan Materials
$VMC (-1,09 %)

🇺🇸CSX $CSX (-0,55 %)

🇺🇸Carrier Global $CARR (+0,62 %)

🇺🇸Hilton Worldwide $HLT (+0,4 %)

🇺🇸Merck & Co $MRK (-1,64 %)

🇺🇸Moodys $MCO (-0,32 %)

🇺🇸Rollins $ROL (+0,64 %)

🇺🇸Toll Brothers $TOL (-4,03 %)

🇺🇸Watsco $WSO (-0,37 %)

🇺🇸Cardinal Health $CAH (+1,9 %)

🇺🇸Colgate Palmolive $CL (+0,42 %)

🇺🇸Emerson Electric $EMR (-0,23 %)

🇺🇸Nordson $NDSN (-1,08 %)

🇬🇧BAE Systems
$BA. (-1,64 %)

🇬🇧RELX
$REL (-2,52 %)

🇬🇧Bunzl
$BNZL (-0,97 %)

My parents are close to retirement (2 years) and have a larger amount free to invest about 200 k€.

They would like to improve their small pension through dividends / interest.

My approach would be:

40 % ETF:

70 % $SPYD (-0,28 %)

20 % $SPYW (-1,63 %)

10 % $IAPD (-0,1 %)

40 % Individual shares (dividend growth)

$SHW (-1,14 %)

$XOM (+0,22 %)

$CAH (+1,9 %)

$AD (-1,38 %)

a.o.

20 % Security:

10 % Cash

10 % Call money

Steadily increasing dividends and not too much risk are important.

I look forward to your suggestions 🙌😉

📈 Depot Top10 July '22 📈

Hello dear #community🙋‍♂️. As always, here is an update on my top 10 stocks in the depot.

➡️ In total the Top10 have a value of ~64,930 EUR and therefore a weighting of 22,77% 👍.

➡️ Out since last time are Franchise Group, Rio Tinto and $ZIM (+1,52 %) Integrated Shipping Services. These have been replaced by. $ABBV (-1,82 %), $CAH (+1,9 %) and American Tower.

➡️ On the 2nd screenshot you can find more information about the ten stocks including the annual returns they have achieved since 2020.

❓What do your top 10 incl. weighting look like❓?

Through a suggestion at Waikiki on IG. 😁