Cardinal Health

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 (+1,3 %)

🇺🇸Costco $COST (+0,79 %)

🇺🇸Domino's Pizza's $DPZ (+0,09 %)

🇺🇸Texas Roadhouse $TXRH (+0,18 %)

🇺🇸TransDigm $TDG (-1,62 %)

Newly launched today

🇺🇸Booz Allen Hamilton Holding
$BAH (+0,91 %)

🇺🇸Blackstone $BX (+2,02 %)

🇺🇸KKR & Co
$KKR (+1,95 %)

🇺🇸Vulcan Materials
$VMC (+1,5 %)

🇺🇸CSX $CSX (+0,01 %)

🇺🇸Carrier Global $CARR (-0,16 %)

🇺🇸Hilton Worldwide $HLT (+0,58 %)

🇺🇸Merck & Co $MRK (+1,1 %)

🇺🇸Moodys $MCO (+0,59 %)

🇺🇸Rollins $ROL (+1,46 %)

🇺🇸Toll Brothers $TOL (-0,36 %)

🇺🇸Watsco $WSO (+1,53 %)

🇺🇸Cardinal Health $CAH (+0,34 %)

🇺🇸Colgate Palmolive $CL (+0,75 %)

🇺🇸Emerson Electric $EMR (+0,58 %)

🇺🇸Nordson $NDSN (+0,28 %)

🇬🇧BAE Systems
$BA. (-0,06 %)

🇬🇧RELX
$REL (+0,8 %)

🇬🇧Bunzl
$BNZL (+0,43 %)

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 (+0,91 %)

20 % $SPYW (+0,29 %)

10 % $IAPD (-0,01 %)

40 % Individual shares (dividend growth)

$SHW (+0,59 %)

$XOM (+0,73 %)

$CAH (+0,34 %)

$AD (-0,03 %)

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 (+1,54 %) Integrated Shipping Services. These have been replaced by. $ABBV (+1,39 %), $CAH (+0,34 %) 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. 😁