I am now close to an average payout of €100 per month. Although I am not focused on dividends, this is very motivating and is another personal interim goal that I will soon reach.

The next purchase should therefore be a share that pays a dividend. However, a high dividend yield is not the decisive factor, rather a solid value that, in the best case, regularly increases the dividend.

I am considering expanding an existing position, the current choices are Blackstone $BX (+0,58 %) Deutsche Telekom $DTE (+0,65 %) or Caterpillar $CAT (+1,91 %) .

What do you think of these stocks and which would be your favorite? Or do you have other suggestions, also with reasons?

Thank you in advance!

Hello Getquins,

As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.

As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.

$ROST (+1,78 %) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.

My investment $PEP (+1,26 %) I hardly see here except for sweets like Lay Chips but $KO (-0,57 %) is the leading beverage here.

I have $TSLA (+1,08 %) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.

They build like mad here, whether streets $CAT (+1,91 %)

$DE (+1,75 %) or entire residential areas with several hundred houses.

The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.

Almost 90% of people here have $AAPL (+1,31 %) iphone, $F (+2,52 %) pickups or $GM (+3,53 %) a few European ones can also be seen here $VOW (+1 %)
$BMW (+0,96 %)

The bar culture, restaurants and dinners are very popular.

$BOM

Of course there is a huge $WMT (+0,81 %) and next to it the $CVS (+0,27 %)

Best regards and hope you had Easter or soon Whitsun vacation.

So long

Smudo

Dear Getquin Community,

As I would like to complete my portfolio with a maximum of 3 additional individual stocks in order to be represented in almost every sector, I need your support.

I am missing consumer staples, industrials and basic materials.

I would like to focus on growth with an ok dividend increase.

Do you know any good consumer stocks with good growth potential? $PEP (+1,26 %)
$KO (-0,57 %)
$ULVR (-0,02 %)
$PG (+0,1 %) The consumer stocks are good, but I don't feel there is much growth potential.

If possible, affordable shares as I can only buy whole shares. No $LOTB (-3,22 %)

industry I can't choose between $CAT (+1,91 %)
$SIE (-0,31 %) or something regional like $STR (-2,3 %) decide.

Basic materials: I'm absolutely not in there.

I would have looked at $LIN (+1,34 %)
$APD (+1,68 %)
$RIO (-0,88 %) although I see little upside potential in the latter.

Please let me know your opinion on this, or perhaps you have already had good or bad experiences.

MfG Flo

As part of my ETF DIY project, I analyzed $CAT (+1,91 %) analyzed them using my self-developed valuation system:

Moat: 4/5 - Leader in construction machinery, Technologically complex products, Difficult market entry for competitors

Growth: 2/5 - Sales slightly declining and this is expected to continue in the future

Risk: 3/5 - Dependence on macroeconomic factors and competitive pressure from favorable competition

Dividend quality: 1/1 - Dividend aristocrat

Belief: 0/1 - Solid company, but unlikely to outperform the market

Total: 10/17

Savings plan is run with factor 3.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=tXTq7XPxTGY

First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅

As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈

since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹

At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆

In my portfolio introduction post, I mentioned that I would like to $DHR (+2,19 %) against $SYK (+0,66 %) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+0,66 %) I also parted with

I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂

I tried as best I could to increase "every" position in the portfolio a bit🧐

First of all, I'll mention the positions that were further expanded

$VWCE (+0,72 %) + ~10k

$GRAB (+3,55 %) + ~1k to (3.38)

$BLK (+1,09 %) + ~ 1.3k (678)

$ASML (+0,64 %) + ~2.7k (555,45)

$GOOGL (-1,07 %) + ~ 1.5k (124,66)

$MPWR (+3,2 %) + ~ 1.6k (409,21)

$SOFI (+0,25 %) + ~ 0.7k (7,78)

$LIN (+1,34 %) + ~ 1.1k (388,20)

$QCOM (+2,32 %) + ~ 1.5k (113,62)

$CRWD (-4,24 %) + ~ 0.9k (289,75)

$MSCI (+1,07 %) + ~1.3k (451)

$V (+0,6 %) + ~ 1.4K (274)

$AMZN (-0,2 %) + ~ 1.4K (159,74/159,34)

$MSFT (+0,8 %) + ~ 1.7k (335/337,75)

$MC (-0,48 %) + ~ 1.9k (482,31)

$NOVO B (-1,83 %) + ~ 2.5k (51,68)

$ABBV (+0,8 %) +~ 1.5k (152)

$NVDA (+3,08 %) +~ 2k (85,04)

$UNH (-0,41 %) +~ 1.7k (336,30)

$PEP (+1,26 %) +~ 1.1k (114,97)

$MRK (+1,8 %) +~ 1k (67,70)

------------------

now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇

$SYK (+0,66 %) ~ 2.1k (305,72)

$META (-0,31 %) ~ 1.4k (467,30)

$AVGO (+3,41 %) ~ 1.1k (156,76)

$ISRG (+0,49 %) ~ 1.6k (398,30)

$SPGI (+0,11 %) ~ 1.2k (403,22)

$ANET (+6 %) ~ 1.8k (70,50/58,65)

$UNP (+2,04 %) ~ 0.9k (187,56)

$CAT (+1,91 %) ~ 1.5k (246,50)

(I hope I have not forgotten anything)

I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬

Now I'm curious to see what you've bought, my dear investors?

Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣

thanks again for reading 🥸

in that sense

have a nice weekend ✌️

Hi

I am looking for additions to $CAT (+1,91 %) except $DE (+1,75 %) .

What would be your addition and why?

I think it's about time. But not for an all-in, because 🍊 is unpredictable 😄

Also bought:

$AMZN (-0,2 %) (x2) $GOOGL (-1,07 %) (x2) $NVDA (+3,08 %) (already a few days ago) $DELL (+4,02 %) (x2) $PG (+0,1 %)

x2 means a few days ago and today.

At the top of the list are $NEE (+1,58 %)
$WM (-0,12 %)
$ORI (+0,48 %)
$PANW (+1,35 %)
$HD (+2,11 %)

PS: my crystal ball says it's time, because we've now approached a zone twice. But whether this is actually a first indicator of a positive outlook... who knows...