Recently, I have made some conscious choices within my investment portfolio. I am reducing the number of positions in order to make my portfolio more manageable and focused. Less diversification, but more focus on quality and conviction. In that context, I decided to sell my position in $KMB (-1 %) I decided to sell my position in $CVX (-0,13 %) and the $JEGP (-0,74 %) have expanded.

The sale of KMB was a strategic decision. I have held this stock in my portfolio for a long time because of its stable dividend and defensive nature. Kimberly-Clark operates in consumer products - think tissues, diapers and personal care products - making it a classic example of a defensive stock. Yet lately I've noticed my conviction waning. Simply put: I no longer see little to no growth potential. Sales growth is stagnant, innovation power seems limited, and the company does not really know how to distinguish itself in a saturated market. For me it is clear: I would rather invest that capital where there is still movement. I have therefore decided to close the position completely.

I used part of the released capital to increase my position in Chevron my position in Chevron. Chevron remains an interesting investment for me within the energy sector. Despite the cyclical nature of the sector, I see Chevron as a reliable player with strong fundamentals. They have a healthy balance sheet, pay an attractive dividend, and are actively investing in the energy transition. That combination - traditional strength and future-oriented thinking - appeals to me. The recent price developments also gave me a great opportunity to further expand my existing position at a favorable price.

I also increased my stake in the ETF JGPI increased. This ETF is part of a broader strategy to bring more stability as well as income into my portfolio. What I like about JGPI is the combination of global equities and a covered call strategy. This provides an additional income component on top of the regular dividend. I also like the active approach of this ETF: it is not a passively diversified basket, but a carefully managed selection of quality companies. By increasing my position, I not only increase the diversification in my portfolio, but also increase my income stream.

These adjustments fit squarely within my broader goal of making my portfolio more compact and focused. Fewer positions means I can better track what I own, and only invest in what I really feel strongly about. For me, it's not about having "a little bit of everything," but about consciously choosing positions with conviction. Chevron and JGPI fit that perfectly: defensive strength and dividends on the one hand, global diversification with a smart income strategy on the other.

I will continue to actively monitor my portfolio and make adjustments where necessary, but with this move I am another step closer to my ideal balance: orderly, stable, and focused on the long term.

#aandelen
#economie
#etfs
#oil

💭 I'm curious to see what will happen to the "tech-only" people in the future. 👀 Will there be a run on handkerchiefs? 🤧 Should I invest in $KMB (-1 %) invest in them?

$KMB (-1 %) phew quite a catch after the sales shortfall 😬 but I think the next few years will be stable. Let's see what the Americans do, maybe I'll buy after 🙏😬

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 (-0,72 %)

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

Procter & Gamble $PG (+1,18 %)

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

Colgate-Palmolive $CL (+1,06 %)

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

Kimberly-Clark $KMB (-1 %)

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

Diageo $DGE (-1,34 %)

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

Altria $MO (-0,41 %)

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

British American Tobacco $BATS (-0,52 %)

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

McDonald's $MCD (+0,23 %)

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

Finance

Franklin Resources $BEN (-0,18 %)

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

T. Rowe Price $TROW (-1,3 %)

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

Old Republic $ORI (+0,21 %)

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

Aflac $AFL (+0,21 %)

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

Pharma/Healthcare

Johnson & Johnson $JNJ (-0,01 %)

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

Energy/Oil

Chevron $CVX (-0,13 %)

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

Consolidated Edison $ED (-1,42 %)

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

UGI Corporation $UGI (+0,45 %)

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

Real Estate

Realty Income $O (-0,52 %)

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

National Retail Properties $NNN (+0,64 %)

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

W.P. Carey $WPC (+0,15 %)

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

Essex Property Trust $ESS (-0,12 %)

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

IT

IBM $IBM (+1,55 %)

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

Industry

3M $MMM (-0,72 %)

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

Air Products and Chemicals $APD (-0,32 %)

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

Caterpillar $CAT (-0,28 %)

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

Ecolab $ECL (-0,48 %)

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

Stanley Black $SWK (+0,22 %)

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

Emerson Electric $EMR (+0,23 %)

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

Archer-Daniels-Midland $ADM (-0,82 %)

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

Nucor $NUE (+1,02 %)

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

Leggett & Platt $LEG (-1,69 %)

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

Utilities

Essential Utilities $WTRG (-0,34 %)

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

Logistics

C. H. Robinson $CHRW (-2,48 %)

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

Future potential aristocrats

Apple $AAPL (+0,28 %)

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

Microsoft $MSFT (+1,32 %)

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

Broadcom $AVGO (+2,75 %)

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

Qualcomm $QCOM (+1,46 %)

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

Texas Instruments $TXN (+1,12 %)

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

Kellogg $K (+0,75 %)

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

Verizon $VZ (-1,97 %)

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

MetLife $MET (+0,23 %)

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

Starbucks $SBUX (-0,25 %)

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

KDDI $9433 (-0,64 %)

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

Pfizer $PFE (+1,2 %)

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

Bristol-Myers Squibb $BMY (-1,17 %)

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

JPMorgan $JPM (+0,35 %)

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

Visa $V (-0,06 %)

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

Nike $NKE (-0,18 %)

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

Lockheed Martin $LMT (+2,98 %)

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

Home Depot $HD (+0,02 %)

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

Oracle $ORCL (+0,12 %)

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

Waste Management $WM (+0,26 %)

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

Union Pacific $UNP (-0,02 %)

• 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/

50% of the position sold.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗦𝗰𝗵𝘄𝗮𝗰𝗵𝗲 𝗘𝗿𝘄𝗮𝗿𝘁𝘂𝗻𝗴𝗲𝗻 / 𝗠𝗮𝗴𝗻𝗲𝘀𝗶𝘂𝗺𝗺𝗮𝗻𝗴𝗲𝗹 / 𝗥𝗶𝗽𝗽𝗹𝗲 - 𝘀𝗰𝗵𝗹𝗲𝗰𝗵𝘁𝗲𝗿 𝗩𝗲𝗿𝗹𝗶𝗲𝗿𝗲𝗿

𝗜𝗣𝗢𝘀 🔔

Volvo - Expectations of proceeds from the IPO of Volvo Cars had to be lowered. Proceeds from the IPO were expected to reach 25 billion kroner, but now the expectations of the subsidiary of Chinese car company Geely ($GRU (-0,18 %)) have been downgraded to 20 billion kroner (2 billion euros). The first day of trading is scheduled for this Friday (October 29).

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Starting today, Apogee Enterprises Inc. ($ANP (-1,7 %)), Carpenter Technology Corporation ($XTY (-0,57 %)), Codorus Valley Bancorp Inc. ($CVLY), Fastenal Company ($FAS (-1,52 %)) and Royal Bank Of Canada ($RYC (+0,66 %)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, Alexandria Real Estate Equities Inc ($A6W (-1,58 %)), Galp Energia ($GZ5 (+1,79 %)), Facebook Inc. ($FB2A (+0,53 %)), HSBC Holdings plc ($HBC1 (+2,56 %)), Icade SA ($3IC (-0,14 %)), Kimberly-Clark Corp. ($KMY (-1 %)), Magnitogorsk Iron & Steel Works ($MHQ), Orange Polska S.A. ($TPA1 (-0,62 %)), Packaging Corp. of America ($PKA (-0,09 %)), SSAB ($SKWC (-0,64 %)) and Universal Health Services Inc. ($UHS (+0,66 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Monte dei Paschi di Siena - Italy's nationalized bank is in crisis, but a planned sale to rival UniCredit ($CRIN (+2,77 %)) has fallen through. Mainly due to the different valuations of the parts of MPS up for sale by UniCredit and the Ministry of Finance, no agreement could be reached. UniCredit arrived at a valuation of 1.3 billion euros, while the Ministry of Finance assumed 3.6 to 4.8 billion euros. Now Italy must find another way to save the bank.

Auto industry - In addition to chips, magnesium bottlenecks are now also hitting the German auto industry. Magnesium is needed above all for aluminum alloying. The reason for this supply shortage is the energy-saving measures in China, as a result of which magnesium production has been greatly reduced.

The Chinese market share of 95% of the European magnesium supply is problematic. Some companies only have magnesium stocks until November, so experts are warning of a possible production stop.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

eNaira - Nigerian president unveils central bank's digital currency eNeira. Due to delays, the unveiling of the central bank digital currency (CBDC) is almost a month late. The Central Bank of Nigeria (CBN) now considers itself ready to launch it. Overall, the CBN is working on a global cryptocurrency that will be used as a means of payment in addition to cash. On October 2, the Federal High Court of Nigeria already approved the CBDC as legal tender.

XRP ($XRP-USD (+0,93 %)) - Brad Garlinghouse, the CEO of Ripple, the company behind the cryptocurrency XRP, is sharply critical of the U.S. Securities and Exchange Commission (SEC). The company has been in a legal dispute with the latter for almost a year. Garlinghouse goes on to argue that unequal treatment of cryptocurrencies by the SEC has led to Ethereum growing to become the second largest cryptocurrency after bitcoin. He said, "In the last couple of years, XRP was the second most valuable digital asset. When it became clear that the SEC had given ETH a pass, ETH obviously really exploded and that clarity helped."

So far, there is no end in sight to the said legal battle. XRP is currently in 7th place with a market cap of $51.3 billion.

Bitcoin ($BTC-EUR (-0,08 %)) - Other Bitcoin ETFs from Valkyrie, Van Eck & Invesco. Valkyrie's ETF has the acronym BTFD, which alludes to the, especially in the crypto scene, well-known saying "Buy the fucking Dip".

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗙𝗶𝗻𝗮𝗹 𝗙𝗮𝗻𝘁𝗮𝘀𝘆 / 𝗜𝗻𝘀𝗶𝗱𝗲𝗿𝗵𝗮𝗻𝗱𝗲𝗹 𝗯𝗲𝗶 𝗱𝗲𝗿 𝗙𝗘𝗗 / 𝗧𝗶𝗸𝗧𝗼𝗸 𝘄𝗶𝗹𝗹 𝘃𝗶𝗿𝗮𝗹𝗲 𝗡𝗙𝗧𝘀 𝘃𝗲𝗿𝗸𝗮𝘂𝗳𝗲𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Today is ex-date for Comcast ($CTP2 (+2,89 %)), JP Morgan ($CMC (+0,35 %)), and Kimberly Clark ($KMY (-1 %)).

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, PepsiCo. ($PEP (-1,16 %)) presents its figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

𝗙𝗮𝗻𝘁𝗮𝘀𝗶𝗮 - The cracks in China's real estate market are becoming more apparent. Now it appears that Fantasia Group ($FT7 (+20 %)) has run into payment difficulties. According to Bloomberg, Fantasia failed to pay an outstanding $200 million bond on Monday.In addition, a $100 million loan was also not serviced.

𝗙𝗘𝗗 - The U.S. Federal Reserve said it began talks with its internal regulator on Monday. The reason, according to Handelsblatt, is a review of some central bankers for ethical or legal shortcomings. Senator Elizabeth Warren has asked the SEC to investigate the trading activities of some central bankers, alleging conflicts of interest.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

𝗧𝗶𝗸𝗧𝗼𝗸 - The social media platform announced it is also taking its first steps into the NFT world. The plan is to sell six particularly viral TikToks in the form of NFTs. The collection is called TikTok Top Moments and the proceeds from the sale will go directly to the featured content creators and NFT artists, according to the platform.

If NFTs interest you and you'd like to learn even more about them, feel free to @TheNFTCollector follow. Exciting news, current prices and new noteworthy projects will now be presented here on a regular basis.