$BNTX (-1,65 %)
$KSPI (-3,47 %)
$HIMS (-5,99 %)
$MELI (-1,77 %)
$PLTR (-3,82 %)
$DRO (-6,28 %)
$IFX (-1,8 %)
$9434 (+2,53 %)
$FR0010108928
$DHL (-2,89 %)
$BOSS (-0,48 %)
$CONTININS
$DOCN (-7,87 %)
$LMND (-4,09 %)
$BP. (-2,39 %)
$FRA (-0,31 %)
$PFIZER
$SNAP (-5,79 %)
$AMD (-3,71 %)
$SMCI (-5,04 %)
$OPEN (+18,47 %)
$CPNG (-3,25 %)
$LCID (-2,78 %)
$CBK (-0,66 %)
$ZAL (-2,26 %)
$NOVO B (+1,26 %)
$VNA (-0,77 %)
$BAYN (+3,67 %)
$UBER (-2,27 %)
$SHOP (-4,46 %)
$MCD (-0,57 %)
$DIS (-3,34 %)
$ROK (-3,55 %)
$ABNB (-5,04 %)
$RUN (-5,33 %)
$FTNT (-3,98 %)
$O (-0,76 %)
$DASH (-1,94 %)
$DUOL
$S92 (-4,67 %)
$DDOG (-4,83 %)
$SEDG (-1,55 %)
$QBTS (-6,16 %)
$RHM (-1,6 %)
$DTE (-1,14 %)
$ALV (-3,44 %)
$LLY (+1,53 %)
$CYBR (-1,38 %)
$PTON (-8,67 %)
$DKNG (-4,31 %)
$RL (-3,76 %)
$PINS
$TTWO (-2,47 %)
$TWLO (-8,74 %)
$MNST (+1,16 %)
$STNE (-3,21 %)
$MUV2 (-1,69 %)
$WEED (+0 %)
$GOOS (+1,25 %)
$PETR3T
$ANET (-6,38 %)

✅ I took profits today from Amazon $AMZN (-7,55 %) , Microsoft $MSFT (-3,8 %) and NVIDIA $NVDA (-3,83 %) realized.

📥 This money was directly reinvested to strengthen dividend and future stocks.

💸 Newly invested (one-off purchases today):

• Take-Two Interactive $TTWO (-2,47 %) - (future play with GTA 6)
• Shell $SHEL (-1,49 %) - (energy + dividend)
• BYD $1211 (-2,89 %) - (growth China/E-mobility)
• Procter & Gamble $PG (-1,22 %) - (stable dividend, consumer goods)
• Allianz $ALV (-3,44 %) - (high dividend, defensive)
• McDonald's $MCD (-0,57 %) - (dividend aristocrat + consumer)

📆 Savings plans from August (monthly):

• Johnson & Johnson $JNJ (-0,41 %)
• 
  Realty Income $O (-0,76 %)
• 
  FTSE All-World High Dividend Yield ETF $VHYL (-1,49 %)
• 
  S&P Global Dividend Aristocrats ETF $ZPRG (-1,86 %) (one-off)

➡️ Goal: More passive income through dividends & better balance in the portfolio between tech and defensive stocks.

🧠 Long-term oriented, with a clear focus on quality, stability & growth.

What do you think?

Dear stock market participants,

Today I went from my beloved Big Mac to my first few McDonald's shares.

The aim is to hold the shares for the long term - we're talking about a time horizon of 30 to 50 years (God willing).

What do you think of fast food as an investment?

Do you have any other exciting fast food stocks?

Or recommendations from the food sector in general?

The next dividend will of course be deliberately reinvested in a Big Mac. 😜

$MCD (-0,57 %)
#fastfood
#stocks

Hello lovelies,

The price of eggs has allegedly been lowered 🍊. However, it is currently causing a huge price increase for coffee and juice.

Which companies could be affected by this?

$SBUX (-4,3 %)
$MCD (-0,57 %)
$MDLZ (-2,79 %)
$HSY (-0,01 %) etc.

If 50 percent tariffs are imposed on imports from Brazil from August, US consumers could face massive price increases for coffee and orange juice. Experts warn that supply chains could come to a standstill.

US consumers face the threat of drastic price increases for coffee and orange juice if President Donald Trump imposes tariffs of 50 percent on imports from Brazil as threatened. Experts and traders have warned that the import duty planned from August 1 would bring the supply of Brazilian coffee to the USA to a standstill. Neither US roasters nor Brazilian exporters would be able to bridge the price difference resulting from the duty.

America's favorite drink

No other country drinks as much coffee as the USA. Around a third of this popular beverage comes to the USA from Brazil. According to its exporters' association Cecafe, the South Americans delivered 8.14 million 60-kilogram bags to the USA in 2024. Other foods are also likely to become more expensive. For example, more than half of the orange juice sold in the USA comes from Brazil. Other export products include sugar, wood products and oil.

Paulo Armelin, a large coffee producer who sells directly to US roasters, explained that his customers would probably not be able to pay him if the threatened tariff is implemented. Even without the levy, negotiations for deliveries this year would be difficult due to the 70 percent increase in coffee prices last year. "We will have to look for other markets, perhaps Germany."

lph/Reuters

https://www.spiegel.de/ausland/usa-drohen-wegen-donald-trumps-zoellen-hoehere-kaffeepreise-a-ff54dd15-753f-456a-bdc0-c45151b3e8fd

Half of the year is now over. Incidentally, since July 2, we are closer to the year 2050 than to the year 2000 - just saying.

How could it be otherwise, June was also quite volatile in the middle, but the S&P500 regained everything and closed June with +2.12%. YTD, however, it is still at -7.36%.

In June, I recorded a loss of 0.32%. This corresponds to a value of around €380. It has to be said that I received fewer dividends, as getquin does not deduct withholding tax. But more about the dividends later.

The Dax (-1.11%) was finally worse than my portfolio this month. However, the HSBC MSCI World (+0.68%) beat me this time. Well, the DAX still has a bit of a head start. However, the MSCI is catching up considerably over the year. Nevertheless, I still have a slight lead of around 4%.

My high and low performers in June were (top 3):

Nintendo ($7974 (-1,8 %) ) +14,96%

Airbus ($AIR (-3,78 %) ) +9,91%

Texas Instruments ($TXN (-1,51 %) ) +9,63%

McDonald's ($MCD (-0,57 %) ) -9,24%

Procter & Gamble ($PG (-1,22 %) ) -9,63%

Nestle ($NESN (-1 %) ) -10,17%

Texas Instruments $TXN (-1,51 %) is among the top 3 stocks again. But still only just over 0% for the year. The customs hullabaloo has simply taken its toll.

Airbus $AIR (-3,78 %) is of course benefiting from the Boeing disaster and the defense division is also doing quite well.

Nintendo $7974 (-1,8 %) has finally released the Switch 2 and is rising and rising and rising. I would have bought more six months ago... You're always smarter afterwards.

Dividends:

In June, I received €277.64 net from a total of 26 distributions.

Compared to June 2024 (€130.83), this was an increase of 112.21%.

Now comes July. The announcement of the distribution from the Global Dividend Growth ETF is not quite as bad as expected. The worst month of the year has thus changed to October.

Investments:

I still haven't finished building up my nest egg. I still haven't received the bill for the car repairs, so I still have a lot to put aside for that. In the meantime, it could come slowly so that I can finally get it off my plate. Apart from that, my nest egg is growing but it will take some time before it is at a satisfactory level. However, it should reach €10,000 by the end of December, provided nothing serious unforeseen happens.

Purchases and sales:

There were no sales in June.

I bought or increased Hershey (2 shares) and Pepsi (2 shares)

savings plans (125€ in total):

• Cintas $CTAS (-1,4 %)
• LVMH $MC (-2,33 %)
• Microsoft $MSFT (-3,8 %)

Goals 2025:

My goal is still to have €130,000 in my portfolio at the end of the year. This target is to be achieved by reinvesting the dividend, making payments and, of course, increasing the share price. The share price increase is of course impossible to predict in any way, so the motto is: if the share price falls or does not rise enough, more cash is needed.

This comes from selling useless stuff on eBay, additional income from e.g. "neighborhood help" etc.

The worse the share price, the more additional cash has to be raised.

Target achievement at the end of June 2025: 44.44%

Who would have thought that I should actually be at least 50%. I'm not, which means I'm lagging a little behind the optimal path again. But what can't be done, can still be done.

How was your June?

Do you have any particular goals for the second half of the year?

If you're interested in a mid-year review from me, please let me know in the comments.

If you liked the report and would like to read more, feel free to follow me,

If you're not interested, feel free to keep scrolling or use the block function.

Dear Getquin Community,

I've been here for about a year and have already learned a lot...but now I'm thinking about changing positions.

$DHL (-2,89 %)

$MC (-2,33 %)

$NVO (+0,66 %)

$VOW (-2,39 %)

$PAH3 (-1,91 %)

$MCD (-0,57 %)

as they no longer quite fit my strategy.

But I'm having doubts, as some positions are quite negative.

What do you think?

Hello everyone!

My parents are in the process of selling my grandparents' house. It will probably fetch around €275,000. My parents will soon both be 60 years old.

They had initially considered buying another property nearby. But they have moved away again. The lack of flexibility and the time and risk involved with tenants put them off.

I also told them more about investing in the stock market. They were very open and interested, even though they said they had an unfounded fear of shares etc.

Now my question to you. What is the best way to invest the money? I think dividends would be very nice as my parents like the passive income like from a property. But it should also be very well diversified across countries and sectors.

I personally have developed 2 solutions. You can give your opinion as to whether you think the solutions are good or, of course, if you have completely different ideas.

1. the ETF solution

15% $XEOD (-0,03 %) Call money ETF. Div. 1.9%

15% $TDIV (-1,44 %) VanEck Divi Leaders. Div 3.5%

10% $TRET (-1,14 %) Global Real Estate. Div. 3.7%

7,5% $VHYL (-1,49 %) Allworld High Div Yi. Div 3.1%

7,5% $PEH (-1,68 %) FTSE RAFI EM. Div 3.9%

5% $EWG2 (+0,84 %) Gold

5% $SEDY (-1,26 %) iShares EM Dividend. Div 8.0%

5% $JEGP (-1,17 %) JPM Global Equity Inc Div 7.1%

5% $EEI (-1,45 %) WisTree Europ Equity Inc Div 6.3%

5% $IHYG (-0,15 %) High Yield Bond. Div 6.1%

5% $EXXW (-0,7 %) AsiaPac Select Div50 Div 5.5%

15% Rest German Divi Shares approx. div 2.5%

=100% with 3.7% dividend.

275k ×3,7% = 10.175€

With full taxation 27.99% = 7327€

On average per month: 610€ dividend

With 2k tax-free allowance: 657€ dividend per month

I find it very well diversified, you have overnight money, you have the USA and Europe well represented, but also 12.5% emerging markets ETF. In terms of sectors, finance will be at the forefront. Followed by real estate and energy. I think that's fine.

2. the equity solution

I have selected 34 strong dividend stocks. In the list they are roughly divided into GICS sectors.

15% $XEOD (-0,03 %) Overnight ETF. Div 1.9%

12% $EQQQ (-3,23 %) Nasdaq100 ETF. Div 0.4%

5% $EWG2 (+0,84 %) Gold

2% $O (-0,76 %) Realty Income 6.0%

2% $VICI (+0,25 %) Vici Properties 5.6%

2% $OHI (+0,07 %) Omega Healthcare 7.2%

2% $PLD (-3,02 %) Prologis 4.1%

2% $ALV (-3,44 %) Allianz 4.35%

2% $HNR1 (-1,54 %) Hannover Re 3.4%

2% $D05 (-1,82 %) DBS Group 5.5%

2% $ARCC (-1,82 %) Ares Capital 9.3

2% $6301 (+1,1 %) Komatsu. 4,2%

2% $1 (-2,02 %) CK Hutchison 4.6%

2% $AENA (+0,08 %) AENA. 4,2%

2% $LOG (+0 %) Logista 7.3%

1,5% $AIR (-3,78 %) Airbus 1.8%

1,5% $DHL (-2,89 %) DHL Group 4.8%

1,5% $8001 (-2,64 %) Itochu 2.8%

2% $RIO (-1,86 %) RioTinto plc 6.4%

2% $LIN (-1,71 %) Linde 1.3%

2% $ADN (+0,44 %) Acadian Timber 6.7%

3,5% $BATS (+0,7 %) BAT 7.0%

2% $KO (-0,29 %) Coca Cola 2.9

2% $HEN (+0,28 %) Henkel 3.0%

2% $KVUE (-0,75 %) Kenvue 4.1%

2% $ITX (-2,01 %) Inditex 3.6%

2% $MCD (-0,57 %) McDonalds 2.6%

2% $690D (-2,3 %) Haier Smart Home 5.6

3,5% $IBE (-0,29 %) Iberdrola. 4,1%

1,5% $AWK (+2,48 %) American Water Works 4.4%

1,5% $SHEL (-1,49 %) Shell 4.1%

1,5% $ENB (+0,15 %) Enbridge 6.5%

2% $DTE (-1,14 %) Deutsche Telekom 2.8%

2% $VZ (-1,36 %) Verizon 6.8%

2% $GSK (-1,27 %) GlaxoSmithKline 4.2

2% $AMGN (-0,41 %) Amgen 3.5%

2% $JNJ (-0,41 %) Johnson&Johnson 3.5%

= 100% with 3.5% dividend

275k ×3,5% = 9625€

With full taxation 27.99% = 6930€

On average per month: 577€ dividend

With 2k tax-free allowance: 624€ dividend per month

I also think this solution is cool because you can select the largest companies or strong dividend payers in the individual sectors or countries yourself. And of course you can also select shares with which you have a connection. However, I have focused on shares from the USA, England and Germany because of the withholding tax. Spain is also well represented because of my parents' ties to this country. It's also cool that the NasdaqETF also includes the Microsoft, Amazon, etc. compounders.

What do you think?

Dear Group,

the weakest stocks in my portfolio at the moment are $PEP (-0,5 %) and $JNJ (-0,41 %) - They were originally added to the portfolio as a safety anchor. In the long term, both shares will certainly come out of the cellar again at some point. Nevertheless, I have looked around for alternatives. The two classics $MCD (-0,57 %) and $KO (-0,29 %) have aroused my interest. From a 10-year return perspective, both stocks beat my personal choices. What do you think? Could the two outperform my portfolio corpses at best, despite some less good div returns, and if so, where do you see a fair price corridor? At $MCD (-0,57 %) I recently read something about 225 to 250 euros - it is currently just at the upper end of this range. And what about losses on the sale of shares vs. ETFs? As I'm normally with B&H, I actually don't know (shame on me). Could I offset the losses against future withholding tax? Then the decision would be much easier for me. Thank you as always and good returns.

Yours _EvD_ 🙂

Hello everyone,

I would be interested to know what amount (in €) you would invest in the following shares? The companies are certainly also suitable for savings plans. However, I would like to have a "starting position" first.

You are also welcome to use this as a suggestion for discussion in the comments ✌🏽

$MCD (-0,57 %)

$COST (-0,18 %)

$WMT (-1,13 %)

$WM (-1,33 %)

Best wishes and a good start to the stock market tomorrow 🖖🏽

$MCD (-0,57 %)

Does anyone have any news on the current situation at McDonald's? The share has now lost 12 percent in one month. I have only seen analyst downgrades or is there more information here.

Best regards