Hello dear community,

I've cracked 60k and now I need to implement more ideas. I was planning to add a bit more dividend. I still have 20k cash and would like to invest around 15k. My ideas are $MRK (-0,52 %)
$HNR1 (-0,29 %) and $UPS (-0,7 %)

Do you have 1 or 2 more ideas? I would have real estate $PLD (-1,04 %) in mind.

Happy Saturday everyone and good investing.

Here's to Xi and Trump having a good day today ;)

To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (-0,96 %)
• 06.05.25 -> Ferrari $RACE (-0,58 %)
• 06.05.25 -> Progressive $PGR (-0,9 %)
• 06.05.25 -> Zoetis $ZTS (-1,31 %)
• 07.05.25 -> Novo Nordisk $NOVO B (+0,21 %)
• 08.05.25 -> Main Street Capital $MAIN (-1,15 %)
• 15.05.25 -> Allianz $ALV (-0,27 %)
• 20.05.25 -> Mutares $MUX (-0,9 %)
• 22.05.25 -> NextEra Energy $NEE (-1,22 %)

July 2025

• 10.07.25 -> Progressive $PGR (-0,9 %)
• 21.07.25 -> Prologis $PLD (-1,04 %)
• 23.07.25 -> Amphenol $APH (-1,07 %)
• 24.07.25 -> Greencoat UK Wind $UKW (+1,11 %)
• 24.07.25 -> NextEra Energy $NEE (-1,22 %)
• 24.07.25 -> Vidrala $VID (-0,37 %)
• 25.07.25 -> Palfinger $PAL (-0,5 %)
• 25.07.25 -> Volkswagen $VOW (-1,47 %)
• 30.07.25 -> HSBC $HSBA (+0,04 %)
• 30.07.25 -> Realty Income $O (-0,96 %)
• 30.07.25 -> Rio Tinto $RIO (-1,69 %)
• 31.07.25 -> Ferrari $RACE (-0,58 %)
• 31.07.25 -> Main Street Capital $MAIN (-1,15 %)
• 31.07.25 -> OMV $OMV (+0,21 %)

August 2025

• 05.08.25 -> Aflac $AFL (-1,04 %)
• 05.08.25 -> DHL Group $DHL (-0,62 %)
• 05.08.25 -> Public Storage $PSA (-0,96 %)
• 06.08.25 -> Novo Nordisk $NOVO B (+0,21 %)
• 07.08.25 -> Allianz $ALV (-0,27 %)
• 12.08.25 -> Mutares $MUX (-0,9 %)
• 12.08.25 -> Zoetis $ZTS (-1,31 %)

October 2025

• 09.10.25 -> Progressive $PGR (-0,9 %)
• 21.10.25 -> Prologis $PLD (-1,04 %)
• 22.10.25 -> Amphenol $APH (-1,07 %)
• 22.10.25 -> NextEra Energy $NEE (-1,22 %)
• 27.10.25 -> Palfinger $PAL (-0,5 %)
• 28.10.25 -> HSBC $HSBA (+0,04 %)
• 29.10.25 -> OMV $OMV (+0,21 %)
• 29.10.25 -> Vidrala $VID (-0,37 %)
• 30.10.25 -> Main Street Capital $MAIN (-1,15 %)
• 30.10.25 -> Volkswagen $VOW (-1,47 %)
• 30.10.25 -> Zoetis $ZTS (-1,31 %)

November 2025

• 03.11.25 -> Public Storage $PSA (-0,96 %)
• 04.11.25 -> Aflac $AFL (-1,04 %)
• 04.11.25 -> Ferrari $RACE (-0,58 %)
• 05.11.25 -> Novo Nordisk $NOVO B (+0,21 %)
• 06.11.25 -> DHL Group $DHL (-0,62 %)
• 10.11.25 -> Realty Income $O (-0,96 %)
• 13.11.25 -> Mutares $MUX (-0,9 %)
• 14.11.25 -> Allianz $ALV (-0,27 %)

January 2026

• 23.01.26 -> NextEra Energy $NEE (-1,22 %)
• 27.01.26 -> Prologis $PLD (-1,04 %)
• 28.01.26 -> Progressive $PGR (-0,9 %)
• 28.01.26 -> Amphenol $APH (-1,07 %)
• 29.01.26 -> Ferrari $RACE (-0,58 %)
• 29.01.26 -> OMV $OMV (+0,21 %)

February 2026

• 04.02.26 -> Aflac $AFL (-1,04 %)
• 04.02.26 -> Novo Nordisk $NOVO B (+0,21 %)
• 13.02.26 -> Allianz $ALV (-0,27 %)
• 17.02.26 -> Zoetis $ZTS (-1,31 %)
• 19.02.26 -> Main Street Capital $MAIN (-1,15 %)
• 24.02.26 -> HSBC $HSBA (+0,04 %)
• 24.02.26 -> Palfinger $PAL (-0,5 %)
• 24.02.26 -> Public Storage $PSA (-0,96 %)
• 24.02.26 -> Realty Income $O (-0,96 %)
• 26.02.26 -> Greencoat UK Wind $UKW (+1,11 %)
• 26.02.26 -> Vidrala $VID (-0,37 %)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-1,69 %)
• 05.03.26 -> DHL Group $DHL (-0,62 %)
• 17.03.26 -> Volkswagen $VOW (-1,47 %)

April 2026

• 15.04.26 -> Mutares $MUX (-0,9 %)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+0,86 %) ? Unfortunately I can't find them online.

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (-0,78 %)
$TDIV (-0,34 %)
$DGSD (-0,47 %)
$MAIN (-1,15 %)
$NOVO B (+0,21 %)
$PGR (-0,9 %)
$PSA (-0,96 %)
$UKW (+1,11 %)
$APH (-1,07 %)
$DHL (-0,62 %)
$HSBA (+0,04 %)
$MUX (-0,9 %)
$NEE (-1,22 %)
$ZTS (-1,31 %)
$AFL (-1,04 %)
$O (-0,96 %)
$SHEL (+0,86 %)
$VID (-0,37 %)
$RACE (-0,58 %)
$PLD (-1,04 %)
$OMV (+0,21 %)
$PAL (-0,5 %)
$RIO (-0,9 %) and last but not least $VOW (-1,47 %)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

I have been intensively involved in the real estate sector and have discovered some supposedly exciting companies such as

$SPG (-1,35 %)
$GLPI (-1,29 %)
$CUBE (-1,03 %) and $BRX (-0,9 %) discovered.

But there are special features to the valuation of REITs. 🧐

Traditional key figures such as high returns on capital or margins are often misleading, as REITs are legally obliged to distribute at least 90% of their taxable income 🤑 and are also highly leveraged.

In order to better assess REITs, I have read up on the subject and adjusted my valuation standards. Instead of adjusted earnings, I now focus more on funds from operations (FFO) and adjusted funds from operations (AFFO), which more realistically reflect operating profitability.

Here are some of the companies that I find particularly interesting:

• Public Storage $PSA (-0,96 %) Leading provider in the self storage segment with an FFO yield of approx. 5.9%

• Prologis $PLD (-1,04 %) Global leader in logistics real estate with strong growth

• Equinix $EQIX (-1,11 %) Data center operator with a scalable business model

• Agree Realty $ADC (-1,07 %) Focus on retail properties with long-term rental agreements and an FFO yield of approx. 5.7 %.

I also see Energiekontor $EKT (+1,06 %) as an alternative real estate investment 🤓. Energiekontor currently operates 39 of its own wind and solar parks, which generate electricity revenues instead of rental income.

Which companies do you see as particularly promising for a long-term investment?

first posi full

stable company stable dividends

and sector was underweighted for me

In the still young year, the DAX has already recorded 16 record highs, the last one only yesterday. Most other stock market indices are also close to their all-time highs.

Where can you still invest now?

Handelsblatt experts have analyzed 1,000 stocks worldwide and identified 15 recommendations in three categories:

• Five shares of companies that are growing strongly over the long term but are still reasonably valued

$FTNT (+0,33 %) Fortinet | $NOVO B (+0,21 %) Novo Nordisk | $GDDY (-1,25 %) GoDaddy | $PLD (-1,04 %) ProLogis | $NOW (-1,58 %) Service Now

• Five shares of companies that have been paying rising dividends for at least 20 years thanks to their earnings power

$PEP (-0,34 %) PepsiCo | $CVX (+0,03 %) Chevron | $FPE Fuchs Petrolab | $NWN (-1,11 %) Northwest Natural Holding | $SAN (-0,41 %) Sanofi

• Five shares of companies that have plummeted on the stock market but have an intact business model and turnaround potential

$SLB (+0 %) Schlumberger | $BIIB (-0,53 %) Biogen | $GPN (-1,29 %) Global Payments | $MAKSY Marks & Spencer | $VOW (-1,47 %) Volkswagen

Detailed analysis can be found at "Handelsblatt"

Source: Handelsblatt | Image: ChatGPT

A recent W+ article by the "Welt" editorial team presents supposedly lucrative dividend stocks.

Here is a selection of 18 shares "with high dividends and quality":

$RICHTER (+0,12 %)

$KRI (-1,14 %)

$FSBW

$FAST (-0,1 %)

$MDLZ (-1,06 %)

$RHI (-0,74 %)

$PLD (-1,04 %)

$VIS (-0,55 %)

Two from Germany also made it onto the list:

$ALV (-0,27 %)

$SIE (-0,07 %)

Judge for yourself and feel free to comment with your opinions.