✅ 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?

Hello everyone,

I wanted to share my portfolio and my strategy with you today.

I've been active on the stock market since 2022.

Like many people, the start was not perfect. In the beginning, I traded back and forth too much, bought and sold shares only because of short-term movements and often went with my gut feeling rather than a clear strategy.

In the meantime, however, I am really happy with my portfolio and, above all, with my direction.

I invest for the long term, broadly diversified and hedge all my positions (except $ISPA (-1,09 %)) on a monthly basis.

I no longer worry about short-term price movements.

A few books, which I have already presented in a separate article, have also been particularly helpful.

My portfolio is divided into two areas:

ETFs at Trade Republic:

• Vanguard FTSE All-World ($VWRL (-2,49 %)) is my basic investment and forms the backbone of my portfolio
• Fidelity Global Quality Income ($FGEQ (-2,18 %) ) I find the ETF's approach very interesting
• iShares STOXX Global Select Dividend 100 ($ISPA (-1,09 %) ) I still have from my early days. It will probably be completely switched into the VWRL sooner or later
• iShares Physical Gold ($IGLN (+0,62 %) ) is intended as a small addition

Individual stocks at Scalable Capital

I have specifically selected six established companies that I am betting on for the long term.

They are not insider tips, but for me they are solid and easy to understand:

• Microsoft ($MSFT (-3,8 %) )
• Apple ($AAPL (-5,14 %) )
• Visa ($V (-3,35 %) )
• Coca-Cola ($KO (-0,29 %) )
• Allianz ($ALV (-3,44 %) )
• Realty Income ($O (-0,76 %) )

If I find any exciting additions in the future, I would like to expand the stock selection to a maximum of ten stocks.

I invest in all my ETFs (except $ISPA (-1,09 %)) and shares on a monthly basis.

I also make targeted individual purchases from time to time.

This gives me a clear structure, keeps me disciplined and allows my portfolio to grow.

I'm glad that I've learned from my beginner's mistakes and have now found a strategy that suits me.

How did you get started in the stock market and what helped you find your way?

Hello, GetQuin community. I have been a silent reader for quite some time now and wanted to share my portfolio with you.

First of all, I am M22 and started investing in the market in 2020 with small amounts. I currently still live at home with my parents. I have a completed apprenticeship, but I decided to catch up on my A-levels to be able to study. I also have a part-time job.

• My savings rate is therefore only €300 a month
• 100€ goes into a call money account as a reserve
• 200€ goes into my savings plans which I list below

My strategy is a classic core-satelite strategy to build up a small fortune for the future.

The core therefore consists of 4 ETFs which I invest in monthly as follows:

• 60€ $XDWD (-2,62 %) MSCI World ETF to cover the most important companies from developed markets.
• 25€ $EIMI (-2,16 %) MSCI EM ETF to also cover emerging markets.
• 20€ $XDWT (-3,74 %) as I would like to invest more specifically in the IT sector, because I think that this will continue to experience major growth in the future.
• 20€ $SAEU (-2,02 %) I specifically wanted to save in this ETF to increase the European share and because I am very convinced of the weighting of the companies.

Now I come to my individual shares in the savings plan:

• 10€ $LIN (-1,71 %) Linde convinced me very early on, and not just because I deal with them every day at work. Good growth and, in my opinion, a strong future.
• 10€ $PG (-1,22 %) Strong products, my daily companion in the care and household sector.
• 10€ $DHR (-2,34 %) My favorite in the life science sector, I think Danaher will be back in the future.
• 10€ $DTE (-1,14 %) As a German company, I can no longer imagine telecommunications without it.
• 10€ $DE (-5,86 %) John Deere is an emotional investment (🥹) I was already a big fan of Deere machines as a child. Today still a progressive company in my opinion.
• 10€ $NKE (-1,72 %) Fundamentally a very successful company, I am a fan of the company history and the shoes, think that Nike will sooner or later return to its former strength.
• 10€ $WM (-1,33 %) Waste disposal and recycling are becoming increasingly important, environmental solutions are a big issue. Why not WasteManagement?
• 5€ $CSCO (-2,6 %) Big player in the field of cybersecurity, which is becoming increasingly important. I am convinced of the company.

I also hold shares in a few other companies, the reasons for which are described below:

• $SHEL (-1,49 %) I bought some time ago, important and large energy company. I will continue to hold them in the future.
• $NESN (-1 %) I bought them back then and am now just waiting to be able to sell them at a positive price.
• $NU (-2,79 %) I am convinced of the company, I think that Nu will have a successful future.
• $O (-0,76 %) I only save Realty Income through the cashback offer from TR, simply to get a few monthly dividends for a good feeling.

I don't save my cryptocurrencies monthly. I started putting a super small amount into Bitcoin early on. I just leave it to work.

$BTC (-0,31 %)
$SOL (-1,24 %)

I would now appreciate a little feedback, criticism and food for thought.

Thank you very much

Realty Income Corporation (NYSE: $O (-0,76 %) & $O (-0,76 %) ), also known as "The Monthly Dividend Company," remains attractive to dividend investors in July 2025 despite a relatively low share price. The company has now paid its 661st consecutive monthly dividend announced, paying out $0.269 per share, representing an annual dividend of $3.228. This translates to a dividend yield of 5.68%, based on the current share price of approximately $57.16.

Realty Income manages a diversified portfolio of more than 15,600 commercial properties across the U.S., UK and Europe. Despite market uncertainty, the company continues to perform stably, with a strong focus on international expansion and stable rental income. Investors are encouraged to remain patient as fundamentals are solid and dividend income remains attractive.

The message from analysts is clear: Realty Income is still undervalued, but offers a reliable income stream and potential for long-term share price recovery.

📚 Source: Seeking Alpha – Realty Income update juli 2025.

Hello community, I hope it was not a wrong decision but profits are profits I have now parted with many cryptos and now $UNH (-6,32 %)
$RIO (-1,86 %)
$O (-0,76 %) United Health and also Rio Tinto further train purchases as well as Reality Income and $NOVO B (+1,26 %) a bit more for dividend cash flow. Now of course I regret everything that I sold. Uniswap has of course gone up again. Whenever I sell, everything goes up. I could puke🫠

Best regards ✌️

Good morning dear community, so yesterday I decided to sell $ETH (-0,45 %) to sell and instead $NOVO B (+1,26 %) & further purchases of $GIS (-1,74 %)
$LYB (-8,07 %)
$O (-0,76 %) for my dividend portfolio. It was probably a bad mistake, but I'm letting my other altcoins continue to $SOL (-1,24 %)
$AVAX (-1,28 %)
$UNI (-0,92 %)
$DOT (-1,08 %)
$MATIC (-0,18 %) continue to run.

What do you think the altcoin season will be like now? I still find $UNH (-6,32 %) interesting 🧐 But there are still investigations going on. I think it's very remarkable how the share has performed, with a €1000 investment in the 1980s you'd be a millionaire now 🫠

Have a nice weekend ✌️

In my savings plan for 2 years, dividend now pays my monthly fees for $AAPL (-5,14 %) of 2,99€ for my storage so that I can see all your contributions ! I am very dissatisfied with the performance of the share itself as it is actually only going sideways / down.

What do you think $O (-0,76 %) or would you reallocate ?

Hello everyone,

I've been thinking about the next step in my portfolio for quite a long time now.

The strategy is designed for the long term with asset accumulation

what would you do now, buy more specifically or position yourself more broadly?

Possibly. $MC (-2,33 %) , $MDLZ (-2,79 %) or $O (-0,76 %) ?

or take some of the profits? If so, where?

#aktien
#portfolio
#etf