Alphabet, Google's holding company, continues to be one of the most solid examples of long-term value creation. Although the risks associated with its business have been widely mentioned, notably the lawsuits threatening the sale of search and the impact of LLMs on the search engine's growth, the company has proved resilient.

Its business model combines scalability, profitability and a continuous commitment to innovation:

- Market dominance: it has more than 90% of the global search market and more than 2 billion active users on YouTube; 📊

- Highly profitable model: robust operating margins, cash generation capacity and an ROIC of over 35%; 📈

- Growing diversification: although 75% of revenue still comes from advertising, the accelerated growth of Google Cloud and digital subscriptions (YouTube Premium, Google One) is reducing this dependency; 🚀

- Betting on AI: Alphabet is integrating Gemini into Search, YouTube and Workspace, opening up new sources of monetization; 📌

- Robust cash reserves: more than 100 billion dollars in liquidity, making it possible to finance massive investments in AI and infrastructure without compromising financial strength; 💼

- Long-term strategic options: through Other Bets, it maintains exposure to emerging areas with high growth potential, such as autonomous mobility (Waymo), digital health (Verily) and longevity (Calico).

This balance between highly profitable core business, growth diversification and disruptive strategic bets is what makes Alphabet a unique company and an investment that continues to deserve attention.

🔎 If you want to know more about this investment opportunity visit the full analysis at: https://open.substack.com/pub/dalemcapital/p/alphabet-inc-analise-completa

$AMZN (-0,21 %)
$GOOG (-0,05 %)
$CRM (+1,02 %)
$NOVO B (-1,01 %)
$NVDA (-0,32 %)
$ASML (+1,44 %)
$PLTR (-0,95 %)
$O (+0,38 %)
$PEP (+0,55 %)
$VICI (-0,18 %)
$META (-0,26 %)
$MSFT (-0,17 %)
$AAPL (+0,6 %)

Good evening, I would like to invest another 600 euros. Unfortunately, my savings plan is only 30 euros as I am still at school. Should I simply invest in Etfs or e.g. $1211 (+1,11 %) expand or $O (+0,38 %) expand. Looking forward to your feedback!

What will you do now that the core Giro selection is changing?

https://youtu.be/P4NhdjL12Bk?si=2D4ixjnO_IKq2cGd

$O (+0,38 %)
$NN (-0,46 %)
$VWRL (+0,56 %)

#investeren
#dividend
#aandelen
#etf

I have again $O (+0,38 %) bought

With interest rate cuts on the horizon, this strong company is a nice addition.

-Monthly dividend

-Stable growth

Long-term security

We keep investing. We keep buying stocks. 💪

Follow my Road To 100K.

Mr. Wealth

#Investeren
#Dividend
#Aandelen
#FinanciëleVrijheid

#dividend
#aandelen
$JEGP (-0,11 %)
$O (+0,38 %)
$ASML (+1,44 %)
$NN (-0,46 %)

https://youtu.be/EWx9GvTCz3A?si=2WI2VajAr4vJeF8C

Dear community,

Due to circumstances in my job, I am now able to invest EUR 1200 per month in my income portfolio.

Unfortunately, I am at an impasse with my ideas and somehow need fresh input.

About me: Through individual shares (e.g. $O (+0,38 %) , $MAIN (+0,36 %) , $KO (-0,09 %) , $HAUTO (+0,92 %) , $PEY (-0,66 %) etc.) I currently receive an average monthly net dividend of EUR 206.

My investment objective is to build up passive cash flow. I am currently investing this independently in other assets or buying individual shares. If everything goes well, I would reduce my job in the future (5-10 years) thanks to the dividends.

My interest is a hybrid strategy (approx. 60% in dividend ETFs with (hopefully) growth and 40% in covered calls).

After much deliberation, I have now arrived at the following weighting:

$VHYL (+0,78 %) - 25% - 300,-

$FGEQ (+0,69 %) - 5% - 60,-

$DEM (+0,43 %) - 10% - 120,-

$TDIV (+0,12 %) - 20% - 240,-

$JEGP (-0,11 %) - 20% - 240,-

$JEPI - 10% - 120,-

$QYLE (-0,25 %) - 10% - 120,-

I don't like the $FGEQ (+0,69 %) (dividend growth is not really good) and the $QYLE (-0,25 %) (poor performance). What do you think of the weighting? I would be more than grateful for any ideas, suggestions etc. Muchas gracias.

I have a small position in Realty income but I see that it is taxed almost with 41% percent that is not normal.

First 15% American withholding tax then 30% Belgian withholding tax how can I avoid this can you help me. Thanks in advance and one more thing I also have a large position in Van Eck Dividend Leaders (TDIV) will it also be taxed this extreme? I am looking for help getquin comunnity❤️

August was one of the quieter months in terms of dividends.

That's part of a diversified portfolio some months are stronger, others a little less so.

What remains important is the overall picture and consistent long-term growth

#dividend
#aandelen

$PG (+0,4 %)
$O (+0,38 %)
$JEGP (-0,11 %)