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143$8001 (+0,66 %) increases the dividend in June by 25% from 80 YEN (previous year) to 100 YEN.
$MMM (-2,37 %) increases the dividend in March by 4.29% from 0.7$ (previous quarter) to 0.73$.
$SHEL (-1,69 %) increases the dividend in March by 4.07% from 0.344$ (previous quarter) to 0.358$.
3 M or MMM has risen 90% in the last 12 months. Once a dividend favorite with 1000% price increases.
What happened?
Several lawsuits and restructurings halved the share price. After spin-offs and dividend cuts, the stock went quiet in 2023/2024.
Completely under the radar, 3M has outperformed every MSCi, S&P and Nasdaq reference in recent weeks and months.
I also pursued a dividend strategy with this stock many years ago. Even before there was GQ, I will soon be back at the EK.
What now?
What happens next?
But what do you learn from this?
No matter which strategy you follow: dividends, turnaround, ETF, high runner, recommendations from XY, the stock market is always a risk/opportunity in terms of profits/losses.
Let yourself be motivated, stay tough, look for a strategy, only after years will you realize the result
There is no right or wrong, not even a free ride with a positive return.
So long
Smudo
The clearing out of the portfolio continues and today I sold 3M after a total of 1,417 days, after the P&L finally turned green again after several years. The interim loss of a good 50% was more or less successfully sat out.
I have now sold with a profit of a paltry €14.07 (after transaction costs).
Added to this are dividends totaling €477.78 and the proceeds from the sale of the $SOLV WI (-1,41 %) shares after the spin-off of €329.01 after transaction costs.
The return was therefore €820.86 or around 22.9% after all costs, which corresponds to a CAGR of 5.46% p.a.. I'm anything but happy with that, but in the end I'm still glad I didn't sell at the low. I have often thought about it.
The proceeds from the sale will be reallocated to the $VWRL (-0,91 %) at the next opportunity.
2024 Earnings Highlights:
🔹 EPS: $1.68 (Est. $1.66) 🟢; DOWN -2% YoY
🔹 Revenue: $5.8B (Est. $5.777B) 🟡; UP +0.1% YoY
🔹 Organic Sales Growth: +2.1% YoY
FY25 Guidance:
🔹 Adj EPS: $7.60-$7.90 (Est. $7.8) 😑
🔹 Adj Total Sales Growth: 0.5%-1.5%
🔹 Adj Organic Sales Growth: 2%-3%
🔹 Adj Operating Cash Flow: $5.2B-$5.3B
Operational Metrics:
🔹 Cash Flow from Operations: $1.8B
🔹 Adjusted Free Cash Flow: $1.3B
🔹 Shareholder Returns: $1.1B via dividends and share repurchases
CEO Commentary:
🔸 William Brown: "Our Q4 capped a year of strong results as we returned to positive organic revenue growth. We delivered double-digit earnings growth and robust free cash flow while returning $3.8 billion to shareholders. We are confident in our ability to deliver our 2025 guidance."
The following shares, among others, reached a 52-week high during the course of Friday:
JPMorgan: $JPM (-0,57 %)
Goldman Sachs: $GS (-2,21 %)
Robinhood: $HOOD (-7,16 %)
American Express: $AXP (-2,31 %)
3M: $MMM (-2,37 %)
Morgan Stanley: $MS (-1,6 %)
Intuitive Surgical: $ISRG (-1,15 %)
Congratulations to all shareholders who benefit from the new high!
Dear Community,
Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (+2,77 %) with a considerable loss and $ETH (+1,79 %) with a small profit and set up a weekly savings plan on $BTC (+0,77 %) set up a weekly savings plan.
In order to simplify and streamline the portfolio even further, I now have the following question for you...
To help you understand my portfolio better, here is a brief explanation:
The main portfolio (currently approx. 150k) is a core-satellite portfolio with 56% $IWDA (-1,03 %) , 20% $GGRP (-0,99 %) , 12% $WSML (-1,32 %) and 12% $XMME (+0,28 %) .
With just under 20k is still the $CSPX (-1,14 %) in the portfolio.
I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:
$MMM (-2,37 %) approx. 1500€
$MSFT (-1,57 %) approx. 1400€
$ABT (+1,63 %) approx. 3300€
$JNJ (+2,12 %) approx. 2800€
$PEP (+3,26 %) approx. 2700€
$PG (+2,23 %) approx. 3300€
$TDIV (-0,63 %) approx. 3900€
$WQDS (-1,06 %) approx. 3850€
$FGEQ (-1,25 %) approx. 3800€
$VWRL (-0,91 %) approx. 3750€
$FUSD (-1,38 %) approx. 3750€
I save the ETF fraction constantly, nothing should or will change.
I'm just wondering how I should structure the ratio of individual stocks from now on. Should I increase all individual stocks to 5000€ per position or all stocks except Microsoft to 6k? Any other suggestions or ideas? If I simply leave the individual stocks untouched, the money would go into the div ETFs in tranches.
Total TER at 0.22 (which is quite acceptable for me) - and the overlaps are known and also okay for me 😄
Once again, thank you from the bottom of my heart and have a nice rest of Sunday 😎
Best regards
EvD
Bought $MONC (+1,66 %) a 46.40€.
The rest of the portfolio 🚀
$MMM (-2,37 %) +40%
$SOLV WI (-1,41 %) und. (Demerger of 3M)
$PYPL (-2,73 %) +32%
$MCD (+0,5 %) +24%
$BTI (-2,03 %) +16%
Other ~ 4%
$VOW (-0,15 %) -28%
I would like to slim down my portfolio and would like some tips from you on which stocks you would get rid of. As I haven't decided on a strategy, my portfolio consists of the three pillars of growth, dividends and ETFs.
So far I would get rid of the smallest positions I have as well as $BMY (+0,76 %)
$BATS (-1,84 %) and $MMM (-2,37 %)
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