Hello dear Getquin community,

today I have struck again with the following positions:

$ULVR (-0,76 %) / $UL (-0,47 %)

$CCEP (-0,26 %)

$BATS (-0,53 %) / $BTI (-0,53 %)

What did you buy this week or what is on your shopping list?

Looking forward to your ideas! 👀📈

Today I have my first position in Unilever $ULVR (-0,76 %) today. The plan is to build this up over time to increase my strategically expand my withholding tax exempt UK strategically.

Unilever convinces me with a strong brand portfolio, stable cash flows and a reliable long-term dividend policy. In my view, the stock is a solid foundation for a defensive dividend portfolio.

I see the investment as a classic long-term hold with the aim of benefiting from dividend growth and the company's international orientation.

What do you think of Unilever?

Do you have any British consumer stocks in your portfolio?

What we can expect from tomorrow:

Monday:

• SAP ($SAP (+3,07 %)) Verizon, Communications ($VZ (-0,45 %)) Ryanair Holdings ($RYAAY (-0,41 %)),
• Truist Financial ($TFC (+0,63 %)) report figures

Tuesday:

• Existing property sales (June)
• Alphabet ($GOOGL (+1,56 %)), Tesla ($TSLA (+1,37 %)), Visa ($V (-0,03 %)), Coca-Cola ($KO (+0,04 %)), GE Aerospace ($GE (+2,04 %)), Comcast ($CMCSA (-2,49 %)), United Parcel Service ($UPS (+0,28 %)) report figures

Wednesday:

• S&P Global Flash Composite U.S. PMI (July)
• New real estate sales (June)
• Advance International Trade (June)
• Advance retail inventories (June)
• Advance wholesale stocks (June)
• Thermo Fisher Scientific ($TMO), IBM ($IBM (+0,82 %)), ServiceNow ($NOW (+1,09 %)), AT&T ($T (-0,14 %)) report figures

Thursday:

• Gross Domestic Product (GDP) (Q2)
• Durable goods orders (June)
• FigVie ($ABBV (+0,7 %)), AstraZeneca ($AZN (-1,32 %)), Union Pacific Corp ($UNP (+1,13 %)), Unilever ($UL (-0,47 %)), Honeywell International ($HON (+1,46 %)) - report figures

Friday:

• Personal Consumption Expenditure (PCE) Index (June)
• Consumer Sentiment (July)
• Bristol Myers Squibb ($BMY (-0,13 %)), Colgate-Palmolive ($CL (-0,45 %)), 3M ($MMM (+0,81 %)) report figures

Upcoming events this week:

Monday

• Earnings reports from McDonald's ($MCD (-0,94 %) ), Caterpillar Inc. ($CAT (+1,25 %) ), Palantir Technologies Inc. ($PLTR (+5,15 %) ), ON Semiconductor Corp. ($ON (+4,43 %) ) and Tyson Foods Inc. ($TSN (+0,55 %) )
• Speech by Atlanta Fed President Raphael Bostic
• S&P final U.S. Services PMI (January)
• ISM Services PMI (January)
• Senior Loan Officer Survey

Tuesday

• Earnings Reports from Eli Lilly
  $LLY (+0,91 %) ), Amgen ($AMGN (+0,09 %) ), BP ($BP. (+1,57 %) ), Gilead Sciences Inc. ($GILD (+0,83 %) ), Ford ($F (+0,67 %) ), GE HealthCare Technologies Inc. ($GEHC (+0,12 %) ) and Snap Inc. ($SNAP (+5,53 %) )
• Speeches by Minneapolis Fed President Neel Kashkari, Cleveland Fed President Loretta Mester and Philadelphia Fed President Patrick Harker

Wednesday

• Earnings Reports from Alibaba Group Holding Ltd. ($BABA (-0,5 %) ), Disney ($DIS (+0,18 %) ), Uber Technologies Inc. ($UBER (+2,01 %) ), CVS Health Corp. ($CVS (-0,14 %) ), Arm Holdings PLC ($ARM (-3,7 %) ) and PayPal Holdings Inc. ($PYPL (+0,12 %) )
• Speeches by Fed Gov. Adriana Kugler, Fed Gov. Michelle Bowman and Richmond Fed President Tom Barkin
• US trade deficit (December)
• Consumer credit (January)
• 
  Congressional Budget Office (CBO)

Thursday

• Earnings Reports from S&P Global Inc. ($SPGI (-1,4 %) ), Philip Morris International Inc. ($PM (-0,71 %) ), ConocoPhillips ($COP (+0,76 %) ), Unilever ($UL (-0,47 %) ), Honda ($HMC (+1,75 %) ) and AstraZeneca ($AZN (-1,32 %) )
• Initial claims for unemployment benefits (week ending February 3)
• Wholesale inventories (December)
• Speech by Richmond Fed President Tom Barkin
• Financial stability statement by Treasury Secretary Janet Yellen before Congress

Friday

• Earnings Report from PepsiCo ($PEP (+0,25 %) )
• Annual seasonal adjustments (CPI)

#boersengehandelteralltag

Exchange traded daily sales

A few have noticed it I have reoriented myself and changed my job. @Koenigmidas therefore it took a little while.

The daily km scrubbing in the field service (80tsdkm/year) belongs for the time being to the past and that is also good so.

So after 2.5 months of vacation new everyday life:

6 o'clock

Wake up the kids (in my case the kids wake me up 😂)

Make breakfast, prepare snack,

Off to kindergarten and off we go.

With the small but fine

Suzuki $MARUTI 🚗

Or the bike 🚴or on foot 👟( am already a bit older and swear by

$ADS (+1,17 %) )

it goes on us office.

Arrived at the desk

$DELL boot up, operating system

$MSFT (+0,7 %) Microsoft starts.

Autostart loads with all required Office programs from Microsoft as well as ERP from the cloud. Sorry no IT nerd does not ask me what all this is in the background😅 it works.

After that, first time tour of the "fresh warehouse" and see what delicious fruits and vegetables are now in our warehouse.

So far except

$DOLE (+1 %) Bananas

Still nothing stock discovered.

On the way back through the freezer and through the dry warehouse, however, there meets the how is how of the food industry.

Feels all major corporations are represented here and fill the high shelf warehouse with really damn tasty products and ingredients

$NSRGY (+0,52 %) Nestlé

$UL (-0,47 %) Unilever

$KHC (+0,92 %) Kraft Heinz

$K (+0,66 %) Kellogs

etc. Impossible after you short time all to reproduce because here a total of about 50tsd products are available.

Back at my workplace

Phone calls every minute, orders by fax and from the webshop as well as e-mail are processed by our team of sales people all day long.

At some point closing time (varies from 5pm to 9pm).

On the way home, I'm lucky enough to see our delivery fleet of about 50 trucks from

$DTG (+1,87 %) Daimler truck

$MANC MAN SE.

All drivers should have returned and tomorrow morning at 2 o'clock again fully loaded thunder to the customer.

When the household chores are done. Feierabend cool blondes and getquin start to look at what you have done so for nonsense.

In this sense, the next time you visit a restaurant, think of me. Possibly the goods have been sold there by me and others to the customer😂.

But hereby duty fulfilled💪

Nomination for another episode

@DividendenWaschbaer , @Divmann

@christian and all on getquin!

Critical at the moment

$UL (-0,47 %) or $PG (-1,07 %) ?

In any case, Unilever has a much larger debt burden, but the percentage dividend is better. What do you think?