One position $VICI (-0,23 %) in the 🚮

And from 🚮♻️ $WM (-0,11 %) in the depot

have a nice evening ✌️

$VICI (-0,23 %) from the depot for an initial purchase at $WM (-0,11 %)

I took a chance with a first tranche, and I think we are $WM (-0,11 %) are getting closer and closer to a more attractive valuation level.

A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (-1,08 %) and $NVDA (+2,03 %)) from hot sectors, I have built up cash and diversified further ($CMG (-0,61 %)
$SNPS, (-1,15 %)
$BRO (-1,72 %)
$AMGN (-0,12 %)
$LSEG (+3,4 %)). Further acquisitions and new entries (e.g. $INTU (-0,52 %)
$ADP (-0,22 %)
$WM (-0,11 %)
$CTAS (-0,47 %)
$RMS (+2,17 %)) are planned. As short- to medium-term trades, I have invested in $Adobe (-0,45 %) and $TTD (+5,56 %) as short to medium-term trades. I mainly invest for the long term, but a correction (technology, cloud) including sector rotation (consumer, pharma, software) seems inevitable to me. I am therefore taking a wait-and-see approach and, if necessary, I will reenter $GOOGL (-1,08 %) and $NVDA (+2,03 %) again at the appropriate time.

Please let me know what you think.

I will probably share future updates with you every two months at the beginning of the month (November, January,...).

I wish you all a successful time.

Last earnings at 1.92$

https://investors.wm.com/news-releases/news-release-details/wm-announces-second-quarter-2025-earnings

Day Investors!

I mainly invest in dividend aristocrats and dividend kings.

I usually buy shares that have fallen due to weak economic phases or other stock market events and therefore have a high dividend yield at lower prices. The growth and accumulation of my dividends is important to me. I don't speculate on turnarounds, but make sure that the companies in my portfolio have a solid business model and continue to be profitable enough to increase their dividends annually.

Regular quarterly figures and annual reports are therefore very important to me.

Currently, my portfolio has a gross dividend yield of over 5% and annual dividend growth of over 8%.

I have recently started to invest more in growth stocks in order to compensate somewhat for the weak share price performance to date. These include, among others $HD (-1,21 %) , $AMD (+1,15 %) , $WM (-0,11 %) , $GOOGL (-1,08 %) etc. Also $UNH (+0,07 %) I count as well. To be honest, $UNH is a small "trade". If it pans out, I would have secured a 3% dividend yield along with strong growth... which is pretty rare. FOMO.

Maybe it's also $NOVO B (-0,55 %) to this. 😜

My dividends are taxed in accordance with the double taxation agreement.

So far, I've collected €9,000 in dividends and reinvested every cent of it.

I like to exchange ideas with other investors, especially dividend investors.

$WM (-0,11 %)

📊 Waste Management - Q2 2025 (short & sweet):

Turnover: USD 6.43 billion (+19% YoY) ✅

Adjusted earnings per share (EPS): USD 1.92 (USD +0.03 above expectations) ✅

GAAP EPS: USD 1.80 (previous year: USD 1.69)

Net profit: USD 726 million (previous year: USD 680 million) ✅

➡️ Conclusion: Expectations exceeded - strong sales growth, solid profit development.

$HEIA (+0,21 %)
$EL (+0,18 %)
$NUE (-2,01 %)
$CDNS (-0,64 %)
$WM (-0,11 %)
$MSFT (+0,57 %)
$V (+0,21 %)
$OR (-0,58 %)
$AZN (+0,24 %)
$MRK (-0,3 %)
$PG (+0,53 %)
$SBUX (+2,53 %)
$BCS (+0 %)
$META (-0,03 %)
$BABA (+4,49 %)
$QCOM (-2,61 %)
$AIR (+0,27 %)
$HSBC (+0,42 %)
$GSK (+2,42 %)
$MBG (+0,85 %)
$F (+0,63 %)
$AAPL (-0,71 %)
$AMZN (+0,72 %)
$MA (-0,35 %)
$7203 (-1,04 %)
$SHEL (-1,34 %)
$005930
$SNY (+0 %)
$CMCSA (-1,32 %)
$COIN (+6,65 %)
$NET (+0,25 %)
$XOM (-3,01 %)
$CVX (-2,79 %)
$CS (+0,28 %)
$NTDOY (-0,27 %)
$CL (+0,55 %)
$DTG (-0,71 %)
$UNH (+0,07 %)

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 (+0,06 %) MSCI World ETF to cover the most important companies from developed markets.
• 25€ $EIMI (+0,94 %) MSCI EM ETF to also cover emerging markets.
• 20€ $XDWT (+0,39 %) 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 (+0,11 %) 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 (+0,2 %) 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 (+0,53 %) Strong products, my daily companion in the care and household sector.
• 10€ $DHR (+0,49 %) My favorite in the life science sector, I think Danaher will be back in the future.
• 10€ $DTE (+0,42 %) As a German company, I can no longer imagine telecommunications without it.
• 10€ $DE (-0,34 %) 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 (+0,16 %) 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 (-0,11 %) Waste disposal and recycling are becoming increasingly important, environmental solutions are a big issue. Why not WasteManagement?
• 5€ $CSCO (+0,39 %) 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 (-1,34 %) 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 (+0,54 %) I am convinced of the company, I think that Nu will have a successful future.
• $O (+0,27 %) 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 (+2,99 %)
$SOL (+2,36 %)

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

Thank you very much

Hello to the community ✌️

I would like to reduce the size of my portfolio.

my portfolio currently consists of 1 ETF and 40 individual shares.

my goal is to reduce the number of individual stocks to around 30-32 positions over time 🤔

There are currently 2 positions at the top of the closing list

$NKE (+0,16 %)
$REGN (+0,04 %)

I would like to add 2,3 more positions, but unfortunately I don't have the imagination to get rid of them 😅

Maybe with the help of the community here, to make the decision a little easier😬

On the other hand, I also want to $COST (-0,47 %) & $WM (-0,11 %) despite the still high valuations, but they are absolute Dauerläufer🤷🏼‍♂️

What are your opinions?

which positions would you throw out?

and why exactly these?

Thank you !