Hi, I think your approach is very cool.
But make sure that the etf forms a real core. I am also better and better at forcing.
You invest in Pfizer and say "strong potential", Realty Income and say "great potential with interest rate cuts" etc..
I also bought the same stocks for similar reasons. Your reasoning is of course very short.
I also have it on my radar if Pfizer has no new medias in patent.
Realty - keep on screen if interest rates are not lowered. Realty will have to take on new debt in 2026 - everyone is currently speculating on falling interest rates, not just you. As I said, I have the same investment case, but keep an eye on the other side!
BAT - big upside potential if they make other products.
I generally have something against that. BAT is forced to completely change their business model in general. People stop smoking because it's too expensive. The profiteer is the German state and not BAT. They can't change their products.
Of course they can invent other products and try to sell them. And they do. Who buys them? I hardly know any 😅
I'll give you a counter-example:
McDonalds is regulated year after year to sell burgers. The state also levies considerable taxes on the product. So McDonalds will have to sell something else in future. Sandwiches, salads, whatever. Would you buy the stock in this situation? Not me.
Maybe you only bought it because of the dividend.
Or:
BMW is no longer allowed to sell combustion engines.
Then BMW, with its companies, plants and personnel, which are all designed for combustion engines and have the know-how, will no longer earn any money with the product. Of course you can say "then they'll build electric cars and have potential. Or drones. Or some other new product"...
But bmw is currently not designed for that... 😂
But make sure that the etf forms a real core. I am also better and better at forcing.
You invest in Pfizer and say "strong potential", Realty Income and say "great potential with interest rate cuts" etc..
I also bought the same stocks for similar reasons. Your reasoning is of course very short.
I also have it on my radar if Pfizer has no new medias in patent.
Realty - keep on screen if interest rates are not lowered. Realty will have to take on new debt in 2026 - everyone is currently speculating on falling interest rates, not just you. As I said, I have the same investment case, but keep an eye on the other side!
BAT - big upside potential if they make other products.
I generally have something against that. BAT is forced to completely change their business model in general. People stop smoking because it's too expensive. The profiteer is the German state and not BAT. They can't change their products.
Of course they can invent other products and try to sell them. And they do. Who buys them? I hardly know any 😅
I'll give you a counter-example:
McDonalds is regulated year after year to sell burgers. The state also levies considerable taxes on the product. So McDonalds will have to sell something else in future. Sandwiches, salads, whatever. Would you buy the stock in this situation? Not me.
Maybe you only bought it because of the dividend.
Or:
BMW is no longer allowed to sell combustion engines.
Then BMW, with its companies, plants and personnel, which are all designed for combustion engines and have the know-how, will no longer earn any money with the product. Of course you can say "then they'll build electric cars and have potential. Or drones. Or some other new product"...
But bmw is currently not designed for that... 😂
•
33
•@Rendite_Fux In short: don't list stocks and give great reasons for buying them. Everyone knows them. Everyone knows that ASML is growing. That's why they're so expensive. Everyone knows that Procter and gamble has a large diversified portfolio. That's why you pay the price.
It sounds like you're just talking yourself into every stock - that's how I sounded when I started 3 years ago 🙂 That's why I'm writing you the novel.
It sounds like you're just talking yourself into every stock - that's how I sounded when I started 3 years ago 🙂 That's why I'm writing you the novel.
•
11
•
@Rendite_Fux Thank you very much for the detailed answer. Yes, the reasons are indeed a bit short, I just wanted to share my portfolio and then just started writing😂
But I will take your words to heart and take a closer look at Pfizer/Realty/BAT in particular👀
But I will take your words to heart and take a closer look at Pfizer/Realty/BAT in particular👀
••
@Rendite_Fux BMW will only build electric cars in Munich from 2027.
•
11
•5Mo
@Rendite_Fux That's nonsense about bmw. Or have you missed the fact that they have been building electric cars for years and are therefore now less reliant on drones?
••
