With the dividend now approaching 4% and historically being between 2.7 and 4.15 Ahold is getting interesting again. We could see a bit more downside, but the risk reward is looking good right now.

Ahold Delhaize
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65Merck CUTS and Ahold Delhaize New Purchase
After $MRK (+0,16 %) in collaboration with the partner
$MRNA (+1,25 %) a a pleasant surprise from the Phase 3 trial on the cancer vaccine in combination with Keytruda , the stock has risen to a new all-time high.
I took profits on a little more than a third of my position because there is still no final approval yet. I’m holding onto two-thirds of my position because I’m still very convinced by Merck convinced .
$AD (+0,7 %) I’ve just added this to my portfolio. I entered the position at a dividend yield of just under 4%.
Since Ahold Delhaize is currently navigating the challenging U.S. market , I expect the stock price to decline . I will therefore gradually buy more shares and build up my position in the company to my desired size.
This is just a guess on my part, and I’m often wrong!
Do you have Merck in your portfolio? And how are you handling it?
Not investment advice!
The image was created using AI... :)

July update
July Update
Just invested the usual amount in $EUHD (+0,41 %) and also did a additional investment in $KPN (+0,25 %) as the stocks below my benchmark for buying. Next week we go back to buying some $AD (+0,7 %)
Bought:
Sold:
Nothing :)
Dividends received this month: €93.69
Dividends per month average: €60.26
Already staring to focus on the montly average for next season! (€70,95 expected)
2025: €20,85
2026: €60.26
2027: €72.14
Got some AD
$AD (+0,7 %) is on my German N26 account as AHOG. Got the tip from @MikeUpegui that was around 26% down from the ATH. Got some to collect dividends
30 years old and up to €200K – working toward financial freedom through dividend investing
I’m 30 years old and currently investing approximately €1,000 to €2,000 per month in my portfolio. My investment horizon is about 15 years, and my goal is to build a strong portfolio that will eventually allow me to live partly off the dividend income.
I’m focused on long-term investing and would really appreciate feedback from experienced investors. I’m interested in hearing your thoughts on the overall composition of my portfolio, its diversification, potential risks, and whether you think this strategy is suitable for achieving my goal of generating a reliable passive income stream in the future.
At the moment, I’m also considering buying or adding to my positions in $UBER (+0,8 %), $VPK (+0,53 %)
, $AD (+0,7 %), $NFLX (-0,33 %)
and $SBMO (-1,28 %). I’m curious to hear your thoughts on these companies in the context of a long-term portfolio, especially since some are more growth-oriented while others could contribute more directly to dividend income.
I’m not necessarily trying to maximize dividend yield right now. With a 15-year time horizon, my priority is building wealth and growing the portfolio, with the goal of gradually shifting the focus toward reliable dividend income over time.
Any suggestions, feedback, or ideas for improvement are very welcome. I’m especially interested in hearing how you would balance growth, dividend growth, diversification, and current income at this stage.
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I’m 30 years old and currently invest about €1,000 to €2,000 per month in my portfolio. I’ve now reached the €200,000 mark . My investment horizon is about 15 years, and my goal is to build a strong portfolio that will allow me to live partly off my dividend income in the long term.
I focus on long-term investing and would greatly appreciate feedback from experienced investors. I’m interested in your opinions on the overall composition of my portfolio, diversification, potential risks, and whether you think this strategy is suitable for building a reliable source of passive income over the long term.
I’m also currently considering adding shares of Uber, Vopak, Ahold Delhaize, Netflix, and SBM Offshore or to further expand my existing positions. I’d be interested to hear how you assess these companies within the context of a long-term portfolio—especially since some are more growth-oriented, while others could contribute more to my future dividend income.
My goal isn’t necessarily to achieve the highest possible dividend yield right now. With a 15-year investment horizon, my main priority is to continue building my wealth and growing my portfolio. Over time, I’d like to gradually shift my focus more toward reliable dividend income.
I welcome suggestions, feedback, and ideas for improvement. I’d be particularly interested to hear how, at my age and with this investment horizon, you strike a balance between growth, dividend growth, diversification, and current dividend income .
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I’m 30 years old and currently invest about €1,000 to €2,000 per month in my portfolio. My investment horizon is about 15 years, and my goal is to build a strong portfolio that will eventually allow me to live partly off the dividend income.
I’m focused on long-term investing and would love to get feedback from experienced investors. I’m curious to hear your thoughts on the overall composition of my portfolio, its diversification, potential risks, and whether you think this strategy is suitable for eventually building a reliable stream of passive income.
Right now, I’m also considering adding shares of Uber, Vopak, Ahold Delhaize, Netflix, and SBM Offshore or further expanding my existing positions in them. I’m curious to hear how you view these companies within a long-term portfolio, especially since some are more growth-oriented, while others can contribute more to dividend income.
My goal isn’t necessarily to achieve the highest possible dividend yield right now. With a 15-year investment horizon, my priority is primarily to build and grow my wealth. The idea is to gradually shift the focus more toward reliable dividend income over time.
All suggestions, feedback, and ideas for improvement are welcome. I’m especially curious to know how you, at my age and with this investment horizon, would strike a balance between growth, dividend growth, diversification, and direct dividend income.
Ahold Delhaize - Long Position Opened
$AD (+0,7 %) reached yesterday a low of over 23,6 % from its ATH.
Therefore I opened a long position in this Dutch company 🇳🇱 . Building exposure to a defensive consumer staples leader.
I'm looking forward to see how this Dutch comsumer stock will perform in the coming months and years 😎
#trading
#long
#tradingstrategy
#tradingportfolio
#aholddelhaize
#stocks
#consumerstocks
#netherlands
#mikeupegui
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