2Sem.·

Yield decelerator

And goodbye $JNJ (-0,15 %)

More than two years in the portfolio with a return of -10%. Even the nice dividend doesn't gloss over that. Shift it to the $IWDA (-0,46 %) where I am certainly better off with a long-term investment horizon. Still a pity, I liked the share at the beginning.

14.05
Johnson&Johnson logo
a vendu x13 à 132,95 €
1 728,35 €
10,41 %
27
20 Commentaires

2 years? I'd like to have that much patience and foresight in the stock market. That's a real long-term investor 😉
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@bullish999 Thanks for your comment. ☺️
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@bullish999 I'll gladly take the shares from him, I'll get back to you in 20 years 😂
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It's just a dividend stock for retirement, not a yield booster. That's actually clear 😅
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I am also down ~ 16% with a small position (~ 0.3-0.4% portfolio). I'll take a look at it when I get the chance and think about buying more.
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It's just a dividend payer for buy and hold. What did you expect?
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If u invest in stock market you should be able to hold for 5 years
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Very well done, Johnson could become the new Bayer as a result of the powder lawsuit. Risk is high for the share. The first instances of a spin-off have failed in the US court.
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What did you expect? +50% in 2 years?😂
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Good decision. Especially when your strategy is developing:)
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The difference between $JNJ and $NVDA is simply the completely different sector and strategy
Tech was the burner of the last 15 years: however, this development is tending to cool down, and the "old market" could now also reach a stronger phase again; even the growth of European d shares has recently been better than that of the US tech sector.
In this respect: you probably still need a little patience. But they have proven for 100 years that they have what it takes and always stay on top.
Intel, Infineon, AMD, and probably also NVIDIA: will immediately have a problem if any technology competitor develops something better: a single better chip is enough.
Should the export restrictions for $ASML against China ever be relaxed or fall: then I would sell NVIDIA in perspective😁.
But of course this does not speak against this investment!

So it's really a question of investment strategy and investment horizon, and the investor's need for peace of mind😁
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Then I would also have to throw out Rio Tinto and Pepsi.
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@dirko68 right. But back and forth empties your pockets
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@dirko68 I think that a Pepsi is much more dynamic and the case for Rio Tinto is just the dividend. And this is significantly higher. JuJ has been going sideways for years and has the lower dividend (albeit more stable)
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@dirko68 But I wouldn't necessarily hold on to Pepsi
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"Liked the share at first". Legendary.
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MSCI World is certainly not the worst Idee👍🏼 J&J nevertheless remains a top company. I am currently more on the buy side to fill the position.
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also considering selling $JNJ
and buy $KRYS
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It was similar for me. It felt like 5 quarters in the portfolio, slightly negative and only a small dividend. I also got rid of it
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I bought more for the time being and will do so again.
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