2J·

Follow-up Purchase of Vonovia

For the first time in several years, I increased my position in $VNA (+2,89 %) . The persistently “high” interest rates and the low stock price seem to me like a good opportunity to strengthen this segment of the German housing market in my portfolio. Thanks to tax deferral, this currently offers a handsome 6.6% net dividend.

And by the way—this is just a side note on politics—a purchase like this is sure to annoy Die Linke😉

01.09

Vonovia

Acheté à 18,99 €

4 Commentaires

Schochi@Schochi

When I bought more a few months ago, I was told it was too early. That turned out to be the case, and I'm afraid it's the same for you today. But I'm keeping my fingers crossed that your investment pays off 👍

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Kurz@MrKurt89

@Schochi Did you hold onto them or sell them again already? “Too soon” is relative when it comes to how long I hold onto them.

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Schochi@Schochi

@MrKurt89 I'm still holding onto them and also see them as a long-term investment, though I've been in this for a long time and have only lowered my average cost by buying more shares.

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Donald D.@Privateer

Or maybe the Left is getting on our nerves 😬. 6.6% is interesting. The question is whether we’ll actually get it, or whether even higher yields will be waiting for us by the dividend payment date due to a further decline in the stock price—partly because of the expropriation fantasies of Berlin’s local politicians and/or further interest rate hikes that make refinancing maturing debt more expensive. It’s also possible that the dividend will be cut again in order to a) reduce the need for debt financing and b) send a signal to policymakers: “Look, we’re cutting dividends to shareholders to meet our obligations.” Well, Mr. Mukic must know what he’s doing in the area of finance—after all, he was CFO at SAP.

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