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DerDanner
@Therapeut
3Sem.·

Luxury, quality and patience: LVMH in the depot

I have recently expanded my portfolio and now hold 30 shares in LVMH. The group stands for strong brands, pricing power and long-term stability like no other. $MC (-0,45 %)

attachment
29.01
LVMH logo
LVMH
Acheté x2 à 543,90 €
1 087,80 €
19
14 Commentaires
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KoenigsRasse@KoenigsRasse
3Sem.
15 shares are in. Unfortunately, my portfolio is escalating to such an extent that I can't add any more. Otherwise I would of course do the same.
It's just the geopolitical confusion and American politics, but I'm sure that will soon be sorted out. For me, $MC is an ETF in itself, a share for life
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DerDanner@Therapeut
3Sem.
@KoenigsRasse By escalate do you mean negative returns?
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KoenigsRasse@KoenigsRasse
3Sem.
@Therapeut 😂 no, I mean too many shares too diversified, and slowly LVMH is taking up too much space. That's what I meant, after Bitcoin. The second largest positions meant depot.
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Mau@ProMau
3Sem.
I've also been thinking about adding here. Probably won't be a portfolio rocket but will provide stability.
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
3Sem.
@ProMau Stability? To me, this has looked like a pretty wild ride with violent ups and downs at least since 2020.😅🤷🏼‍♂️
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Mau@ProMau
3Sem.
@All-in-or-nothing all the better for the coming years when the key figures normalize again somewhat
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
3Sem.
@ProMau what your hope is. It's by no means set in stone 🤔
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Mau@ProMau
3Sem.
@All-in-or-nothing if that were set in stone, I would go all in 🤦🏼‍♂️
No one can predict the future
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
3Sem.
@ProMau In my view, the recent past shows quite clearly that "luxury" is in fact dependent on the economy. Or $MC is not as luxurious as many people think. My opinion, but I would be careful with too much hope for an improvement in any of the key figures.
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Solitair@Solitair
3Sem.
@ProMau They are now where they were five years ago. I'm glad I'm out of it. I'd rather buy an ETF.
Also note: increased withholding tax on dividends and French transaction tax.
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TradingHase@TradingHase
3Sem.
That's quite a position. I have only been able to gradually increase it to 5 so far.
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DerDanner@Therapeut
3Sem.
@TradingHase yes was once the largest position, should hopefully recover in the near future
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TradingHase@TradingHase
3Sem.
@Therapeut We both definitely have this hope.
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Tobias Christopher@BavarianInvestor93
2Sem.
I'll double up tomorrow.
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