5J·

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 (-2,21 %)

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29.01
LVMH logo
Acheté x2 à 543,90 €
1 087,80 €
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13 Commentaires

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I've also been thinking about adding here. Probably won't be a portfolio rocket but will provide stability.
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@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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@All-in-or-nothing all the better for the coming years when the key figures normalize again somewhat
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@ProMau what your hope is. It's by no means set in stone 🤔
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@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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@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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@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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That's quite a position. I have only been able to gradually increase it to 5 so far.
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@TradingHase yes was once the largest position, should hopefully recover in the near future
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@Therapeut We both definitely have this hope.
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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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@KoenigsRasse By escalate do you mean negative returns?
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@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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