3Mo·

BMW, Mercedes & Co.: still hope?

Hey everyone,

Unfortunately, not every sale is a profit - I'm currently down around 30% with BMW, Mercedes, VW and Porsche Holding.

$VOW (-0,95 %)
$MBG (-1,09 %)
$BMW (-0,81 %)
$PAH3 (-0,77 %)

The dividends are nice, but what would you do? Hold or sell?

Alternatively, I would shift them into an ACWI ($ISAC) (+0,05 %) to shift them.

Thank you for your assessment!

Greetings Dagobert

25 Commentaires

Sansebastian@Sansebastian

3Mo

As the automotive sector is of little interest to me (with the exception of $RACE), I would sell and regroup

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Dagobert D.@bbh_saver_

3Mo

@Sansebastian All right, thanks for your assessment!

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PillePlutonium@CaptCorkRecords

3Mo

I am still holding Porsche. The share is really taking a deep breath, but will recover. Take 5% dividend yield & let it run.
Porsche is financially robust, but, as I said, it will struggle. Weak sales in China and possible US tariffs will continue to weigh on the stock. 27 would be an extremely critical support level.

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Legend@Zilong

3Mo

@bbh_saver_ Don't sell Mercedes under any circumstances, the divi is top and 2 months ago you only concluded a future security agreement with the company council until 2035.

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F@Cai-pirinha

3Mo

i got rid of my car shares even before the whole sinking flight and would advise you to do the same. personally, i would sell at least half of them, namely VW and mercedes. porsche already stands out from the others, and i personally have the best feeling about the whole topic of "transformation", i.e. further development, with BMW. I would put VW in last place, at least with mercedes you can see that they are tackling new issues and are also working properly on the ecosystem and breaking new ground here, which is what is needed.
as the previous speaker said, that's how i see it too, i see cars as a very difficult to uninteresting investment at the moment, with the exception of $RACE - and $1211

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Dagobert D.@bbh_saver_

3Mo

@Cai-pirinha Thank you for your assessment and the detailed explanation!

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investment_pro_yxfbw@investment_pro_yxfbw

3Mo

Buy later.... are cyclicals.... you buy them when they are low and sell when they are high.... think back to 2008...nobody wanted a Mercedes then. In 5 years at the latest they will be twice as high.

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Dagobert D.@bbh_saver_

3Mo

@investment_pro_yxfbw Thank you for your assessment!

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SomeRandomGuy@SomeRandomGuy

3Mo

Unfortunately, I don't believe in a turnaround at this level. I hold Mercedes and BMW, but not at 30% down.

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Stefan@Da_Fischi

3Mo

I continue to hold VW and Porsche and can well imagine that things will pick up again by the end of 2026.

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Dagobert D.@bbh_saver_

3Mo

@Da_Fischi Thanks for your assessment! 😊

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daddyinvestiert@daddyinvestiert

3Mo

I would continue to hold for the time being and collect the dividends. You can always sell when the shares are higher.

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Dagobert D.@bbh_saver_

3Mo

@daddyinvestiert That is a valid point.
Thank you for your assessment!

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Ata@Atacama

3Mo

The question is, what is your goal?
Dividends, capital appreciation,...
And what time horizon are you thinking in? 1 year, 5 years or longer?
I would make the decision dependent on this....

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Dagobert D.@bbh_saver_

3Mo

@Atacama Good question: the goal is definitely value growth. I see dividends more as motivation.
The investment horizon is at least +10 years (if not significantly longer).

So in terms of time, I have no problem sitting out the losses.
I would rather ask myself whether the money would not be better invested in a broadly diversified ETF.

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Dagobert D.@bbh_saver_

3Mo

@Atacama Supplement: This is also a small proportion of the portfolio: approx. 1.5%

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Ata@Atacama

3Mo

If you are looking for value growth and can take your time, I would actually restructure into an ETF. The ups and downs will probably be lower - depending on the ETF - but a medium to long-term increase in value is more likely than with an individual security, which can sometimes slide badly.
So, given the parameters you have described, I would restructure into an ETF.

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Dagobert D.@bbh_saver_

3Mo

@Atacama Great, thanks for your assessment! 👍

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Tobi@Tobiwankenobi500

3Mo

OWN OPINION:

I think that German car manufacturing in its current form is slowly dying. The horse will be ridden until it is dead ("Made in GER", profiteering from brand names and model series etc....)

In the long term - with a lot of staying power - some will "recover".
In other words, once the green valley of socialist tears (sorry I had to use that one) has been crossed, things will start to look up again.

In terms of values, I am therefore minimally invested in $P911 - I think this is OK due to its innovative strength and the brand.
For all others, I am rather very negative under the current management + left/green climate ideology.

I myself would - depending on the entry value - leave the stocks or sell and reallocate.

In BYD, for example ;)

LG Tobi

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Dagobert D.@bbh_saver_

3Mo

@Tobiwankenobi500 Thanks for your opinion!

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F@Cai-pirinha

3Mo

@Tobiwankenobi500 Yes, "you ride the horse until it's dead" really hits the mark in my opinion. Politicians have been doing this for ages, as long as they don't have to adapt, lobby to maintain the status quo and continue to cash in. But at some point, it just doesn't work anymore if you shirk innovation and investment for so long and are then only allowed to look behind the competition - in which you should then invest, as we are, after all, trading the future.

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trade_samurai_2089@trade_samurai_2089

3Mo

I think that the good carmakers will all come back and perform. MB, VW and BMW have plants in the USA and also in China. In the long term also in the electric sector. But that's just my personal opinion.

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M S.@Manu85

3Mo

But they are also safe at the moment in a crisis. They will come out of it in the long term!
That's how long I collect them cheaply after every low comes a high again

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3Mo

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Dagobert D.@bbh_saver_

3Mo

@Nobody_123 I also have Porsche in my portfolio.
But they are definitely not for sale 😉

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