7H·

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 (-0,56 %)
$MBG (+1,74 %)
$BMW (-0,01 %)
$PAH3 (-0,53 %)

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

Alternatively, I would shift them into an ACWI ($ISAC) (+0,01 %) to shift them.

Thank you for your assessment!

Greetings Dagobert

10 Commentaires

Sansebastian@Sansebastian

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

•

Dagobert D.@bbh_saver_

@Sansebastian All right, thanks for your assessment!

••

PillePlutonium@CaptCorkRecords

20Min

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.

••

Nobody@Nobody_123

I hold BMW and Benz and would like to get into Porsche, but I don't have the necessary small change 😒

•

Dagobert D.@bbh_saver_

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

•

SomeRandomGuy@SomeRandomGuy

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

•

Stefan@Da_Fischi

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

•

Dagobert D.@bbh_saver_

@Da_Fischi Thanks for your assessment! 😊

••

daddyinvestiert@daddyinvestiert

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

•

Dagobert D.@bbh_saver_

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

••