Have $SIX2 (+0,51%) pretty perfect in the dip already bought. Do you think I should buy more? The dividend is of course not uninteresting for the share.

Hello everyone,

here is my review for March. Even really early this time.

📈 Performance:

S&P500: -3.9%

MSCI World: -4.8%

DAX: -10.3%

Dividend portfolio: -5.9%

My high and low performers in March were (top/flop 3):

🟢 ($PETR4 (+0,7%) ) Petroleo Brasileiro +19.38%

🟢 ($ADM (+0,18%) ) Archer Daniels +10.98%

🟢 ($GAIN (+1,94%) ) Gladstone Invest +4.08%

🔴 ($CTAS (+0,19%) ) Cintas -13.88%

🔴 ($MC (+0,16%) ) LVMH -14.49%%

🔴 ($ULVR (-0,25%) ) Unilever -18.70%

Dividends:

March 2026: €178.82

March 2025: € 182.98

Change: -2.27%

This change is partly due to the fact that the USD exchange rate is still worse than last year. In addition, Imperial Brands also paid a significantly higher dividend last year (I think it was a special dividend). Otherwise, Unilever only pays in April and STAG has also switched to quarterly distributions, so that nothing was paid in March either.

Sales:

🟥 None

Purchases:

🟩 SIXT ($SIX2 (+0,51%) )

🟩 Ferrari ($RACE (+1,12%) )

Savings plans:

($CTAS (+0,19%) ) Cintas (50€)

($MC (+0,16%) ) LVMH (50€)

($MSFT (+1,6%) ) Microsoft (25€)

The sale of Lockheed Martin in February was fairly neutral from a purely price perspective. Lockheed has neither risen nor fallen significantly. So far, I have no regrets about the sale (although the dividend for March is now missing, of course).

What else has happened?

March was pretty up and down. In terms of performance, this was one of the worst months ever for me. The only worse month for me was September 2022 with -6.3%.

The nest egg continues to grow and, as I said, it will be fully built up in April. But I may have to work on it again. At the moment, I'm thinking about a photovoltaic system. With an almost new build, heat pump, hybrid and purely electric car, the advantages are obvious. The roof is south-facing. So I would benefit fully. The only question is how to finance it. Do I need the money that is earmarked for the loan repayment in 5 years? 100% financing from the bank? At the moment I've sent out a few requests for quotations.

My Payback points were stolen in February. 12995 points were used for a payment at DM. Well, I just hadn't activated the 2FA. Stupid myself. I wrote about it in last month's report. In fact, the Payback points were credited back to me by DM at the beginning of March. I don't know whether this was a scam or whether Payback did something because of my call. I only saw it by chance and of course had everything paid out directly to my account. Lesson learned - I will rebook more often in future.

🥅 Goals for 2026:

I'm trying to reach €85,000 in my dividend portfolio this year. This is to be achieved through dividends, deposits and, of course, share price increases. Let's see how things look at the end of the year, as the first quarter was rather sluggish. I'll have to make up for that over the course of the year.

Anyone who liked the report and would like to read more is welcome to follow me,

If you're not interested, you can keep scrolling or use the block function.

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/Nw_lSUZ6c3k?is=_jOa3og8ETC0XwbE

Tuesday:

So far, inflation has been moving in a good direction. According to estimates, inflation in the eurozone was still at 1.9% in February. It will be interesting to see what effect the higher oil prices will have.

https://global.morningstar.com/de/wirtschaft/inflation-der-eurozone-steigt-erneut-wird-die-ezb-zinssenkungen-verschieben

Wednesday:

At $SIX2 (+0,51%) Sixt's business figures are convincing. Profit increases by 17% to 286 million euros. Turnover increased by 7% to 4.3 billion euros. Growth came primarily from the USA and Europe (excluding Germany). Sixt is critical of an electric quota for the rental car fleet, as there is a lack of suitable infrastructure in many parts of Europe.

https://www.kurier.de/inhalt.autovermieter-wachstum-in-europa-und-usa-bringt-sixt-rekordumsatz.7349b69e-a441-4382-8b6c-b0e88acb103c.html

Monday: 8:00 Industrial production (DE)

Wednesday: 13:30 Inflation data (USA)

Thursday: 13:30 Unemployment claims (USA)

#landtagswahl
#inflation
#arbeitslosenquote
#usa
#deutschland

Can you think of any other dates?

• Group sales adjusted for currency effects increased by 8.7% (nominal +7.0%) to EUR 4.28 billion (previous year: EUR 4.00 billion)
• Earnings before taxes (EBT): 400.5 million euros (+19.5%; previous year: 335.2 million euros)
• Consolidated net profit: 285.8 million euros (+17.2%; previous year: 243.9 million euros)
• The EBT margin improved to 9.4% (previous year: 8.4%)
• Equity: EUR 2.15 billion (EUR +22 million after dividend payment; adjusted for currency translation effects: EUR +161 million)
• Earnings per ordinary share: 6.08 euros (previous year: 5.19 euros)
• High payout ratio of 53% of consolidated net income: Executive Board proposes dividend of EUR 3.20 per ordinary share / EUR 3.22 per preference share (+18.5%; previous year: EUR 2.70 / EUR 2.72)

🚗💨 🚗💨 🚗💨

https://de.marketscreener.com/boerse-nachrichten/sixt-erzielt-rekordjahr-2025-umsatz-waehrungsbereinigt-um-rund-9-auf-4-3-mrd-euro-gesteigert-a--ce7e5cd3da8ff720

$SIX3 (+1,5%)

$SIX2 (+0,51%)

$SIX2 (+0,51%) increased Group sales to EUR 4.28 billion (+7.0%) in the full year (FY) 2025.

Earnings before taxes (EBT) amounted to EUR 400.5 million and the EBT margin was 9.4%. Consolidated net profit reached EUR 285.8 million (+17.2%);

Last year, Sixt increased its revenue by seven percent to EUR 4.28 billion on the basis of preliminary figures.

Adjusted for currency effects, revenue climbed by 8.7 percent.

Pre-tax earnings rose by almost a fifth to EUR 400.5 million.

The corresponding margin improved by one percentage point to 9.4%.

The bottom line profit increased by a good 17% to 285.8 million euros.

A dividend increase of 50 cents is to be paid out to shareholders for 2025. Holders of ordinary shares listed on the SDax are to receive 3.20 euros per share, while holders of preference shares will receive 3.22 euros per share.

Earnings per ordinary share: 6.08 euros.

Equity amounted to 2.15 billion euros.

The Group is proposing a dividend of EUR 3.20 per ordinary share and EUR 3.22 per preference share (+18.5%).

Regionally, Sixt reported revenues of EUR 1.2 billion in Germany (+2.8 percent), EUR 1.7 billion in Europe (+12.6 percent) and EUR 1.4 billion in North America (+4.1 percent) for FY 2025.

The fleet increased to 196,900 vehicles (+6.9 percent); the number of premium vehicles was increased by more than 20,000.

Operationally, Sixt highlighted the launch of the global loyalty program Sixt One in Q4 2025; several hundred thousand registrations were recorded in the first weeks. For FY 2026, Sixt expects revenues of EUR 4.45 to 4.60 billion

EUR and an EBT margin of around 10 percent.

Co-CEO Alexander Sixt referred to fleet discipline, premium expansion and technology investments as drivers; Co-CEO Konstantin Sixt emphasized the expansion of direct customer loyalty through Sixt One.

I picked up another 10 shares.

What do we think of this and how can we best prepare? What are you specifically looking for? I would like your opinion on this.

I've gone through my portfolio once and have a few braids #$SIX2 (+0,51%) and parts of $TSLA (+1,05%) to free up #cash for potential opportunities.

The DZ Bank analysts have drawn up two lists of shares that they consider to be particularly attractive. For more defensive investors and for investors who rely on continuous cash flows, they recommend the so-called "dividend aristocrats": In other words, companies that have regularly paid and raised dividends.

Top dividend aristocrats:

Pfizer $PFE (+0,29%), Verizon $VZ (+0,03%), BNP Paribas $BNP (+0,38%)Zurich Insurance $ZURN (-0,25%), Enel $ENEL (-0,4%), Sanofi $SAN (-0,07%), Hannover Re $HNR1 (-0,33%) , Man and Machine $MUM (+1,42%), Generali $G (+0,9%) and Allianz $ALV (-0,04%)

Another list has been compiled for investors with a somewhat higher risk appetite: Stocks with attractive dividend yields and additional share price potential. These not only pay a good dividend of at least three percent, but could also increase significantly in price in the future. However, the continuity of dividends in the past plays a lesser role - and this strategy is correspondingly riskier.

Top dividend rockets:

Man and machine $MUM (+1,42%) , Cancom $COK (+1,27%), Bastei Lübbe $BST (-1,29%), Sixt $SIX2 (+0,51%), Kontron $KTN (+1,27%), Fresenius Medical Care $FME (-0,46%), Vonovia $VNA (+0,26%), Hawesko $HAW (-0,96%), ElringKlinger $ZIL2 (+0,19%) and Hannover Re $HNR1 (-0,33%)

Source text (excerpt) & graphic: World | AAA, 19.02.2026

$DE000A1K0656

$SIX2 (+0,51%)

From now on, not only vehicles from the Sixt fleet can be marketed, but also cars from fleet operators such as leasing companies, banks, insurance companies or OEMs.

With

www.Sixtcarhub.com

a new remarketing platform that is open to external partners for the first time. In future, it will not only be possible to market vehicles from the company's own fleet, but also cars and commercial vehicles from fleet operators. The rollout of the digital sales channel will begin in Germany, Austria, Italy, France and Spain.

"We are thus creating a solution that further develops the used car trade for business customers and consolidates Sixt as a strong partner in the B2B sector," says Dr. Nils Hüske, Chief Commercial Officer at Sixt. "At the same time, Sixtcarhub.com is a central component of our fleet rotation, through which we resell some of the vehicles ourselves."

No own platform required

Sixtcarhub.com offers sellers an asset-light model: they do not need their own platform, but simply place their vehicles online. Sixt takes care of the entire process - from technical inspection and pricing to secure sales processing. Fleet operators save time, benefit from faster marketing, attractive margins and direct access to the market.

With this solution, Sixt claims to be the first remarketing provider to offer a fully integrated consignment structure. The vehicles remain in the possession of the sellers, while Sixt takes over the marketing and the entire sales process.

In contrast to classic remarketing, sales are therefore not made via intermediaries, but via the consignment network - a network of certified dealers who broker the vehicles directly to end customers.

After giving a lot of thought to whether I should add to one of my many positions or look for a tidbit, I decided to welcome SAP to my portfolio - one of the few companies in Germany that still has sufficient potential, but is moving sideways this year.

In addition, I will probably be getting rid of some positions soon and cleaning up my portfolio a little by the end of the year - at least that's my plan... The following are the main ones that catch my eye

$PUM (+0,58%)

$LXS (+2,65%)

$PAH3 (+0,73%)

$SIX2 (+0,51%)

Once bought with the idea of dividends and a possible turnaround in mind, I doubt that the situation with these companies will change abruptly and now regard them more as yield killers.

SAP comes in handy as an addition in order to still be able to invest alongside $ALV (-0,04%) and $DHL (+0,05%) another German company in the portfolio.

Over the past few days, I have made several share purchases. I have taken the opportunity to diversify my portfolio and selectively add stocks that I consider to be promising in the long term. My focus was on a balanced mix of stable companies and opportunities with growth potential. This allowed me to consistently pursue my investment strategy and further strengthen the basis for the future development of my portfolio.

Energiekontor $EKT (+0,82%) (subsequent purchase)

Novo Nordsik $NOVO B (+2,24%) (subsequent purchase)

LVMH $MC (+0,16%) (subsequent purchase)

Pernod Ricard $RI (-0,2%) (subsequent purchase)

Frosta AG $NLM (-0,1%) (first position)

Adobe $ADBE (+1,02%) (Subsequent purchase)

Nestle $NESN (-0,26%) (Subsequent purchase)

Occidental Petrolium $OXY (+0,14%) (first position)

Sixt Vz $SIX2 (+0,51%) (Subsequent purchase)

Realty Income $O (+0,14%) (Subsequent purchase)

Ping An Insurance (Subsequent purchase)

Volkswagen $VOW3 (-0,23%) (Subsequent purchase)

The Trade Desk $TTD (+1,08%) (subsequent purchase)

Daikin $6367 (+1,16%) (subsequent purchase)

Danaher $DHR (+0,12%) (subsequent purchase)

Have a great rest of the week!

Let's see what the next few days bring🧐