1Settimana·

Further conversion

After 4 long years of stagnation and share price decline, I have decided to sell Medtronic and further expand my portfolio in line with my preferences.

To this end, I have reduced my positions

In Shell $SHEL (-0,8%) , Carrier Global $CARR (+1,4%) , Total Energies $TTE (-0,17%) and Nike $NKE (+0,39%) expanded.

With Nike I have now also reached my desired size 😁

There is currently only one single share in the standing order and that is Carrier Global.the standing order on the Vanguard FTSE all-world remains unchanged.

I still intend to $SHEL (-0,8%) , $TTE (-0,17%) , $XYL (+0,67%) , $ECL (+0,36%) and $LIN (+0,13%) to expand.

I am always open to comments and suggestions for improvement 😁

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3 Commenti

DividendenMax@DividendenMax

1Settimana

$CARR super share! Almost picked it up at the IPO thanks to a good hand 🚀
Also really like their business model!

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Techaktien

@Techaktien

2Settimana·

Oil price analysis

Price decline

OPEC+ countries

Brent futures curve

Oil supply

Kazakhstan

tariff war

Price target

Link: https://shorturl.at/asfT7

$SHEL (-0,8%)
$TTE (-0,17%)
$CVX (-0,42%)
$XOM (-0,21%)
$BP. (-1,05%)
$OXY (-0,88%)
$SLB (-0,56%)
$2222
$ENI (+0,13%)

shorturl.atAttention Required! | Cloudflare

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3 Commenti

Chris@Multibagger

2Settimana

The link is about derivatives on the oil price. But I see another good trading opportunity. Because contrary to the assumption in the article that they want to hit countries like Kazakhstan and Iran, I see a completely different target. That is the US fracking industry. The USA is now the largest single producer in the world due to the immense investments in this sector. 13.5 million barrels per day. This is a thorn in OPEC's side, as it jeopardizes OPEC's supremacy. So they are trying to use the oversupply to push prices so low that the business is not worthwhile for the fracking companies. Donald Trump is satisfied with expensive Arab investments in other areas and has long since deviated from his drill baby drill actions. He knows full well that US citizens are more enthusiastic about falling energy prices, regardless of what causes them. It could therefore be interesting to bet on falling prices for US fracking companies.
Yesterday, OPEC announced a further increase in production quotas of over 400,000 barrels/day from July 1.

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Bardok

@AE23

1Mes·

Further regrouping

After many years of holding BP shares, I finally sold them. $BP. (-1,05%) share.

Lack of perspective, hardly any growth despite annual share buybacks and dividend increases.

Deathblow that meanwhile competition like Shell $SHEL (-0,8%) and Total Energies $TTE (-0,17%) want to buy up or take over.

I have taken good dividends over the years and am out with a plus.

In the end, I invested the proceeds in the competitor Shell $SHEL (-0,8%)

and in the refrigeration and air conditioning technology of Carrier Global $CARR (+1,4%) refrigeration and air conditioning technology.

I will miss the high dividend (my personal dividend yield has now reached 8%)

But Carrier and Shell are growing very strongly and if Shell were to take over BP after all, the money would end up back there ☝🏻😜

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4 Commenti

Ruben Schoff@Sand

4Settimana

I see much greater opportunities to hold bp shares with a takeover than to sell them, precisely for the reasons you mentioned. As a shareholder, you then have many options. Sell at a higher price or get shares in the acquiring company, etc. The oil price will also rise again and the share buyback program will only pay off in the medium term, so you need patience.

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