This is my first post, so please don't hate. 🙂

I've been using the dividend strategy for a year now because it motivates me to stick with it. The simple one-ETF solution is too boring for me in the long run - I have more fun following individual stocks from time to time.

So far, I've mainly invested in dividend ETFs, and I want to keep it that way. However, I would like to add a few individual stocks to my portfolio to make it more interesting.

My goal is a maximum of 10 individual stocks so that I don't lose track. Here are the stocks I'm currently looking at:

• Realty Income ($O (+1,47%) )
• Main Street Capital ($MAIN (+0,99%) )
• Agree Realty ($ADC (+1,6%) )
• STAG Industrial ($STAG (+1,43%) )
• BlackRock ($BLK (+1,57%) )
• The Home Depot ($HD (+2,26%) )
• Munich Re ($MUV2 (+2,1%) )
• Chevron ($CVX (-0,25%) )
• American Electric Power ($AEP (+1,02%) )
• Waste Management ($WM (+0,37%) )
• Sixt Vz. ($SIX2 (+4,84%) )

My questions for you:

👉 Are these stocks generally suitable for a dividend strategy?

👉 Is there potential for improvement in terms of sector and country allocation?

👉 Is there a stock that you think should definitely not be missing?

Looking forward to your opinions and tips!

#dividendenstrategie
#einzelaktien
#passiveseinkommen

I have been intensively involved in the real estate sector and have discovered some supposedly exciting companies such as

$SPG (+0,97%)
$GLPI (+1,92%)
$CUBE (+0,41%) and $BRX (+3,7%) discovered.

But there are special features to the valuation of REITs. 🧐

Traditional key figures such as high returns on capital or margins are often misleading, as REITs are legally obliged to distribute at least 90% of their taxable income 🤑 and are also highly leveraged.

In order to better assess REITs, I have read up on the subject and adjusted my valuation standards. Instead of adjusted earnings, I now focus more on funds from operations (FFO) and adjusted funds from operations (AFFO), which more realistically reflect operating profitability.

Here are some of the companies that I find particularly interesting:

• Public Storage $PSA (+0,83%) Leading provider in the self storage segment with an FFO yield of approx. 5.9%

• Prologis $PLD (+0,59%) Global leader in logistics real estate with strong growth

• Equinix $EQIX (+1,17%) Data center operator with a scalable business model

• Agree Realty $ADC (+1,6%) Focus on retail properties with long-term rental agreements and an FFO yield of approx. 5.7 %.

I also see Energiekontor $EKT (+0,84%) as an alternative real estate investment 🤓. Energiekontor currently operates 39 of its own wind and solar parks, which generate electricity revenues instead of rental income.

Which companies do you see as particularly promising for a long-term investment?

Hello everyone,

Here is my January Rewind for 2025.

My time-weighted return was 5.75%, which was a good bit better than the S&P 500, but also a good bit worse than the DAX. I would never have expected this at the beginning of the month, and it was surprising that the DAX took off like this.

According to Getquin, I was therefore better than 51% of users.

I received 5 dividends.

From Renasant $RNST (+1,98%)

From Mondelez $MDLZ (-0,73%)

From Pepsico $PEP (+0,42%)

From Agree Realty $ADC (+1,6%)

And from JPMorgan $JPM (+1,37%)

I myself am absolutely satisfied with my performance, with 5.75% a more than successful start to the year. Especially when you consider that the average return on a global ETF is around 8 or 9% a year.

How did your January go?