First purchase made in the health world
Cardinal Health
Price
Discussione su CAH
Messaggi
8⚠️⚠️⚠️Breaking News⚠️⚠️⚠️
ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁
As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁
In since September 2
🇺🇸Chipotle $CMG (+1,02%)
🇺🇸Costco $COST (+0,56%)
🇺🇸Domino's Pizza's $DPZ (-0,12%)
🇺🇸Texas Roadhouse $TXRH (+0,03%)
🇺🇸TransDigm $TDG (-1,82%)
Newly launched today
🇺🇸Booz Allen Hamilton Holding
$BAH (+0,73%)
🇺🇸Blackstone $BX (+1,82%)
🇺🇸KKR & Co
$KKR (+0,96%)
🇺🇸Vulcan Materials
$VMC (+0,75%)
🇺🇸CSX $CSX (-0,21%)
🇺🇸Carrier Global $CARR (-0,38%)
🇺🇸Hilton Worldwide $HLT (+0,27%)
🇺🇸Merck & Co $MRK (+0,89%)
🇺🇸Moodys $MCO (+0,37%)
🇺🇸Rollins $ROL (+1,35%)
🇺🇸Toll Brothers $TOL (-0,56%)
🇺🇸Watsco $WSO (+1,34%)
🇺🇸Cardinal Health $CAH (+0,17%)
🇺🇸Colgate Palmolive $CL (+0,55%)
🇺🇸Emerson Electric $EMR (+0,37%)
🇺🇸Nordson $NDSN (+0,04%)
🇬🇧BAE Systems
$BA. (-0,19%)
🇬🇧RELX
$REL (+0,71%)
🇬🇧Bunzl
$BNZL (+0,29%)
Which of my positions do you think I should make bigger (and why)?
On the following months I'd like to go for:
Airlines: $UAL (+0,32%) or $IAG (-1,08%) --> Good momentum, growth ahead, undervalued.
Insurance: $CS (-1,9%) or $ALV (-0,89%) --> Good dividend, good momentum, good perspectives, high dividend.
European Banks:
$ISP (-2,95%) or $CABK (-3,92%) --> Undervalued Vs American banks, better environment than years ago with lower valuations, higher interest and more security... possibility of gaining stock apretiation while receiving high dividends.
Homebuilding: $LEN (-0,35%) --> They have a clear problem with lack of homes in the US, good valuation, good growth prospects.
Also tempted to double with my pharma losers $CAH (+0,17%) and $AMPH (+1,89%) , bought them when they were with good momentum and they've underperformed since, but I still like the future prospects... High growth, small caps, good drug portfolio... If I still like the numbers and they're cheaper now, should I double my bet here?(I hate going against momentum). $PFE (+0,52%) also on the list, but I have it on a small saving plan. Shifting momentum but still early to say so I prefer to buy slow...
I'm not planing on adding stocks that are not currently in my portfolio.
My parents are close to retirement (2 years) and have a larger amount free to invest about 200 k€.
They would like to improve their small pension through dividends / interest.
My approach would be:
40 % ETF:
70 % $SPYD (+0,63%)
20 % $SPYW (+0,24%)
10 % $IAPD (-0,04%)
40 % Individual shares (dividend growth)
a.o.
20 % Security:
10 % Cash
10 % Call money
Steadily increasing dividends and not too much risk are important.
I look forward to your suggestions 🙌😉
📈 Depot Top10 July '22 📈
Hello dear #community🙋♂️. As always, here is an update on my top 10 stocks in the depot.
➡️ In total the Top10 have a value of ~64,930 EUR and therefore a weighting of 22,77% 👍.
➡️ Out since last time are Franchise Group, Rio Tinto and $ZIM (+1,58%) Integrated Shipping Services. These have been replaced by. $ABBV (+1,25%), $CAH (+0,17%) and American Tower.
➡️ On the 2nd screenshot you can find more information about the ten stocks including the annual returns they have achieved since 2020.
❓What do your top 10 incl. weighting look like❓?
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