$8001 (+0,66%) increases the dividend in June by 25% from 80 YEN (previous year) to 100 YEN.

$MMM (-2,37%) increases the dividend in March by 4.29% from 0.7$ (previous quarter) to 0.73$.

$SHEL (-1,69%) increases the dividend in March by 4.07% from 0.344$ (previous quarter) to 0.358$.

#itochu
#mmm
#shell

$MMM (-2,37%)

3 M or MMM has risen 90% in the last 12 months. Once a dividend favorite with 1000% price increases.

What happened?

Several lawsuits and restructurings halved the share price. After spin-offs and dividend cuts, the stock went quiet in 2023/2024.

Completely under the radar, 3M has outperformed every MSCi, S&P and Nasdaq reference in recent weeks and months.

I also pursued a dividend strategy with this stock many years ago. Even before there was GQ, I will soon be back at the EK.

What now?

What happens next?

But what do you learn from this?

No matter which strategy you follow: dividends, turnaround, ETF, high runner, recommendations from XY, the stock market is always a risk/opportunity in terms of profits/losses.

Let yourself be motivated, stay tough, look for a strategy, only after years will you realize the result

There is no right or wrong, not even a free ride with a positive return.

So long

Smudo

The clearing out of the portfolio continues and today I sold 3M after a total of 1,417 days, after the P&L finally turned green again after several years. The interim loss of a good 50% was more or less successfully sat out.

I have now sold with a profit of a paltry €14.07 (after transaction costs).

Added to this are dividends totaling €477.78 and the proceeds from the sale of the $SOLV WI (-1,41%) shares after the spin-off of €329.01 after transaction costs.

The return was therefore €820.86 or around 22.9% after all costs, which corresponds to a CAGR of 5.46% p.a.. I'm anything but happy with that, but in the end I'm still glad I didn't sell at the low. I have often thought about it.

The proceeds from the sale will be reallocated to the $VWRL (-0,91%) at the next opportunity.

The following shares, among others, reached a 52-week high during the course of Friday:

JPMorgan: $JPM (-0,57%)

Goldman Sachs: $GS (-2,21%)

Robinhood: $HOOD (-7,16%)

American Express: $AXP (-2,31%)

3M: $MMM (-2,37%)

Morgan Stanley: $MS (-1,6%)

Intuitive Surgical: $ISRG (-1,15%)

Congratulations to all shareholders who benefit from the new high!

Dear Community,

Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (+2,77%) with a considerable loss and $ETH (+1,64%) with a small profit and set up a weekly savings plan on $BTC (+0,72%) set up a weekly savings plan.

In order to simplify and streamline the portfolio even further, I now have the following question for you...

To help you understand my portfolio better, here is a brief explanation:

The main portfolio (currently approx. 150k) is a core-satellite portfolio with 56% $IWDA (-1,03%) , 20% $GGRP (-0,99%) , 12% $WSML (-1,32%) and 12% $XMME (+0,28%) .

With just under 20k is still the $CSPX (-1,14%) in the portfolio.

I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:

$MMM (-2,37%) approx. 1500€

$MSFT (-1,57%) approx. 1400€

$ABT (+1,63%) approx. 3300€

$JNJ (+2,12%) approx. 2800€

$PEP (+3,26%) approx. 2700€

$PG (+2,23%) approx. 3300€

$TDIV (-0,63%) approx. 3900€

$WQDS (-1,06%) approx. 3850€

$FGEQ (-1,25%) approx. 3800€

$VWRL (-0,91%) approx. 3750€

$FUSD (-1,38%) approx. 3750€

I save the ETF fraction constantly, nothing should or will change.

I'm just wondering how I should structure the ratio of individual stocks from now on. Should I increase all individual stocks to 5000€ per position or all stocks except Microsoft to 6k? Any other suggestions or ideas? If I simply leave the individual stocks untouched, the money would go into the div ETFs in tranches.

Total TER at 0.22 (which is quite acceptable for me) - and the overlaps are known and also okay for me 😄

Once again, thank you from the bottom of my heart and have a nice rest of Sunday 😎

Best regards

EvD

I would like to slim down my portfolio and would like some tips from you on which stocks you would get rid of. As I haven't decided on a strategy, my portfolio consists of the three pillars of growth, dividends and ETFs.

So far I would get rid of the smallest positions I have as well as $BMY (+0,76%)
$BATS (-1,84%) and $MMM (-2,37%)