$VZ (-1,62%)
$P911 (+3,97%)
$NOVN (-0,05%)
$PYPL (+0,24%)
$SOFI (+3,08%)
$UPS (-1,39%)
$GLW (+4,64%)
$KO (+0,09%)
$RCL (-0,56%)
$NXPI (+5,38%)
$V (+1,66%)
$STX (+9,56%)
$HOOD (+4,37%)
$SKHY (+14,23%)
$MBG (-0,17%)
$DBK (+4,08%)
$GEV (-1,97%)
$TER (+2,93%)
$ADYEN (-13,36%)
$WM (-3,87%)
$AIR (-0,14%)
$GOOGL (+0,48%)
$CMG (+2,99%)
$FTNT (-4,43%)
$NOW (-3,21%)
$KLAC (+3,84%)
$MSFT (-1,04%)
$CVNA (+0,22%)
$006400
$VOW3 (+0,9%)
$BMY (-2,28%)
$INCY (+3,24%)
$CAT (+0,47%)
$N1CL34
$MO (-0,61%)
$MA (+0,15%)
$AIXA (+3,45%)
$LLY (+0,17%)
$SBUX (+0,53%)
$RDDT (-0,81%)
$RBLX (-2,25%)
$ILMN (+2,2%)
$SNDK (+7,73%)
$INTC (+1,45%)
$MDLZ (-1,51%)
$COIN (+0,7%)
$AMZN (-0,43%)
$TWLO (-0,26%)
$PINS (+0%)
$285A (+10,85%)
$CL (-0,8%)
$GD (-0,68%)
$ABBV (-0,17%)
$PUM (+1,07%)
$CVX (+0,72%)
Starbucks
Azione
Azione
Ticker: SBUX
SBUX
Price
Discussione su SBUX
Messaggi
2862G·
Quarterly Results: Oct. 26–30, 2016
1919
2 Commenti
OberstvonGatow@OberstvonGatow
2G
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4G·
The Week Ahead
Monday, Oct. 26
🇩🇪 10:30 a.m. – Germany: ifo Business Climate Index (Oct.)
🇺🇸 1:30 p.m. – U.S.: Chicago Fed National Activity Index (Sept.)
🇺🇸 3:30 p.m. – U.S.: Dallas Fed Business Index (Oct.)
Tuesday, Oct. 27
🇪🇺 10:00 a.m. – Eurozone: M3 Money Supply & Lending (Sept.)
✈️ 12:30 p.m. – U.S.: Boeing (Q3 Earnings)
🇺🇸 1:30 PM – U.S.: Durable Goods Orders (Sep.)
🇺🇸 2:00 PM – U.S.: FHFA House Price Index (Aug.)
🇺🇸 3:00 PM – U.S.: Conference Board Consumer Confidence (Oct.)
🇺🇸 3:00 PM – U.S.: New Home Sales (Sep.)
🪶 10:00 PM – Robinhood (Q3 earnings)
Wednesday, Oct. 28
🇩🇪 8:00 AM – Germany: GfK Consumer Climate (Nov.)
🇨🇦 2:45 PM – Canada: Bank of Canada Interest Rate Decision
🇺🇸 7:00 PM – US: Fed Interest Rate Decision (FOMC) 🌶
🇺🇸 7:30 PM – U.S.: Fed press conference (Kevin Warsh)
🤑 9:00 PM – U.S.: Alphabet & Microsoft (Q3 earnings)
Thursday, Oct. 29
🇪🇺 11:00 a.m. – Eurozone: Economic and Industrial Confidence (Oct.)
🇺🇸 1:30 p.m. – U.S.: Q3 2026 GDP (1st estimate) & Personal Consumption
🇺🇸 1:30 PM – U.S.: Initial Jobless Claims
🇪🇺 2:15 PM – Eurozone: ECB Interest Rate Decision 🌶
🇪🇺 2:45 PM – Eurozone: ECB press conference (Christine Lagarde)
💵 9:00 PM – U.S.: Amazon & Intel (Q3 earnings)
Friday, Oct. 30
🇯🇵 12:30 a.m. – Japan: Tokyo CPI & Unemployment Rate
🇩🇪 10:00 a.m. – Germany: Q3 2026 GDP (1st estimate)
🇪🇺 11:00 a.m. – Eurozone: Q3 2026 GDP (1st estimate) & Unemployment Rate
🇩🇪 2:00 p.m. – Germany: CPI Inflation (Oct., preliminary)
🇺🇸 2:45 PM – U.S.: Chicago Purchasing Managers’ Index (Oct.)
🇺🇸 8:30 PM – U.S.: CFTC Commitments of Traders (COT Report)
$HOOD (+4,37%)
$BA (-0,77%)
$MSFT (-1,04%)
$INTC (+1,45%)
$SKHY (+14,23%)
$V (+1,66%)
$CCO (+0,24%)
$GOOG (+0,73%)
$GOOGL (+0,48%)
$SNDK (+7,73%)
$XOM (+1,06%)
$CVX (+0,72%)
$SNDK (+7,73%)
$VZ (-1,62%)
$COIN (+0,7%)
$SBUX (+0,53%)
$7751 (+1,37%)
$BP. (+2,01%)
$CAT (+0,47%)
2121
1 Commento
The time change is also important. Starting next week, we'll finally start taking losses as early as 2:30 p.m.
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4141
•3Mes·
Quarterly Results: July 27–July 31, 26
$MC (-0,91%)
$MBG (-0,17%)
$ULVR (-1,67%)
$PYPL (+0,24%)
$NBIS (+4,88%)
$SPGI (-0,66%)
$UPS (-1,39%)
$KO (+0,09%)
$GLW (+4,64%)
$BA (-0,77%)
$KER (-1,46%)
$ENPH (-1,33%)
$NXPI (+5,38%)
$STX (+9,56%)
$BE (+4,44%)
$V (+1,66%)
$MDLZ (-1,51%)
$000660
$P911 (+3,97%)
$BN (+3,63%)
$RMS (-1,53%)
$BAS (+1,3%)
$AG1 (-0,2%)
$LMND (-0,78%)
$SOFI (+3,08%)
$NDX1 (+1,67%)
$TER (+2,93%)
$GD (-0,68%)
$APH (+2,49%)
$AIR (-0,14%)
$SBUX (+0,53%)
$CMG (+2,99%)
$META (-1,47%)
$FTNT (-4,43%)
$QCOM (-1,31%)
$LRCX (+6,38%)
$HOOD (+4,37%)
$ARM (+3,94%)
$MSFT (-1,04%)
$CVNA (+0,22%)
$005930
$SU (+1,05%)
$INGA (+0,78%)
$OR (-1,26%)
$BMW (+0,79%)
$BATS (+0,24%)
$MA (+0,15%)
$ADS (+0,32%)
$SHEL (+0,68%)
$RACE (+0,28%)
$RDDT (-0,81%)
$TEM (+7,14%)
$COIN (+0,7%)
$AAPL (-1,07%)
$AMZN (-0,43%)
$CCO (+0,24%)
$LIN (-0,04%)
$ABBV (-0,17%)
$PUM (+1,07%)
$HAG (-0,3%)
$XOM (+1,06%)
$CVX (+0,72%)
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3Mes·
A Look Back at June 2026 in *Stern des Wechsels*
📊 Performance & Markets
At the midpoint of the year, I'm still well below my annual goal.
🏆 Hot Pick: Nvidia
👑 King Midas Factor: Agnico Eagle
💶 1 Swiss franc was trading at 1.09 euros.
₿ Crypto & Alternative Investments
My $BTC (+0,25%) was approaching my average. That’s why I sold my entire position and then rebuilt it at a lower price.
There were no new buys or sells in Timeless. There’s also no news regarding NFTs and music rights.
🍷 Winery: No news.
📈 Individual Stocks, ETFs & Savings Plans
🟢 Buy: $PAH3 (+1,31%)
🔴 Sale: $SBUX (+0,53%)
🏅 Top of the Month: $NA9 (+0,16%)
📉 Flop of the Month: $CWR (-2,44%)
🚀 Crowdcube & Startups: No news.
🧠 Nao: The savings plans are still ongoing.
🌴 Personal Recap
First, I had to take the car in for its inspection again. After that, I spent two weeks at the North Sea and then three days in Hamburg. If my commute weren’t so long, Hamburg would definitely be my adopted home.
I also finally switched my cell phone plan—10 euros a month feels a lot better than 30 euros.
Today, I also received my employer’s mobility allowance for the first time, amounting to 282 Swiss francs per year was approved.
With the start of the World Cup, I’m back to playing prediction games—this time via Check24 and in the Bitcoin community on Kickstr.
🎧 Interest Rates, Podcasts & Real Estate
After the ECB raised interest rates, I parted ways with Vivid. The higher interest rates weren’t passed on to customers, and the premium plan is personally too expensive for me.
Having everything with Trade Republic would be easy, but I’d also like a debit card with cashback and a bit more flexibility. That’s why I’m now testing the ZinsPlus account from Unitplus, which currently invests in the Easy € Overnight (BNP Overnight, LU3025345516) and is currently paying 2.58% + cashback. Downside: fee
🎙️ Podcast is in Season 3, Episode 1 . Topic: Financial Goals.
🏠 I’m still saving diligently for the special payment on my mortgage in 2026.
🔮 July Outlook
Tomorrow I’m heading to Berlin for the Finch concert. I actually wanted to stop by the getquin headquarters too, but I heard it’s usually pretty quiet there on Fridays. 😄
In July, all my insurance premiums and the vehicle tax will be debited. I also have a new smartphone on my shopping list.
On July 18, I’ll finally be heading back to the stadium: FC Basel vs. Juventus.
Between August and October, my stock investments will take a planned summer break.
What about you? How was your June?
If you’d like to learn more, feel free to follow me. And if you don’t like my investments: The block feature works😄
3131
4 Commenti
3Mes
Del Piero was enough for me to hit the like 😛
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•4Mes·
A Little Vacation Break
Get rid of $SBUX (+0,53%) out with $PAH3 (+1,31%)
1111
4 Commenti
4Mes
Are there any Porsche buyers or shareholders here?
Welcome to the elite club 😆
Welcome to the elite club 😆
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4Mes·
Altre 3 USA Stock aggiunte al mio portafoglio 😎
$MKC (-4,21%) - McCormick - 25Q
$TGT (+0%) - Target - 10Q
$SBUX (+0,53%) - Starbucks - 12Q
Queste 3 singole Stock intendo tenerle a lungo nel mio portafoglio come azioni difensive e per prendere i dividendi sul lungo periodo, da non vendere mai...
5Mes·
Le 18 US Stock che intendo acquistare prossimamente con qualche grafico…
- $MAIN (-0,09%) - Main Street Capital
- $ARCC (-1,3%) - Ares Capital
- $CWT (-1,64%) - Ca Water Serv
- $TGT (+0%) - Target
- $SBUX (+0,53%) - Starbucks
- $MKC (-4,21%) - McCormick
- $ABM (+0%) - ABM Industries
- $SYY (-0,7%) - Sysco
- $ED (-1,09%) - Consolidated Edison
- $VZ (-1,62%) - Verizon Communications
- $SO (-1,1%) - The Southern Co.
- $MDLZ (-1,51%) - Mondelez International, Inc.
- $MO (-0,61%) - Altria Group, Inc.
- $PEP (-1,02%) - PepsiCo, Inc.
- $KO (+0,09%) - The Coca-Cola Co.
- $PG (-0,68%) - Procter & Gamble Co.
- $ABBV (-0,17%) - AbbVie, Inc.
- $MCD (+0,11%) - McDonald's Corp.
Un portafoglio più orientato alla resilienza la crescita a lungo termine del dividendo e ad avere una parte del mio portafoglio totale (costituito ad oggi da un +90% da ETF) anche una parte più “difensiva” e con aziende che tendono ad umentare il loro dividendo o darne uno già elevato, anche se la maggioranza è inferiore al 4%
I pagamenti sfasati garantiscono un flusso di cassa costante…
Entrate mensili lorde stimate…
Edit: ecco le distribuzioni mensili tolto il -15% alla fonte negli USA e poi il -26% italiano.
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11 Commenti
5Mes
Secondo il grafico avresti un dividendo medio di 3,8% lordo circa, togliendo il 15% e poi il 26% avrai il 2,39% netto, con l' $SPYD avresti un 2,23% lordo (Distribuzione del 2025) quindi 1, 65% netto, una differenza di 0,74.
Però nel conteggio ci sono Main ed Ares che non sono dividend aristocrat, potresti ottenere lo stesso dividendo dividendo la somma in 78% ETF, 11% Main ed 11% Ares, in questo modo avresti solo 3 voci da monitorare anziché 20 (ho chiesto a chatgpt quanto devi avere in Main ed Ares per raggiungere il 2,39% netto prendendo come dividend yield la distribuzione del 2025).
Riguardo il messaggio di prima in cui dicevi che i dividendi fossero diminuiti, quello è tutto causa dell'effetto cambio, che avresti anche acquistando i 20 titoli singoli, di fatto un ETF avendo solo dividend aristocrat il dividendo deve per forza di cose aumentare di anno in anno, sennò non sarebbero quello che sono.
Il punto di tutto il discorso è che hai preso delle azioni con l'unica discriminante del dividendo, prova a fare backtest o chiedere all'IA di confrontare questo tuo paniere di azioni con l'indice di riferimento, se noti una sovraperformance nel tempo di ciò che hai selezionato allora bene, sennò è stata tutta fatica sprecata che ti potevi evitare con un ETF che ha un rendimento annuo di quasi il 12%
Però nel conteggio ci sono Main ed Ares che non sono dividend aristocrat, potresti ottenere lo stesso dividendo dividendo la somma in 78% ETF, 11% Main ed 11% Ares, in questo modo avresti solo 3 voci da monitorare anziché 20 (ho chiesto a chatgpt quanto devi avere in Main ed Ares per raggiungere il 2,39% netto prendendo come dividend yield la distribuzione del 2025).
Riguardo il messaggio di prima in cui dicevi che i dividendi fossero diminuiti, quello è tutto causa dell'effetto cambio, che avresti anche acquistando i 20 titoli singoli, di fatto un ETF avendo solo dividend aristocrat il dividendo deve per forza di cose aumentare di anno in anno, sennò non sarebbero quello che sono.
Il punto di tutto il discorso è che hai preso delle azioni con l'unica discriminante del dividendo, prova a fare backtest o chiedere all'IA di confrontare questo tuo paniere di azioni con l'indice di riferimento, se noti una sovraperformance nel tempo di ciò che hai selezionato allora bene, sennò è stata tutta fatica sprecata che ti potevi evitare con un ETF che ha un rendimento annuo di quasi il 12%
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•5Mes·
Ecco la lista delle 20 “Stock Statunitensi che intendo aggiungere al mio portafoglio!
Con una spesa di 20 mila € totali intendo impegnare circa 1000€ per singola Stock; ecco l’elenco che mi son fatto, ditemi se vi piace:
Queste 20 singole Stock USA 🇺🇸 intendo tenerle a lungo come investimento orientato ad azioni di valore e al creare un reddito passivo costante ed in crescita, includendo diverse Dividend Aristocrats e Dividend Kings che affiancati a società di sviluppo aziendale (BDC) che pagano dividendi più alti così da sopperire in parte alle relative basse distribuzioni di molte stock più difensive delle 20 Stock selezionate.
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9 Commenti
As I see it, it's a collection of US large caps, mainly from the consumer goods sector with a few additions from other industries.
If you are betting that the historical growth of established companies like CocaCola will continue, you can certainly follow this approach.
Personally, I would have too many individual stocks to monitor. I think that the share price performance will also lag a good deal behind an investment in tech stocks - but of course that's the famous looking into the crystal ball.
For my own strategy of a distribution portfolio, actual dividends would be too low for me. However, if you are looking for dividend growth and substance, you can certainly add these stocks to your portfolio. Alternatively, there are certainly ETFs that follow the underlying approach (US large caps ex tech).
In any case, I wish you every success 🙂
If you are betting that the historical growth of established companies like CocaCola will continue, you can certainly follow this approach.
Personally, I would have too many individual stocks to monitor. I think that the share price performance will also lag a good deal behind an investment in tech stocks - but of course that's the famous looking into the crystal ball.
For my own strategy of a distribution portfolio, actual dividends would be too low for me. However, if you are looking for dividend growth and substance, you can certainly add these stocks to your portfolio. Alternatively, there are certainly ETFs that follow the underlying approach (US large caps ex tech).
In any case, I wish you every success 🙂
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5Mes·
Slight change in the dividend portfolio
The last few weeks have shown me that my portfolio is too cash flow-heavy and that I should focus more on dividend growth and growth stocks again. I have therefore spent the last few days looking at several of my stocks and scrutinizing overlaps, performance and cash flow. The result is a shift of around 10% of the portfolio towards more stability and growth with less risk.
Good and poor underperformers have been removed from the portfolio,
- $SBUX (+0,53%) Starbucks
- $GLAD (+0,15%) Gladstone Capital
- $KMB (-0,34%) Kimberly-Clark
- $KO (+0,09%) Coca-Cola
Reduced, the super run,
- $CAT (+0,47%) Caterpillar (insert completely pulled out)
New additions to the portfolio are the stocks that are currently very attractively valued in my opinion,
- $REL (-0,83%) Relx
- $SPGI (-0,66%) S&P Global
Stable stocks with potential for outperformance were added,
- $MCD (+0,11%) McDonalds
- $PEP (-1,02%) PepsiCo
- $AMGN (+0,04%) Amgen
- $ARCC (-1,3%) Ares Capital
Overall, I have reduced the number of positions somewhat, eliminated underperformers and at the same time shifted into stability and growth.
I feel very comfortable with this adjustment and will keep a close eye on what further adjustment potential I find in my portfolio.
In addition, I'm keeping around 10k dry in case things go downhill again if peace between the USA and Iran doesn't materialize after all... I have serious doubts that this will work out.
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