Allianz
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Discussione su ALV
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524
Buy of the month 📲 Allianz 📊🔍🇩🇪
I’ve just add $ALV (+0,49%) to the portfolio. Another German wonder if you ask me. 💎🇩🇪 I did this since I wanted to have $ALV (+0,49%) in my portfolio for a long time already. Since it dipt -3% today I thought this was a decent moment for buying in my first 5 stocks. Personally think the company has a lot of potentional in the long-term. With an attractive 4% dividend rate at the trading current price of ≈ €370 per stock. Which fitted my buy-in price. Let me know if you are invested in $ALV (+0,49%) . And what makes you think that it is a good investment? 📲 📊 🔍
I’m always seeking for new long-term holding positions with interesting dividend rates to create myself a passive income beside the income I earn from working my job. This way I try to build a portfolio that generates me enough money to survive and retire earlier.
I’m currently 22 years old for those who are interested. And I’m also planning to emigrate to Croatia within maximum 8 years from now.🇭🇷 In Croatia, the needs and costs of living are way lower than in my home country. Which also makes it easier to survive with less.
Everyone should follow their dreams. Don’t let a government ever choose for your wants and needs. Stand up, turn your hands and follow your own dreams. As long as you try hard enough. You will be able to make your dreams reality. 💎
Something boring again
Good evening everyone,
here again something from the boring DDepot category :)
I have recently regrouped and have moved away from $QCOM (-0,78%) & $WFG (-0,09%) . The money that was freed up was invested in $MSFT (-0,07%)
$V (-0,1%) & $JPM (-0,01%) as these are longterm positions.
With $QCOM (-0,78%) I had hoped for a better short term outlook, but this was not really fulfilled, so the money went into $MSFT (-0,07%) flowed into
With $WFG (-0,09%) I got rid of one of my first positions, which I entered at a pretty bad time, which is why I got out with a slight loss. However, I may get back in again when the raw material wood recovers cyclically and demand in house construction increases - I had actually speculated on this, but it seems to be taking a while yet.
Hopefully the loss pot has had enough for now and I'm constantly learning :)
A savings plan is currently running $VWRL (+1,16%)
$TDIV (-0,57%)
$WGLD (+1,8%) and $BTC (+3,89%)
Some capital is still available, but I'm not really sure yet where or how I will invest it. The positions in $MSFT (-0,07%) and $V (-0,1%) I don't want to expand any further for the time being, unless it becomes cheap. I'm not sure whether the other stocks are worthy of being fed further, I might want to get another 2 shares in $ALV (+0,49%) but they are currently quite expensive.
My WL currently contains things like
- $AMZN (-0,16%)
$UNP (-0,19%) (just become expensive again)- $OTTR (+0%)
$BLBD (-0,1%)
$MAIN (-0,3%) (just running down a bit again)- $SJ (-1,24%)
$TGLS (+0,16%)
My portfolio is mainly focused on high-quality and boring companies, the aim is to generate cash flow from the outset and I want to feel comfortable with this. The investment horizon is basically long, >20-30 years, but I want to get something out of it now. Probably nothing for most people here, but I'm currently very happy with it. Let's see how the journey continues, I'll probably wait for the start of next week.
I'm always open to feedback, tips or stocks that fit in well here :)
You're clearly overweight in the US. That can quickly make things less boring. USD weakness, sovereign debt crisis, shadow banking collapse, private debt orgy, government restructuring - this will not leave US equities unscathed.
Why don't you have any EM value stocks?
Allianz delivers - record result, higher dividend & new buyback
The $ALV (+0,49%) has presented its final figures for the fourth quarter - and delivered a strong result overall.
- Turnover (expected): 45 billion euros
- Turnover (reported): 45.70 billion euros
- EPS (expected): 7.34 euros
- EPS (reported): 7.17 euros
Also important for shareholders: the dividend is set to rise to €17.10 per share, an increase of around 11%. In addition, a share buyback program of up to €2.5 billion was announced. This combines the $ALV (+0,49%) operational strength with a clear capital repatriation policy and underlines its claim to give shareholders a share in its success.
Future opportunities for the $ALV (+0,49%) arise from its strong market position, solid capitalization and continued focus on margins. Risks, on the other hand, lie in possible claims burdens, regulatory adjustments or an unexpectedly weaker capital market trend.
The bottom line is that $ALV (+0,49%) confirms its operational strength and shareholder friendliness with these figures.
The crucial question now remains: is the current pace of growth sufficient to justify the valuation, or is much of the upside already priced into the share price?
~ No investment advice ~
Allianz increases profit in the fourth quarter, issues profit forecast for the 2026 financial year
For 2026, Allianz is targeting an operating profit of 17.40 billion euros, plus or minus 1 billion euros, compared to 17.37 billion euros in the 2025 financial year.
In addition, the Board of Management has set Dividende per share of 17.10 euros for 2025, which represents an increase of 11.0 percent compared to the Dividende of 15.40 euros in 2024.
Allianz has also announced a new share buyback program of up to 2.5 billion euros.
In the fourth quarter, the company's net profit attributable to shareholders increased by 7.7 percent to 2.66 billion euros compared to 2.47 billion euros in the previous year.
Core earnings attributable to shareholders rose by 12.2% to EUR 2.73 billion compared to EUR 2.43 billion in the previous year, and core earnings per share increased by 13.7% to EUR 7.17 compared to EUR 6.31 in the previous year.
The company's operating profit rose by 3 percent to 4.30 billion euros, mainly due to a strong contribution from the property and casualty insurance segment.
The total business volume increased by 6.51 percent to 45.7 billion euros (previous year: 45.9 billion euros), with all segments contributing. The property and casualty insurance segment recorded an increase in business volume of 1.7% to EUR 19.9 billion, while the life and health insurance segment suffered a decline of 2.6% to EUR 23.6 billion.
Allianz reported strong internal growth of 6.5 percent, to which all segments contributed.
Source: rttnews
Ares Capital added to the portfolio
Somehow I think I'm rebuilding the depot from @Dividendenopi after.
$BATS (+0,68%) , $RIO (+1,86%) , $DTE (+0,49%) , $PFE (-0,34%) , $ARCC (-0,09%) - all identical.
Instead of $ALV (+0,49%) I have $MUV2 (+1,13%) , Instead of $HAUTO (-0,41%) I have $WAWI (-2,49%) . 🙂
I missed HSBC, I was too slow. The ETF position is different and @Dividendenopi there is even more "smoke" in the portfolio with other tobacco stocks...
Earnings week: Who delivers - and who disappoints?
These companies from my portfolio will be reporting in the coming days:
Most interesting figures for my portfolio this week - $BAS (+1,56%)
For me, the $BAS (+1,56%) -figures are the most exciting. The big question: are we finally seeing a cyclical recovery - or will the pressure on margins persist?
The chemical sector is a classic early indicator for the industry. If demand, incoming orders or margins show the first signs of stabilization, this could be a signal for a broader economic recovery. Precisely because $BAS (+1,56%) continues to be one of the leading chemical companies in Germany, the figures are a particular priority for me.
If, on the other hand, the environment remains weak, the patience of us investors is likely to be further tested.
Of course $ALV (+0,49%) , $DTE (+0,49%) & Co. also provide important insights, but $BAS (+1,56%) is about the larger macroeconomic perspective. The overarching question remains: is the cycle turning - yes or no?
Which quarterly figures do you find most exciting this week - and why?
Bad figures = sell-off &
good figures = sell-off 🫣
What to expect next week
$DPZ (+0,09%)
$D (+0,06%)
$AXSM (-0,12%)
$HIMS (+0,96%)
$FRPT (+0%)
$BWXT (+0,45%)
$KEYS (+0,57%)
$KTOS (-0,37%)
$CIFR (+3,17%)
$HD (-0,09%)
$DOCN (+0,28%)
$XMTR (-0,51%)
$MELI (+0,71%)
$CAVA
$ZETA (+1,13%)
$WDAY (+1,21%)
$TEM (+0,9%)
$FSLR (-0,08%)
$HUT (+3,22%)
$TJX (-0,35%)
$CIRC
$RXRX
$NVDA (+1,01%)
$TTD (+0,44%)
$CRM (+0,18%)
$SNOW (+0,86%)
$IONQ (+1,74%)
$SNPS (+0,58%)
$NU (+0,41%)
$ZM (+0,22%)
$QBTS (+1,15%)
$VST (+0,52%)
$CELH
$ACMR (+2,77%)
$9888 (-0,33%)
$Q (+2,3%)
$CRWV (+2,06%)
$DELL (+1,17%)
$INOD (+0,75%)
$SOUN
$ZS (+0,38%)
$DUOL
$RKLB (+2,09%)
$AXON (-0,42%)
$LDO (+1,96%)
$FANG (-0,74%)
$ALV (+0,49%)
Current recommendations on dividend stocks (DZ Bank)
The DZ Bank analysts have drawn up two lists of shares that they consider to be particularly attractive. For more defensive investors and for investors who rely on continuous cash flows, they recommend the so-called "dividend aristocrats": In other words, companies that have regularly paid and raised dividends.
Top dividend aristocrats:
Pfizer $PFE (-0,34%), Verizon $VZ (-0,66%), BNP Paribas $BNP (-0,62%)Zurich Insurance $ZURN (+0,79%), Enel $ENEL (+0,89%), Sanofi $SAN (-0,02%), Hannover Re $HNR1 (+0,52%) , Man and Machine $MUM (-0,39%), Generali $G (+0,88%) and Allianz $ALV (+0,49%)
Another list has been compiled for investors with a somewhat higher risk appetite: Stocks with attractive dividend yields and additional share price potential. These not only pay a good dividend of at least three percent, but could also increase significantly in price in the future. However, the continuity of dividends in the past plays a lesser role - and this strategy is correspondingly riskier.
Top dividend rockets:
Man and machine $MUM (-0,39%) , Cancom $COK (+1,6%), Bastei Lübbe $BST (-0,15%), Sixt $SIX2 (+5,47%), Kontron $KTN (+0,98%), Fresenius Medical Care $FME (-0,5%), Vonovia $VNA (-0,71%), Hawesko $HAW (-0,24%), ElringKlinger $ZIL2 (+2,14%) and Hannover Re $HNR1 (+0,52%)
Source text (excerpt) & graphic: World | AAA, 19.02.2026
BDC update: Portfolio expansion for cash flow ✅
Yesterday, I took the opportunity to selectively increase my positions in business development companies (BDCs). In the current market situation, these stocks continue to be a strong pillar for me to keep the monthly cash flow stable.
The purchases in detail:
- Main Street Capital ($MAIN (-0,3%)
): 11 shares at €49.90. An absolute quality stock in the sector that is a fixture in my portfolio.
- Hercules Capital ($HTGC (-0,08%)
): 89 shares at €13.43. The exposure to tech and life science financing is a perfect fit for diversification.
- Ares Capital ($ARCC (-0,09%)
): 70 shares at €16.28. As an industry leader, this is the foundation in the BDC sector for me.
A total of just under € 2,900 has flowed into the sector. The dividend machine is running! ⚙️💸
What's next?
The focus is now shifting back to quality and growth. My next buy candidates on the watchlist are currently Allianz $ALV (+0,49%)
Microsoft $MSFT (-0,07%)
and Amazon $AMZN (-0,16%)
. I'm just waiting for the right entry point to further consolidate the basis in my portfolio.
Which stocks are currently at the top of your watchlist? 👇
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