Bristol-Myers Squibb Azione Forum

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 (-0,14%)
$BATS (+0,49%) and $MMM (+1,14%)

$BMY (-0,14%) closed before the weekend and took a small profit.

$CVS (-1,87%) is dragging down the healthcare sector and the share is moving sideways in the hourly chart.

Better safe than sorry.

With $BMY (-0,14%) my losses from the $MA (+0,88%) trade.

Overall a positive week with realized +372€ from KO bills

Bristol Myers Squibb's Karuna buyout pays off with FDA approval for novel schizophrenia med Cobenfy | Fierce Pharma

The share price is finally making another leap. It can continue like this.

$BMY (-0,14%)

I think I will sell the following titles:

$NVDA (-0,03%)

$AAPL (+0,65%)

$MSFT (+0,15%)

$TSLA (+9,97%)

$LLY (+5,07%)

$BRK.B (+1,54%)

These stocks are very heavily represented in the MSCI World. This reduces cluster risk and frees up capital for speculative growth stocks.

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The REITs remain for the time being as they have positive momentum and will benefit strongly from future interest rate cuts.

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$MRK (+2,67%)

$PFIZER

$JNJ (+0,03%)

Flying out as I don't understand the industry well enough.

$HIMS (-0,18%) remains, on the other hand.

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$KMB (+1,82%)

$ECL (+2,32%)

$CL (+3,18%)

$PG (+3,31%)

$KDP (-0,1%)

$WM (+2,82%)

Defensive stocks are out, as no excess return is to be expected here.

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$AMD (-0,12%) and $INTC (+0,53%) These are my turnaround candidates, as soon as this is completed, they are out

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The following titles are also on the hit list:

$SCI (+1,93%)

$DGE (-0,95%)

$ASSA B (-2,18%)

$PAYX (+2,17%)

$BMY (-0,14%)

$ABBV (+1,03%)

$IBM (+1,17%)

$CVX (+0,94%)

$OXY (-0,67%)

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What do the more experienced among you say? Are there any titles on my list that are worth keeping? Do you see any gross misjudgments? Do you have any suggestions for improvement?

Thanks in advance.

Hey GQ Community,

I hope you were able to enjoy this super hot day.

For me today was the first day of a 4 week summer vacation, well at least almost vacation, of course one of our dogs and my girlfriend got sick yesterday :D But we are still at home this week and will start a 2 1/2 week tour in a rented van on Friday, so all good so far.

My question:

From how much capital in the portfolio would you go for a forever hold dividend strategy + crypto (BTC/ETH)?

Brief introduction:

I am 35 years old. I earn 2600€ per month/x14 + annual bonus and every now and then a salary increase from IG Chemie, let's say about 3% every 1.5 years.

In addition, I have a part-time job which I have been doing for 12 years and which still brings me about 800-1400€ per month and occasional jobs which I usually do together with my girlfriend. Such as a wedding catering/bar ...

My portfolio has lost a lot after the setback last week and I currently have about 215k in the market + 15k cash reserve + 13K debt from my girlfriend to me... I've only been in the stock market for ~8 months and at the beginning I was very hesitant to pump money into it, made a few mistakes like selling too early or too late etc. and thus lost returns for the time being... I had not yet set up an ETF or a savings plan :F

So far it's a mix of dividend stocks aka $O (+2,65%)
$V (+1,22%)
$LMT (+3,53%)
$VICI (+1,98%)
$JNJ (+0,03%)
$BMY (-0,14%)
$MCD (+2,19%) etc..

and growth stocks aka $ADBE (-0,7%)
$CMG (+1,99%)
$NFLX (+0,37%)
$AMD (-0,12%) etc...

My idea now was to sell the growth stocks as soon as I generate even halfway some profit from them and put them into pure dividend stocks and also to get a world ETF or better a dividend ETF with distribution. Can anyone recommend one to me?

What do you think? Do you think 200k is enough to invest only in dividend stocks or do you think the strategy is not so great?

According to GQ, I am currently looking at around €3200 in dividends in 2025. On top of that, of course, there would be the sales of the current growth stocks that flow into dividend stocks.

What brings me to this question? I want to look less at the portfolio and of course generate monthly cash flow without having to worry too much about getting the maximum out of a stock. I want to be able to pay part of the rent or make other larger purchases without having to sell anything from the portfolio :)

Thanks for reading :)

"The nice thing about shares is that you can gain 1000 percent, but lose at most 100 percent."

Homer Simpson 5 August 2024

This is how August can start

While share prices are going up and down and it's a bit choppy at the moment, I'm feeling great.

My value stocks have risen sharply in recent weeks. Be it $KRZ (-0,84%) with 16 %, $MMM (+1,14%) with 25 % or $BMY (-0,14%) with 16 %.

But for me, share prices are irrelevant at the moment. Prices only interest me if I want to buy or sell the share.

No house or apartment owner checks how much their house is worth every week. Why should they?

At the moment, I feel very encouraged about my strategy again, and that's the most important thing. There are so many opinions, so many seemingly perfect ways or the one new stock. The most important thing is to feel comfortable with it personally.

Do losses of -15 % in 1-2 weeks make you uneasy? Then you need to question your strategy and whether you are investing in a way that suits you personally or whether you are just following others.

In the meantime, there are probably over 250 paydays a year on which I receive liquidity without doing anything for it. Knowing what the compound interest curve will be with reinvested dividends and additional capital over the next 5-20 years makes me look forward to it.

The picture was taken on Saturday at Nature One, when the dividends paid for my ticket😁

$BMY (-0,14%) | Bristol-Myers Squibb Q2 earning highlights:

• EPS: $2.07 (estimate $1.64)
• Revenue: $12.2 billion (estimate $11.52 billion)

Raised Guidance:

• Q3 2024 earnings per share: $0.60 to $0.90 (estimate $0.51)
• Earnings per share in financial year 2024: $ 0.60 to $ (previously $ 0.40 to $ 0.70)

Best-selling drugs:

• Eliquis: $3.4 billion, up 7% from the previous year
• Opdivo: 2.4 billion US dollars, an increase of 11 % compared to the previous year
• Reblozyl: USD 425 million, an increase of 82% compared to the previous year
• Camzyos: USD 139 million, more than three times the previous year's figure

Other key figures:

• Adjusted gross margin: 75.6
• Net profit: $ 1.68 billion, a decrease from $ 2.07 billion in the previous year
• EBIT: $ 4.04 billion, compared to $ 4.99 billion in the previous year
• Free cash flow: $ 1.63 billion, a decrease from $ 3.36 billion in the previous year

Strategic developments:

• Phase 3 trial: cendakimab in patients with eosinophilic esophagitis met both primary endpoints
• Approvals: US approval of Breyanzi for follicular and mantle cell lymphoma, various international approvals for other drugs

CEO's comment:

• "Our second quarter results reflect progress in executing our strategy to focus BMS on long-term, sustainable growth," said Dr. Christopher Boerner, Chairman and CEO.