Hershey Azione Forum

Time for a little update 🧐

---------------------------------------------------------------------------------------------------------

From the original 77 positions, there are now 57 left.

Many well-known, large companies that were considered safe have left my portfolio and some have been replaced by more speculative stocks. 😜

Not all of the stocks included are long-term investments, as I have a few trades that have not yet been completed or that I have just entered into. These are among others: $PAH3 (-2,05%)
$3EML (-5,94%)
$GKP (-0,49%)
$MC (-2,6%)
$RKH (-1,88%)
$PYPL (+3%)
$HSY (+1,79%)

If all my trades were closed immediately, I would probably already be under 50 positions.

---------------------------------------------------------------------------------------------------------

Where I still have concerns:

The Magnificent Seven. I have them all except $META (+0,4%) and I wonder whether this is wise, as they are already heavily weighted in my ETFs. On the other hand, these very stocks have performed well. That's why I only recently invested in $AMZN (-0,02%) and am thinking about getting Meta. 🤯

I'm particularly torn when it comes to $TSLA (+9,97%) Tesla. I bought Tesla because of Elon, Musk and all his promising projects. But in hindsight, I'm increasingly of the opinion that Tesla shares only benefit the carmaker and that it's no longer that interesting because the competition is getting better, faster and cheaper, for example $1211 (-3,83%) . Meta, on the other hand, could remain very interesting for the next few years.

---------------------------------------------------------------------------------------------------------

More unpopular thoughts:

Maybe I got in too early at $ASML (-0,38%) too early, 738€. Didn't wait for the bottom to form or for a reversal signal. I will definitely be more cautious in the future, especially with stocks that have already had a long profit history and are therefore at risk. That large investors/institutional investors realize profits after price slumps and this then leads to even greater price slumps.

Waste management $WM (+2,82%) very popular (hype?), fundamentally quite solidly positioned, moat available (I believe it is a duopoly in the USA) and with increasing population and consumption the future prospects should also be given. But will Waste Management deliver anything extraordinary besides a good return and a rising dividend? I don't think so and the business is neither scalable nor high-margin. Therefore, this could be one of the next candidates to be shot down.

From all-time high to all-time high - time to take a look in my cellar 📉

The stock markets only know one direction at the moment and even September, generally the worst month on the stock markets, is heading for a clear green result.

Of course, this can also be seen in my portfolio in the following picture. What I find much more exciting in such situations, however, is always the view to the very bottom, where it turns red and which is generally not shown here.

Now it turns red and negative:

Even though many things are going well, some things are not going well. For the most part, these are still the former corona winners like Pfizer $PFE (-1,75%) Sea $SE (-1,24%) Block $SQ (+6,29%) or Atlassian $TEAM

However, Pfizer's overall performance is not quite as bad, as there has of course been a lot of dividend growth over the last few years.

Nike $NKE (+0,58%) and Hershey $HSY (+1,79%) are also not doing themselves any favors at the moment, but are still in the savings plan. Just like Bechtle $BC8 (+0,06%)

My China ETF is currently the phoenix from the ashes, I was surprised myself that it has almost reached 0 😂

Towards the end of the year, I will analyze the losers again. Will they get another year of probation? Or will one stock or another be thrown out?

I usually look at this between Christmas and New Year's Eve.

What's your situation? What are your skeletons in the closet doing?

#etfs
#personalstrategy
#stocks

"If you work all day, you don't have time to earn money."

- John D. Rockefeller

$MCD (+2,19%)
$HSY (+1,79%)
$MAIN (+0,69%)
$O (+2,65%)

Depot review August 2024 - calm before the (September) storm?

While September has lived up to its name so far (worst month on the stock market, negative in more than 50% of cases), August was a boring month in my portfolio. In keeping with the vacation season, my portfolio also shifted down a gear.

Monthly view:

In total, August was +0,5%. This corresponds to price losses of ~1.400€.

This was therefore unable to fully make up for the losses from the previous month of July (-2.2%).

Winners & losers:

There was therefore not much going on on the winners' and losers' side in August.

On the winning side are MercadoLibre and Palo Alto Networks at the top with ~€1,000 each. They are followed by Starbucks, Crowdstrike and Meta.

On the loser side are the crypto assets in my portfolio in August. Ethereum at the top with price losses of €1,500, Bitcoin in 3rd place with €900. Alphabet with ~€1,000 in price losses.

The performance-neutral movements in August were just under €4,000, after being somewhat lower in the previous months due to private issues.

However, only just under €1,400 of this went into shares, the rest is cash.

Current year:

My performance in the current year is +15,3% and thus still slightly above my benchmark, the MSCI World at 14.2%. Even if the gap is slowly narrowing.

In total, my portfolio currently stands at ~312.000€. This corresponds to an absolute growth of ~€60,000 in the current year 2023. ~44.000€ of this comes from price gains, ~2.400€ from dividends / interest and ~13.000€ from additional investments.

Dividend:

• Dividends in August were 24% above the previous year at ~€160
• Procter & Gamble is in the lead with almost €50 (gross) dividends every 3 months
• In the current year, dividends after 7 months are +24% over the first 8 months of 2023 at ~1.840€

Buys & sells:

• I bought in August for approx. 1.400€
• As always, my savings plans were executed:
• Blue chipsTSMC $TSM (+0,91%) S&P Global $SPGI (+2,14%) Procter & Gamble $PG (+3,31%) Johnson & Johnson $JNJ (+0,03%) Hershey $HSY (+1,79%) Caterpillar $CAT (-2,91%) Amgen $AMGN (+2,01%) Alphabet $GOOG (-0,66%) Alimentation Couche-Tard $ATD (+0,64%)
• 
  GrowthBechtle $BC8 (+0,06%) Synopsys $SNPS (-2,03%)
• 
  ETFsMSCI World $XDWD (+0,78%) Nikkei 225 $XDJP (-0,35%) and the WisdomTree Global Quality Dividend Growth $GGRP (+0,56%)
• 
  CryptoBitcoin $BTC (+0,21%) and Ethereum $ETH (+0,25%)
• 
  Sales there were none in August

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Due to the extremely positive market performance this year, my portfolio currently stands at ~€312,000.

However, after the first few days of trading in September, my portfolio only stands at €304,000. Compared to the level of €320,000 at the end of June, this is now a significant decline in total assets.

It therefore remains exciting to see how the share price will develop in the last third of the year. However, if we see a year-end rally after a weak September, I am optimistic about my target.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

$HSY (+1,79%) - Hershey Q2 - Earnings highlights:

(pre-market -7%)

• Adjusted earnings per share: $1.27 (estimate $1.44)
• Revenue: $2.07 billion (estimated $2.30 billion), down -16.7% year over year

Lowered guidance:

• Adjusted EPS growth FY'24: Down slightly (Previous : ~0%)
• Sales growth FY'24: ~2% (Previous: 2%-3%)

Segment performance:

• Confectionery in North America: sales down -20.7% YoY; due to inventory reduction and timing of shipments
• Salty snacks in North America: sales increase of 6.4% compared to the previous year due to volume growth
• International: Decline in sales of -8.9% compared to the previous year

Comment from CEO Michele Buck:

• "The current business environment remains challenging as consumers cut back on spending on non-essential products. Despite this, our confectionery category and salty snacks portfolio continue to grow. We are optimistic about our innovation pipeline for the second half of the year and the development of strategies to drive long-term success."

Strategic insights:

• Challenges: Declining spend on non-essential goods, inventory reduction and competitive market conditions impacting earnings and sales

• Outlook: Adjusted earnings forecast lowered due to the economic situation; strategic focus on innovation and category expansion

Current business developments:

• Innovation and category expansion: the company is focused on driving innovation in its confectionery and snacks categories, particularly with upcoming product launches in the second half of the year. The Salty Snacks segment has been robust with notable growth in Dot's Homestyle Pretzels.

#earnings
#hershey

Depot review May 2024 - And another NVIDIA month!

It was May 2023 when the NVIDIA story began and in May 2024 NVIDIA continues to trump everything.

In total, May was +2,2%. This corresponded to gains of ~6.200€. The negative April (-2.2% / -6,500€) is thus balanced out again.

Winners & losers:

On the winning side there were NVIDIA there was actually only one notable asset with Ethereum. The main driver of the ~6.200€ price gains, however, was NVIDIA with over €4,000 in price gains.

On the losers' side it is a colorful mix of Salesforce, Starbucks, Sartorius or MasterCard - all with slight losses with the exception of Salesforce after the rather mediocre quarterly figures

The performance-neutral movements in April were €4,000. I bought in April for ~€1,400.

My performance in the current year is +14,8% and thus above my benchmark, the MSCI World with 11.1%.

In total, my portfolio currently stands at ~300.000€. This corresponds to an absolute growth of ~€48,000 in the current year 2023. ~36.000€ of this comes from price increases, ~1.400€ from dividends / interest and ~10.000€ from additional investments.

Dividend:

• The dividends in May were 11% below the previous year at ~€340
• This is the first month with a year-on-year dividend decline since June 2021
• However, there is a relatively simple reason for this - BASF paid out €85 last year, but BASF shares were removed from my portfolio a few months ago
• "Adjusted" for the BASF dividend, my dividends have grown by just under 15%
• In the current year, the dividends after 5 months are +14% over the first 5 months of 2023 at ~1.130€.

Buys & sells:

• I bought in April for approx. 1.400€
• As always, my savings plans were executed:
• Blue ChipsAlimentation Couche-Tard $ATD (+0,64%) Alphabet $GOOG (-0,66%) Amgen $AMGN (+2,01%) Caterpillar $CAT (-2,91%) Hershey $HSY (+1,79%) Johnson & Johnson $JNJ (+0,03%) Procter & Gamble $PG (+3,31%) S&P Global $SPGI (+2,14%) TSMC $TSM (+0,91%)
• 
  GrowthBechtle $BC8 (+0,06%) Synopsys $SNPS (-2,03%)
• 
  ETFsMSCI World $XDWD Nikkei 225 $XDJP and the WisdomTree Global Quality Dividend Growth $GGRP
• CryptoBitcoin $BTC and Ethereum $ETH
• Sales there were none in May

Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Thanks to the extremely positive market performance this year, I was already able to break this figure in May and even reached €307,000 in the meantime. In the last few days, the value has fallen slightly below €300,000 again - I am curious to see what the remaining 7 months will bring.

#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

Good morning ☀️ich I took a look at which stocks I think might be worth a look in the second half of 2024.

For all those who don't feel like voting for me, they are $NKE (+0,58%) and $HSY (+1,79%) 😂 If anyone is interested in my more detailed thoughts, you are welcome to watch my new video about these stocks😉 Have a nice weekend everyone

📈Top stocks 2nd half of 2024📈

https://youtu.be/qfPHfT7c5-4

Insights into $HSY (+1,79%)
$SBUX (+2,49%)
$JNJ (+0,03%)
$NKE (+0,58%)

if there is something for you, you are welcome to take a look at my new video😉 if not, sorry for the advertising 🫣

Have a nice green day on the stock markets📈

📈4 Very exciting dividend stocks in May📈

https://youtu.be/HhDe7Dj7POE