Let‘s see how much they like to cut rates! Could really help this one
Nextera Energy Partners Units Azione Forum
AzioneAzioneISIN: US65341B1061
Ticker: NEP
US65341B1061
NEP
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103Mes·
$NEP : A controversial Buy (Maybe)
Here are my thoughts from the recent earnings call:
Growth: NEP expects 6-8% annual growth through 2027.
Cash Flow: Operating cash flow should match or exceed EPS growth.
Dividends: ~10% annual dividend growth through 2026.
With imminent rate cuts, lower borrowing costs could boost NEP’s profitability even more and help them to stabalize. NEP with still solid growth, strong cash flow, and rising dividends make it an interesting buy in my opinion.
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1 Commento
Ǝ@Wacho-el-Wero
3Mes
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5Mes·
Dear fellow investors,
This month I will reach another milestone in my investment journey, breaking 800$ in monthly dividend payments for the very first time. I couldn't be more excited....
Wooohooo 💲💲💲
This is due to receiving payouts for the following assets:
641 x $SCHD
281 x $O (+2,65%)
311 x $JEPI
211 x $JEPQ
179 x $SPLG
89 x $MAIN (+0,69%) (two payouts this month!)
137 x $EFC (+0,43%)
67 x $EPR (+1,76%)
67 x $SPYI
13 x $QQQI
Looking ahead, it seems like September might be my first 1k$ dividend month 🤪🤪🤪.
Fingers crossed 🤞🤞🤞
For those among you who follow my story, know that I just started (again) in Dec 2023 and already had to upgrade my goals to 150k$ invested and average dividends of >500$/month. Both goals are within reach and very likely to be achieved before 2024 comes to an end.
I am very happy with sticking to the plan (DCA-ing into a selected few ETFs and stocks) in hopes for #fire (Financial Independence Retire Early).🔥🔥🔥
I am planning on making some adjustments to the portfolio over the next couple of weeks and months and hopefully later this summer I will share my whole portfolio with more information about my investment strategy as well as the (as of recent) popular Sankey diagram of monthly money flow here on getquin for scrutiny and further constructive feedback. So stay tunes for that.
The list of updated key take-aways are as follows:
1. Select your ETFs and stick with them
- Core:
$SPLG (alternatives are $SPY (+1,17%) and $VOO (+1,16%) ), chosen because of slightly lower expense ratio and lower prices (hope for more inflow), trading volume is not a concern as this was bought for the looooong "buy and hold"
- Dividend 💸:
$SCHD (alternatives are $VIG (+1,42%) and $VYM (+1,3%) ), chosen because seemed undervalued at the time of purchase, great dividend and decent dividend growth
- Growth 📈:
Still not chosen, open to suggestions
I maintain that it will probably be $QQQM (alternatives are $VGT (+0,71%) , $SCHG , $SPGP , $DGRW , $VUG (+1,06%) )
- REITs 🏠:
Not yet chosen, as here I am not even sure any longer if I actually want to invest in REIT ETFs or not just keep my exposure to the few REITS I already own ($O (+2,65%) , $VICI (+1,98%) , $MAIN (+0,69%) , $EPR (+1,76%) , $EPRT (+3,87%) ...)
If I decide to venture into this field, it will probably be $SCHH (alternatives are $XLRE and $VNQ (+2,3%) )
- Misc 🗠:
$O (+2,65%) The Monthly Dividend Stock
$JEPI / $JEPQ for monthly dividends in the covered call space
$SPYI / $QQQI to potentially replace $JEPI and $JEPQ
$VICI (+1,98%) / $MAIN (+0,69%) for additional monthly dividends in the REIT / finance space
I might also entertain the idea of investing in some individual stocks like $AMZN (-0,02%) . $NVDA (-0,03%) , $MSFT (+0,15%) , but that will depend on the constitution of the growth ETF I will buy.
2. Learn 🎓
Educate yourself and don't simply "trust" Youtubers. Read investment books (e.g. 'The Intelligent Investor' by Ben Graham, 'The Little Book Of Common Sense Investing' by John C. Bogle, 'Patient Capital' by Victoria Ivashina and Josh Lerner) and listen to many different voices in the investment arena. Be curious, but cautious... If it says: "100% win rate guaranteed!", it's probably best to stay away from it.
3. Don't try to time the market ⌚️
As one youtuber says: "Time in the market beats timing the market." I am sure we are all guilty of trying to buy at the best price on a particular day/week... If you are in for the long haul, it doesn't matter. DCA (Dollar Cost Averaging) for the win. 🏆
4. ETF over stock picking
Of course you can have huge winners if you pick individual stocks and if you have some insights that allow you to buy before the hype, great, I am very happy for you. Who wouldn't want to have invested in $KO (+1,1%) , $TSLA (+9,97%) , $AMZN (-0,02%) , $GOOG (-0,66%) or $NVDA (-0,03%) in their early days?! But that doesn't happen very often. If you invest in solid ETFs covering a wide array of markets, you will do just fine (especially with a long investment horizon). I have certainly tried to "pick' some stocks that looked promising for their upward potential, but only two have given me solid returns ($NEP and $CFLT (-5,26%) ), whereas so far there are many losers (e.g. $IONQ , $OTLK , $SACH , $EPR (+1,76%) ).
That being said, I am not against holding individual stocks and I am sure that the likes of $NVDA (-0,03%) , $MSFT (+0,15%) , and $AMZN (-0,02%) will continue to deliver amazing returns, but these are also top of the list in weighted S&P500 or Nasdaq ETFs... ($SPLG , $VOO (+1,16%) or $QQQM , $SPGP etc.). Just saying!😉
5. Tailored investing
We are all different and our your time horizon, risk appetite, age, income and other factors most likely vary massively. My life, 47yo, being single without kids, being in a somewhat safe and well-paid job, having paid off properties that generate a decent income stream, wanting to retire in 3-5 years and not needing much is very different to someone who just starts their investment career and/or have a family or are already retired or or or.
Make a plan of what you want the investment to do for you and work towards it. In my case, I want to achieve #fire (Financial Independence Retire Early) as soon as possible, being able to live off dividends entirely. I recon I will need about 50k/ year (lots of safety built in). So building a strong dividend portfolio is my main goal. Sprinkle in some growth opportunities and we have a party. 🥳
Let me know what your goals are and how you plan to achieve those. Also if you have some input on which other ETFs and/or stocks to pick, I am all ears 👂👂.
2929
14 Commenti
My goal isn’t FIRE. But I would love to buy a home one day. Plus sticks bring a safety net. One I had around your dividend rate, I could do with a very low paying or parttime without changing my spending anything if I had do. So though I don’t aim as high as you, I think my goal goes into the same direction.
In the best case scenario I never need the extra money (apart from a home) and I have just more money when I get old.
After calculating what payout I could get, if I kept investing till retirement age and what payout rate I could achieve, I it’s a nobrainer.
Even though I know that I need to up my spending on some point (family etc) and have a lower monthly amount to invest, it’s even more motivation for me to have a kickoff start.
In the best case scenario I never need the extra money (apart from a home) and I have just more money when I get old.
After calculating what payout I could get, if I kept investing till retirement age and what payout rate I could achieve, I it’s a nobrainer.
Even though I know that I need to up my spending on some point (family etc) and have a lower monthly amount to invest, it’s even more motivation for me to have a kickoff start.
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•5Mes·
I decided to sell out of this position. $NEP was good to me (ROI > 28%) and 12% dividends was solid as well. I just don't trust their recent rally as well as keeping the dividend payments coming when the payout ratio is more than 110%.
Reinvested the money right away in my cornerstone ETFs $SPLG and $SCHD as well as some $O (+2,65%) and $JEPQ .
We shall see if this was the right decision...
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8 Commenti5Mes
I have considered dumping JEPQ as well for a similar reasons.
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3Anno·
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗜𝗣𝗢𝘀 🔔
Rivian - The electric vehicle startup, obtained 20% by Amazon ( $AMZ (-0,02%) ) , is seeking $8.4 billion in funding through the IPO. This would make it the third largest IPO in the U.S. in the last 10 years. Rivian would be valued at $53 billion, almost as much as Honda ( $HDM (-2,69%) A share is expected to cost between $57 and $62.
In October, Amazon ordered 100,000 electric delivery vehicles from Rivian, which is building a brand of electric SUVs and pickups in parallel with this production.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Date ex-dividend: Armstrong World Industries ( $91A (+1,41%) ), Banco Bradesco ( $BRE (-0,91%) ), Banco Santander (Mexico) ($BSMX ), Cambridge Bancorp ( $CATC ), Fomento Económico Mexicano ( $FOMC (+0,84%) ), Hess Midstream ( $HESM ), Hope Bancorp ( $NRB (+0,4%) ), NextEra Energy ( $1NG ), S&T Bancorp, Inc. $STBA ) and WSFS Financial Corporation ( $WSFS (+1,93%) ).
𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀📈
Today ( $ACE1 (-1,26%) ), Ansys ( $AKX (-2,99%) ), BMW ( $BMW (-3,91%) ), Geberit AG ( $GBRA (-0,14%) ), Klöckner & Co ( $KCO (-2,66%) ), Lufthansa ( $LHA (+0,59%) ), Marriott International ( $MAQ (+1,62%) ), MetLife ( $MWZ (+0,21%) ), Norma Group ( $NOEJ (-2,65%) ), Novo Nordisk ( $NOVC ), Qualcomm ( $QCI (-0,3%) ), Raiffeisen ( $RAW (-1,7%) ), Teamviewer ( $TMV (+2,46%) ) and Zalando ( $ZAL (+1,5%) ) present their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Fed - The Federal Reserve holds its interest rate meeting today, at which the U.S. central bank will likely announce a reduction in its bond-buying program. As a result, speculation about a possible interest rate hike next year is already in the air.
In advance, the markets are very positive and remain well oriented. According to CMC Markets analyst Jochen Stanzl, this change in monetary policy is no longer a major factor for the stock markets. The reason is that the quarterly figures are still very positive.
Lufthansa ( $LHA (+0,59%) ) - In the third quarter, Deutsche Lufthansa nearly doubled its revenue. Revenue rose 96 percent to 5.2 billion euros in the months of July through September. The adjusted loss before interest and taxes fell to 17 million, compared with 1.262 billion in the same period last year. This is an "important step" to get out of the crisis, said group CEO Carsten Spohr. The Group expects to be able to continue to increase its revenue over the full year 2021.
HelloFresh ( $HFG (+1,98%) ) - HelloFresh raised its revenue guidance again on the back of strong growth in the current fiscal year through October. Core revenues increased to €1.416 billion from €970 million in the same period last year. This is due to strong customer growth and a continued high order rate as well as high average order values. The adjusted operating margin before interest, taxes, depreciation and amortization is expected to be between 8.25 and 10.25 percent.
G20 - The global minimum tax is due in 2023. Any company with annual sales of more than €750,000 will pay a 15 percent tax on its profits. Large digital companies must have at least €20 billion in revenue and a pre-tax profit margin of at least 10 percent to be covered by the global sales tax. Amazon ( $AMZ (-0,02%) ) would then be spared its 5% margin, while Apple ( $APC (+0,65%) ) would be asked to pay. Tax havens would also become less attractive, as the tax burden would not fall on the home countries, as is currently the case, but on the market countries, i.e. where most of the turnover is generated.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
El Salvador - With the surplus from the El Salvador Bitcoin Trust, the country wants to build 20 new "Bitcoin schools." After another purchase of 420 BTC ( $BTC-EUR (+0,52%) ), the government currently holds 1,120 BTC in its Bitcoin Trust account. Already in mid-October, President Nayib Bukele announced the allocation of four million US dollars from the Bitcoin Trust for the construction of a new veterinary hospital.
Squid Game - The coin bearing the abbreviation SQUID, which alludes to the Netflix series Squid Game, shocked the crypto scene yesterday. The coin was launched last Thursday at a starting price of $0.01. Within 4 days, the price increased by an incredible 380,000.00% to $38 on Monday morning. After further growth, the price rose to $89 the same day. However, the journey was not to end there. Within 3 hours, one event followed another. The price of SQUID reached an incredible $2,861.80 and just 5 minutes later, the coin collapsed 99.99% to $0.0007926.
In addition, the website that was promoting the coin is no longer online. It is also known that many SQUID holders were unable to sell their positions after a while, so they could only sit on their hands. It was therefore a "rug-pull", i.e. the promoters of the project sold it and went underground with the profits. In addition, it is now clear that there is no connection with Netflix or other representatives of the series.
Please consider this story as a warning (🚨) of what can happen when one recklessly invests in small-cap memes. Many investors have lost their money with no chance of getting it back. Educate yourself before you invest. You'll be able to see exactly what you need to pay attention to on our Instagram page in the coming days.
🤜🏼🤜🏼🤜🏼 @MarketNewsUpdate
3Anno·
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗘𝗹𝗲𝗸𝘁𝗿𝗶𝗳𝗶𝘇𝗶𝗲𝗿𝘁𝗲𝗿 𝗜𝗣𝗢 / 𝗭𝗶𝗻𝘀𝗲𝗻𝘁𝘀𝗰𝗵𝗲𝗶𝗱𝘂𝗻𝗴 / 𝗥𝗮𝘂𝘀 𝗮𝘂𝘀 𝗱𝗲𝗿 𝗞𝗿𝗶𝘀𝗲 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗦𝗰𝗵𝗼𝗼𝗹𝘀
𝗜𝗣𝗢𝘀 🔔
Rivian - The electric vehicle startup, which is 20 percent owned by Amazon ($AMZ (-0,02%)), is seeking $8.4 billion in funding by going public. That would make it the third-largest IPO in the U.S. in the last decade. This would give Rivian a valuation of $53 billion and would be almost as big as Honda ($HDM (-2,69%)). A share is expected to cost between $57 and $62.
As recently as October, Amazon ordered 100,000 electric delivery vehicles from Rivian, which is building a brand of electric SUVs and pickups alongside that production.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, Armstrong World Industries ($91A (+1,41%)), Banco Bradesco ($BRE (-0,91%)), Banco Santander (Mexico) ($BSMX), Cambridge Bancorp ($CATC), Fomento Económico Mexicano ($FOMC (+0,84%)), Hess Midstream ($HESM), Hope Bancorp. ($NRB (+0,4%)), NextEra Energy ($1NG), S&T Bancorp, Inc. ($STBA) and WSFS Financial Corporation ($WSFS (+1,93%)) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Things are really busy again, so here are the main companies presenting their figures today. Today, Acerinox ($ACE1 (-1,26%)), Ansys ($AKX (-2,99%)), BMW ($BMW (-3,91%)), Geberit AG ($GBRA (-0,14%)), Klöckner & Co ($KCO (-2,66%)), Lufthansa ($LHA (+0,59%)), Marriott International ($MAQ (+1,62%)), MetLife ($MWZ (+0,21%)), Norma Group ($NOEJ (-2,65%)), Novo Nordisk ($NOVC), Qualcomm ($QCI (-0,3%)), Raiffeisen ($RAW (-1,7%)), Teamviewer ($TMV (+2,46%)) and Zalando ($ZAL (+1,5%)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Fed - The Federal Reserve holds its interest rate meeting today, at which the U.S. central bank is likely to announce a cut in its bond-buying program. Therefore, speculation of a possible rate hike next year is already in the room.
In the run-up, the markets present themselves in a very positive mood and continue to be on a strong course. According to analyst Jochen Stanzl of CMC Markets, this monetary policy change no longer represents a supporting burden for the stock markets. The reason for this is the consistently very positive quarterly figures.
Lufthansa ($LHA (+0,59%)) - In the third quarter, Deutsche Lufthansa almost doubled its revenue and returned to operating profit since the beginning of the crisis. Revenue rose 96 percent to 5.2 billion euros in the months from July to September. Adjusted loss before interest and taxes narrowed to 17 million from 1.262 billion in the same period last year. It was a "milestone" out of the crisis, said Group CEO Carsten Spohr. The Group expects to be able to continue increasing its sales in the full year 2021.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
El Salvador - The country plans to build 20 new "Bitcoin Schools" from the surplus of El Salvador's Bitcoin Trust. After another bitcoin purchase of 420 BTC ($BTC-EUR (+0,52%)), the government currently holds 1,120 BTC in its Bitcoin Trust account. Back in mid-October, President Nayib Bukele announced spending four million US dollars from the Bitcoin trust on a new veterinary hospital.
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