seems to be well thought out, I like the selection very much, only $XYL says me nothing... (gladly a contribution to it!) As tommycash has already written: both ETFs distribute. :) But seems to be the way it should be according to the strategy. 👍

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Bardok@AE23

1Anno

@Gerit
Xylem manufactures water treatment plants, analytical equipment, pumping systems, water filters, dysentery systems, heat exchangers, and all the necessary systems for wastewater treatment plants, waterworks, and water pipelines, as well as the associated pumping systems. Is market leader

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Gerit@Gerit

1Anno

@AE23 Thanks for the explanation! :) How did you come up with this, perhaps somewhat unusual, pick?

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Bardok@AE23

1Anno

@Gerit i worked for years in water supply and disposal 😁

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Gerit@Gerit

1Anno

@AE23

I've almost thought haha, would have surprised me if not ^ ^ Could with us like to share your investment case, simply as above in their own words, something more detailed, would offer absolute added value and the people here certainly like 👍

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Bardok@AE23

1Anno

@Gerit do you mean as a separate post, why xylem of all things?

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Gerit@Gerit

1Anno

@AE23

because by now everyone should have a certain opinion about most of the big US companies. you read the same names far too often. i'm on something like GQ to read through something else, something like Xylem, an opinion that is not just written by someone, but by someone who has had a foot in the industry and just shows something fresh. i can already tell you that it will 99% not be an investment for me, but i'll gladly take the knowledge with me.

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Bardok@AE23

1Anno

@Gerit then please leave my new post and share your thoughts 😁

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Joris@Joris

1Anno

Now a stupid question. You have 42 positions in your portfolio. You are talking about 6 stocks and 2 ETFs. Do you reallocate? Do you sell everything else? Or do you increase the mentioned and only these positions money flows in? What is your strategy and goal?

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Bardok@AE23

1Anno

@Joris I have sold a lot and restructured. I leave the rest in the portfolio to collect the dividends and now have standing orders on the positions mentioned.

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Miguel1602@Miguel1602

1Anno

Linde is too expensive in my opinion P&G is a very good company I also have a savings plan Abbvie I also have a savings plan WM I once had a savings plan but they are currently overvalued to me

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Bardok@AE23

1Anno

@Miguel1602 World Cup overrated? Okay. According to what criteria?

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Miguel1602@Miguel1602

1Anno

@AE23 P/E ratio of 28 KUV 3.5 KBV 10 For a waste management ?😅 Ehm yes

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Bardok@AE23

1Anno

@Miguel1602 despite the possible share price development and solid figures?

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Miguel1602@Miguel1602

1Anno

Well the figures are now not outstanding even for this valuation. many have just invested in the company in corona times because the company would not generate bad figures through corona. how much growth should still arise in a waste management ?

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Chris L.@Wundersamen

1Anno

ABBVIE is deep red today at -7.6%. Who knows why?

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Bardok@AE23

1Anno

@Wundersamen Patent from blockbuster humira has expired. Quarterly figures were published today. Profit decline was as expected by analysts, but investors are used to the company exceeding expectations. So sharp price drop, in my opinion, not justified. 🤷🏼‍♂️

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Chris L.@Wundersamen

1Anno

Would you buy limited now or hold?

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Bardok@AE23

1Anno

@Wundersamen I am torn. I actually wanted to end my standing order and hold the position. but in view of the price slide, I'll let the standing order continue for another quarter. it's still a mega biotech stock. and one of the future trends. but I probably won't make any more large purchases in the pharma sector. this patent debacle is too nerve-wracking for me. instead, I'll continue to save my sector ETF, in which everyone is simply in it and I cover the whole sector. then I'll have peace 😅

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Bardok@AE23

1Anno

@Wundersamen AbbVie won the lottery with their humira patent. No drug has helped better. Is the same effect as the Corona vaccine at Pfizer 🤷🏼‍♂️

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