While many in the community feel that they are keeping their distance from the car industry, I have deliberately put Porsche in my portfolio.
Why?
Because I believe in the brand, quality and dividends - and because I am convinced: You should also invest in what you really really like. Emotion in investing is often ridiculed. For me, however, it is part of it - to a healthy degree.
Of course: the share is weakening. China is not running smoothly, margins are being squeezed by e-mobility investments and the stock market is somehow punishing everything that smells of the "old economy".
But that's exactly where I see the opportunity - in the long term. Porsche is still highly profitable, has a strong brand, delivers solid dividends - and will continue to hold its place in the luxury class in the future.
And yes: if I were to buy a Porsche - why not put shares in my portfolio?
