1Settimana·

Is Allianz a potential buy for you after the crash?

I have $ALV (+0,69%) on my watchlist for some time and am currently observing the setback since the beginning of the year.

But I've noticed that very few people here are reporting on $ALV (+0,69%) report?

Why is that?

And do you see good entry opportunities due to the correction?

How do you rate the share in 2026?

@Tenbagger2024

@All-in-or-nothing

21 Commenti

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

Why nobody reports: Too boring for a bubble seeking massive growth 😂

I don't have $ALV in my portfolio because I'm not dependent on cash flow, nor do I expect any real outperformance compared to a world ETF or my other individual stocks. But my wife has them in her portfolio (she knows them, dividends motivate her etc.).

Basically, you can't go far wrong with the big insurers and reinsurers in the world, depending on what you're after.

My opinion: $ALV and $MUV2 are the $V and $MA of the insurance industry.🤷🏼‍♂️

•

ShindyDeanMartin@ShindyDeanMartin

1Settimana

@All-in-or-nothing I agree.
Personally, insurance is really too boring for me and I don't see any outperformance compared to the market.
However, $V does, which is why it is also in my portfolio 🫣

•

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@ShindyDeanMartin There will always be phases when cash monsters and solidity beat the market. With moderate growth, however, I believe this will always be a short-term phenomenon.

I generally prefer reinsurers to primary insurers, as margins are usually better, risks are more widely spread, etc.. But honestly: Basically, you can really put a $V together with a $MUV2 in your portfolio for stability if you like it.

•

ShindyDeanMartin@ShindyDeanMartin

1Settimana

@All-in-or-nothing There is nothing more to add 🕺🏽

•

TradingHase@TradingHase

1Settimana

@All-in-or-nothing I had Allianz in my portfolio very early on, I'm happy about the good dividend and you can't go wrong. It's there and that's good 😂

•

Dividendenopi👴@Dividendenopi

1Settimana

Allianz is bad. Nothing to trade, no share price doubling possible in 12 months and yikes, they even pay dividends. That's not possible, only companies that have no better idea what to do with all that money do that....😇😇😇😉😉 so at least here officially publicly a stock non grata. You or your wife secretly have them in your portfolio and that's more than you think and more than would come out publicly here. What's a performance hunter to do with a share that pays regular dividends, continuously increases cash flow thanks to a solid business policy and is an anchor for any portfolio in stormy times? A good choice like so many other heavyweights on the trading floor. It just depends a lot on your personal strategy whether you want to hold them in your portfolio or not. From my point of view, there is not much to be said against an investment

•

Epi@Epi

1Settimana

$ALV is definitely better than their pension products. 😅

•

Stefan@Da_Fischi

1Settimana

I have it in my portfolio and am very satisfied. It has outperformed the MSCI World over the last 5 years, especially last year. For me, it's a share that you can probably hold for a lifetime.

•

TheCashConcierge@TheCashConcierge

1Settimana

Is it just a small correction? Strong company & an anchor in my portfolio. Will possibly buy more

•

DividendenPapa@DividendenPapa

1Settimana

I am invested in Allianz myself and see the correction more as an opportunity for a solid entry. You can't expect a classic outperformer here, but you do get stability, reliable cash flows and an attractive dividend quality in your portfolio. For me, this is a solid basic investment.

•

Tenbagger2024@Tenbagger2024

1Settimana

Allianz is a good choice if you are pursuing a dividend strategy. But there are better players in the sector for a growth strategy

•

PiHu@PiHu

1Settimana

@Tenbagger2024 huhu, do you happen to have two examples of the faster-growing players that you could take a look at? 🧐

••

Tenbagger2024@Tenbagger2024

1Settimana

@PiHu but no recommendation. $LMND $ROOT $HIPO $PRA $KNSL $JRVR $WRB

•

D.S.@Crash-Propheteus

1Settimana

@Tenbagger2024 Still getting into $LMND? Or too late at the moment?

••

Tenbagger2024@Tenbagger2024

1Settimana

@Crash-Propheteus
Flagpole, wait for a correction

••

PiHu@PiHu

1Settimana

@Tenbagger2024 danke ☺️

•

Kalle@Brazzo_Muc

1Settimana

I have 25 shares in my portfolio and am holding for the long term. With my equity I have a dividend yield of 7%. It's just not a share with hype potential but a nice anchor of stability just like $MUV2.

•

TD@Routine123

1Settimana

ALV is boring, but boring is good. Pullback to 360 is not a bad entry point.

•

DocTrader@value_crafter_1628

1Settimana

What crash? I don't see one, take a look at the max chart.....lg

•

Daniel Kaufmann@Wollitz

1Settimana

So for me an absolutely solid share in the portfolio. Quite a nice dividend and there is also a certain amount of growth. Of course, you can't compare it with the tech sector or anything like that, but that's not the point. In any case, I think it's important to have something passive in the portfolio. I've now waited the whole month and added another 5 shares today. Let's hope for the best ;-)

•

Kurz@MrKurt89

1Settimana

„Absturz“😂

••