2G·

$PEP vs. $MCD + $JNJ vs. $KO

Dear Group,


the weakest stocks in my portfolio at the moment are $PEP (+0,06%) and $JNJ (-0,02%) - They were originally added to the portfolio as a safety anchor. In the long term, both shares will certainly come out of the cellar again at some point. Nevertheless, I have looked around for alternatives. The two classics $MCD (-0,37%) and $KO (+0,48%) have aroused my interest. From a 10-year return perspective, both stocks beat my personal choices. What do you think? Could the two outperform my portfolio corpses at best, despite some less good div returns, and if so, where do you see a fair price corridor? At $MCD (-0,37%) I recently read something about 225 to 250 euros - it is currently just at the upper end of this range. And what about losses on the sale of shares vs. ETFs? As I'm normally with B&H, I actually don't know (shame on me). Could I offset the losses against future withholding tax? Then the decision would be much easier for me. Thank you as always and good returns.


Yours _EvD_ 🙂

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4 Commenti

immagine del profilo
Share losses can only be offset against share gains. Not against dividends.

The past is not a compelling indicator of the future. Just because Coke and MCD were better in the last 10 years does not mean they will be better in the next 10 years.

I find Pepsi very attractive at the moment. So I would rather buy more.

If you reallocate now and Pepsi goes up and Coke goes down (it's been doing well for the last 10 years), what do you do then? Shift again?
Just stick to your strategy and you're done.

And finally: back and forth empties your pockets.
11
@DividendenWaschbaer 👍 Exactly!
He could just *add* $MCD 😁: that would be even better in the long run. $KO theoretically too, of course, but they're in the same segment as Pepsi. That doesn't really make sense.
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immagine del profilo
Morning my dear,
I posted something about Coca Cola the other day. Here it makes sense not only to look at the licensor, but also at the bottlers.
Like e.g $COKE
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immagine del profilo
$PEP I wouldn't sell. I think $MCD is good. 👍
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