3Anno

@MelonUsk97 Pizza > Tesla

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3Anno

@MelonUsk97 Taste > You

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Lucrash@KapriolenCapital

3Anno

@Lorena Nice and clean in the disruptive dividend landfill 🚀

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3Anno

@KapriolenSonne goes into my dividend calendar 🚀

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3Anno

@MelonUsk97 Dividends > You

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3Anno

@MelonUsk97 even Tesla > You

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3Anno

That's exactly where I stand. I opted for Unilever because they are simply further away from ATH and I am hoping for a big increase in the future.

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3Anno

@Thronar this is emotional action and is based on nothing.

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Lucrash@KapriolenCapital

3Anno

@Thronar This way of thinking may have worked in 2020/21, but this macro environment is gone. What makes you fundamentally believe that it will pick up again?

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3Anno

@leveragegrinding As @MelonUsk97 says. Procter&Gamble is now where Unilever wants to be. But if you want to hear something more substantiated: US investor Nelson Peltz has joined Unilever. He also joined P&G a few years ago and brought about some changes there. The same is now set to happen at Unilever. Especially as Unilever is currently changing its own structure anyway. The management is being streamlined. In addition, Unilever (at least part of it) wants to enter the healthcare sector in the future. Which in turn could promise great growth(!). At the moment, however, this is not wanted by some investors.

Due to the deep moat, the streamlining of the management and the entry of Peltz, I expect some positive changes in the future and therefore a rise in the share price. In addition, of course, the distance to the ATH.

So far...

And to destroy all that again: Ben&Jerry's is part of Unilever. And I love Ben&Jerry's 😂

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3Anno

@KapriolenSonne I wrote something more fundamental above. I don't have the time for more at the moment.
P&G is by no means a bad company anyway. I assume that both will grow. Ultimately, it's a personal decision anyway. In terms of data, P&G looks better at the moment. However, the planned restructuring should not be ignored.

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3Anno

Yes, that sounds pretty good. So you're basically betting on Peltz and that he'll manage the turnaround with Unilever.
That's more understandable than "further away from the Ath"

I don't invest in consumer goods either way, but I certainly don't invest in Unilever for personal reasons that I can't explain🥴😅

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3Anno

@leveragegrinding That's a simplified way of putting it. Yes. I didn't actually have the time to elaborate on that, so I abbreviated it to "I hope for growth" 😂 but yes, of course that sounds very anti-fundamental 😂

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3Anno

Boring. And tech developers are moving faster and faster, nutrition creeps further into its actually rather unhealthy and mostly anti-sustainable products. Simply not a fan.
Then on top of family members in quite high positions experience with the... let's say "working atmosphere" in some. consumer companies and developed even less sympathy.
I also think that the trend towards a healthy lifestyle will sooner or later place value on really healthy products, which is why many companies are no longer an option for me in terms of long-term growth (MCs, cola, etc.).
To top it all off, I think dividends are an instrument of the last century to compensate for the lack of buying pressure and to attract shareholders with gifts of money.

Everyone can see it differently, but for me the mixture means that something really has to happen for me to start investing in consumption.

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Divmann@Divmann

3Anno

Unilever for me, I like the prospects and PG is far too expensive for me.

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StupidRich@StupidRich

3Anno

Procter & Gamble 100%.

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tommycash@tommycash

3Anno

Savings book >> Unilever 🥲

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tommycash@tommycash

3Anno

I have 100 of them in my portfolio myself, performance is absolute dirt.🤩

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tim1@tim1

3Anno

@MelonUsk97 funny. I would like to think that you split your portfolio a few months ago. At the time, it had a higher four-digit amount. Taking tax into account, you should have around 280 Unilever shares. That would currently be EUR 11,000.00. How can that be?

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tommycash@tommycash

3Anno

Maybe he sells 2-3 shares per quarter.🤡🥶

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tim1@tim1

3Anno

@MelonUsk97 you posted your portfolio publicly in a post so that absolute values could also be seen. It was even shown to me again in the trends a few days ago (thanks to the algorithm). Ultimately, I don't care either. I just find it implausible. Especially as you've already written somewhere that you receive a large monthly amount from Realty Income. However, I have my doubts.

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tim1@tim1

3Anno

@MelonUsk97 😅🤪

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Niklas@n_albo

3Anno

Unilever.
Great brands with potential, especially in the food sector ☺️

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Ben@RegularJohn

3Anno

Clearly P&G

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Danny@Dannys

3Anno

Unilever in terms of price. They are simply a lot cheaper at the moment. But if you want to hold for the long term anyway, I would take P&G. In the long term, the entry price no longer plays such a big role and, in my opinion, P&G is simply the stronger company.

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SaherJunior@SaherJunior

3Anno

I find the direct comparison somewhat difficult.

While Unilever, in comparison to P&G, is also represented in the food sector (vegan food, nutritional supplements or drinks), P&G only sells household and care products. (Please correct me if I am wrong). Personally, I find the food sector more exciting and because of the prospects in this area, I tend to favor Unilever shares. But it's just a matter of taste, I realize there are different camps here 😂😂

Why not both shares? 50/50 split ☺️

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Dan27@Dan27

3Anno

P&G

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3Anno

@MelonUsk97 always has a reason.

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