Hey everyone, which stocks are currently on your watchlist? I'll make a start:

$ADP (+1,02%)

$ALV (+1,16%)

$BELA (+1,07%)

$AJG (+2,65%)

$CAMX (-1,14%)

$7013 (-1,93%)

$BLK (+0,94%)

...of course there have been better prices in the last few days, but in the long term no one will crow about it and so it will continue to be expanded to the first target 🦘

I took advantage of the dip this morning and bought my first Allianz shares. There have already been a few people who have also bought today and said that the prices are still too high. That may be true, but when do you know whether the price will fall further or not? But what I do know for this year is that a 5% dividend doesn't sound bad.

$ALV (+1,16%)

Which stocks are high on your list for the next purchase/investment? Personally, I hope to see the $ALV (+1,16%) to see them at €300.

Good evening everyone,

here again something from the boring DDepot category :)

I have recently regrouped and have moved away from $QCOM (-0,27%) & $WFG (+2,54%) . The money that was freed up was invested in $MSFT (-1,06%)
$V (+0,84%) & $JPM (+0,87%) as these are longterm positions.

With $QCOM (-0,27%) I had hoped for a better short term outlook, but this was not really fulfilled, so the money went into $MSFT (-1,06%) flowed into

With $WFG (+2,54%) I got rid of one of my first positions, which I entered at a pretty bad time, which is why I got out with a slight loss. However, I may get back in again when the raw material wood recovers cyclically and demand in house construction increases - I had actually speculated on this, but it seems to be taking a while yet.

Hopefully the loss pot has had enough for now and I'm constantly learning :)

A savings plan is currently running $VWRL (+0,17%)
$TDIV (+0,72%)
$WGLD (-0,46%) and $BTC (+0,03%)

Some capital is still available, but I'm not really sure yet where or how I will invest it. The positions in $MSFT (-1,06%) and $V (+0,84%) I don't want to expand any further for the time being, unless it becomes cheap. I'm not sure whether the other stocks are worthy of being fed further, I might want to get another 2 shares in $ALV (+1,16%) but they are currently quite expensive.

My WL currently contains things like

• $AMZN (-0,33%)
• 
  $UNP (-0,21%) (just become expensive again)
• $OTTR (+3,37%)
• 
  $BLBD (+0,43%)
• 
  $MAIN (+1,39%) (just running down a bit again)
• $SJ (+0,82%)
• 
  $TGLS (+2,96%)

My portfolio is mainly focused on high-quality and boring companies, the aim is to generate cash flow from the outset and I want to feel comfortable with this. The investment horizon is basically long, >20-30 years, but I want to get something out of it now. Probably nothing for most people here, but I'm currently very happy with it. Let's see how the journey continues, I'll probably wait for the start of next week.

I'm always open to feedback, tips or stocks that fit in well here :)

The $ALV (+1,16%) has presented its final figures for the fourth quarter - and delivered a strong result overall.

• Turnover (expected): 45 billion euros
• Turnover (reported): 45.70 billion euros

• EPS (expected): 7.34 euros
• EPS (reported): 7.17 euros

Also important for shareholders: the dividend is set to rise to €17.10 per share, an increase of around 11%. In addition, a share buyback program of up to €2.5 billion was announced. This combines the $ALV (+1,16%) operational strength with a clear capital repatriation policy and underlines its claim to give shareholders a share in its success.

Future opportunities for the $ALV (+1,16%) arise from its strong market position, solid capitalization and continued focus on margins. Risks, on the other hand, lie in possible claims burdens, regulatory adjustments or an unexpectedly weaker capital market trend.

The bottom line is that $ALV (+1,16%) confirms its operational strength and shareholder friendliness with these figures.

The crucial question now remains: is the current pace of growth sufficient to justify the valuation, or is much of the upside already priced into the share price?

https://de.investing.com/news/economy-news/allianz-erzielt-rekordgewinn-im-tagesgeschaft--dividende-wie-erwartet-3361644

~ No investment advice ~