To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (+0,29%)
• 06.05.25 -> Ferrari $RACE (+1,46%)
• 06.05.25 -> Progressive $PGR (-0,04%)
• 06.05.25 -> Zoetis $ZTS (-1,67%)
• 07.05.25 -> Novo Nordisk $NOVO B (+0,8%)
• 08.05.25 -> Main Street Capital $MAIN (-0,35%)
• 15.05.25 -> Allianz $ALV (-2,76%)
• 20.05.25 -> Mutares $MUX (-1,36%)
• 22.05.25 -> NextEra Energy $NEE (+2%)

July 2025

• 10.07.25 -> Progressive $PGR (-0,04%)
• 21.07.25 -> Prologis $PLD (+0,5%)
• 23.07.25 -> Amphenol $APH (+0,03%)
• 24.07.25 -> Greencoat UK Wind $UKW (+1,1%)
• 24.07.25 -> NextEra Energy $NEE (+2%)
• 24.07.25 -> Vidrala $VID (-0,73%)
• 25.07.25 -> Palfinger $PAL (+0,52%)
• 25.07.25 -> Volkswagen $VOW (+0,69%)
• 30.07.25 -> HSBC $HSBA (+0,73%)
• 30.07.25 -> Realty Income $O (+0,29%)
• 30.07.25 -> Rio Tinto $RIO (-1,93%)
• 31.07.25 -> Ferrari $RACE (+1,46%)
• 31.07.25 -> Main Street Capital $MAIN (-0,35%)
• 31.07.25 -> OMV $OMV (+0,54%)

August 2025

• 05.08.25 -> Aflac $AFL (-0,8%)
• 05.08.25 -> DHL Group $DHL (-0,28%)
• 05.08.25 -> Public Storage $PSA (+0,95%)
• 06.08.25 -> Novo Nordisk $NOVO B (+0,8%)
• 07.08.25 -> Allianz $ALV (-2,76%)
• 12.08.25 -> Mutares $MUX (-1,36%)
• 12.08.25 -> Zoetis $ZTS (-1,67%)

October 2025

• 09.10.25 -> Progressive $PGR (-0,04%)
• 21.10.25 -> Prologis $PLD (+0,5%)
• 22.10.25 -> Amphenol $APH (+0,03%)
• 22.10.25 -> NextEra Energy $NEE (+2%)
• 27.10.25 -> Palfinger $PAL (+0,52%)
• 28.10.25 -> HSBC $HSBA (+0,73%)
• 29.10.25 -> OMV $OMV (+0,54%)
• 29.10.25 -> Vidrala $VID (-0,73%)
• 30.10.25 -> Main Street Capital $MAIN (-0,35%)
• 30.10.25 -> Volkswagen $VOW (+0,69%)
• 30.10.25 -> Zoetis $ZTS (-1,67%)

November 2025

• 03.11.25 -> Public Storage $PSA (+0,95%)
• 04.11.25 -> Aflac $AFL (-0,8%)
• 04.11.25 -> Ferrari $RACE (+1,46%)
• 05.11.25 -> Novo Nordisk $NOVO B (+0,8%)
• 06.11.25 -> DHL Group $DHL (-0,28%)
• 10.11.25 -> Realty Income $O (+0,29%)
• 13.11.25 -> Mutares $MUX (-1,36%)
• 14.11.25 -> Allianz $ALV (-2,76%)

January 2026

• 23.01.26 -> NextEra Energy $NEE (+2%)
• 27.01.26 -> Prologis $PLD (+0,5%)
• 28.01.26 -> Progressive $PGR (-0,04%)
• 28.01.26 -> Amphenol $APH (+0,03%)
• 29.01.26 -> Ferrari $RACE (+1,46%)
• 29.01.26 -> OMV $OMV (+0,54%)

February 2026

• 04.02.26 -> Aflac $AFL (-0,8%)
• 04.02.26 -> Novo Nordisk $NOVO B (+0,8%)
• 13.02.26 -> Allianz $ALV (-2,76%)
• 17.02.26 -> Zoetis $ZTS (-1,67%)
• 19.02.26 -> Main Street Capital $MAIN (-0,35%)
• 24.02.26 -> HSBC $HSBA (+0,73%)
• 24.02.26 -> Palfinger $PAL (+0,52%)
• 24.02.26 -> Public Storage $PSA (+0,95%)
• 24.02.26 -> Realty Income $O (+0,29%)
• 26.02.26 -> Greencoat UK Wind $UKW (+1,1%)
• 26.02.26 -> Vidrala $VID (-0,73%)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-1,93%)
• 05.03.26 -> DHL Group $DHL (-0,28%)
• 17.03.26 -> Volkswagen $VOW (+0,69%)

April 2026

• 15.04.26 -> Mutares $MUX (-1,36%)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (+1,31%) ? Unfortunately I can't find them online.

Dear Community,

Last week I switched from an exclusively accumulating investment strategy to an investment strategy based exclusively on dividends.

I would like to share this with you and am very happy to receive your feedback - however critical it may be. The main thing is that it is constructive and understandable. :)

My portfolio consists of 25 positions.

Almost 54% of the portfolio is made up of ETFs. The remaining 46% is therefore divided between 22 shares.

ETFs

• VanEck Developed Markets Div Lead ETF $TDIV (+0,48%) (24.5%) - Very good dividend (4%); Strong dividend growth (3Y) (⌀ 11%)
• HSBC MSCI World ETF $HMWO (-0,08%) (24.5%) - Moderate dividend (1.5%); Strong dividend growth (3Y) (⌀ 11.5%)
• WisdomTree Em Mkts SmallCap Dividend ETF (5%) - Good dividend (3.9%); Very strong dividend growth (3Y) (⌀ 20.1%)

Equities

Financial service providers

• Allianz $ALV (-2,76%) (insurer) - Good dividend (3.7%); Strong dividend growth (3Y) (⌀ 12.8%)
• Mutares $MUX (-1,36%) (investment manager) - Very strong dividend (6.5%); Strong dividend growth (3Y) (⌀ 14.5%)
• Realty Income $O (+0,29%) (real estate investment trust) - Strong dividend (5.8%); Good dividend growth (3Y) (⌀ 6.5%)
• Aflac $AFL (-0,8%) (insurer) - Moderate dividend (2.1%); Very strong dividend growth (3Y) (⌀ 18.4% )
• Prologis $PLD (+0,5%) (real estate investment trust) - Good dividend (3.9%); very strong dividend growth (3Y) (⌀ 18.1%)
• Main Street Capital $MAIN (-0,35%) (investment trust) - Very strong dividend (8.1%); Very strong dividend growth (3Y) (⌀ 20.1%)
• HSBC $HSBA (+0,73%) (major bank) - Very strong dividend (7.9%); Very strong dividend growth (3Y) (⌀ 60.7%)
• Pub Strg Oprtng $PSA (+0,95%) (real estate investment trust) - Strong dividend (4.2%); Very strong dividend growth (3Y) (⌀ 17.5%)
• Progressive $PGR (-0,04%) (insurer) - Moderate dividend (1.9%); Negative dividend growth (3Y) (⌀ -41.8%)

Energy

• Greencoat UK Wind $UKW (+1,1%) (infrastructure fund) - Very strong dividend (8.6%); Strong dividend growth (3Y) (⌀ 15.7%)
• Shell $SHEL (+1,31%) (oil company) - Strong dividend (4.4%); Very strong dividend growth (3Y) (⌀ 22%)
• NextEra Energy $NEE (+2%) (energy supplier) - Good dividend (3.3%); Strong dividend growth (3Y) (⌀ 13.4%)
• OMV $OMV (+0,54%) (oil company) - Very strong dividend (11.1%); Very strong dividend growth (3Y) (⌀ 40%)

Healthcare

• Novo Nordisk $NOVO B (+0,8%) (pharmaceutical company) - Moderate dividend (2.5%); very strong dividend growth (3Y) (⌀ 28.3%)
• Zoetis $ZTS (-1,67%) (pharmaceutical group) - Weak yield (1.2%); very strong dividend growth (3Y) (⌀ 23.7%)

Industry

• DHL $DHL (-0,28%) (air freight/courier service) - Strong dividend (4.8%); Strong dividend growth (3Y) (⌀ 11.1%)
• Palfinger $PAL (+0,52%) (Mechanical Engineering) - Good dividend (3%); Very strong dividend growth (3Y) (⌀ 32.6%)

Consumer goods

• Ferrari $RACE (+1,46%) (Automotive) - Low dividend (0.8%); very strong dividend growth (3Y) (⌀ 41.2%)
• Volkswagen $VOW (+0,69%) (Automobiles) - Very strong dividend (9.1%); Very strong dividend growth (3Y) (⌀ 23.3%)

Materials

• Rio Tinto $RIO (-1,93%) (metals and mining group) - Strong dividend (5.4%); Negative dividend growth (3Y) (⌀ -21%)
• Vidrala $VID (-0,73%) (glass packaging) - Strong dividend (5.8%); very strong dividend growth (3Y) (⌀ 75.2%)

Information Technology

• Amphenol $APH (+0,03%) (electrical engineering) - Low dividend (0.8%); very strong dividend growth (3Y) (⌀ 23.3%)

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (-0,08%)
$TDIV (+0,48%)
$DGSD (+0,57%)
$MAIN (-0,35%)
$NOVO B (+0,8%)
$PGR (-0,04%)
$PSA (+0,95%)
$UKW (+1,1%)
$APH (+0,03%)
$DHL (-0,28%)
$HSBA (+0,73%)
$MUX (-1,36%)
$NEE (+2%)
$ZTS (-1,67%)
$AFL (-0,8%)
$O (+0,29%)
$SHEL (+1,31%)
$VID (-0,73%)
$RACE (+1,46%)
$PLD (+0,5%)
$OMV (+0,54%)
$PAL (+0,52%)
$RIO (+0,93%) and last but not least $VOW (+0,69%)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

I used the sale of Enphase to make a new investment in Vidrala, which has been on my radar for a few weeks. The company actually has everything I like about companies: an established, rather defensive business model, good dividend growth (even without the special dividend of the last two years), a bit of sustainability, growth ambitions and a suitable size, not too small but not too big either. What's more, it's cheaper over time than it has been for years. A subsequent purchase in the near future would also be an option, but I will wait and see how the investment develops in the near future.

Good chance...