$MC (+0,39%)
$MBG (+1,22%)
$ULVR (-0,07%)
$PYPL (-0,01%)
$NBIS (+4,21%)
$SPGI (+0,29%)
$UPS (+0,62%)
$KO (-0,48%)
$GLW (+3,06%)
$BA (+0,84%)
$KER (+2,38%)
$ENPH (+2,57%)
$NXPI (+1,72%)
$STX (+3,07%)
$BE (+3,14%)
$V (+0,05%)
$MDLZ (-0,57%)
$000660
$P911 (-0,02%)
$BN (+0,24%)
$RMS (+2,05%)
$BAS (-0,91%)
$AG1 (+4,67%)
$LMND (-0,02%)
$SOFI (+1,55%)
$NDX1 (-0,43%)
$TER (+3,43%)
$GD (-0,42%)
$APH (+1,94%)
$AIR (+1,98%)
$SBUX (-0,3%)
$CMG (+0,45%)
$META (+1,42%)
$FTNT (+0,89%)
$QCOM (+2,13%)
$LRCX (+3,17%)
$HOOD (+2,92%)
$ARM (+2,95%)
$MSFT (+1%)
$CVNA (+1,35%)
$005930
$SU (+1,61%)
$INGA (+1,39%)
$OR (+0,9%)
$BMW (+1,05%)
$BATS (-0,37%)
$MA (-0,52%)
$ADS (+2,39%)
$SHEL (-2%)
$RACE (+3,12%)
$RDDT (+2,02%)
$TEM (+1,98%)
$COIN (+2,55%)
$AAPL (-0,01%)
$AMZN (+1,37%)
$CCO (+2,9%)
$LIN (+0,38%)
$ABBV (-0,09%)
$PUM (+1,38%)
$HAG (+1,86%)
$XOM (-2,95%)
$CVX (-2,8%)
Unilever PLC
Price
Discussão sobre ULVR
Postos
352Quarterly Results: July 27–July 31, 26
All time high on Holiday!
€10k added since September, with half of that invested from my own money. I’m honestly surprised by how much these “boring,” stable dividend stocks have appreciated. €2.5k in just one month!
On top of that, I’m currently receiving an average of €28 in dividends every week. That adds up nicely over time.
I did find it difficult to keep buying at all-time highs, but I still do. I have confidence in the long-term future of these companies, I know I can’t control what the market does, and I believe I’ll still earn a better return than leaving my money in the bank.
That said, I do need to build up my cash position again. I’ve been considering selling 3 of my 15 Johnson & Johnson shares, as they’re currently up 58%.
What should you do in my position?$JNJ (-0,15%)
$VHYL (+0,42%)
$TDIV (+0,11%)
$O (-0,35%)
$VPK (-0,87%)
$SHEL (-2%)
$ULVR (-0,07%)
What is a good Dividend Growth stock for long ter investing?
I focus my portfolio in maximizing the dividends i receive form my stock, always without compromising it, but at the end of the day i do think i have gone too far in the safety of my portfolio and would like to risk a bit more in order to get a higher reward from it.
I have been watching $MSFT (+1%) because i feel like it has such a big dividend growth potencial to be worked over the time and buying this stock would also diversify my portfolio a bit more and maybe even surf the AI wave a bit at the end.
Companies like $XOM (-2,95%) , $ULVR (-0,07%) and $PEP (-0,42%) are down a significant percentage even though the capital on those positions is not that much, even so i am looking for a better moment to sell those holdings and maybe reposition that money into either this new growth stock or some company that is already in my portfolio on a good price, like $MAIN (+0,47%)
Anyways, what do you think?
ULVR Buy 💹
Allocating ~$10,500 more to Unilever, as it is a key defensive position, and we are underexposed to consumer staples.
This brings our $ULVR (-0,07%) holdings at 395 shares worth ~$22,780.
Not hungry, or what?
I have noticed that shares in food manufacturers are somehow not in demand at all at the moment. Why is that? Consumer staples and food should actually offer a certain degree of resilience in turbulent times, as people always eat regardless of economic growth and the economy. So why is this sector just bobbing around like this?
Here are a few examples:
$ULVR (-0,07%) Unilever, YTD = -9.1% , P/E=18.3, Divi = 4%
$NESN (-0,79%) Nestle, YTD = + 2.4%, P/E=22.4, Divi = 4%
$HRL (+0,14%) Hormel Foods, YTD = -11% , P/E=23.3 , Divi = 5.7%
$GIS (-0,19%) General Mills, YTD = -21.8%, P/E=8.6 , Divi = 6.8%
$KHC (+0,12%) Kraft Heinz, YTD = -3.1% , P/E=negative , Divi = 6.8%
$FLO (+0%) Flowers Foods, YTD = -20% , P/E=21.81 , Divi = 11.5%
$NOMD (-0,73%) Normad Foods, YTD = -17.2% , P/E=9.8 , Divi = 6.8%
$TBS (+1,06%) Tiger Brands, YTD = -20% , P/E=12 , Divi = 11.4%
I understand that many branded companies are coming under increasing pressure from the discounters' own brands when the economy is bad, but is that really the whole truth?
(Illustration generated with lovart.ai, modified in Photoshop)
Quarterly figures 27.04-01.05.26
$VZ (-0,61%)
$DPZ (-0,34%)
$CDNS (+2,13%)
$BARC (+1,91%)
$SPOT (-0,06%)
$BP. (-3,6%)
$SPGI (+0,29%)
$KO (-0,48%)
$UPS (+0,62%)
$AIR (+1,98%)
$SBUX (-0,3%)
$ENPH (+2,57%)
$NXPI (+1,72%)
$STX (+3,07%)
$BE (+3,14%)
$V (+0,05%)
$MDLZ (-0,57%)
$HOOD (+2,92%)
$MBG (+1,22%)
$UBSG (+1,44%)
$DBK (+2,61%)
$LMND (-0,02%)
$SOFI (+1,55%)
$TER (+3,43%)
$ADS (+2,39%)
$ABBV (-0,09%)
$G24 (+1,97%)
$WM (-1,05%)
$APH (+1,94%)
$CMG (+0,45%)
$GOOG (+1,29%)
$META (+1,42%)
$MSFT (+1%)
$AMZN (+1,37%)
$005930
$BAS (-0,91%)
$SU (+1,61%)
$INGA (+1,39%)
$ULVR (-0,07%)
$IDR (+3,52%)
$DHL (+1,26%)
$CAT (+1,73%)
$MA (-0,52%)
$PUM (+1,38%)
$MRK (-0,45%)
$CNHI (+0,25%)
$LLY (+0,16%)
$FSLR (+1,4%)
$WDC (+3,8%)
$RBLX (+0,48%)
$RDDT (+2,02%)
$SNDK (+4,35%)
$AAPL (-0,01%)
$TWLO (+1,22%)
$EL (+0,75%)
$CL (-1,03%)
$XOM (-2,95%)
$CVX (-2,8%)
Mercedes could hurt...
Is Unilever a buy? 25% discount
The company is not broken , the world around it became more difficult, and that pushed the price down for now. And the company is changes to household products instead of food etc. What do you think? I think when the war will end, it goed up fast.
Dividend income strategy? Yes
Review March 2026
Hello everyone,
here is my review for March. Even really early this time.
📈 Performance:
S&P500: -3.9%
MSCI World: -4.8%
DAX: -10.3%
Dividend portfolio: -5.9%
My high and low performers in March were (top/flop 3):
🟢 ($PETR4 (-3,11%) ) Petroleo Brasileiro +19.38%
🟢 ($ADM (-1,49%) ) Archer Daniels +10.98%
🟢 ($GAIN (+0,87%) ) Gladstone Invest +4.08%
🔴 ($CTAS (-0,51%) ) Cintas -13.88%
🔴 ($MC (+0,39%) ) LVMH -14.49%%
🔴 ($ULVR (-0,07%) ) Unilever -18.70%
Dividends:
March 2026: €178.82
March 2025: € 182.98
Change: -2.27%
This change is partly due to the fact that the USD exchange rate is still worse than last year. In addition, Imperial Brands also paid a significantly higher dividend last year (I think it was a special dividend). Otherwise, Unilever only pays in April and STAG has also switched to quarterly distributions, so that nothing was paid in March either.
Sales:
🟥 None
Purchases:
🟩 SIXT ($SIX2 (+1,22%) )
🟩 Ferrari ($RACE (+3,12%) )
Savings plans:
($CTAS (-0,51%) ) Cintas (50€)
($MC (+0,39%) ) LVMH (50€)
($MSFT (+1%) ) Microsoft (25€)
The sale of Lockheed Martin in February was fairly neutral from a purely price perspective. Lockheed has neither risen nor fallen significantly. So far, I have no regrets about the sale (although the dividend for March is now missing, of course).
What else has happened?
March was pretty up and down. In terms of performance, this was one of the worst months ever for me. The only worse month for me was September 2022 with -6.3%.
The nest egg continues to grow and, as I said, it will be fully built up in April. But I may have to work on it again. At the moment, I'm thinking about a photovoltaic system. With an almost new build, heat pump, hybrid and purely electric car, the advantages are obvious. The roof is south-facing. So I would benefit fully. The only question is how to finance it. Do I need the money that is earmarked for the loan repayment in 5 years? 100% financing from the bank? At the moment I've sent out a few requests for quotations.
My Payback points were stolen in February. 12995 points were used for a payment at DM. Well, I just hadn't activated the 2FA. Stupid myself. I wrote about it in last month's report. In fact, the Payback points were credited back to me by DM at the beginning of March. I don't know whether this was a scam or whether Payback did something because of my call. I only saw it by chance and of course had everything paid out directly to my account. Lesson learned - I will rebook more often in future.
🥅 Goals for 2026:
I'm trying to reach €85,000 in my dividend portfolio this year. This is to be achieved through dividends, deposits and, of course, share price increases. Let's see how things look at the end of the year, as the first quarter was rather sluggish. I'll have to make up for that over the course of the year.
Anyone who liked the report and would like to read more is welcome to follow me,
If you're not interested, you can keep scrolling or use the block function.
I would do it
Unilever sells food division to McCormick
$ULVR (-0,07%) is now divesting itself of the $MICC (+0,67%) the food business.
The food division is being merged with McCormick $MKC (-0,38%) to form a ~€20 billion food giant.
Unilever thus develops into a pure Home & Personal Care player, with sales of €40 billion and an operating margin of ~20%.
With the planned demerger in mid-2027, Unilever shareholders will receive pro rata shares in the combined food company with McCormick. At the same time, Unilever is strategically focusing more clearly on the higher-growth and more attractive margin segments.
Unilever Press Release: https://www.unilever.com/news/press-and-media/press-releases/2026/unilever-announces-the-combination-of-unilever-foods-with-mccormick/
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