New weekly/monthly update with another purchases.
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$SHEL (-7,19%)
$TTE (-6,71%)
$XOM (-6,83%)
$CVX (-8,09%)
$BP. (-8,86%)
Postos
89Today I added another 17 shares of $SHEL (-7,19%) .
Bought for an average price of €29,6764 per share including transaction costs.
In total I now have 105 shares
Added 17 shares of #shell
$SHEL (-7,19%) today.
Purchased for an average price of €30,9117 per share including transaction costs.
A total of 88 shares now owned.
Continue building quietly😉
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$BP. (-8,86%)
$XOM (-6,83%)
$CVX (-8,09%)
$TTE (-6,71%)
$SHEL (-7,19%)
today i'd add $XOM (-6,83%) and $NUE (-6,22%) for the blonde's taxes, what do u think?
New weekly update with another purchase.
#dividend
#dividends
#etfs
#investing
$SHEL (-7,19%)
$BP. (-8,86%)
$XOM (-6,83%)
$CVX (-8,09%)
$TTE (-6,71%)
I’m waiting for all the tariff movement to settle down before I reinvest in the new account, but these are the stocks I’m planning to put in the new account
I’m putting between $300 and $500 into each stock and I’m trying to get stocks from every sector
Would love to hear any feedback you have
1 Share of $MCD (-4,77%)
2 Shares of $AMZN (-3,47%)
1 Share of $MSFT (-2,36%)
2 Shares of $AAPL (-6,8%)
1 Share of $UNH (-2%)
3 Shares of $SPG (-3,9%)
4 Shares of $XOM (-6,83%)
11 Shares of $BAC (-7,71%)
1 Share of $LIN (-5,56%)
5 Shares of $SO (-3,12%)
5 Shares of $WMT (-3,92%)
2 Shares of $BA (-8,12%)
2 Shares of $GOOG (-2,49%)
And another record: in 2024, companies worldwide paid out dividends worth a total of 1.75 trillion dollars, which is 5.2% more than in the previous year.
The major US tech stocks, which previously paid out nothing at all for many years, played the leading role. Alone $META (-4,44%) Meta (Facebook ), Amazon $AMZN (-3,47%) and the Chinese online retailer Alibaba $BABA (-9,21%) were responsible for a fifth of the increase. And $MSFT (-2,36%) Microsoft once again paid the highest dividend worldwide at 22.90 billion dollars. In second place is $XOM (-6,83%) Exxon Mobil with 15.60 billion dollars and only just behind it $HSBA (-7,02%) HSBC with 15.40 billion dollars (see table).
Overall, the top group is heavily dominated by American and Chinese companies. Just under half of the increase comes from the financial sector.
Dividends are particularly important for investors who value current income. The key indicator here is the dividend yield, i.e. the payout in relation to the share price. A high percentage can be based on earnings strength and a shareholder-friendly corporate policy. However, very high dividend yields in particular are sometimes the result of falling share prices and therefore indicate a lack of confidence in the earnings power and therefore also in the medium and longer-term ability to continue to pay high dividends. Therefore, this figure alone can never be a good reason to buy.
Source (excerpt) & chart: Handelsblatt
ASML $ASML (-2,09%)
Intuit $INTU (-5,41%)
Adobe $ADBE (-4,21%)
Lockheed Martin $LMT (-3,69%)
Microsoft $MSFT (-2,36%)
Procter & Gamble $PG (-4,13%)
Hershey $HSY (-1,95%)
PepsiCo $PEP (-1,81%)
Advanced Micro Devices $AMD (-8,01%)
Diageo $DGE (-1,41%)
Exxon Mobil $XOM (-6,83%)
Canadian National Railway $CNR (-0,97%)
Merck & Co. $MRK (-4,87%)
Lam Research $LRCX (-8,64%)
Novo Nordisk $NOVO B (-6,66%)
Nike $NKE (+3,05%)
Dollar General $DG (-0,31%)
Estee Lauder $EL (-8,7%)
Restaurant Brands International $QSR (-5,52%)
Mondelez $MDLZ (-1,08%)
Schlägst du zu? Falls ja, wo?
Last week, Saturday's episode of "All About Stocks" [1] featured an excerpt from the study "Do Stocks Outperform Treasury Bills?" [2], which sounded quite interesting and the contents of which I subsequently read again in more detail.
The essence of the study is that only a small proportion of companies are responsible for the majority of returns.
It therefore serves as a reminder that it is probably the best choice for the "average investor" to invest in a well-diversified ETF.
Here is a brief presentation of the results.
Hendrik Bessembinder from the W.P. Carey School of Business at Arizona State University has investigated which stocks really drive the market in the long term.
According to the study, since 1926 only 4% of all stocks have generated the total net profit of the US stock market [2].
The other 96% of stocks in total have only generated as much return as safe one-month US government bonds or even less [2]. The average monthly return here was 0.37% (which is roughly equivalent to an annual return of 4.53% when compound interest is taken into account).
Almost more interesting is the following:
The top 50 companies were responsible for 39.29% of the total value creation of the US stock market and.
... the top 90 stocks (only 0.36% of all companies) even generated more than 50% of the total market profit [2].
The 4% mentioned still represent just under 1,092 of over 25,000 companies. It doesn't seem so unrealistic to find them.
The only problem is:
The best stocks are usually only recognized in retrospect
Even professionals often fail
Timing is often extremely difficult
More than half of all stocks have even generated negative returns over their entire lifetime [2].
That means: The average stock return we all know is not generated by the "broad" market, but only by these 4% of stocks.
Further results of the study:
Value creation on the stock market is extremely unevenly distributed.
The question now for us as investors is:
Do I really think I can buy these 4% winning stocks early can find them early?
... and at the same time can I at least stay away from the biggest losers from the remaining 96%?
... or do I prefer to stick with John Bogle the founder of Vanguard, who gave the following famous quote:
🧠 "Don't try to find the needle in the haystack. Just buy the whole haystack."
The haystack is in that sense an ETF:
Conclusion
Yes, it is theoretically possible to find the 4% yourself, to time it correctly and to hold it, as well as to stay away from the biggest losers of the 96% in the long term.
The question is: do you want to bet your portfolio on it, or would you rather make sure you automatically profit from the 4%.
💡For most investors, a simple ETF investment as a "core" is therefore probably the best choice.
Thank you for reading 🤝
__________
P.S. The study was published in 2017 and last revised in 2018.
With regard to a more recent analysis, which refers specifically to the last few years, the study does not contain separate results for shorter periods. However, it does mention that this effect has been even more pronounced in recent decades, particularly since the 1980s. To get a detailed current analysis, one would have to search more recent research.
__________
Source:
[1] https://open.spotify.com/episode/7ik1W0e9zq7TBYacPW0eVl?si=Sw2Mu0XSSH2SQFp5cHtpLQ
[2]
published 01/2017, revised 06/2018
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2900447&utm_source=chatgpt.com
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$SHEL (-7,19%)
$TTE (-6,71%)
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$GLDA (-2,19%)
$GOLD (-7,04%)
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$DE000EWG0LD1 (-0,32%)
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$CVX (-8,09%)
$XOM (-6,83%)
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$ALUM (-2,14%)
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