As many of the stocks in the market are starting to increase their price, I am thinking about buying $ORI (-3,16%) , $BATS (-3,27%) , $KMB (-1,73%) , $MCD (-2,53%) right now, opinions?

Kimberly Clark
Price
Discussão sobre KMB
Postos
13Dividend received 2nd April 2025
$11,34 $KMB (-1,73%)
$22,40 $VHYL (-4,27%)
$1,60 $VUSA (-6,37%)
$4,18 $VWRL (-6,42%)
Total $39,52
Keep stacking the #dividend
Good evening everyone,
The first steps have been taken. I sold the following shares today:
$KMB (-1,73%) A weak underperformer that operates in a business sector with a poor stomach.
I simply don't see any significant growth opportunities here over the next few years. I'd rather put the money into my broadly diversified world ETF or other investments. I got out with just under +10 %.
$PAYX (-3,89%) Out with around 6.5 % and the reasons for the sale are largely the same as for Kimberly-Clark.
$MSTR (-10,77%) After the rapid rise of the last few weeks, this has become too risky for me. I got out after a short holding period with around 28%.
In addition, the correlation with Bitcoin is very strong. And I'd rather hold my own $BTC (-5,41%) . From another perspective, if the value of the Bitcoin held is roughly half the market capitalization and you ignore the high level of debt, I still don't know where the other half of the market capitalization comes from.
The dividend aristocrat Procter & Gamble was actually also on the hit list for today $PG (-1,87%) Ecolab $ECL (-4,33%) and Colgate $CL (-2,13%) . I'm still not 100% sure about these, hence the vote. I would like to take a closer look. I was particularly fascinated by the 12m chart for Colgate. It looks as if a child has drawn a straight line from bottom left to top right. It's similar with Ecolab, where they have made around 45% in twelve months with dividends. (With Colgate around 40 %)
What happens next? The portfolio will be further reduced/concentrated. The BDCs are high on the hit list $ARCC (-6,4%)
$MAIN (-5,88%)
$HTGC (-6,39%)
REITs, on the other hand, can stay, as they currently have strong momentum and could benefit from falling interest rates. The only one I'm not quite sure about yet and would like to take a closer look at fundamentally when the opportunity arises is $STAG (-7,51%)
Hey everyone,
I'm currently facing the challenge of reducing my portfolio from 77 to a maximum of 30 shares in order to get a better overview and focus my strategy. But I'm not sure how best to proceed.
Should I:
- Sell the stocks that have done badly as they are obviously not performing well?
- Or should I rather sell the ones that have performed best in order to take profits before things go downhill?
- Or simply sell the 40 smallest positions? But there are also many interesting stocks in there that might be worth expanding.
- Or simply sell everything that is heavily weighted in the MSCI World and thus reduce the cluster risk?
Perhaps there is a better approach? What do you look for when reducing your positions? Diversification, dividend yield, or simply the size of the individual positions in relation to the overall portfolio? I look forward to your opinions and tips!
Thanks in advance!
Every year you can offset losses from previous years against realized gains from the current year tax-free. Up to 20000 euros each year. But only within the same asset class. So shares with shares and ETFs with ETFs, but not one with the other.
This means that if, for example, you make a loss of 30,000 euros when you sell your shares, you can take profits of up to 20,000 euros from other shares tax-free this year and another 10,000 euros the following year.
The nice thing about this is that, according to the current legal situation, this loss carryforward continues from one year to the next. As long as the legal situation does not change, you can only start to offset your current losses against your later gains in 10 years' time.
You could therefore 'save' these shares and hope for better times. However, there is a good chance that it would be better to let the money 'work' somewhere else in the meantime.
However, there is one problem with this. Normally, your bank will do all the clearing automatically (you'll have to ask). But if you use a neobroker, there are differences. Brokers who are 'tax-simple' will also do this for you. Just like banks, they automatically pay your taxes on profits and should also handle loss carryforwards correctly.
However, if your broker is not 'tax-simple' then you should receive paperwork once a year that you have to keep yourself and settle with the tax office. You may also need / want to have a tax advisor for this.
To complicate things further:
With a tax advisor, you can do your tax return up to 3 years later. 'Savings foxes' might come up with the idea of not paying tax on their profits from this year until 3 years from now and hope to make a nice return on their currently untaxed profits for the next 3 years.
I think I will sell the following titles:
These stocks are very heavily represented in the MSCI World. This reduces cluster risk and frees up capital for speculative growth stocks.
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The REITs remain for the time being as they have positive momentum and will benefit strongly from future interest rate cuts.
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Flying out as I don't understand the industry well enough.
$HIMS (-10,28%) remains, on the other hand.
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Defensive stocks are out, as no excess return is to be expected here.
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$AMD (-10,22%) and $INTC (-9,16%) These are my turnaround candidates, as soon as this is completed, they are out
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The following titles are also on the hit list:
-----------------------------------------------------------
What do the more experienced among you say? Are there any titles on my list that are worth keeping? Do you see any gross misjudgments? Do you have any suggestions for improvement?
Thanks in advance.
Hey everyone,
I'm currently facing the challenge of reducing my portfolio from 77 to a maximum of 30 shares in order to get a better overview and focus my strategy. But I'm not sure how best to proceed.
Should I:
- Sell the stocks that have done badly as they are obviously not performing well?
- Or should I rather sell the ones that have performed best in order to take profits before things go downhill?
- Or simply sell the 40 smallest positions? But there are also many interesting stocks in there that might be worth expanding.
- Or simply sell everything that is heavily weighted in the MSCI World and thus reduce the cluster risk?
Perhaps there is a better approach? What do you look for when reducing your positions? Diversification, dividend yield, or simply the size of the individual positions in relation to the overall portfolio? I look forward to your opinions and tips!
Thanks in advance!
The same applies to the healthcare sector. If you don't understand the established players, in what constellation do you understand those that are difficult to assess anyway? Defensive stocks are out ... because they are defensive? And AMD is not a "turnaround candidate" - you simply bought far too expensively.
All in all, it gives the impression that you don't really understand individual stocks, i.e. which stocks to buy why and how to value the companies in the first place. I also don't know if you're interested in learning, otherwise you should probably just stick to ETFs (I'm very reluctant to recommend that).
But what it shouldn't be, at least, is that you look at individual stocks as something where you pick the ones that tell a nice story in the hope that you're going to beat the market big time.
💭 I'm curious to see what will happen to the "tech-only" people in the future. 👀 Will there be a run on handkerchiefs? 🤧 Should I invest in $KMB (-1,73%) invest in them?
If I'm 50 - 100 % ahead in terms of returns, I don't care about an interim tech drop 😅 You can buy more cheaply.
As long as you have high-quality techs, there's no problem. Profits have risen significantly and therefore valuations are not so brutal that there would be no rebound after a big drop 🤷🏼♂️
$KMB (-1,73%) phew quite a catch after the sales shortfall 😬 but I think the next few years will be stable. Let's see what the Americans do, maybe I'll buy after 🙏😬
Servus my dears ✌️☺️
Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂
Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍
If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍
My Aristocrats ☺️👍
Consumption
Coca-Cola $KO (-2,64%)
- Dividend yield 2.80%
- Increasing for 61 years
- Pay-out Free-CF 86%
Procter & Gamble $PG (-1,87%)
- Dividend Yield 2.38
- Increases for 67 years
- Pay-Out Free-CF 74.6%
Colgate-Palmolive $CL (-2,13%)
- Increases for 60 years
- Dividend Yield 2.46
- Pay-Out Free-CF 84.8%
Kimberly-Clark $KMB (-1,73%)
- Dividend Yield 3.24
- Increasing for 51 years
- Pay-Out Free-CF 68%
Diageo $DGE (-3,08%)
- Dividend yield 2.10%
- Increases for 36 years
- Pay-Out Free-CF 85.7%
Altria $MO (-2,75%)
- Dividend Yield 7.97%
- Increases for 53 years
- Pay-Out Free-CF 82.7%
British American Tobacco $BATS (-3,27%)
- Dividend Yield 7.36
- Increases for 25 years
- Pay-Out Free-CF 59.7%
McDonald's $MCD (-2,53%)
- Dividend Yield 2.00%
- Increases for 47 years
- Pay-Out Free-CF 113.5%
Finance
Franklin Resources $BEN (-7,68%)
- Dividend Yield 4.51
- Increasing for 32 years
- Pay-Out Free-CF 41.1%
T. Rowe Price $TROW (-7,92%)
- Dividend Yield 4.44
- Increasing for 37 years
- Pay-Out Free-CF 52.7%
Old Republic $ORI (-3,16%)
- Dividend Yield 7.86%
- Increases for 42 years
- Pay-Out Free-CF 50.1%
Aflac $AFL (-2,81%)
- Dividend yield 2.48%
- Increases for 40 years
- Pay-Out Free-CF 26%
Pharma/Healthcare
Johnson & Johnson $JNJ (-5,12%)
- Dividend yield 2.78
- Increasing for 61 years
- Pay-out Free-CF 85.3%
Energy/Oil
Chevron $CVX (-7,5%)
- Dividend yield 3.48
- Increasing for 35 years
- Pay-out Free-CF 28.4%
Consolidated Edison $ED (-2,54%)
- Dividend Yield 3.21%
- Increases for 49 years
- Pay-Out Free-CF 100%
UGI Corporation $UGI (-4,18%)
- Dividend Yield 4.34%
- Increases for 36 years
- Pay-Out Free-CF 125.2%
Real Estate
Realty Income $O (-3,15%)
- Dividend Yield4.89%
- Increasing for 28 years
- Pay-Out Free-CF 77.3%
National Retail Properties $NNN (-3,77%)
- Dividend Yield 5.18%
- Increases for 33 years
- Pay-Out Free-CF 68.3%
W.P. Carey $WPC (-5,18%)
- Dividend Yield 5.91%
- Increases for 27 years
- Pay-Out Free-CF 99.1%
Essex Property Trust $ESS (-6,06%)
- Dividend Yield 4.33%
- Increases for 28 years
- Pay-Out Free-CF 58.4%
IT
IBM $IBM (-7,21%)
- Dividend yield 5.24
- Increasing for 27 years
- Pay-out Free-CF 64.2%
Industry
- Dividend yield 5.80%
- Increasing for 65 years
- Pay-out Free-CF 81.4%
Air Products and Chemicals $APD (-5,27%)
- Dividend yield 2.31
- Increased for 41 years
- Pay-Out Profit 62.8%
Caterpillar $CAT (-7,92%)
- Dividend yield 2.22
- Increases for 29 years
- Pay-Out Free-CF 48.4%
Ecolab $ECL (-4,33%)
- Dividend yield 1.28%
- Increases for 36 years
- Pay-Out Free-CF 55.3%
Stanley Black $SWK (-12,95%)
- Dividend Yield 4.13%
- Increases for 56 years
- Pay-Out Free-CF 100%
Emerson Electric $EMR (-7,51%)
- Dividend Yield 2.51%
- Increases for 66 years
- Pay-Out Free-CF 51.6%
Archer-Daniels-Midland $ADM (-2,87%)
- Dividend Yield 2.14%
- Increases for 48 years
- Pay-Out Free-CF 55.2%
Nucor $NUE (-7,53%)
- Dividend yield 1.40%
- Increases for 31 years
- Pay-Out Free-CF 7.6%
Leggett & Platt $LEG (-9,69%)
- Dividend Yield 5.68
- Increases for 52 years
- Pay-Out Free-CF 70.1%
Utilities
Essential Utilities $WTRG (-1,54%)
- Dividend yield 2.62
- Increasing for 31 years
- Pay-out Free-CF 100%
Logistics
C. H. Robinson $CHRW (-5,34%)
- Dividend yield 2.51
- Increasing for 26 years
- Pay-Out Free-CF 17.6%
Future potential aristocrats
Apple $AAPL (-7,15%)
- Dividend yield 0.56%
- Increasing for 10 years
- Pay-Out Free-CF 15.1%
Microsoft $MSFT (-5,55%)
- Dividend Yield 0.88%
- Increases for 19 years
- Pay-Out Free-CF 33.8%
Broadcom $AVGO (-9,06%)
- Dividend Yield 2.82%
- Increases for 11 years
- Pay-Out Free-CF 44.3%
Qualcomm $QCOM (-8,97%)
- Dividend Yield 2.63%
- Increases for 19 years
- Pay-Out Free-CF 42.1%
Texas Instruments $TXN (-10,78%)
- Dividend Yield 2.91%
- Increases for 19 years
- Pay-Out Free-CF 99.6%
Kellogg $K (-2,24%)
- Dividend Yield 3.43%
- Increases for 18 years
- Pay-Out Free-CF 69.1%
Verizon $VZ (-2,96%)
- Dividend Yield 7.04%
- Increases for 18 years
- Pay-Out Free-CF 71.2%
MetLife $MET (-7,32%)
- Dividend Yield 3.39
- Increases for 10 years
- Pay-Out Free-CF 13.7%
Starbucks $SBUX (-9,25%)
- Dividend Yield 1.83%
- Increased for 12 years
- Pay-Out Free-CF 63.2%
KDDI $9433 (+0,72%)
- Dividend Yield 3.24
- Increases for 20 years
- Pay-Out Free-CF 21.5%
Pfizer $PFE (-6,38%)
- Dividend Yield 4.17%
- Increases for 12 years
- Pay-Out Free-CF 30.8%
Bristol-Myers Squibb $BMY (-7,79%)
- Dividend Yield 3.26%
- Increases for 15 years
- Pay-Out Free-CF 39.4%
JPMorgan $JPM (-6,2%)
- Dividend Yield 2.96%
- Increases for 12 years
- Pay-Out Free-CF 29.1%
Visa $V (-5,6%)
- Dividend yield 0.72%
- Increases for 14 years
- Pay-Out Free-CF 19%
Nike $NKE (-12,34%)
- Dividend Yield 1.04%
- Increases for 20 years
- Pay-Out Free-CF 53.1%
Lockheed Martin $LMT (-2,46%)
- Dividend Yield 2.51
- Increases for 20 years
- Pay-Out Free-CF 47.4%
Home Depot $HD (-4,7%)
- Dividend Yield 2.70%
- Increases for 12 years
- Pay-Out Free-CF 69%
Oracle $ORCL (-6,82%)
- Dividend Yield 1.45
- Increases for 13 years
- Pay-Out Free-CF 51.7%
Waste Management $WM (-1,69%)
- Dividend yield 1.62%
- Increases for 19 years
- Pay-Out Free-CF 55.9%
Union Pacific $UNP (-4,56%)
- Dividend Yield 2.72%
- Increases for 16 years
- Pay-Out Free-CF 58.6%
BlackRock $BLK
- Dividend Yield 3.02%
- Increases for 13 years
- Pay-Out Free-CF 60.7%
What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?
Thanks a lot ✌️☺️
Source:

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗦𝗰𝗵𝘄𝗮𝗰𝗵𝗲 𝗘𝗿𝘄𝗮𝗿𝘁𝘂𝗻𝗴𝗲𝗻 / 𝗠𝗮𝗴𝗻𝗲𝘀𝗶𝘂𝗺𝗺𝗮𝗻𝗴𝗲𝗹 / 𝗥𝗶𝗽𝗽𝗹𝗲 - 𝘀𝗰𝗵𝗹𝗲𝗰𝗵𝘁𝗲𝗿 𝗩𝗲𝗿𝗹𝗶𝗲𝗿𝗲𝗿
𝗜𝗣𝗢𝘀 🔔
Volvo - Expectations of proceeds from the IPO of Volvo Cars had to be lowered. Proceeds from the IPO were expected to reach 25 billion kroner, but now the expectations of the subsidiary of Chinese car company Geely ($GRU (+1,85%)) have been downgraded to 20 billion kroner (2 billion euros). The first day of trading is scheduled for this Friday (October 29).
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Starting today, Apogee Enterprises Inc. ($ANP (-5,62%)), Carpenter Technology Corporation ($XTY (-6,52%)), Codorus Valley Bancorp Inc. ($CVLY), Fastenal Company ($FAS (-4,37%)) and Royal Bank Of Canada ($RYC (-5,13%)) are trading ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, Alexandria Real Estate Equities Inc ($A6W (-9,4%)), Galp Energia ($GZ5 (-6,19%)), Facebook Inc. ($FB2A (-8,39%)), HSBC Holdings plc ($HBC1 (-5,9%)), Icade SA ($3IC (-2,85%)), Kimberly-Clark Corp. ($KMY (-1,73%)), Magnitogorsk Iron & Steel Works ($MHQ), Orange Polska S.A. ($TPA1 (+3,19%)), Packaging Corp. of America ($PKA (-4,94%)), SSAB ($SKWC (-4,22%)) and Universal Health Services Inc. ($UHS (-6,23%)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Monte dei Paschi di Siena - Italy's nationalized bank is in crisis, but a planned sale to rival UniCredit ($CRIN (-4,7%)) has fallen through. Mainly due to the different valuations of the parts of MPS up for sale by UniCredit and the Ministry of Finance, no agreement could be reached. UniCredit arrived at a valuation of 1.3 billion euros, while the Ministry of Finance assumed 3.6 to 4.8 billion euros. Now Italy must find another way to save the bank.
Auto industry - In addition to chips, magnesium bottlenecks are now also hitting the German auto industry. Magnesium is needed above all for aluminum alloying. The reason for this supply shortage is the energy-saving measures in China, as a result of which magnesium production has been greatly reduced.
The Chinese market share of 95% of the European magnesium supply is problematic. Some companies only have magnesium stocks until November, so experts are warning of a possible production stop.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
eNaira - Nigerian president unveils central bank's digital currency eNeira. Due to delays, the unveiling of the central bank digital currency (CBDC) is almost a month late. The Central Bank of Nigeria (CBN) now considers itself ready to launch it. Overall, the CBN is working on a global cryptocurrency that will be used as a means of payment in addition to cash. On October 2, the Federal High Court of Nigeria already approved the CBDC as legal tender.
XRP ($XRP-USD (-6,57%)) - Brad Garlinghouse, the CEO of Ripple, the company behind the cryptocurrency XRP, is sharply critical of the U.S. Securities and Exchange Commission (SEC). The company has been in a legal dispute with the latter for almost a year. Garlinghouse goes on to argue that unequal treatment of cryptocurrencies by the SEC has led to Ethereum growing to become the second largest cryptocurrency after bitcoin. He said, "In the last couple of years, XRP was the second most valuable digital asset. When it became clear that the SEC had given ETH a pass, ETH obviously really exploded and that clarity helped."
So far, there is no end in sight to the said legal battle. XRP is currently in 7th place with a market cap of $51.3 billion.
Bitcoin ($BTC-EUR (-5,41%)) - Other Bitcoin ETFs from Valkyrie, Van Eck & Invesco. Valkyrie's ETF has the acronym BTFD, which alludes to the, especially in the crypto scene, well-known saying "Buy the fucking Dip".

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗙𝗶𝗻𝗮𝗹 𝗙𝗮𝗻𝘁𝗮𝘀𝘆 / 𝗜𝗻𝘀𝗶𝗱𝗲𝗿𝗵𝗮𝗻𝗱𝗲𝗹 𝗯𝗲𝗶 𝗱𝗲𝗿 𝗙𝗘𝗗 / 𝗧𝗶𝗸𝗧𝗼𝗸 𝘄𝗶𝗹𝗹 𝘃𝗶𝗿𝗮𝗹𝗲 𝗡𝗙𝗧𝘀 𝘃𝗲𝗿𝗸𝗮𝘂𝗳𝗲𝗻
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Today is ex-date for Comcast ($CTP2 (-5,88%)), JP Morgan ($CMC (-6,2%)), and Kimberly Clark ($KMY (-1,73%)).
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, PepsiCo. ($PEP (-3,28%)) presents its figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
𝗙𝗮𝗻𝘁𝗮𝘀𝗶𝗮 - The cracks in China's real estate market are becoming more apparent. Now it appears that Fantasia Group ($FT7 (+10%)) has run into payment difficulties. According to Bloomberg, Fantasia failed to pay an outstanding $200 million bond on Monday.In addition, a $100 million loan was also not serviced.
𝗙𝗘𝗗 - The U.S. Federal Reserve said it began talks with its internal regulator on Monday. The reason, according to Handelsblatt, is a review of some central bankers for ethical or legal shortcomings. Senator Elizabeth Warren has asked the SEC to investigate the trading activities of some central bankers, alleging conflicts of interest.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
𝗧𝗶𝗸𝗧𝗼𝗸 - The social media platform announced it is also taking its first steps into the NFT world. The plan is to sell six particularly viral TikToks in the form of NFTs. The collection is called TikTok Top Moments and the proceeds from the sale will go directly to the featured content creators and NFT artists, according to the platform.
If NFTs interest you and you'd like to learn even more about them, feel free to @TheNFTCollector follow. Exciting news, current prices and new noteworthy projects will now be presented here on a regular basis.