As some of you may know, a few weeks ago I started the battle to reduce my portfolio from 77 positions to 25-35.

At first it was quite easy to find stocks that I no longer wanted, but gradually it has become more and more difficult. In the meantime, I have already sold quality companies 🤦‍♀️ and often toyed with the idea of keeping the rest.

---------------------------------------------------------------------------------------------------------

However, in my opinion this would be a mistake, as there are still many positions in my portfolio that do not fit in with a growth strategy.

So today, I have added the obvious dividend stocks and placed an SL order on each of them.

---------------------------------------------------------------------------------------------------------

I proceeded as follows:

Agree Realty $ADC (-1,7%) SL set at 59,70€

National Retail $NNN (-0,61%) 40,-€

Hercules $HTGC (-5,43%) 16,07 €

Omega $OHI (-1,18%) 29,14€

Bats $BATS (-3,24%) 30,00€

Ares Cap. $ARCC (-5,45%) 17,- €

Main Street Cap. $MAIN (-6,41%) 43,43€

--------------------------------------------------------------------------------------------------------

I am open to suggestions for improvement and comments 🧘

Good morning everyone,

Can someone explain the difference to me?

I don't understand why something is deducted from the €122.60 so that I'm only left with €104.21.

In this case, we are talking about dividends of $OHI (-1,18%) . But the same thing also occurs with $PG (-2,13%) , etc.

I look forward to help and clarification :)

Hello everyone, #Finanzfritze here,

I have just had a look at the figures for $OHI (-1,18%) and was shocked to see that the payout ratio is over 280%. As I understand it, dividends are being paid out with money that you don't even have. Can anyone here enlighten me or correct me? EDITDA is €650m and free cash flow is €-330m. The only way I can explain this is that reserves are being used up. But how much is still available would probably have to be found out from another source.

#frageandiecommunity

Hello

I wanted to present a more detailed text about my portfolio and my reasons behind each of my individual shares (wall of text incoming). My depot consists of 2 parts and 3 depots :

scalable capital depot ( my main depot) 47 k €trade republic: created sometime to collect the free share together with my sister 2,5 k € $IWDA (-4,34%) + 0,25 $MBG (-5,35%) sharesemployee share deposit 2k $EOAN (-5,22%)
before that something short about me :

25 years old apprenticeship eletroniker made now a study support program (electrical engineering who guessed it :D ) from my employer due to special achievements.

besides running 2 small companies (1x IT/hardware things together with 2 friends runs okay is not enough to live but for the time used quite okay, as another hobby / business candle production-> not really good but I have joy in it) between training ud study 3/4 year as a journeyman worked.

investment horizon >20 years but soon partial withdrawal to the housing loan final sum repay (about 17 k since apartment in the training together with sister bought) [money for the apartment was up to 20 k of me or my sister earned apartment 50/50 my sister and I she pays back more and that she gets with the end of the loan already times proportionally back rest after the end of my studies loan amount was 100k on 2 people )

now to the relevant part( descending by size in aggregated getquindepot)

unfortunately no table possible therefore formatted as follows)

NAME of the share, share in the total depot, why did I choose it, savings plan available

$IWDA (-4,34%) 9,35 %, will be steadily expanded later as an ageing investment+ constant growth, savings plan 80€

$ASML (-1,77%) 7,12%, probably the strongest moat there can be+future of semiconductors is very safe, not saved

$EOAN (-5,22%) 6,99% ->employee shares since 2 years with 360€ free per year(209 employee shares)+ bought a little bit by myself, not saved except in the frame of employee shares

$AVGO (-7,2%) 6.01%, steady growth in almost every product with built-in wireless, not saved

$OHI (-1,18%) 5.55%, retirement home reit grow old and die we will always constant distribution, not besparpart

$BAS (-4,29%) 4,52% chemistry is important but difficult in germany i might switch soon to $LYB (-6,01%) because the dutch take better care of their industire :D, not saved

$IUIT (-4,44%) 4,07%, no getting past US IT companies,20€ savings plan

$FNTN (-5,62%) 3,74%,8% dividend payout from reserves first time no KAP, not saved

$XEON (-0%) 3,25%, money market etf as day money substitute-> no desire for day money account hopping,not saved

$EIMI (-5,11%) 3,09%, in combination with the $IWDA (-4,34%) to represent the whole world, 45€ savings plan

$SEMI (-6,86%) ,2,84%, am strongly convinced of semiconductors therefore very gladly there also in addition to asml and broadcom a general overweighting,20€ savings plan

$BLK 2.72%, leading investment manager of large etf providers in my eyes good annual growth, 45€ savings plan because in my eyes currently relatively "favorable with a kgv of 19-20

$MBG (-5,35%) 2.44%, there is nothing qualitatively what with the best or nothing can keep up already before the spinoff$DTG (-4,51%) spinoff held therefore also 9 truck shares "get given in addition quite a nice div return, not bespart

$LHA (-5,25%) 2.06% on the rebound after a long dry spell, but will probably be sold soon because too volatile and difficult business field, no savings plan

$ALV (-6,02%) 1.85% a German constancy in the depot comes because of the ghröße worldwide almost no one past in particular it benefits very strongly from the riester pension contracts, etc., no savings plan

$CPXJ (-7,9%) 1,65% as compensation for the much europe and USA in my depot, 22€ savings plan

$PEP (-0,67%) 1,60% big food company nice growth big diversification not only beverages like $KO (-2,75%) no savings plan

$MEUD (-5,42%) 1.57% general europe does not hurt to reduce the usa share in the etfs, 25€ savings plan

$BAYN (-5,18%) 1,48 %, pharma giant and fertilizer and seed makes no one on this planet can live permanently without bayer, no savings plan

$MUV2 (-5,86%) 1,4% big reinsurance nice even growth but maybe a little too expensive maybe it will be sold soon and bought again later because currently >50% in plus, no savings plan

$TMV (-1,8%) 1,36% bought for speculation but will be out soon because there is no moat and the product is too small and completely easy to replace-> don't ask me what made me buy it but it is currently even in plus :D, no savings plan

$AMAT (-4,98%) 1.34% what would be semiconductors without waver?,no savings plan

$HOT (-8,75%) 1.3% large construction company builds a lot for the public sector and they like to be ripped off the sit out has paid off after an interim -30%, no savings plan

$FORTUM (-4%) 1.29% former $UN01 mother and since the uniper has once belonged to my employer knows thezum largely the Finnish state->can not go broke but unfortunately very high withholding tax and only partially refundable-> soon out, no savings plan

$VNA (-0,81%) 1.28% actually already more getquin has once again synronisationsprobleme) with the housing shortage in germany a defacto nobrainer comes in my eyes to 110% with falling interest rates back to old nievau, about 50 € per month or even bissl more depending on what remains (but only if share is quoted below 20 € )

$AIR (-7,57%) 1,26% , boing shoots itself down only one relevant civil aircraft manufacturer remains, no savings plan

$PMT (-4,6%) 1.25% actually solid ride am currently not sure whether to sell or stock up meaningful -> bad of me what do you advise me? no savings plan

$MSFT (-1,38%) 1.16% still from the early days but stocksolide mMn also better than $AAPL (-4,51%) because much broader positioned and not only lives from the brand but also from the products Azure office + hardware + OS probably remains forever, no savings plan

$PBB (-6,44%) 1,14% actually good business model currently suffers from few construction loans + high divrendite ohnje kapsteuer-> top up, irregular savings plan see $VNA (-0,81%)

$DTE (-4,5%) 1.13% only viable provider in germany regarding wireless network + most of us mobile , no savings plan

$DBK (-9,73%) <1% wanted to have a bank in the depot could not decide therefore partly$DBK (-9,73%) and partly $CBK (-6,13%) bought commerzbank is good deutche bank rather less->deutsche bank flies out, no savings plan on either of them

$ULVR (-3,25%) <1% lebnesmittelgroßklonzern remains forever very diversified, no savings plan

$MO (-1,41%) <1% dead said live longer performance is ok may stay for now,no savings plan

$MTX (-8,55%) <1% every fleiger needs at least 2 of them and there are only few relevant manufacturers of them, no savings plan

$SIE (-6,56%) <1%, 100gramm Siemens 100€ immortal industrial giant remains forever in the depot, no savings plan

$TGT (+1,23%) <1%,convinced that target will come back in some areas in the USA indispensable, sparplam 45€

$SHEL (-7,16%) <1% has understood that oil is finite has meanwhile very large e-charging network and much renewable dirt (but brings due to the current political craze for renewable and sustainability protection insane subsidies and profits, no savings plan

$IBM (-3,84%) <1% no one gets past enem IBM mainframe in banking+ very well back in quantum computing (possibly a rise to old glories soon ), no savings plan

$DPW (-6,13%) <1%, logistik weltmarkführer in einem stark steigendem markt ->i should actually increase TM, no savings plan yet

$G (-6,14%) <1%, eigentlich gute versicherung lohnt sich nicht aber aufgrund der italienischen steuer -> will be out soon, no savings plan

$LIN (-3,17%) <1% gas giant similar to bayer and basf in its area constant growth could one times again increase if it falls again something, currently still no savings plan

$VOW3 (-3,87%) <1%, one of the few old utokonzernen I trust a change just a pity for Mr. diess, no savings plan

$DTG (-4,51%) <1%, spinoff from $MBG (-5,35%) but runs well may therefore remain, no savings plan

$UN01 <1%, will hopefully come back after the war, will first be held, no savings plan

$SAP (-3,95%) <1% absolutely shitty software but unfortunately almost every company has to use it because of the competition in particular $CRM (-3,86%) still umpteen times worse unstable and weitausweniger powerful, no savings plan

$MMM (-4,92%) <1% actually of me very loved company investment but only after completion of all the legal proceedings, no more savings plan

$FLXI (-2,75%) <1% democratic country with more than 1000000000 inhabitants in the upswing , the hopefully soon new china( only economically seen ), savings plan 12€

$CCL (-5,91%) <1%, vacation especially with rich very popular only debt ratio makes him very much to create undecided whether to be sold, no savings plan

$UNP (-3,19%) <1%transnational rail traffic in USA sometime they will also(rediscover) the importance of the railroad, irregular savings plan

$AR4 <1% actually convinced but the management is a disaster actually out but i don't want to pay a low volume surcharge :D, definitely no savings plan

$QCOM (-6,17%) <1%, there are ekine other performanten prozessoen for cell phones ( if one comes with mediatek please just be quiet they are snot) still builds a lot for us militä, sparpla for 2 months about 50€

$ORI (-5,44%) <1% top versicherung jedoch innerhalb eines sparplanzyklus zu stark gestiegen(10%) damit derzeit zu teur sparplan ausgesetzt

wer es bis hier geschafft hatglückwunsch und danke fürs lesen

ich bin für sämltliche anregungen offen

zu dem punkt weshalb ich die von mir angesprochen en aktien die ich gerne verkaufen würde noch nicht verkauft hab.: bin mir noch nicht sicher was es genau anstelle dessen werden soll und solange gilt immer time in the market >timing the market.

therefore I am happy about suggestions what I should buy from the soon to be sold positions.

LG Drööd O Fant

The pasture land for my cash cows is slowly being increased

Good morning GetQuin,

I'm reaching out to you today as I can't quite get a grasp on a topic, as this is my first time since my fourth year on the stock market with the #reclassification at $OHI (-1,18%) have come into contact. To my understanding this means a change in the type or value of the dividend (higher, lower, etc).

Now to my concern:

On Trade Republic I received my dividend payment, which was then cancelled and received again. So far so good, however, I was effectively deducted dividends twice amounting to -41.62€ and credited only once 41.88€, so my account balance at TR has slipped into the negative.

Has anyone experienced a similar case?

Thanks in advance for your input

Reinvested at the bar in the long weekend

Dear Community,

I would like to ask your opinion again after a little more than 6 months in the stock market.

- I save monthly the $VWRL (-4,77%) with 15% of my net salary from my employment relationship

- another 80% from my income from renting an apartment, end up in the $GOOD (-3,77%) or in the future in other rides

- 80% of my income from my secondary activities are invested in various other titles which are in my portfolio, alternately to keep the positions equally weighted.

In the future I would like to $SBUX (-5,74%) , $OHI (-1,18%) , $MC (-3,61%) , $HD (+1,49%) and $RIO (-5,68%) build up

My goal is to build a stability for the future with the ETF &amp; build a monthly cash flow through the dividend stocks. (This is of course currently still reinvested).

I am very happy about criticism!

PS: The sales and partial sales are not correct here, which are only through the manual depot transfer arose and it was bought back to the sales value.