Hi everyone, to be honest, I work on my portfolio almost every day. But I would also like to say in a timely manner: Hey, that's good now... The savings plans run monthly, I don't stress myself and look at the portfolio in a few years and see what the compound interest effect has created 🔥🤩🚀

I also still have Bitcoin and crypto, but I trade anti-cyclically and in a 4-year cycle. Will most likely liquidate everything at the end of the year 🔥💰

My portfolio currently consists of the following ETFs + individual stocks:

1) $IWDA (-0,1%)

2) $EIMI (-0,44%)

3) $RBOT (-0,37%) all 3 are accumulating and have been running for almost 1.5 years now.

I also bought these 3 etfs (distributing) a few weeks ago. I became aware of them here on the site and found them very attractive due to the monthly cash flow. I think it's better to have such etf's than other individual stocks.

4) $TDIV (-0,13%) (quarterly)

5) $JEPQ (+0,48%) (monthly)

6) $JEGP (+0,22%) (monthly)

I find the dividend yield on all 3 etfs very nice and high.

I also have these 5 dividend stocks:

1) $PEP (+0,53%)

2) $O (-0,61%)

3) $MAIN (-0,01%)

4) $RIO (-1,17%)

And 5) $STAG (-1,71%)

But I would like to sell Stag because the dividend growth is not so big and strong for me... and maybe get $D05 (+0,03%) instead? The dividend growth looks very strong there... Or which stock would you recommend?

I would be interested in your opinion on the portfolio or the individual stocks.

Thanks for any feedback, whether criticism or praise.

I would like to save all the stocks in the long term and then have a nice big portfolio in 20-30 years and receive a great cash flow 🔥💰🤝

Best regards

Chris

I sold my Amphenol bill today for a total of € 967.60 with a profit of € 233.70. At the same time, I sold half of my Broadcom lever bill to secure the profit-taking, with a partial profit of +476.00€. The Siemens leverage certificate was sold for a profit of €784.

Now I bought the Aixtron bill for around €1000, of which around €30 came from dividends.

Aixtron has new special chips based on gallium nitride chips in the pipeline, which are supposed to be particularly energy efficient and have now broken out of the GD50 and GD200 lines, which in my opinion signals a clear upward trend. Aixtron is still quite dominant and has a moat in its technology.

Let's wait a few days/weeks and then some of the profits from my other bills will be invested in dividend stocks.

I currently consider the following dividend stocks to be undervalued in terms of earnings and dividend yield:

$Tokyo Marine Holdings (JP3910660004)

$WTRG (-0,54%)

$PEP (+0,53%)

$ZTS (-0,42%)

let's see what happens!

First purchase ✌️

$PEP (+0,53%) think this is a good starting point