Good evening to the community,

I need a few opinions from you on downsizing.

at the moment there are 40 individual stocks + 1ETF in my portfolio.

I would like to minimize the existing positions to around 30 and then also increase my cash holdings.

The final list includes

$O (+0,02%) , $MRK (-0,73%) , $PG (+0,24%) , $LIN (-1,41%) , $PEP (-1,25%)

during the selection process I realized that I only picked out the "defensive stocks".

This would mean that my portfolio would then only consist of "tech stocks".

That's why I'm wondering how best to handle it to avoid a "cluster risk".

How do you personally deal with this?

What would be the alternative?

What else would you have on your final list?

I'm looking forward to the exchange!

Greetings go out to the community ✌️

Hello everyone,

I have cleaned up my portfolio a bit and trimmed it to 30 positions (please ignore the very small positions, it is more expensive to sell them than to keep them). The different ETFs on msci, msci em, dax and NASDAQ are due to historical reasons (sub. Deposits, change from synth. To physical replication, too many taxes with complete change). At the end of the year I will sell the 2 DWS old funds and then have the tax refunded promptly --> grandfathering. I just don't know where to switch to.

I am currently saving:

$TDIV (-0,08%) 250/m

$IWDA (+0,44%) 600/m

$IEMA (+0,74%) 250/m

$EQAC (+0,87%) 250/m

$ALV (+0,06%) 50/w

$KO (-1,23%) 50/w

$PEP (-1,25%) 50/w

$UNH (-0,46%) 50/w

$V (+0,05%) 50/w

$ULVR (+1,05%) 50/w

And I reinvest the dividends from $O (+0,02%) and $MAIN (-0,96%) monthly

I try to have all positions that I want to hold long-term at 2-4 percent (exceptions: ETFs, $EWG2 (+0,5%) and $BRK.B (-0,38%) )

At the moment semiconductors ($AMD (+3,4%)
$PLTR (+2,84%)
$MU (+4,36%) and $MPWR (+6,44%) ) are my "yield positions", which I would like to sell if the price continues to rise.

But at the moment I'm lacking inspiration. What is my portfolio missing in the long term? Which themes could I "play" to achieve short-term returns. Or just leave everything as it is.

I would be grateful for any opinions.

Greetings 👋

I have increased my position in Keurig Dr Pepper (KDP $KDP (-0,38%) ) because I consider the company to be one of the best diversified beverage companies on the market.

Under the KDP umbrella, there are strong brands in coffee, tea, soft drinks, energy drinks, functional drinks and even cooperations in the alcohol sector.

I find the fast-growing area of energy and functional drinks particularly exciting, where KDP is building up market share with brands such as C4 Energy, Bai, Core Hydration and, more recently, Ghost.

The acquisition of Ghost shows that KDP is consistently investing in young, trend-conscious brands - an area with enormous growth potential.

Although KDP is ranked behind Pepsi $PEP (-1,25%) and Coke $KO (-1,23%) but with its coffee division $KDP (-0,38%) clear advantage.

The fall in the share price offers me an attractive buying opportunity. Cash flow and brand diversity clearly speak in favor of the company in the long term.

$PEP (-1,25%)
$WMT (-0,47%)

Pepsi Co. announced Thursday that Steve Schmitt will become executive vice president and chief financial officer, effective Nov. 10, 2025.

He succeeds Jamie Caulfield, who is retiring after more than 30 years with the company.

Schmitt currently serves as Executive Vice President and Chief Financial Officer for $WMT (-0,47%) U.S., where he is responsible for the financial operations of Walmart's U.S. segment.

During his time at Walmart, Schmitt helped transform the company into an omnichannel retailer and led cost discipline initiatives.

Prior to Walmart, he worked in various roles for Yum! Brands and began his career at UPS, where he worked for more than a decade.

"Steve has an impressive track record of success and brings critical expertise that aligns with PepsiCo's growth strategy," said Ramon Laguarta, Chairman and CEO of PepsiCo, in a press release.

$PEP (-1,25%)
PepsiCo (ticker symbol: PEP) announces on Thursday, October 9, 2025 will announce its new financial figures.

This is an exciting moment for many investors. Those who are familiar with previous share price movements can better assess how the share could develop - regardless of whether the figures are good or bad.

Two simple strategies for investors

• Before the figures: Look at how the share has behaved in the past before the quarterly figures - and decide whether to buy or sell beforehand.
• After the figures: You observe how the share reacts immediately after publication - and adjust your strategy accordingly.

How has PepsiCo behaved so far?

• In the last 5 years the share has has risen the day after the numbers 78% of the time.
• The average increase was 1,5 %the highest was 3,6 %.

What is expected this time?

• Earnings per share: 2.26 US dollars
• Turnover: 23.84 billion US dollars
• Comparison with the previous year:Profit: 2.31 US dollars
• Turnover: 23.32 billion US dollars

How does PepsiCo perform after quarterly figures?

1-day return (immediately after publication)

• In the last 5 years there have been 18 quarterly results dates.
• Of these 14 positive and 4 negative - so 78 % with a price increase the next day.
• In the last 3 years the rate is 75 %.
• Average increase for positive days:
  +1,5 %
• Average decrease for negative days:
  -1,1 %

The following table summarizes the additional information on the observed 5-day (5D) and 21-day returns (21D) after the earnings announcements (post-earnings) and presents the corresponding statistical statistical key figures

Conclusion

PepsiCo is a strong company with solid figures.

• For tradersshort-term traders, the stock can be interesting around the quarterly figures - especially because of the historically positive share price reactions immediately after the results.
• For long-term investors there is a good entry opportunity, if the share price falls after the quarterly figures. This is because the fundamentals are stable and setbacks could be a favorable opportunity.

My Youtube channel for more stock analysis: www.youtube.com/@Verstehdieaktie

Monday, 6.10.:

All day National Day in China (stock exchanges closed).

10:30 Sentix economic index Oct. (DE).

11:00 Retail Sales Aug. (EU).

19:00 ECB President Lagarde speaks (EU).

Earnings Constellation Brands (US).

Tuesday, 7.10.:

08:00 Industrial Orders Aug. (DE).

10:00 ZEW Economic Confidence Oct. (DE).

14:30 Trade Balance Aug. (US).

18:10 ECB Lagarde speech (EU).

Wednesday, 8.10.:

08:00 Industrial Production Aug. (DE).

20:00 Fed minutes Sept. meeting (US). 🌶

Thursday, 9.10.:

13:30 ECB Minutes Sept. meeting (EU).

14:30 Jobless Claims (US).

14:30 Fed Chair Powell speaks (US). 🌶

Quarterly figures Pepsico (US) before the start of trading. $PEP (-1,25%)

Friday, 10/10:

16:00 Consumer Confidence Uni Michigan Oct. (preliminary) (US).

This question reached me.

However, I then also $KDP (-0,38%) next to $KO (-1,23%) and $PEP (-1,25%) ... How do you see it?

This is the short form of my answer:

• Coca-Cola: The defensive portfolio fundamental - ideal for dividend fans and stability lovers, but upside limited.
• PepsiCo: Currently attractively valued, with a strong global position and analyst support. If you are looking for a solid dividend + turnaround potential, this is the sweet spot.
• Keurig Dr Pepper: Highly speculative, but with greatest upside and strong earnings growth. If you believe in the new strategy and are not afraid of volatility, you could achieve higher returns here in the long term.

For an additional €1,000 investment, there is a lot to be said for PepsiCo as a "Goldilocks solution" - stable dividend, favorable valuation, good chances of positive surprises. Courageous investors with staying power can consider Keurig Dr Pepper as a turnaround.

A spontaneous video to go with it: https://youtu.be/F5Em1ePdMHE

Happy holidays to all.