Dividend received September 2025
How much dividend did you receive?
Postos
714Dividend received September 2025
How much dividend did you receive?
I've now dumped my Realty Income position on my head in order to increase my $ABBV (-0,74%) position to 10 shares. I expect AbbVie to perform better than the Reit over the next few years.
Sales will probably continue to be driven up mainly by Rinvoq and Skyrizi. I'm slightly biased because I'm a Skyrizi patient myself, but objectively I think it looks good thanks to all the new approvals for other diagnoses.
AbbVie to the Mooon :)
Over the past few days, I have made several share purchases. I have taken the opportunity to diversify my portfolio and selectively add stocks that I consider to be promising in the long term. My focus was on a balanced mix of stable companies and opportunities with growth potential. This allowed me to consistently pursue my investment strategy and further strengthen the basis for the future development of my portfolio.
Energiekontor $EKT (+0,49%) (subsequent purchase)
Novo Nordsik $NOVO B (+1,31%) (subsequent purchase)
LVMH $MC (+0,79%) (subsequent purchase)
Pernod Ricard $RI (+0,36%) (subsequent purchase)
Frosta AG $NLM (+1,86%) (first position)
Adobe $ADBE (-0,81%) (Subsequent purchase)
Nestle $NESN (-0,27%) (Subsequent purchase)
Occidental Petrolium $OXY (+0,71%) (first position)
Sixt Vz $SIX2 (+0,03%) (Subsequent purchase)
Realty Income $O (+0,74%) (Subsequent purchase)
Ping An Insurance (Subsequent purchase)
Volkswagen $VOW3 (-0,13%) (Subsequent purchase)
The Trade Desk $TTD (+1,3%) (subsequent purchase)
Daikin $6367 (+1,9%) (subsequent purchase)
Danaher $DHR (+2,61%) (subsequent purchase)
Have a great rest of the week!
Let's see what the next few days bring🧐
I would like to start a completely new portfolio that will primarily revolve around dividends.
As a core I was thinking of $TDIV (+0,36%)
Would you say this is a good core?
If not I would add $VHYL (+0,52%) add.
Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (+0,08%) and or $SXYD (+0,01%)
I would like to represent the NASDAQ with $EQQQ (-0,13%) but I will represent it with $ASML (+0,68%) and $2330 will be added.
Allianz $ALV (-0,15%) and Munich Re $MUV2 (-0,34%) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (-0,29%)
Oil shares are represented by $VAR (+0,31%) and one more.
Do you have any recommendations?
I am thinking about $CVX (-0,28%)
$EQNR (+1,27%) and $PETR4 (+0,64%)
I would also like renewable energies, but I'm not familiar with them.
Do you have any suggestions?
Becoming a defensive company $ULVR (+0,12%)
$D05 (-0,34%)
$O (+0,74%) and of course $NOVO B (+1,31%) Being.
$BATS (-1,36%) I already have in a portfolio, would it be too much of a lump to add $MO (-0,57%) to add to it?
I still have $KHC (-0,07%) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?
Apart from that $RIO (-0,04%)
$NKE (-2,18%)
$1211 (-3,17%)
$SOFI (-1,85%) and $HAUTO (+1,37%) will be represented with smaller positions.
What is your opinion?
Would you improve anything?
What else would you add, especially in EE and defensive stocks?
Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.
This is my first attempt to build something serious.
Greetings to all Getquins out there!
I started investing (again) at the end of 2024 and somehow found it fun. The portfolio doesn't follow a clear line yet, the core ETFs will be the Umweltbank ETF (quasi World) and the Euro-Stoxx (currently savings plans on both). Sustainability is important to me (the GLS Bank equity fund, for example, is a fairly old investment and will remain so in the long term). At the same time, I am also a gambler and invest speculatively in shares without making a big science out of it or doing extremely comprehensive research. I am a great friend of $IREN (+10,23%) and $PNG (+2,39%) unfortunately too impatient with decisions and curious 🤓. Oh and regular dividends ($O (+0,74%) or $MAIN (-0,81%)) I also like very much, but recently only without covered calls 😁. About 5% $BTC (+2,75%) are still elsewhere, I haven't felt like investing in gold yet 😏.
I look forward to exchanges, comments and suggestions.
A sector that has lost so much ground in recent years, I think it's time to put something in the portfolio, I was undecided between $MRK (+0,92%) e $PFE (+0,79%) but seeing the data the former has had a steady growth in earnings, revenues and R&D investment, as well as a lower payout ratio than Pfizer and a higher dividend increase over time, more than sustainable by the way, another interesting factor is the exchange rate, a purchase gone through at the exchange rate of 1.1737, much better than the previous purchase of $MAIN (-0,81%) which took place for 1.1699 eur/usd.
I would have loved to have added$O (+0,74%) to ride the wave of the rate cut but the broker Directa only reserves it for "professional" clients, a scam....
As things stand right now I would say that for the next month I am going to add an ETF between $ISPA (+0,26%) e $VHYL (+0,52%) , I intend to have both in the future but following a contrarian strategy, that is, buying the one that has lost the most in the past month (or gained the least).
A Alphabet, holding da Google, continua a ser um dos exemplos mais sólidos de criação de valor a longo prazo. Apesar dos riscos associados ao seu negócio terem vindo a ser amplamente mencionados, nomeadamente os processos judiciais que ameaçavam a venda do search e o impacto dos LLMs no crescimento do motor de busca, a empresa tem-se mostrado resiliente.
O seu modelo de negócio combina escalabilidade, rentabilidade e uma aposta contínua em inovação:
- Domínio de mercado: conta com mais de 90% do mercado global de pesquisa e com mais de 2 mil milhões de utilizadores ativos no YouTube; 📊
- Modelo altamente rentável: margens operacionais robustas, capacidade de geração de caixa e um ROIC superior a 35%; 📈
- Diversificação crescente: embora 75% da receita ainda advenha da publicidade, o crescimento acelerado do Google Cloud e das subscrições digitais (YouTube Premium, Google One) está a reduzir esta dependência; 🚀
- Aposta em IA: a Alphabet está a integrar o Gemini em Search, YouTube e Workspace, abrindo novas fontes de monetização; 📌
- Reservas de caixa robustas: mais de 100 mil milhões de dólares em liquidez, permitindo financiar investimentos maciços em IA e infraestrutura sem comprometer a solidez financeira; 💼
- Opções estratégicas de longo prazo: através das Other Bets, mantém exposição a áreas emergentes com elevado potencial de crescimento, como mobilidade autónoma (Waymo), saúde digital (Verily) e longevidade (Calico).
Este equilíbrio entre negócio core altamente rentável, diversificação em crescimento e apostas estratégicas disruptivas é o que faz da Alphabet uma empresa singular e um investimento que continua a merecer atenção.
🔎 Se quiseres saber mais sobre esta oportunidade de investimento visita a análise completa em: https://open.substack.com/pub/dalemcapital/p/alphabet-inc-analise-completa
$AMZN (-0,22%)
$GOOG (-0,15%)
$CRM (+1,03%)
$NOVO B (+1,31%)
$NVDA (-0,65%)
$ASML (+0,68%)
$PLTR (-5,11%)
$O (+0,74%)
$PEP (+0,49%)
$VICI (+0,14%)
$META (-1,32%)
$MSFT (+0,54%)
$AAPL (+0,28%)
Good evening, I would like to invest another 600 euros. Unfortunately, my savings plan is only 30 euros as I am still at school. Should I simply invest in Etfs or e.g. $1211 (-3,17%) expand or $O (+0,74%) expand. Looking forward to your feedback!
What will you do now that the core Giro selection is changing?
https://youtu.be/P4NhdjL12Bk?si=2D4ixjnO_IKq2cGd
I’ve been holding on for a bit on new investments. On the last few days:
• I started again with a 50€ weekly investment plan into $O (+0,74%) . I don’t see it going more down, the company is rock solid, and the macro environment is pointing on rate cuts so it could be more atractive soon. It has been punished for its big size and their portfolio lower quality, and a high interest environment that makes bonds very atractive.
• I bought a bit of $K (+0,31%) . Good environment for gold, their numbers look very nice and momentum is also excellent. I wanted some exposure in Gold mining and eventhough I obviously lost the best moment to buy, I still think it can give me good returns.
• I trimed (again) my exposure on $CLS (-3,8%) after its recent run (up more than 300%). Still keeping it as my biggest 3rd position, close to $APP (-1,32%) and $GOOG (-0,15%) . I don’t like anymore its valuation, but it is in the center of the AI revolution with an amazing momentum. When the growth stops being that strong, its valuation should normalize. I think $CLS (-3,8%) was regular stock that has been transformed into cylcical stock strongly linked to AI capex, and I don’t want to have a position too big in it.
• I'm thinking of trimming $APP (-1,32%) (up more than 1.000%) as I also think it got too expensive, but I've kept it all for now as I see it as a non cyclical long term investment and if they keep delivering the run could continue. I acknowledge this is a risky move, as any small underperformance could crush the stock, and they depend on expanding its services into different add segments (as they’re doing), I know first hand that on the mobile gaming they are unbeatable. I'll see in the next days if I sell a small part of it.
• I have 49 positions, with 10 being 50% of my portfolio. I’m heavy on tech, finance and travel. My last investments have been in different segments. Not planing to have more than 50 positions.
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