Waste Management

Ação

Ticker: WM

Price

Discussão sobre WM

Postos

121

Radballer

@Radballer

16H·

Sell LVMH?

Greetings,

I have been in the red for several months now. Now I am back at my EK & have always gladly accepted the dividends... :)

Now I'm thinking about selling LVMH & putting the money into another dividend stock. I have stocks in mind like $O (+0,02%) or $WM (-0,38%) What do you think? The investment amount is around €10,000.

Best regards

5Posições

€ 118.360,39

7,20%

23 Comentários

Christian@Investor-College

12H

I don't know how well diversified you already are. If that's not the case, I would take the opportunity to start with exactly that. 10k is a good place to start.
If you - like me 70% - are building a dividend portfolio (rest growth 10% and ETF 20%), here is my approach in brief:

Personally, sustainable quality is important to me. That's why I apply the following criteria to every value. Please don't focus on dividend yields!

1. payout ratio (POR) --> <75% (über drei Jahre hinweg; 1 Punkt)
2. Verschuldungsgrad --> <200% (über drei Jahre hinweg; 1 Punkt)
3. Dividendenwachstumsrate (Dividend Growth Rate DGR) -->>6% ideally over 1,3,5,10 years (up to 4 points)
4. return on sales --> >5% (over 3 years; 1 point)
5. equity ratio --> >=30% (over 3 years; 1 point)
6. return on equity (RoE) --> >=15% (over 3 years; 1 point)
7. free cash flow margin (FCM) --> between 5% and 30% (over 3 years; 1 point))
8. Annual earnings growth --> 8%-12% (over 5 years; 1 point)
Makes a maximum of 11 possible points.
9. add the total return (price gain + dividend), it should be >10% for 1, 3, 5 and 10 years, we want to beat the inflation rate properly (maximum 4 points).

This makes a maximum total of 15 points.

Note: The criteria values differ slightly depending on the sector; for example, REITS are legally obliged to distribute up to 100% of their profits. Or in the capital-intensive Materials sector, the maximum pay-out ratio should be low (these companies need a lot of capital for their investments).

Let me give you my favorites per sector (score is calculated with the adjusted criteria of the sector).

Materials (4%)
$CRH (14/15)
$LIN (14/15)
$HILS (14/15)

Communication (10%)
$DTE (12/15)
$KPN (12/15)

Consumer Discretionary/Cyclical (6%)
$WSM (15/15)
$HD (12/15)
$9956 (12/15)
$TXRH (14/15)

Consumer Staples (5%)
$CCEP (15/15)
$MDLZ (13/15)

Energy (5%)
$MPC (14/15)
$CNQ (13/15)
$DR0 (13/15)

Financial / Insurance (23%)
$HSBA (13/15)
$ALV (14/15)
$MUV2 (13/15)
$NN (13/15)
$TLX (13/15)

Healthcare (10%)
$ABBV (10/15)
$DGX (13/15)
$UNH (10/15)

Industrial (15%)
$6301 (15/15)
$FAST (13/15)
$SNA (14/15)
$WSO (13/15)

Technology (8%)
$MSFT (15/15)
$AVGO (13/15)
$QCOM (13/15)
$APH (14/15)

REIT (6%)
$VICI (13/15)
$PLD (13/15)
$O (7/15) ---> I would never buy

Utilities (8%)
$NEE (14/15)
$WM (14/15)
$WEC (15/15)
$LNT (14/15)

Hope it helps.

•

Lucas

@LucaTechno

2Semana·

AMD

Congratulations to all investors of $AMD (+3,4%)

I have sell 20-25% of the stocks and I’ve bought $WM (-0,38%)

5 Comentários

JKB@jkbdagun

2Semana

Well done!

••

Fabi

@fabsch

2Semana·

Shares, ETFs, savings plans & real estate - our freedom roadmap ✨📈

👋 Introduction & background

Hey everyone!

I'm 33, married and dad to two small children (18 months and 2 months old). I've been working in the automotive industry since 2011 and in management consulting since 2019. ⚙️🚗💼

My wife is an engineer and also works in the automotive industry. 👩‍🔧🚗

I've been with getquin since 2022, but so far I've been reading along rather than actively posting. 👀

My wife is currently on parental leave and receives parental allowance. I will go on parental leave in Q2 2026 (also with parental allowance), then she will start working again. This means that only one of us will receive a full salary until the end of 2026 - but we'll still be sticking to our savings and investment quota. 👶💶

💰 Current status:

A good mid-six-figure amount has already been saved in our custody accounts. 📈

👶 Children & investments

For each child, we invested €10,000 in the Vanguard FTSE All World ($VWRL) (+0,55%) invested. In addition, each child receives €150 per month in the same ETF - via junior custody accounts at ING. 📊

💍 My wife's investments

She invests monthly:

- 🌎 500 € in the MSCI World ($XDWL) (+0,52%)

- 💸 500 € in the Vanguard FTSE All World High Dividend ($VHYL) (+0,31%)

📈 My investment strategy

Long-term, diversified and with a focus on cash flow & wealth accumulation.

🔹Core portfolio (ETF & Bitcoin)

900 € flow in monthly:

- 💵 €500 in SPDR S&P 500 ($SPY5) (+0,51%)

- 🌍 €200 in Vaneck Morningstar Developed Markets Dividend Leaders ($TDIV) (-0,08%)

- ₿ 200 € in Bitcoin ($BTC) (+0,83%)

🔹 Individual share savings plans (€25/ €600 each)

Target per company: €10,000 investment amount.

Currently participating:

$DB1 (+0,96%) , $UNP (-2,65%), $RACE (+2,13%) , $MRK (-0,73%) , $MUV2 (+0,09%) , $DGE (-1,17%) , $DE (+1,66%) , $TXN (+0,46%) , $AWR (+0,3%) , $ADP (-1,03%) , $PLD (-0,12%) , $HEN (-0,42%) , $ITW (+1,49%) , $UNH (-0,46%) , $LLY (+0,99%) , $BEI (+0,74%) , $MCD (-0,98%) , $DTE (-1,7%) , $WMT (-0,47%) , $COST (-0,49%) , $WM (-0,38%) , $JPM (+0,09%) , $BLK (+0,15%) , $SY1 (+0,59%)

🔹 Cash reserve

💰 Set aside at least €1,000 every month to be able to strike flexibly when opportunities arise.

🏘️ Real estate strategy

We live in our own home and own a rental apartment that pays for itself. ✅

Further real estate purchases are planned. 🏡📈

🎯 Target (15-20 years)

Financial freedom - with the option of part-time or complete independence from employment. Focus on more time for family, projects and quality of life. ✨

How do you structure your portfolios? What is your strategy and what are your long-term goals?

I look forward to the exchange!

6 Comentários

Chris@Multibagger

2Semana

Welcome to the active community!
My portfolio is structured in
Normal risk sectors ETF and share savings plans
High risk with small caps
High risk leveraged with derivatives.

So fully focused on maximizing returns

•

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Sina

@lawinvest

3Semana·

Some shares may now also be added to my portfolio

... In my opinion, this is not the ideal time to buy, but some stocks, especially in the more defensive area, are comparatively attractive for me right now, especially as they can also be a defensive anchor if tech should correct again. As far as tech is concerned, I'm waiting for that.

Today I have:

$WM (-0,38%)
$RSG (-0,05%)
$PG (+0,24%)
$COKE (-1,35%)
$KO (-1,23%)
$LIN (-1,41%)
$CSL (+1,96%)
$NEE (+0,5%)
$DB1 (+0,96%)
$DTE (-1,7%)
$COST (-0,49%) bought

all about the same amount... Linde a little more, Carlisle a little less...

02.10

Linde

Comprado x200 em € 399,50

€ 79.900,00

27 Comentários

Alexander_Bitcoin@Alexander_Bitcoin

3Semana

the sums you juggle with are really impressive :O

•

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Invest2impress

@Invest2impress

1Mês·

First purchase 🆕

One position $VICI (+0,86%) in the 🚮

And from 🚮♻️ $WM (-0,38%) in the depot

have a nice evening ✌️

16.09

Waste Management

Comprado x6 em € 180,93

€ 1.085,58

3 Comentários

ShindyDeanMartin@ShindyDeanMartin

1Mês

$WM I also bought today with a first tranche at 182€ :))

•

Invest2impress

@Invest2impress

1Mês·

OUT🚮

$VICI (+0,86%) from the depot for an initial purchase at $WM (-0,38%)

16.09

VICI

Vendido x39 em € 27,52

€ 1.073,28

2,60%

2 Comentários

S.A.U.@SAUgut777

1Mês

Might have waited until tomorrow for the interest rate decision...will then certainly increase again in the short term 🤷🏻‍♂️

•

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André

@Lausbub89

1Mês·

UPDATE PORTFOLIO September 2025

A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (+1,25%) and $NVDA (+1,16%)) from hot sectors, I have built up cash and diversified further ($CMG (+0,45%)
$SNPS, (+0,03%)
$BRO (+0,01%)
$AMGN (-1,43%)
$LSEG (+6,37%)). Further acquisitions and new entries (e.g. $INTU (-0,48%)
$ADP (-1,03%)
$WM (-0,38%)
$CTAS (-1,45%)
$RMS (-0,05%)) are planned. As short- to medium-term trades, I have invested in $Adobe (-0,2%) and $TTD (+0,26%) as short to medium-term trades. I mainly invest for the long term, but a correction (technology, cloud) including sector rotation (consumer, pharma, software) seems inevitable to me. I am therefore taking a wait-and-see approach and, if necessary, I will reenter $GOOGL (+1,25%) and $NVDA (+1,16%) again at the appropriate time.

Please let me know what you think.

I will probably share future updates with you every two months at the beginning of the month (November, January,...).

I wish you all a successful time.

4 Comentários

1Mês

Hey, there are a lot of stable, large companies in your portfolio. That's a good way to make money. So far so good.

I don't know whether Google and Nvidia are already hot. It's also possible that you're missing out on a lot of price gains and the party isn't over yet.

In general, you have to ask yourself where you want to go. The All World is a very small part of your portfolio. Should it become your core? Or would you rather try to beat the All World with individual stocks? And what about Bitcoin and gold? Can increase returns and reduce risk.
Basically everything is great. But can you tell us more about your strategy and why you are focusing 95% on individual stocks?

•

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Homer

@Simpson

1Mês·

Instead of investing in imaginary cryptocurrency, I'd much rather invest in real "junk" 😂

Last earnings at 1.92$

https://investors.wm.com/news-releases/news-release-details/wm-announces-second-quarter-2025-earnings

29.08

Waste Management

Comprado x2 em € 193,40

€ 386,80

13 Comentários

AI sagt@GoDividend

1Mês

Are you just spending another bonus/vacation money on top of your savings plan?

•

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Don C.

@PoorDad

2Mês·

Dividend investor.

Day Investors!

I mainly invest in dividend aristocrats and dividend kings.

I usually buy shares that have fallen due to weak economic phases or other stock market events and therefore have a high dividend yield at lower prices. The growth and accumulation of my dividends is important to me. I don't speculate on turnarounds, but make sure that the companies in my portfolio have a solid business model and continue to be profitable enough to increase their dividends annually.

Regular quarterly figures and annual reports are therefore very important to me.

Currently, my portfolio has a gross dividend yield of over 5% and annual dividend growth of over 8%.

I have recently started to invest more in growth stocks in order to compensate somewhat for the weak share price performance to date. These include, among others $HD (-0,98%) , $AMD (+3,4%) , $WM (-0,38%) , $GOOGL (+1,25%) etc. Also $UNH (-0,46%) I count as well. To be honest, $UNH is a small "trade". If it pans out, I would have secured a 3% dividend yield along with strong growth... which is pretty rare. FOMO.

Maybe it's also $NOVO B (-0,39%) to this. 😜

My dividends are taxed in accordance with the double taxation agreement.

So far, I've collected €9,000 in dividends and reinvested every cent of it.

I like to exchange ideas with other investors, especially dividend investors.

32Posições

7,54%

23 Comentários

Topper H.@TopperHarley

2Mês

"So far I have collected €9,000 in dividends and reinvested every cent of it"

With this strategy, you would be better off with accumulators, because you pay tax on every dividend, which significantly reduces your growth.

I have over 15,000 gross dividends per year and I'm also a dividend lover, but I consume them because I use them to buy myself time to live part-time.

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