... 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 (+1,21%)
$RSG (+0,66%)
$PG (+0,33%)
$COKE (+2,74%)
$KO (+0,69%)
$LIN (-1%)
$CSL (-0,46%)
$NEE (+2,67%)
$DB1 (-1,84%)
$DTE (-0,22%)
$COST (-0,5%) bought

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

One position $VICI (+0,23%) in the 🚮

And from 🚮♻️ $WM (+1,21%) in the depot

have a nice evening ✌️

$VICI (+0,23%) from the depot for an initial purchase at $WM (+1,21%)

I took a chance with a first tranche, and I think we are $WM (+1,21%) are getting closer and closer to a more attractive valuation level.

A lot has happened in my portfolio again in recent weeks. In addition to a few sales (including $GOOGL (-0,45%) and $NVDA (-0,25%)) from hot sectors, I have built up cash and diversified further ($CMG (+2,62%)
$SNPS, (-0,1%)
$BRO (+1,49%)
$AMGN (-0,17%)
$LSEG (-0,99%)). Further acquisitions and new entries (e.g. $INTU (+0,8%)
$ADP (+0,2%)
$WM (+1,21%)
$CTAS (-0,46%)
$RMS (+0,21%)) are planned. As short- to medium-term trades, I have invested in $Adobe (-0,77%) and $TTD (+1,15%) 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 (-0,45%) and $NVDA (-0,25%) 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.

Last earnings at 1.92$

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

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 (+0,03%) , $AMD (-1,09%) , $WM (+1,21%) , $GOOGL (-0,45%) etc. Also $UNH (+2,83%) 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 (+0,85%) 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.

$WM (+1,21%)

📊 Waste Management - Q2 2025 (short & sweet):

Turnover: USD 6.43 billion (+19% YoY) ✅

Adjusted earnings per share (EPS): USD 1.92 (USD +0.03 above expectations) ✅

GAAP EPS: USD 1.80 (previous year: USD 1.69)

Net profit: USD 726 million (previous year: USD 680 million) ✅

➡️ Conclusion: Expectations exceeded - strong sales growth, solid profit development.

$HEIA (-1,33%)
$EL (+0,61%)
$NUE (+0,27%)
$CDNS (+1,54%)
$WM (+1,21%)
$MSFT (+0,64%)
$V (+1,75%)
$OR (+0,33%)
$AZN (+1,95%)
$MRK (+0,46%)
$PG (+0,33%)
$SBUX (-0,69%)
$BCS (+1,71%)
$META (-1,15%)
$BABA (+0,25%)
$QCOM (+0,8%)
$AIR (+0,26%)
$HSBC (+0,83%)
$GSK (-1,68%)
$MBG (+0,61%)
$F (+0,62%)
$AAPL (+0,18%)
$AMZN (-0,21%)
$MA (+0,89%)
$7203 (+1,04%)
$SHEL (+1,73%)
$005930
$SNY (+1,41%)
$CMCSA (+1,56%)
$COIN (+2,41%)
$NET (-3,1%)
$XOM (+1,54%)
$CVX (-0,06%)
$CS (-1,15%)
$NTDOY (+0%)
$CL (-0,09%)
$DTG (+0,49%)
$UNH (+2,83%)

Hello, GetQuin community. I have been a silent reader for quite some time now and wanted to share my portfolio with you.

First of all, I am M22 and started investing in the market in 2020 with small amounts. I currently still live at home with my parents. I have a completed apprenticeship, but I decided to catch up on my A-levels to be able to study. I also have a part-time job.

• My savings rate is therefore only €300 a month
• 100€ goes into a call money account as a reserve
• 200€ goes into my savings plans which I list below

My strategy is a classic core-satelite strategy to build up a small fortune for the future.

The core therefore consists of 4 ETFs which I invest in monthly as follows:

• 60€ $XDWD (+0,49%) MSCI World ETF to cover the most important companies from developed markets.
• 25€ $EIMI (+0,6%) MSCI EM ETF to also cover emerging markets.
• 20€ $XDWT (+0,34%) as I would like to invest more specifically in the IT sector, because I think that this will continue to experience major growth in the future.
• 20€ $SAEU (+0,42%) I specifically wanted to save in this ETF to increase the European share and because I am very convinced of the weighting of the companies.

Now I come to my individual shares in the savings plan:

• 10€ $LIN (-1%) Linde convinced me very early on, and not just because I deal with them every day at work. Good growth and, in my opinion, a strong future.
• 10€ $PG (+0,33%) Strong products, my daily companion in the care and household sector.
• 10€ $DHR (+2,62%) My favorite in the life science sector, I think Danaher will be back in the future.
• 10€ $DTE (-0,22%) As a German company, I can no longer imagine telecommunications without it.
• 10€ $DE (+0,68%) John Deere is an emotional investment (🥹) I was already a big fan of Deere machines as a child. Today still a progressive company in my opinion.
• 10€ $NKE (-2,31%) Fundamentally a very successful company, I am a fan of the company history and the shoes, think that Nike will sooner or later return to its former strength.
• 10€ $WM (+1,21%) Waste disposal and recycling are becoming increasingly important, environmental solutions are a big issue. Why not WasteManagement?
• 5€ $CSCO (+0,09%) Big player in the field of cybersecurity, which is becoming increasingly important. I am convinced of the company.

I also hold shares in a few other companies, the reasons for which are described below:

• $SHEL (+1,73%) I bought some time ago, important and large energy company. I will continue to hold them in the future.
• $NESN (-0,39%) I bought them back then and am now just waiting to be able to sell them at a positive price.
• $NU (-0,05%) I am convinced of the company, I think that Nu will have a successful future.
• $O (+0,76%) I only save Realty Income through the cashback offer from TR, simply to get a few monthly dividends for a good feeling.

I don't save my cryptocurrencies monthly. I started putting a super small amount into Bitcoin early on. I just leave it to work.

$BTC (+2,51%)
$SOL (+0,73%)

I would now appreciate a little feedback, criticism and food for thought.

Thank you very much