Out

$NOVO B (+2,74%) -35% off the fry stand

In (additional purchases, no new purchases)

$MCD (+1,19%) 15x

$NFLX (+2,29%) 100x

I’m also planning a small savings plan project. I’ll share that later :)

That’s $NFLX (+2,29%) is the result of them annoying us with ads and raising subscription prices.

Since I’ve bought in now, the price will of course drop soon, just like with $SYK (+4,34%) 🤪 but that’s no problem, because you guys in the GQ community wanted even better prices—you’re welcome! 📥💸

I've started building a position in Netflix ($NFLX (+2,29%) ) position at the current levels, but I plan to increase it to 80 shares.

I’m very bullish on the company, and fundamentally everything looks great—I think we’ll see new all-time highs in the coming years.

$TTWO (+3,35%)
$NFLX (+2,29%)

Pershing Square has re-entered Netflix and purchased approximately 3.15 million shares.

Since I $NFLX (+2,29%) topped up my own position several times over the past few months, it naturally feels good to see investors like Bill Ackman also recognizing the potential.

I particularly like his statement:

“Netflix has since effectively won the streaming wars.”

I’m curious to see how this position performs over the long term. 🍿👀

I’m 30 years old and currently investing approximately €1,000 to €2,000 per month in my portfolio. My investment horizon is about 15 years, and my goal is to build a strong portfolio that will eventually allow me to live partly off the dividend income.

I’m focused on long-term investing and would really appreciate feedback from experienced investors. I’m interested in hearing your thoughts on the overall composition of my portfolio, its diversification, potential risks, and whether you think this strategy is suitable for achieving my goal of generating a reliable passive income stream in the future.

At the moment, I’m also considering buying or adding to my positions in $UBER (+2,3%), $VPK (+1,88%)
, $AD (+0,22%), $NFLX (+2,29%)
and $SBMO (-2,92%). I’m curious to hear your thoughts on these companies in the context of a long-term portfolio, especially since some are more growth-oriented while others could contribute more directly to dividend income.

I’m not necessarily trying to maximize dividend yield right now. With a 15-year time horizon, my priority is building wealth and growing the portfolio, with the goal of gradually shifting the focus toward reliable dividend income over time.

Any suggestions, feedback, or ideas for improvement are very welcome. I’m especially interested in hearing how you would balance growth, dividend growth, diversification, and current income at this stage.

-------

I’m 30 years old and currently invest about €1,000 to €2,000 per month in my portfolio. I’ve now reached the €200,000 mark . My investment horizon is about 15 years, and my goal is to build a strong portfolio that will allow me to live partly off my dividend income in the long term.

I focus on long-term investing and would greatly appreciate feedback from experienced investors. I’m interested in your opinions on the overall composition of my portfolio, diversification, potential risks, and whether you think this strategy is suitable for building a reliable source of passive income over the long term.

I’m also currently considering adding shares of Uber, Vopak, Ahold Delhaize, Netflix, and SBM Offshore or to further expand my existing positions. I’d be interested to hear how you assess these companies within the context of a long-term portfolio—especially since some are more growth-oriented, while others could contribute more to my future dividend income.

My goal isn’t necessarily to achieve the highest possible dividend yield right now. With a 15-year investment horizon, my main priority is to continue building my wealth and growing my portfolio. Over time, I’d like to gradually shift my focus more toward reliable dividend income.

I welcome suggestions, feedback, and ideas for improvement. I’d be particularly interested to hear how, at my age and with this investment horizon, you strike a balance between growth, dividend growth, diversification, and current dividend income .

----

I’m 30 years old and currently invest about €1,000 to €2,000 per month in my portfolio. My investment horizon is about 15 years, and my goal is to build a strong portfolio that will eventually allow me to live partly off the dividend income.

I’m focused on long-term investing and would love to get feedback from experienced investors. I’m curious to hear your thoughts on the overall composition of my portfolio, its diversification, potential risks, and whether you think this strategy is suitable for eventually building a reliable stream of passive income.

Right now, I’m also considering adding shares of Uber, Vopak, Ahold Delhaize, Netflix, and SBM Offshore or further expanding my existing positions in them. I’m curious to hear how you view these companies within a long-term portfolio, especially since some are more growth-oriented, while others can contribute more to dividend income.

My goal isn’t necessarily to achieve the highest possible dividend yield right now. With a 15-year investment horizon, my priority is primarily to build and grow my wealth. The idea is to gradually shift the focus more toward reliable dividend income over time.

All suggestions, feedback, and ideas for improvement are welcome. I’m especially curious to know how you, at my age and with this investment horizon, would strike a balance between growth, dividend growth, diversification, and direct dividend income.

$EPR (+0,7%)

The Kansas City-based REIT, which specializes in experiential real estate such as theaters, attractions, fitness centers, and entertainment venues, reported significant year-over-year growth in key operating metrics while announcing a substantial increase in both capital expenditures and its full-year earnings forecast.

EPR Properties posted strong second-quarter results with total revenue of $196.1 million, representing a 10.1% increase from $178.1 million in the same quarter a year ago. The company’s presentation highlighted the growth in adjusted funds from operations (FFO), which rose 12.7% year-over-year from $1.26 to $1.42 per share.

Adjusted funds from operations (AFFO) per share rose 15.3% in the second quarter of 2025 to $1.43, compared with $1.24 in the same quarter a year earlier. However, net income per share fell by 13.2% to $0.79, compared to $0.91 in the same quarter a year ago.

The second quarter marked a peak in EPR’s investment activity since the start of the COVID pandemic. The company invested $440.8 million with an average initial yield of approximately 8.5%. Capital expenditures year-to-date totaled $492.2 million, significantly exceeding the company’s original annual target.

The company’s investment strategy focused on diversifying away from theater properties, which now account for about one-third of the portfolio, compared to a higher proportion in the past. Notable acquisitions during the quarter included seven previously announced Six Flags attractions, two additional attractions, a golf club, and a hot spring.

Of particular note is the addition of Netflix $NFLX (+2,29%) as a new tenant through EPR’s acquisition of Netflix House Philadelphia, an investment-grade company that transforms digital content into immersive, physical experiences. This transaction underscores the company’s strategic focus on experiential real estate that combines digital and physical entertainment.

The experiential dining portfolio now accounts for 95% of gross investments and comprises 291 properties and 57 operators, while the education portfolio accounts for 5% with 55 properties and five operators.

Revised Forecast & Outlook

Based on strong first-half results and a solid investment pipeline, EPR has raised both its capital expenditure and earnings forecasts for the full year 2026.

The company raised its forecast for adjusted FFO per share to $5.41 to $5.57, representing 7.2% year-over-year growth. The previous forecast was $5.37 to $5.53, representing 6.5% growth.

More importantly, however, EPR has raised its capital expenditure target for 2026 from $500 million to $600 million to $600 million to $700 million. According to management, this reflects a strong pipeline of unmarketed investment opportunities generated through direct relationships.