At this point, I'd like to take the opportunity to mention that GQ does, every now and then, offer real value.

A while back, I came across an article by @Smudeo on Paychax $PAYX (-0,24%) and subsequently added the stock to my watchlist.

https://getqu.in/LYiIIN/

After monitoring it for a while, I finally bought in at €86 per share. Since then, the position has performed well, and I’ve already received my first dividends.

So I’m raising my White Russian in the direction of @Smudeo and say Cheers!

Just yesterday I was a customer… today I’m an $MCD (+0,53%) an investor. Life goes round and round like a merry-go-round… 🙃

Joking aside, since I think that SpaceX
slow-moving companies like $VZ (-0,46%) will slow down even more in the future than they’re already slowing themselves down, I’ve by half and reallocated it to good dividend compounders such as $MCD (+0,53%)
$PAYX (-0,24%)
$MDLZ (-0,6%)
$ACN (+2,99%) .

In my be , things will be more exciting here in the future than with $VZ, and Verizon’s 6.6% dividend yield will be surpassed in 10 years anyway by the dividend growth of the new holdings.

The day starts with the last dividend of $PAYX (-0,24%) in May.

In total, my portfolio this month has 484€ net distributed this month. The coming June is the strongest month in this quarter with a total of 707€ gross. In total, since the start of 2021, I have received approx. 14,400€ gross dividends received.

The sums are getting bigger and bigger.

How many dividends did you collect in May?

After the partial sale of $BATS (-0,85%) the proceeds were invested directly in $PAYX (-0,24%) invested. With the initial purchase, I secured a personal dividend of ~4.7%. Further purchases are planned in the near future.

$PAYX (-0,24%)

Software shares have recently been in free fall. This also opens up opportunities for dividend-oriented investors - for example with dividend growth stock Paychex

$COST (+1%)
$HD (+0,76%)
$ADP (-0,33%)
$MMC (+0,39%)
$SHW (-0,59%)
$CTAS (-0,52%)
$RACE (-0,51%)
$ZTS (+0,71%)
$PAYX (-0,24%)
$TSCO (-1,25%)
$TPL (-1,32%)
$WSO (-0,53%)
$DPZ (-0,73%)

Is it Black Friday again?

Quality companies pop up in my weekly screenings from time to time. Admittedly, they are designed for this. Recently, however, the number has been increasing.

Filters:

• Marketcap > 2 billion $
• ROIC > 10%
• 52W Low: 0-10% above
• Dividend Growth: 5Y over 10%

It seems that outstanding companies with proven business models, strong and in some cases very predictable cash flows, high returns on capital and little or no debt are going out of fashion.

Is the AI narrative driving this development? Are the companies simply too boring? Do they not promise sufficient returns compared to the hype stocks? Is it perhaps the phenomenon of the quality anomaly or are the companies really all doomed?

Who knows for sure.

What I do know is that I know nothing!

I humbly look at the market and gratefully accept what it offers me, and right now I see quality companies on sale.

How do you see what the market is offering? Which company do we buy first? Do we buy at all or do we continue to exercise patience?

Let me know and write it in the comments as added value for everyone!

Link to the screening

https://finviz.com/screener.ashx?v=151&f=cap_midover,fa_div_pos,fa_divgrowth_5yo10,fa_roi_o10,ta_highlow52w_a0to10h&ft=4&o=-marketcap

The "Welt" financial editorial team has drawn up a proposal for a solid equity portfolio that pays dividends every week. This works with a combination of individual shares that pay dividends with a time lag.

US stocks are particularly suitable for this, as they usually pay out four times a year. Investors should not be blinded by the sheer amount of the dividend. Hajek (Rheinische Portfolio) warns against concentrating on supposedly high-dividend sectors: "Those who focus exclusively on utilities, pharmaceuticals and banks, for example, are missing out on growth momentum from tech and innovation."

With foreign shares, investors must be prepared for pitfalls such as withholding tax or currency risks. On the other hand, you can cover 48 weeks of the year with just twelve American blue chips, with twelve times four staggered distributions.

This is possible with this portfolio, for example:

• Month 1 of the quarter

Coca-Cola $KO (+0,07%), Altria Group $MO (-0,36%), Cisco Systems $CSCO (+0,08%), Stryker $SYK (+2,36%)

• Month 2 of the quarter

General Mills $GIS (-1,17%), Deere & Co. $DE (-1,84%), Procter & Gamble $PG (-0,4%), Paychex $PAYX (-0,24%)

• Month 3 of the quarter

Visa $V (+0,45%), Johnson & Johnson $JNJ (-0,07%), McDonald $MCD (+0,53%) and Linde plc. $LIN (+1,42%)

Source text (excerpt) & graphic: Welt, 26.12.25