Last week a bit in every ETF I own, but mostly in $SEDY (-0,63%) with Saxo autoinvest . Today building on the base, with $AD (-2,12%) , $KPN (+0,86%) , $F (+0,43%) and $BATS (+0,99%) . Lets see what $ULVR (-1,66%) and the new to be added $MICC will bring Monday 8/9 December. 🤔

Ahold Delhaize
Price
Discussão sobre AD
Postos
46BuyFriday
Working on the base with solid stocks this week. Bought 20 shares of $ABN (+0,07%) en 14 of $AD (-2,12%) .
Value Stocks!
Last weeks value stocks bought such as Deutsche Telekom ($$DTE (+1,23%) ) Ahold $AD (-2,12%) Heineken $HEIA (+1,39%) and Engie $ENGI (+0,55%) . ASML $ASML (-1,37%) and ASMI $ASM (-3,81%) trimmed and sold to bring my tech weighting to around 25%. Cost some redemenent this week, but a more stable portfolio.
Is this dividend stock a buy now?
I have $AD (-2,12%) in my portfolio and talk about possible actions on my part. Have fun and best regards, Angelo from FINANZEN ANDERS
Defensive phase
As I mentioned a while ago, I am looking for positions to make my portfolio more price stable. Therefore, today I took position in:
- $AD (-2,12%) (20 pieces)
- $ULVR (-1,66%) (2 pieces purchased)
In the more risky corner I find $TWEKA (-2%) a company that has plenty of potential despite disappointing quarters. Picked up at €34 each.
Update
Sold my 26 $ABN (+0,07%) with 38% profit and invest in 100 $WINC (-0,12%) . Added 15 $AD (-2,12%) and 14 $BATS (+0,99%) . Maybe step in later again at $ABN, but got a lot other financials like $NN (+1,18%) , $VLK (-0,19%) ,and $WHA (-0,61%) .
Q2 figures
Quarterly figures $AD (-2,12%) Yesterday, a solid Q2, revenue plus 3.3% to €23.1 bln, online sales +11.8%. For the first time a profit for the total online part 💪🏼 Underlying earnings per share was €0.65 and interim dividend €0.51. Margins are slightly lower (4%) due to investments in the US, but outlook for 2025 remains strong. E-commerce continues to grow, bol.com is also doing well.
Still a hold 💰
Portfolio update!
After some solid tips and reflection, I’ve cleaned up the portfolio a bit. Still holding quite a few positions, but I’m more focused than ever. $NVDA (+0,38%) (Nvidia) continues to dominate the AI space with no real competition in sight. $PLTR (+0,04%) (Palantir) is slowly proving its worth with strong long-term government and commercial contracts. $AD (-2,12%) (Ahold Delhaize) provides reliable stability in every market condition. $MAIN (+0,35%) (Main Street Capital) keeps the income steady with consistent payouts. $BFIT (-0,3%) (Basic-Fit) is expanding fast across Europe, and I like the potential. I’ve increased my $VHYL (-0,24%) exposure for a strong dividend base. My almost daily dividend pie is still going strong. Small, steady progress, and I’m in it for the long haul.
Good luck!
Títulos em alta
Principais criadores desta semana



