4Semana·

"600 percent increase in 10 years - with these shares" headlines Welt

A recent W+ article by the "Welt" editorial team presents supposedly lucrative dividend stocks.

Here is a selection of 18 shares "with high dividends and quality":

$RICHTER (+0,3%)

Two from Germany also made it onto the list:

$ALV (-0,14%)

$SIE (-0,45%)

Judge for yourself and feel free to comment with your opinions.

7 Comentários

Nick@Nick-investing

4Semana

If the world and co. are already writing about shares and "your top pics", it won't be long before the crash.

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Christian@Investor-College

2Semana

At the end of the day, it's the total return that counts; focusing solely on dividend growth is the wrong approach.
I apply the following criteria when selecting dividend stocks:

Payout ratio (POR) <75% (over three years)
Debt ratio<200% (über drei Jahre hinweg)
Dividendenwachstumsrate (Dividend Growth Rate DGR) >6% ideally over 1,3,5,10 years
Dividend yield at cost price (yield on cost; YoC) >2% or 1.5x-2x YoC S&P 500
Return on sales >5%
Equity ratio >=30%
Return on equity (RoE) >=15%
P/E (price/earnings ratio) low value within the sector to which the share belongs
KCV (price-cash flow ratio; P/FCF) <20
Free cash flow margin (FCM) between 5% and 30% (over three years)
Annual earnings growth (earnings growth) 8%-12%

One point is awarded for each criterion met.

In addition, the share price growth over 1, 3, 5 and ten years should be above $ACWI, because I definitely want to beat it. I also award a maximum of 4 points for this.

Of course, this is the ideal, but I want to get as close as possible.

I have then automated the selection process to find two to three stocks per sector (11 according to the Global Industry Classification Standard (GICS)). The sectors are of course weighted (I can name them if required).

For example, I find the stocks in the "Industrial" sector that I take into the portfolio.

This would include stocks such as $SNA $ITW $WSO or $PCAR $FAST. Or if you are looking for dividend growth stocks, you could take a look at $OC or $NOC.

This is how I go sector by sector to build up my dividend portfolio.

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Novius@Novius

2Semana

@Investor-College Wow, sounds like a (professional) plan 👍🏽

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Christian@Investor-College

2Semana

@Novius At least that's a sound approach in my eyes. I'm doing very well with it. In the meantime, I have automated everything in Google Sheet with real-time data.

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Dividendenopi👴@Dividendenopi

4Semana

Whereby the 600% refers to the increase in dividends, not the share price. The stock articles in the "Welt" mainly reflect the past. Little added value for me, I usually find the corresponding commentaries more interesting

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asset_engineer_991@asset_engineer_991

3Semana

I have Allianz and Mondelez in my portfolio, please don't scare me with your comments 😅 After the chip stocks have slipped into the basement, I'm happy if I get a little dividend 😊

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Enrique@Dividenden_Monteur

4Semana

And at $AFG, the world has included the special dividends as an increase. Quality journalism 👍

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