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Financial and insurance shares

Hello everyone 👋


I am pursuing a dividend growth strategy and would like to supplement this with insurance stocks / financial stocks. Insurance companies are exciting candidates for me due to their stable business models and solid dividend policy.


I am particularly interested in:


  • Which insurance stocks do you currently have in your portfolio to complement your dividend strategy?
  • Which companies do you see as reliable for dividend growth in the long term?
  • Are there currently any interesting entry opportunities from a valuation or market perspective?



Some candidates that I am already looking at:





I'm looking forward to your opinions, tips and experiences - I'm also happy to hear about lesser-known titles from the insurance sector!

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34 ComentĂĄrios

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$ALV currently in the savings plan since I have been running the dividend portfolio
and have also had a position in $SREN and $SLHN for some time (I couldn't decide between the two at the time - so the amount was split 50:50 at the time). I had bought them back then as a bet on a turnaround in the growth stock portfolio after they had slipped considerably. But it's now been more than 20 years since I've had them in my portfolio and I haven't regretted it to this day.
$TLX would also be worth a look - but I don't have it in my portfolio myself, but I've already loved it.
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$PROT as an exotic that has done very well so far, $UBSG as a safe haven in uncertain times?
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Why are you thinking about buying expensive insurance stocks when $UNH is currently 50% below all time high.
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@Roman_moed I already have it in my portfolio and am adding to it via a savings plan.
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@Max095 now is the time for special purchases - your savings plan will certainly beat that
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@Roman_moed you don't know what else will come to light
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I recently had $VIG which I sold after it had performed 40% and then exchanged it for $UQA. I find it super interesting for both price potential and div.
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Didn't you have $LMND in mind
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@Tenbagger2024 no, you must have me confused
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@Tenbagger2024 that was me 😁, @Max095 you should take a look if you're looking for a smaller company with growth potential ✌️. Running away from me right now, procrastinated too long.
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@BamBamInvest Do you see long-term potential there?
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@Max095 Yes, of course, they increase and scale the margins very strongly with AI. Here if you want to get an idea.
https://youtu.be/Augd6bY3s4U?si=itqJfv1lyz_W0W9S
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@BamBamInvest I also think $LMND is great. I wanted to buy it at the end of last week
and then the rise came. But I'm still thinking about making a first entry next week.
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@Multibagger my thoughts 😁I felt the same way, will continue to run as long as the market continues to rise or holds up. I'm still thinking about getting in with a first position. I'm thinking of getting into a position and adding to it in the event of a setback in the summer. RSI is already at 75 . As there is no trading tomorrow and I am assuming a green market, I will probably wait for the market to weaken and then pick up. Let's see
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@BamBamInvest
How do you see $CLSK?
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@Tenbagger2024 I'm on the $IREN team here, but $CLSK will probably also run when $BTC is up and running, but not an investment for me. The pure Bitcoin miners will have a hard time in the long run, even if they hold $BTC. I prefer a direct $BTC investment or companies that use their cash flow to start buying $BTC and then hold it on their balance sheet. I like the transformation of $IREN with their huge capacity/performance, power contracts, alternative energy generation and AI data center/Nvidia partnership. At some point, they'll land a colocation deal and then the knot will burst. 🚀
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@Tenbagger2024 $GLOB and I also find $ASTS interesting
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@Max095
$IOS perhaps also interesting
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