2D·

"Special savings plan" in January

Hello Community,

After $K0MR (-0,07%) has been kicked out of my securities account today, there are once again 2 unscheduled increases in my savings plan.

A total of 2 of my existing positions are to be fed in equal parts. As I myself am currently wavering between a total of 4 of my existing stocks, which currently have (partly also fundamentally) very different valuation levels, future prospects, etc., but I would like to increase them all further anyway, I thought that this time I would leave the choice to you as to where the freed-up Kommer millions should go.😂

The choices are:

The two candidates with the most votes by noon tomorrow will (hopefully) be added to the list on January 15.

So please vote and comment (so that you can also tell me why you voted for which value and what your 2nd choice would be😉), I'm looking forward to the result, your comments and your motivations.✌🏻

Shopify

18,47%

Iberdrola

19,53%

Adobe

43,8%

Amphenol

18,21%

379 Votos

10 Comentários

Dividendenopi👴@Dividendenopi

Adobe and secondly Shopify. Why Adobe? Solid company with extremely low debt. ROE and ROIC strong. Many believe that AI could replace the store, but AI-influenced sales are increasing significantly. And they are investing more and more in development to be up to date. Completely undervalued and really cheap to buy

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All-in-or-nothing@All-in-or-nothing

@Dividendenopi that's pretty much my assessment of Adobe.😁🫶🏻

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Chris@Multibagger

For growth, I would use $APH.

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S.A.U.@SAUgut777

Why exactly this selection ?

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All-in-or-nothing@All-in-or-nothing

In my view, these are currently the most interesting stocks in my portfolio to add to. I would always like to have more Amphenol and they are actually always too expensive. So far, there have rarely been any significant setbacks. I still see Adobe as an absolute cash monster and continue to assume that AI will contribute positively to the user experience rather than disrupting the business model. Iberdrola for me one of the most solid picks for energy/supply. It feels indestructible. I still believe Shopify has considerable upside. I would have a few other picks to add to, but at the moment I see these 4 as the most likely frontrunners for me.😉

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Alex@nitroxx

Out of interest, the Kommer actually went well this year, too lame? Or too boring?

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All-in-or-nothing@All-in-or-nothing

@nitroxx No decision against Gerd, just for something else. The performance was totally okay but no better than that of my ACWI IMI ETF, with an identical drawdown and costs three times as high. My core should become more strategic again, alongside individual stocks that I simply enjoy. Unnecessary ETFs will then also fly again. I may have one more on the hit list, so that only my ACWI IMI and $TDIV will remain as ETFs. In addition, there is actually 1 active fund that may stay. In the long term, @Epis 3xGTAA Wikifolio should find its place in my portfolio this year.

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Novius@Novius

Dividend is 👑, therefore $IBE

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Walter S.@Roots

Voted for Adobe... undervalued in my opinion... and they are positioning themselves better through investments...

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Markus@KohleKompass

Voted for $IBE:
Energy will remain an important topic for years to come. As a Spanish company, there is some independence from the USD, and the share price performance + dividend is really positive. In my view, no surprises are to be expected, neither positive nor negative.
Second place would be $ADBE - but I'm not sure whether AI will play into their hands or end up being a risk.

In any case, I wish you every success with your investment.

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