4D·

Opportunities / acquisitions

Hello everyone,

currently trying to take advantage of the market weakness for my portfolio.

I have added to the stocks $HNR1 (+1,13%)
$KRN (+1,96%)
$BC8 (+0,91%) on the German market. In my opinion, there are more opportunities than risks due to my long-term focus on growth/dividends.

I am currently continuing to explore the market for opportunities to make anti-cyclical purchases in my portfolio.

The healthcare and utilities sectors are still on my list for further purchases.

$EDP (+0,13%) and $ZTS (+1,27%) I find very interesting.

Do you have any current recommendations in these two areas? Companies that combine div. growth, yields of 2-4 percent and share price potential.

Thank you in advance for your contributions

12 Comentários

Personally, I think there is too much Europe in your portfolio. Why such a high weighting there?

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Basti1983@Basti1983

@Eliasmrll Personal gut feeling. I see more opportunities for recovery in Europe in the future. But that doesn't mean that some non-European ones will be added. At the moment, I agree with you.

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CashDividendGamer@CashDividendGamer

No IT? In the current situation, anti-cyclical purchases would be a good idea, e.g. in Microsoft. At the moment it is more of a sector rotation out of IT and into other sectors, and I personally see good buying opportunities there.

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Basti1983@Basti1983

@CashDividendGamer I completely agree with you. In my opinion, I already cover them to some extent via the MSCI. As individual purchases, they are also less interesting for me

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Andre@DivGrowth1989

I don't have any stocks on my radar in the healthcare and utilities sector...I'm currently looking at $ADP and $PAYX.... could possibly be good entry candidates

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Basti1983@Basti1983

@DivGrowth1989 Thank you very much, very kind of you. Very interesting titles. I've never heard of them before. I'll take a look.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

@DivGrowth1989 $ADP definitely not uninteresting. As I want to reduce US, I have identified $AOF as an alternative and will soon be adding it to my portfolio (along with 2 other stocks).

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Andre@DivGrowth1989

@Get_Rich_or_Die_Tryin $AOF I didn't know it yet, but it looks exactly like my prey...fundamentally seen...I'll take a closer look - could be my first German value :D thanks!

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Martin@CuriousBrewery

Why did you sell $KRN again?

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Basti1983@Basti1983

@CuriousBrewery Gut feeling after paying. Let's see what fits better.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

$TRN instead of EDP and $ZTS 😉

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Basti1983@Basti1983

@Get_Rich_or_Die_Tryin Thank you for the tip. I think it's very good. I will definitely add it to the list

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