1Semana·

Fished in still waters - far removed from current trends

While many in the community feel that they are keeping their distance from the car industry, I have deliberately put Porsche in my portfolio.

Why?

Because I believe in the brand, quality and dividends - and because I am convinced: You should also invest in what you really really like. Emotion in investing is often ridiculed. For me, however, it is part of it - to a healthy degree.

Of course: the share is weakening. China is not running smoothly, margins are being squeezed by e-mobility investments and the stock market is somehow punishing everything that smells of the "old economy".

But that's exactly where I see the opportunity - in the long term. Porsche is still highly profitable, has a strong brand, delivers solid dividends - and will continue to hold its place in the luxury class in the future.

And yes: if I were to buy a Porsche - why not put shares in my portfolio?

30.05

Porsche (Vz.)

Comprado em € 43,14

16 Comentários

DerDanner@Therapeut

1Semana

Better sell it and get a GT3

•

Roman@Roman_moed

1Semana

I think it's a good buy. Great company - almost a MUST to open a position at this price :)

•

nassimcanim@nassimcanim

buy on fear sell on greed so i'll buy porsche, thyssenkrupp, nike and tui one of them is bound to be an ass but certainly a good one too. Nevertheless, I believe in all of them

•

MarTheRadi@marda304

I agree that Porsche builds beautiful and valuable cars. I was also considering buying the share. But the market doesn't care what I think. The share's trend is clear and almost congruent with the loss in value of a Taycan.
I would only buy when the market shows a change in trend. Then you certainly don't buy at the bottom, but who knows where the bottom is...

•

HedgeHannes@HedgeHannes

@marda304 Your argument is absolutely understandable

••

Stefan@Da_Fischi

1Semana

Good luck, that's what I thought last year too, but so far it's the worst stock in my portfolio. No matter how often you buy more, the price continues to fall, while my world ETF is reaping the returns...

••

MarTheRadi@marda304

1Semana

@Da_Fischi I wanted to too. But I looked at the chart and didn't bet against the trend. Fortunately.

•

Kurz@MrKurt89

Even in your global ETF, there are companies that underperform the market for a longer period of time. The important thing is not to overweight individual positions. It is quite possible that Porsche will be back at €100 in 3 years' time. Who knows?

••

Stefan@Da_Fischi

@MrKurt89 or at €20, who knows?

••

Kurz@MrKurt89

@Da_Fischi completely correct

••

Dividendenopi👴@Dividendenopi

1Semana

If the list prices were based on the share price, a purchase would slowly come into consideration 🚘

••

Maximilian@Max095

1Semana

Very good. I also stock up at $STLAM. There is always danger

••

Kurz@MrKurt89

@Max095 Wouldn't Sixt be better?

••

MacII@MacII

When you come from €90, it becomes difficult even for a Porsche driver. P911 was my first share and I enthusiastically bought up to €60. Now I need an annual gain of 7% for seven years without dividends.

••

Danone1986@Danone1986

I like Porsche very much, even the taycan. I find it very utopian to portray Porsche as a luxury class. I feel like I see 911s, g-Wagons and the urus on every corner in Berlin. That was different in the past - even on Ku'damm ;)

••

HedgeHannes@HedgeHannes

@Danone1986 I agree with you (it's no different in Munich). But if you compare the registration figures, I think it's a luxury. It just seems different in certain metropolitan areas...

••