If you were to create a portfolio in the current situation would it contain more dividend stocks or even now that most tech giants are reaching their ATH would you discard them in your portfolio?
I am thinking of buying but not sure how to decide whether more dividend stocks or tech security for long term.
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If I were to create a portfolio in the current situation, I would do an analysis of several companies. Then I would pick some stocks that I like and meet certain criteria ( some of the criteria have been written here in the comments ). Then I would calculate the intrinsic price of the stock and make a decision based on the fair price. But to answer the question :D. Currently I would focus more on the more stable and dividend stocks like $CVS+0.3%, $BTI+0.1%, $MO+0.3% and lately there are some pretty hammered REITs like $O-0.1%. Of course I would include some tech stocks in there too, like $GOOGL+1.1% and $AMZN+0.6%. For me, those two big tech stocks are still at a pretty nice price.
Thanks for the reply, yeah I would include the stable dividend ones too and I still like the big tech one too.
Cool, looking at it from a long term perspective I'd say GOOGL and AMZN are still at nice prices.
I've been looking at them too and thinking about buying one.
Agreeing with all the comments, I'm no guru, it's been a year in stock investing now in August, but still, I try to buy companies that I can find out what they do, if they have a competitive advantage in something maybe. And then keep it diversified, both big tech but also dividend stocks. 😊
Thanks a lot, I also try to understand the company I invest in first and understand what they actually do.
So, plus I'm still learning how to read reports and understand all the acronyms like P/E and so on. I believe that if one understands it accurately, I don't mean just the definition, then this might be enough to get an approximate price of a real company. Because calculating it all the time, I don't know if I'm wrong, but it seems to me it's stupid to look for the exact value when there are a lot of estimates, like margin of safty, or future growth, but nobody can know that ... that's why I want to understand the ratios. 😊
Above all, I would like to have quality companies there at a fair price that I know something about;)
As you write, the most important thing is to know and not be like me, who invested for the first time according to investment recommendations... 😅
But you always have to make that purchase somehow. For example, I personally have never bought a stock by screening and studying the company from the annual reports based on some values. My post was mainly about the fact that it is not a priority for me if and what kind of dividend the company pays.
For the long term I would definitely balance it classically. I would mix both technology, stable companies and dividend stocks. A couple of smaller asymmetric investments at the end.
Thanks for the feedback, I'm just wondering whether I should go with a dividend or a long term stable.
There's nothing to do :) I probably wouldn't be afraid to try both😉