In today's episode, we are discussing those moments when there seems not really anything on sale, while you're eager to invest. Why do we feel sometimes like this and how to deal with this situation? It seems to be more psychology than anything else!
Beyond this main topic, we also reflect on the news of the week which covers NN Group's settlement, the launch of Bitcoin ETFs and Microsoft briefly becoming the most valuable company in the world.
We also address a lot of listener questions, for instance about dividend portfolio concentration and which companies we feel do ESG well.
Last but not least, we were notified of a nice Spanish ETF focused on European and US Dividend Aristocrats. We can't really read spanish, but if you got interested, then feel free to check out more information about them:
ISIN: ES0137768018
Companies discussed:
- NN Group (NN.AS)
- Microsoft (MSFT)
- Enterprise Products Partners L.P. (EPD)
- ASML (ASML)
- Waste Management (WM)
- Republic Services (RSG)
- Tomra Systems (TOM)
- Lassila and Tikanoja Plc (LAT1V)
- Chevron (CVX)
- Exxon Mobil (XOM)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- UnitedHealth Group (UNH)
- LVMH Moët Hennessy Louis Vuitton SE (LVMH.PA)
- Bristol Myers Squibb (BMY)
- Unilever (UNA)
Enjoy the show!
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