WiseStacker

German in Asia (23+ yrs) | Financially free via dividends + crypto | Own 4 businesses, built/sold 2 | 100% open portfolios 👉

[WiseStacker @WiseStacker]

@vogguashok2 @zenrock were you able to convert your zenBTC? Any venues left?

[WiseStacker @WiseStacker]

Shutting down Isar 2 was not an energy policy.

It was a decision to replace a tiny, contained footprint with a massive industrial assault on our air, health, and wallets.

And we called it progress. 🇩🇪

#Energiewende #Isar2 #NuclearPower #Germany

[WiseStacker @WiseStacker]

Germany shut down Isar 2 but keeps Boxberg --largest coal plant-- running.

Here's what that decision actually looks like every single month:

🚛 FUEL LOGISTICS
Nuclear: 1 truck. 2.1 tons.
Coal: 56,000 trucks. 1.4 Mio tons. Every single month.

Crazy.. and there is more..

[WiseStacker @WiseStacker]

🗑️Monthly Nuclear Waste: Fits in a closet. 1.5m³, sealed in steel.

🗑️Coal: Fills a stadium. Dispersed into the air and landfills.

💶 THE HIDDEN BILL Nuclear: €3 million, pre-paid into a secure fund.

Coal: €310 million in health costs and carbon taxes. Every. Single. Month.

[WiseStacker @WiseStacker]

Took a train from 🇨🇳Shanghai to 🇨🇳Nanjing today.

🚅 300 km (166 miles) in about an hour
🚅 ~$18, not a single minute late
🚅 full 5G the whole ride
🚅 compare that to ride from 🇩🇪Berlin to 🇩🇪Hamburg

Europe should take notes 📝

#HighSpeedRail #Shanghai

[WiseStacker @WiseStacker]

@BasilTheGreat @grok did this vote really take place?

[WiseStacker @WiseStacker]

@daremarket thanks for an invite code

[WiseStacker @WiseStacker]

@jslats99 Very motivating, thanks! During your accumulation phase, how did you decide to buy which stock? just strict dripping, using did you use a specific valuation filter or alike?

[WiseStacker @WiseStacker]

@AppWorks Great write-up. Am long $CLOUD as well and luv the product and team. Alongside.

[WiseStacker @WiseStacker]

💼 Current dividend portfolio value: $1.8m
✅ $1,605 in dividends (up $833 vs last year)
✅ Sold $122k of Silver
✅ Trimmed Uranium ($26k total)
✅ Bought the animal health stock — Zoetis
✅ Added to my Link REIT position

Why did I sell 80% of my Silver?
☑️ I bought it in 2019 ($16ish range).
☑️ It doesn't pay dividends.
☑️ I want assets that pay me to wait.

The boring path keeps winning.

#PassiveIncome #DivX #dividends

[WiseStacker @WiseStacker]

@Zephyr_hg IDEAS

[WiseStacker @WiseStacker]

🧵 While everyone's chasing AI stocks, I'm quietly building a position in a sector most investors ignore: Animal Health.

Here's why the Pets Megatrend might be one of the smartest long-term plays right now—and the stock I just bought.

✅The world feels increasingly unstable.
✅AI is reshaping work.
✅Economic uncertainty persists
✅Complexity is everywhere.

People are responding by cocooning at home, seeking comfort in the one place that still feels safe.

🐈And our pets? They're right there with us—emotional anchors providing unconditional presence when everything else feels shaky.

This isn't sentiment.
It's showing up in spending data.

✅Pet humanization has accelerated dramatically.
✅Owners now treat their pets as full family members.
✅ They spend more on health, wellness, and longevity than ever before.
✅This isn't a fleeting trend—it's a deep structural response to modern life.

But there's a second force at play:

✅The global population is approaching 10 billion by mid-century.
✅Feeding everyone sustainably requires more efficient animal protein systems—healthier cattle, poultry, and pigs.
✅These two forces are converging into what many call the Pets Megatrend.

Here's why animal health stocks are compelling for dividend investors:

✅Pet owners don't skip vet care during downturns—it's non-negotiable.
✅High switching costs create pricing power.
✅Recurring revenue from vaccines, diagnostics, parasiticides

Dual tailwinds: companion animal spending + livestock health demand

I screened the top 5 pure-plays:

📊 Zoetis ($ZTS) – Global leader, $9.3B sales, 1.6% yield
📊 Elanco ($ELAN) – Major competitor, debt-heavy
📊 IDEXX ($IDXX) – Diagnostics dominance, recurring revenue model
📊 Phibro ($AHPC) – Smaller player, 1.2% yield
📊 Neogen ($NEOG) – Food safety + animal health

After analyzing all five, I chose Zoetis.

On Jan 7th, I bought 250 shares at $28 for my All-Weather Dividend Portfolio (current value $1.7m, see all positions on my blog for free).

Why Zoetis?
1/ Exceptional cash flow from recurring products vets rely on daily
2/ Consistent dividend growth since 2013 Pfizer spinoff (high single to low double digits annually)
3/ Global scale = pricing power that protects margins 4/ Dominant in BOTH companion animals AND livestock
5/ The yield is modest (~1-1.5%), but I'm prioritizing growth over current income.

As pet spending increases and their livestock business expands in emerging markets, earnings should compound steadily.

This is the kind of defensive growth that weathers economic cycles.

Animal health stocks offer something rare:

✓ Defensive characteristics (essential spending)
✓ Long-term growth potential (unstoppable demographic trends)
✓ Pricing power (high barriers, sticky products)
✓ Dividend growth (reliable cash generation)

Zoetis is the category leader with the scale and fundamentals that align with a patient, income-focused strategy.

If you're looking to add stability to your dividend portfolio, consider allocating a small position.

Start by researching $ZTS and comparing current valuation to historical averages.

Not financial advice—just sharing what I'm doing with my own capital.

#DividendStocks #PassiveIncome #LongTermInvesting

[WiseStacker @WiseStacker]

@parqetapp dashboard = pure beauty 🔥

Tracking my All-Weather Portfolio's performance since May 2020 (my first dividend stock purchase month).

#Dividends #PassiveIncome

[WiseStacker @WiseStacker]

@Matt_Pinner I got all 20. Quite normal for anyone born in the 70s like me

[WiseStacker @WiseStacker]

@FernetBuehler Das Dashboard sieht super aus! Selber gebaut oder ist das ne Webseite?

[WiseStacker @WiseStacker]

This chart shows $BTC's lows of each respective year. Then, I asked 3x AIs to extrapolate the next values from the existing sequence. Here's their reply.

Grok: 150k→300k→600k
Claude: 95k →120k→150k
ChatGPT: 120k→190k→300k

Average: 120k→200k→350k 🚀

No more 80%+ crashes back to old bottoms. Institutional money & ETFs are building a stronger floor.

Yearly lows keep climbing—proof of growing resilience.

#BitcoinETF #CryptoRecovery

[WiseStacker @WiseStacker]

My flagship dividend portfolio after five years: $1.3M invested → $1.8M current value = 38% total gain

But the real story isn’t the capital appreciation.

It’s the Yield on Cost that most investors never track.

What is YOC?

Current dividend / original cost basis.

It shows what your actual invested capital is earning today.

Examples:

DBS yields 4.9% if you buy it today. My YOC? 10.5% → 2.1× the current yield.

Allianz: 4% today → 8% on my cost.

Enbridge $ENB: 5.91% today → 7.8% on my cost.

Shell $SHEL: 4% today → 6.5% on my cost.

The chart shown ranks my top 20 holdings (out of 50) by yield multiple — how much more I earn vs. what a new buyer gets right now.

Key takeaways:

1️⃣ YOC reveals the true power of time + dividend growth - every raise compounds on your locked-in low cost basis, widening the gap vs. new buyers.

2️⃣ Current yield is backwards-looking.
It’s what previous owners already collected.
Your returns depend on future dividend increases + price appreciation — not the yield at purchase.

3️⃣ Different paths work: Cameco’s 4.2× multiple came mostly from price explosion (diluting current yield).
DBS’s 2.1× came from steady, relentless dividend compounding. Both deliver.

4️⃣ The portfolio keeps getting stronger. These are just the top 20 — the full 50-position book is even more diversified and income-focused.

Patient buying of quality names + letting dividend growth do the work.

No shortcuts. No leverage. Just compounding over a decade. YOC changed how I invest.

Once you see it, you can’t unsee it.

Are you tracking your YOC? What's your highest?

#DividendInvesting #YieldOnCost #DividendGrowth

Drop it below 👇

[WiseStacker @WiseStacker]

2025 Full Review of my $7.9M Portfolio

Started at ~$7.5M net worth → ended at ~$7.9M.

No big wins or wipeouts—just steady progress from dividends, metals, and some crypto.

Thought I'd share the recap in case it sparks an idea: The numbers aren't the point.

The simple, repeatable approach might give someone a useful idea, whether your portfolio is $10k or much larger.

1. Passive Income Streams

~ $180k total in 2025 from four main sources:

✅ Stock/fund dividends → ~$41k
✅ Stablecoin farming → ~$30k
✅ Staking & airdrops → ~$44k
✅ Private company dividends → ~$52k

Lesson: Build small, automate, reinvest. Even modest amounts compound powerfully over time.

2. All-Weather Dividend Portfolio

Core holding since 2020: ~$1.3M invested → now ~$1.65M. Many holdings raised payouts in 2025—steady organic growth.

Focus: quality companies with moats, global spread, consistent dividends. Curated my all-time favorite buy-and-hold forever dividend stocks.

Only one tech position, namely, my largest one:

The Scottish Mortgage Investment Trust for thoughtful growth exposure without single-stock picking.

Other new buys in 2025:
🇭🇰 CK Hutchison (HK)
🇨🇴 Ecopetrol (Colombia)
🇳🇱 Signify (Netherlands)

Smaller adds to REITs and staples.

Takeaway: Buy undervalued quality → hold long-term → let dividends compound.

No need for perfect timing!

3. Crypto & Stablecoins

Trimmed ~$500k in H2 (including BTC, SOL, ETH, HBAR) after crypto hit 43% of my liquid assets—I felt this got too concentrated.

Current: ~$1.5M + $500k stablecoin farm (Aave, Compound, Jupiter, etc.).

Pain point: ~$50k stuck in two smaller protocols after a stablecoin de-peg → expecting ~50% loss.

Reminder that "safe" DeFi still carries risk.

Key: Size bets for peace of mind. Diversify yields!

4. Precious Metals

Crossed $500k by year-end (physical Gold/Silver/Platinum).

Sold some Silver late Dec. Solid hedge during volatility—not for everyone, but I sleep well with it at night.

2026 Goals

Nearing 50 → prioritizing wealth preservation over chasing big upsides.

Practising Via Negativa: avoid major losses first.

Goals:
🎯~$8.25M net worth
🎯 Add ~$170k to dividend portfolio
🎯~$150k total passive income
🎯 Reduce high-risk exposure

A boring and consistent approach + try to learn from my mistakes + diversification.

Nothing fancy.

If you're building wealth too, what's one focus for 2026?

Curious to hear—always learning.

Full blog with charts in bio if interested.

The chart below only shows my All-Weather Portfolio.

#DividendInvesting #PassiveIncome #PortfolioReview

[WiseStacker @WiseStacker]

@NunalhoMc I also just bought $ZTS for the first time. You got a better entry price than me. Alongside, brother 🤘

[Dr. Dr. Rainer Zitelmann @RZitelmann]

Bitte unbedingt schauen. Deutsche Realität in einem kurzen Video auf den Punkt gebracht