Carlos Collantes

Champion PRO Investor @etoro |
@CISI Level 3 Certificate | Co-host @finzasntrpanas
#WealthManagement #DividendInvesting #etoro

[Carlos Collantes @ccollantes]

𝟮𝟬𝟮𝟲 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: 𝗪𝗵𝗮𝘁 𝗜𝗻𝗰𝗼𝗺𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗦𝗵𝗼𝘂𝗹𝗱 𝗥𝗲𝗮𝗹𝗹𝘆 𝗘𝘅𝗽𝗲𝗰𝘁

There’s no single “global dividend growth” number. Forecasts vary by region and sector. Still, a few common threads show up across equity income strategies.

[Carlos Collantes @ccollantes]

I've been long on Iberdrola (https://t.co/V4YL88XUqp) and the position is now up over 104%. The recent lift comes from last week's news that the company secured €2.1bn in new financing for its US offshore wind pipeline, plus upbeat comments from analysts on its European renewables growth.

These catalysts highlight Iberdrola's edge in the energy transition, directly supporting the thesis behind my holding.

Next, I’ll be watching the July update on EU renewable targets and any moves in wholesale power prices.

Follow my full strategy and copy my portfolio on eToro: https://t.co/hRiXXZbvQh

⚠️ Not financial advice. Capital at risk. Past performance is not indicative of future results.

[Carlos Collantes @ccollantes]

Fed held rates steady at its June FOMC meeting, but Chair Warsh’s first dot plot turned hawkish—projecting a higher rate path for 2026 amid sticky inflation. Markets are now pricing in “higher for longer” with fresh task forces signaling a more data-driven, less dovish Fed.

This environment favors resilient energy and infrastructure names while pressuring rate-sensitive growth stocks. $ENB and $NEE are well-positioned: stable energy flows post-geopolitical easing, plus their pipeline/utility cash flows hold up nicely in a higher-rate world. $HASI also benefits from the sustainable-infra theme that continues to attract capital. On the flip side, $ADBE faces headwinds as software multiples compress when discount rates stay elevated.

I’m watching next week’s PCE print and Warsh’s upcoming speeches for any shift in tone. The setup rewards selectivity—energy/infra over pure growth until inflation convincingly cools. 📈⚖️

Follow my strategy on eToro:
https://t.co/fVvSrGxOFx

Capital at risk. Past performance is not indicative of future results.

[Carlos Collantes @ccollantes]

📉 Holding through volatility on $LYB (LyondellBasell). The stock pulled back ~6% over the past week after softer-than-expected European chemical demand and margin pressure from elevated feedstock costs hit the sector.

I’m staying long because the company’s cost-cutting and recycling initiatives remain on track, and any sustained improvement in polyolefin spreads should support a recovery.

Next, I’ll be watching global industrial production data and management’s July update for signs of demand stabilisation.

Follow my full strategy and copy my portfolio on eToro: https://t.co/b50TDTQ7LN

⚠️ Not financial advice. Capital at risk. Past performance is not indicative of future results.

[Carlos Collantes @ccollantes]

This is not investment advice. It is only my personal opinion. Your capital is at risk.

[Carlos Collantes @ccollantes]

This is not investment advice. It is only my personal opinion. Your capital is at risk.

[Carlos Collantes @ccollantes]

🔎 You can check my profile here: https://t.co/DcX5U4DNpJ #eToro

𝐷𝑖𝑠𝑐𝑙𝑎𝑖𝑚𝑒𝑟: 𝐶𝑜𝑝𝑦𝑇𝑟𝑎𝑑𝑖𝑛𝑔 𝑑𝑜𝑒𝑠 𝑛𝑜𝑡 𝑎𝑚𝑜𝑢𝑛𝑡 𝑡𝑜 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑎𝑑𝑣𝑖𝑐𝑒. 𝑌𝑜𝑢𝑟 𝑐𝑎𝑝𝑖𝑡𝑎𝑙 𝑖𝑠 𝑎𝑡 𝑟𝑖𝑠𝑘. 𝐷𝑢𝑒 𝑑𝑖𝑙𝑖𝑔𝑒𝑛𝑐𝑒 𝑖𝑠 𝑒𝑛𝑐𝑜𝑢𝑟𝑎𝑔𝑒𝑑.

[Carlos Collantes @ccollantes]

🛡️ The Portfolio Fit: Physical silver doesn't yield, but it acts as your portfolio shield. It provides a hard-asset hedge against inflation, protecting the real purchasing power of your dividend income while diversifying equity risk.

[Carlos Collantes @ccollantes]

💰 𝐀 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐆𝐫𝐨𝐰𝐭𝐡 𝐏𝐨𝐰𝐞𝐫𝐡𝐨𝐮𝐬𝐞
$BR has ~100% free cash flow conversion and targets a safe 40%-50% dividend payout ratio. It's a premier fit for deep value and compounding dividend income. What are your thoughts on $BR? Let me know below!

#dividendstocks

[Carlos Collantes @ccollantes]

⚠️ 𝐊𝐞𝐲 𝐑𝐢𝐬𝐤𝐬 𝐭𝐨 𝐌𝐨𝐧𝐢𝐭𝐨𝐫
1️⃣ Proxy fees are overseen by the SEC; future fee reviews could compress margins.
2️⃣ Widespread tokenization could eventually threaten traditional proxy economics.
3️⃣ Broker-dealer M&A can lead to lost accounts (e.g., E*Trade).

[Carlos Collantes @ccollantes]

View my profile on eToro: https://t.co/XLChseDv33

Disclaimer: Copy trading does not amount to financial advice. Your capital is at risk. Due diligence is encouraged.

[Carlos Collantes @ccollantes]

💸 𝐓𝐡𝐞 𝐔𝐥𝐭𝐢𝐦𝐚𝐭𝐞 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐏𝐥𝐚𝐲:
DHT's downside is heavily protected by a low financial leverage of 16.8% and net debt of $16.5M per vessel. Paying out 100% of ordinary net income, they just marked their 65th consecutive quarterly cash #dividend