I have updated this page and removed all ratings to avoid regulatory issues since I’m not a financial advisor. Always do your own research.

DACH watchlist

Below is my watchlist of companies from Germany, Austria and Switzerland, which I find interesting. Reason for that can be valuation, business model, compounder or quality management.

		P/E (Fwd)	Price/Book	Dividend Yield	Share price in EUR
ADESSO SE	ETR:ADN1	21.8	3.5	0.60%	112
Allgeier SE	ETR:AEIN	14.5	2.1	2%	24.5
BASF	ETR:BAS	10	0.9	7.20%	44.67
BB Biotech	ETR:BBZA	n/a	1	7.2%	40.80
BMW	ETR:BMW	6.8	0.8	7.90%	108.16
Bechtle	ETR:BC8	17	2.8	1.80%	35.9
Beiersdorf	ETR:BEI	29.6	3.5	0.60%	117.35
Berentzen Gruppe	ETR:BEZ	12.4	1.2	3.60%	6.15
DEFAMA	ETR:DEF	18.8	2.6	2.50%	21.5
DocCheck AG	ETR:AJ91	8	1.6	6.30%	11.5
EVN AG	EVN	10.8	0.6	2.50%	20.40
Fielmann	ETR:FIE	30.8	30.8	1.60%	48.12
Finlab	ETR:A7A	10.4	1	0	10.2
FlatexDEGIRO AG	FTK	10.4	1.6	0	8.78
FRESENIUS SE+CO.KGAA	ETR:FRE	9	0.7	3.70%	24.62
Fuchs Petrolub	ETR:FPE3	15.6	2.4	3.60%	35.56
Henkel	ETR:HEN3	16.1	16.1	2.90%	70.14
Jungheinrich	ETR:JUN3	11.8	11.8	2%	33.88
Krones	KRN	14.5	14.5	1.60%	104
KWS SAAT KGAA	ETR:KWS	13.8	13.8	1.40%	56.9
Mayr Melnhof	VIE:MMK	19.3	19.3	3.20%	132.2
MBB SE	ETR:MBB	28.7	0.8	1.30%	78.4
Münchner Rück	MUV2	10.4	1.6	3.50%	327.1
Mutares	ETR:MUX	6.9	0.6	8.50%	24.7
Nestle	NESN	21.5	6.7	2.80%	93.40
Novartis	NOVN	14.5	3.9	3.70%	88.20
Porsche Hldg. SE	ETR:PAH3	3	0.3	4.90%	52.18
Schloss Wachenheim AG	ETR:SWA	12	0.7	3.70%	16.3

Please let me know in the comments if you think a quality business should be added to the list.

Portfolio as of 31.12.2022

10 largest positions of my value and dividend portfolio:

10 largest dividend payers 2022 (by total amount received).

Portfolio as of 31.12.2021

25 largest positions in alphabetical order:

10 largest dividend payers in 2021 (by total amount received):

British American Tobacco plc

GERDAU S.A.

COSAN LTD.

Royal Dutch Shell plc.

ALTRIA GRP INC.  

PHILIP MORRIS INTL INC.

STRABAG SE

KRAFT HEINZ CO.

BHP GROUP PLC

EUROKAI GMBH & CO. KGAA VZ.