Bass-T (@BASS-T) on getquin

2Yr·

Portfolio Feedback

Hello all,

as a result of the last portfolio feedback, I am looking at halving my BAT position.

This would allow me to add an equally weighted position, become less dependent on the tobacco sector and be almost completely balanced.😁⚖️

I am considering the following dividend stocks:

Abbvie, Bank of Nova Scotia, Home Depot, Shell.

Important: There is already a carry of $HD (+0.05%) and $RDSA to this portfolio. 700€ each.

Alternative is to sell and invest in $TSLA (+1.17%) in the tech portfolio. 😁

What do you guys think? Do you have any other ideas? 💡

GIF shows me thinking about it in my investor club. (No investment advice)

Check out my Dashboard now!

17 Comments

Carter@Pewterschmidt

2Yr

"Tear out the roses and water the weeds " 😎 ~Carter Pewterschmidt "Let profits run, don't drown in losses!" ~Beate Sander All the stocks you are planning to buy are not exactly low valued ( except Home Depot maybe) So does it really make sense in this market phase to sell good performing companies ( or partially) You need to know :) Peter Lynch also said something along these lines once, but I can't remember the exact quote anymore

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Lucrash@KapriolenCapital

2Yr

1.2 million realized profit 👀

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Sven@svenleowe

2Yr

Do I hear $TSLA? of course there is only one answer 🤓
The second half of the year will be bomb, with AI Day 2, stock split and maybe some macro tailwind. The stock is also holding up extremely well this year thanks to good quarterly numbers. Even outperformed the Nasdaq YTD!

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Daniel@Kingdani

2Yr

I would add to the small positions in your portfolio if you want to keep them, otherwise I find AbbVie & Shell the most interesting of the stocks mentioned:)