Kate (@Iwanowitsch) on getquin

1Mon·

Portfolio Feedback

As some of you may know, a few weeks ago I started the battle to reduce my portfolio from 77 positions to 25-35.

At first it was quite easy to find stocks that I no longer wanted, but gradually it has become more and more difficult. In the meantime, I have already sold quality companies 🤦‍♀️ and often toyed with the idea of keeping the rest.

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However, in my opinion this would be a mistake, as there are still many positions in my portfolio that do not fit in with a growth strategy.

So today, I have added the obvious dividend stocks and placed an SL order on each of them.

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I proceeded as follows:

Agree Realty $ADC (+0.12%) SL set at 59,70€

National Retail $NNN (-0.44%) 40,-€

Hercules $HTGC (-1.12%) 16,07 €

Omega $OHI (+0.14%) 29,14€

Bats $BATS (+0.06%) 30,00€

Ares Cap. $ARCC (-0.17%) 17,- €

Main Street Cap. $MAIN (+0.14%) 43,43€

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I am open to suggestions for improvement and comments 🧘

66Positions

0.00%

11 Comments

JH90@JH90

1Mon

Positions that do not fit into my strategy, regardless of whether they are positive or negative, would be thrown out immediately.

Nobody knows how big your positions are because you don't share the absolute values. I don't think it's a bad thing to have a lot of positions if they have a certain value.
I feel more comfortable with 30-40 positions of 1000-2000.

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Tenbagger2024@Tenbagger2024

1Mon

The good old Beate Sanders would say
"Widely scattered never regretted"
God rest her soul

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Michelle@About2Learn

1Mon

Hey (:
I think it's important that you have time to evaluate companies fundamentally, i.e. are they still growing for the next 10 years, why are the prices falling or growing?

Keep it as clear as you need it to be. You don't have to be involved everywhere.

For example, if you had 10k in money, then spread it across 10 stocks/ETFs. Not an investment recommendation, but let's say, for example:

- World ETF you can do, but there are also cheaper ones than MSCI World
- Tech companies very good e.g. NVIDIA, Alphabet, Microsoft. You had some
- something with potential: Palantir has already made it far, Hims&Hers could fill a gap in the market, Tesla will certainly benefit from AI in the long term, Airbnb still has many plans & an extremely large amount of cash & share buyback programs.

Long-term doesn't mean holding forever, so even after many years you can restructure again if the market has changed.

Best wishes and continued success!

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Kai@Dividenden-Sammler

1Mon

If you want to pursue a growth strategy in the future, the oil stocks $OXY and $CVX might also be candidates for a strike, as would tobacco $BATS and $PM. I would also find it difficult to include IBM in a growth strategy. I would also see $JNJ as a dividend strategy. In the case of defense stocks, you will certainly find some that can be eliminated given the large number you have.

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Chris@Psychedelic_Sunflower

1Mon

You want growth and to get out of dividend stocks that don't do much more than pay dividends. From this perspective, you could get out of
$DGE $MDLZ , $PFE, $ASSA B, $HSY, $STZ, $BMY, $IBM
$FUSD, $GGRP and $FGEQ? At this mini size, it's no good. Either go all the way (you have a lot of overlap with them anyway) or opt for one and make it significantly larger than the individual stocks.
All the other mini-ETF positions should also be removed or significantly expanded.
And does it really have to be four defense stocks? Stick with $LMT and $RTX and that's fine.
That will get rid of another 10 positions.

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Krush82@Krush82

1Mon

Which shares should be left at the end?

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Avtrader@Avtrader1994

1Mon

why not buy an ETF like VOO and have many of those companies in 1?

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