2Mon·

I have also been busy selling stocks today, but not the defense stocks (This was originally the plan, hence the survey in the morning, but they are simply very well positioned fundamentally and still have a lot of potential). Instead, I disposed of the following candidates:


$EPR (+0.55%) +10,7%

$BXP (+1.17%) +25,46%

$STAG (+1.53%) -0,44%


I have now gone from the initial 77 positions down to 70. 🫡

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Part of the capital was reinvested in$OXY (+5.16%) reinvested (subsequent purchase)


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Here is the original post with the 77 positions. However, I think you can already see the current portfolio. 😇

https://app.getquin.com/de/activity/qEnhSMyQOe

04.10
Occidental logo
Bought at €50.45
14
8 Comments

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I ask again, why 6 defense stocks of all things? Wouldn't 1-2 be enough?
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If your profile is correct, you should think about your REITs. They are taxed very badly here in Austria (KESt II is deducted additionally (!!!) for every dividend payout). It's all your decision anyway, but in my eyes it's a classic case of burning money 🔥🔥🔥
For me it was the reason to eliminate my own position $VICI again.
As far as I can remember, it is not deducted at $MAIN
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Wasn't OXY on the hit list? 🫢
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why did you buy $OXY
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