1Yr·

Depot review May 2023 - Sell in May and... oh shit 🚀🚀🚀


"Sell in May and go away" - One of the most famous stock market sayings par excellence and following it would have cost me a lot of money this year.


In the depot May was with +4,0% the strongest month after January. Compared to May 2022 with -5.1% an extreme difference.


In the current year, my performance is currently +13,1% and thus significantly above my benchmark (MSCI World +9.6%).


Not surprisingly, of course, extremely strongly driven by NVIDIA $NVDA (-2.33%) with +41% / + 2.700€. This accounts for almost one third of the price gains in May. Also strong Alphabet $GOOG (+0.05%) and Palo Alto Networks $PANW (-2.93%)

On the losing side, in May it was mainly Starbucks $SBUX (+3.28%) Nike $NKE (+3.44%) and Sartorius $SRT (+4.99%)


In total my portfolio stands at over 210.000€ even though I only broke the 200,000€ barrier in April.


Dividend:

  • Dividend +16% compared to prior year
  • Current year dividends are +32% above first 5 months 2022 after 5 months


Purchases & Sales:

  • Bought in May for approx. 3.200€
  • Executed mainly my savings plans:
  • Blue Chips: Caterpillar $CAT (+2.62%) NVIDIA $NVDA (-2.33%) TSMC $TSM (+0.44%) Amgen $AMGN (+2.38%) Procter & Gable $PG (+2.31%) Johnson & Johnson $JNJ (+0.25%) S&P Global $SPGI (+1.42%) and as a new investment Hershey $HSY (+0.38%)
  • GrowthBechtle $BC8 (-0.12%) and Palo Alto Networks $PANW (-2.93%)
  • ETFsMSCI World $XDWD (+1.02%) Nikkei 225 $XDJP (+1.38%) and the Invesco MSCI China All-Shares $MCHS (-2.02%)
  • Crypto: Bitcoin $BTC (+0.28%) and Ethereum $ETH (-0.21%)
  • Sold with the x-trackers MSCI Emerging Markets my complete holdings of the ETF.
  • Reasons for this are many, especially the weak performance
  • Since I also have a pure China ETF monthly and China makes up about 30% of the MSCI EM I am still invested here. In addition, I have TSMC in my portfolio, which makes up about 7% of the MSCI EM. So in total I have over 35% of the index covered in my portfolio anyway. In addition, the Samsung share $005930 with a share of 5-6% in the Emerging Markets Index on my watchlist.


In the next month I will probably follow the current trend and try with an Itochu $ITC in the savings plan to increase my Japan share a little.


How did your portfolio perform in May? And what do you think of stock market wisdom like "Sell in May and go away"?


#dividende
#dividends
#personalstrategy
#depotupdate
#performance
#update
#rückblick

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14 Comments

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Wisdom, should never be blanket statements.🍹🥸
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Do you use TR? I would be interested to see how the savings plan on Itochu does with TR. Because in the morning between 7 and 8 you can trade wonderfully with Japan shares. From then on the spread becomes quite high. I would be interested to know when TR executes the savings plans. So what time and at what already
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Does the import of scalable documents in PP work again in the meantime? Didn't it used to work all of a sudden? Does anyone know anything about this?
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In the web version, where do you unfold the view with the companies from which you have received a dividend? For me, only the first 8 companies/ETF are displayed.
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