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Depot review May 2024 - And another NVIDIA month!


It was May 2023 when the NVIDIA story began and in May 2024 NVIDIA continues to trump everything.


In total, May was +2,2%. This corresponded to gains of ~6.200€. The negative April (-2.2% / -6,500€) is thus balanced out again.

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Winners & losers:


On the winning side there were NVIDIA there was actually only one notable asset with Ethereum. The main driver of the ~6.200€ price gains, however, was NVIDIA with over €4,000 in price gains.

On the losers' side it is a colorful mix of Salesforce, Starbucks, Sartorius or MasterCard - all with slight losses with the exception of Salesforce after the rather mediocre quarterly figures


The performance-neutral movements in April were €4,000. I bought in April for ~€1,400.

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My performance in the current year is +14,8% and thus above my benchmark, the MSCI World with 11.1%.


In total, my portfolio currently stands at ~300.000€. This corresponds to an absolute growth of ~€48,000 in the current year 2023. ~36.000€ of this comes from price increases, ~1.400€ from dividends / interest and ~10.000€ from additional investments.


Dividend:

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  • The dividends in May were 11% below the previous year at ~€340
  • This is the first month with a year-on-year dividend decline since June 2021
  • However, there is a relatively simple reason for this - BASF paid out €85 last year, but BASF shares were removed from my portfolio a few months ago
  • "Adjusted" for the BASF dividend, my dividends have grown by just under 15%
  • In the current year, the dividends after 5 months are +14% over the first 5 months of 2023 at ~1.130€.


Buys & sells:


Target 2024:

My goal for this year is to reach €300,000 in my portfolio. Thanks to the extremely positive market performance this year, I was already able to break this figure in May and even reached €307,000 in the meantime. In the last few days, the value has fallen slightly below €300,000 again - I am curious to see what the remaining 7 months will bring.




#dividends

#dividende

#rückblick

#depotupdate

#aktie

#stocks

#etfs

#crypto

#personalstrategy

59Positions
€267,260.99
45.87%
43
16 Comments

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Why are you investing in Jonhson and Johnson and procter & gamble?
3
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First of all, mega how you list everything😅👌 I have one question for you.
Why did you weight $PANW higher than $CRWD?
and why do you have both in your portfolio:)
I would like to get one of them into my portfolio but am undecided 😅👀

🦍💯💣
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what kind of sick neutral inserts are these. what job and how much net?
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What kind of program is this?
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How much does your NVIDIA investment of €3,000 taste? 🤤
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at what price did you buy $ATD
I find the company incredibly interesting
how do you see the future of atd?
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