Portfolio changes in November and outlook for December 2024:
The allocation of the savings rate was adjusted in November. The bond share was increased ($SGIL (+0.31%) , $IGHY (+0.09%) ) and individual shares reduced. The ETF share remains (small and) constant as always.
For December, an increased focus on $MC (+0.86%) , $MONC (+0.04%) , $KER (-0.35%) and $OR (+0.86%) as the luxury sector has suffered severe setbacks this year, many companies are therefore attractively valued and offer a good buying opportunity.
$ASML (-0.02%) has also fallen sharply, but is still very highly valued. The correction is therefore likely to continue for a while yet. Nevertheless, another small buy is planned for December.
$MBG (-0.07%) is included in the portfolio for personal reasons and is more of a "fun investment". The dividends are very attractive, but I do not expect any significant price gains.
$GAIN (+0.28%) The company pays high monthly dividends and should therefore generate a larger cash flow in the portfolio. As the share price has fallen sharply over the year, now is a good opportunity to get in.
So much for last month and the outlook for December. As always, I look forward to constructive feedback 😄✌🏻
