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 (-0.29%) , $IGHY (-0.11%) , $LU1686832277 (+0.25%) ) and individual shares were reduced. The ETF share remains (small and) constant.
For December, an increased focus on $MC (-0.25%) , $KER (+0.06%) and $OR (-0.71%) as the luxury sector has suffered severe setbacks this year, many companies are therefore valued favorably and a good buying opportunity presents itself.
$ASML (-1.59%) 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.
$MAIN (+0.27%) and $GAIN (-1.01%) pay high monthly dividends and should therefore generate a larger cash flow in the portfolio. As Gladstone Investment's share price has fallen somewhat over the year, this is a good opportunity to enter the market. Mainstreet Capital has risen in recent months and has not yet had a setback, but I would still like to invest as I prefer the strategy of high dividends to potentially higher price gains.
That's the conclusion for the month and the outlook for December. As always, I look forward to constructive feedback 😄✌🏻
