11Mon·

Further conversion

After 4 long years of stagnation and share price decline, I have decided to sell Medtronic and further expand my portfolio in line with my preferences.

To this end, I have reduced my positions

In Shell $SHEL (-3.45%) , Carrier Global $CARR (+5.47%) , Total Energies $TTE (-2.88%) and Nike $NKE (+0.3%) expanded.

With Nike I have now also reached my desired size 😁

There is currently only one single share in the standing order and that is Carrier Global.the standing order on the Vanguard FTSE all-world remains unchanged.

I still intend to $SHEL (-3.45%) , $TTE (-2.88%) , $XYL (+2.1%) , $ECL (+2.36%) and $LIN (+0.14%) to expand.

I am always open to comments and suggestions for improvement 😁

4 Comments

DividendenMax@DividendenMax

10Mon

$CARR super share! Almost picked it up at the IPO thanks to a good hand 🚀
Also really like their business model!

•

Toiletman@Toiletman

10Mon

Hey Bardok, not that it's any of my business, but do you realize what your financial goal is (extra income, capital stock for retirement, dividend growth to compensate for inflation or to generate "more than interest income").... personally, i have defined a target allocation per sector and try to be a div growth investor..... your portfolio lacks financial and consumer goods companies......top that you are disciplined

••

Bardok@AE23

10Mon

@Toiletman I pay attention to compounders. In other words, companies that grow continuously and also increase their dividends within the same framework.
I want to generate a nice passive income and try to cover part of the pension gap with dividends if possible

•

DividendDream@Ijlal24

8Mon

I did the same with $MDT.

••