The year is drawing to a close. That's why I'm looking at my portfolio again today as a kind of year-end wrap-up. On Monday, another €1000 will be invested in the Community Depot. Nothing else is actually planned.
The reorganization in the main portfolio is largely complete and I am not yet 100% satisfied with the position sizes. Some fine-tuning is still required. In the case of dips, I will probably add to one or two positions.
Still under construction are $FMC (+0.61%)
$SOLB (-1.83%) and $SHEL (+0.5%)
$MAIN (+1.02%)
$O (-0.27%) dividends will continue to be reinvested.
$DTE (-1.32%) will also be kept and increased again at some point. $KO (-0.11%) It's an on-off position for me, I'm actually Team Pepsi, but every time I think the price is right, I buy again.
Everything is going according to plan in the savings plan portfolio. I'm currently putting around €600 per month into it. That's income from my part-time farm. There's enough money in the account in case something breaks down and all the machines are fairly new anyway. A maximum of 10 years old. In other words, they should normally last for the next 20 years. Ok, I still have my old Case 644 from 1968, but it's broken less over the year than the 3-year-old Steyr 😀
Cash reserve for subsequent purchases is about 190k, which is currently at 3.5% interest at the Volksbank.
My company's year-end bonus is probably around 30k, which will go into an ETF in January I'm still thinking about whether Nasdaq, World or dividends.
So and now a few happy holidays to all
