5H·

Portfolio conversion ⚠️🏗️🚧

Hello Getquin Community,

as I have been wanting to thin out my portfolio and make it more compact for some time now, I have been thinking about the best way to do this over the last few days.


I started today, $KO (-0.72%) sold and exchanged for $MAIN (-4.94%) exchanged. 🏦 🔄 🥤

The background to this is that I am currently very focused on basic consumer goods and am not yet very well positioned in the area of finance (apart from Visa).


My savings plans for individual shares $SHEL (-0.8%) , $WM (-3.29%) , $8001 (+2.63%) , $MCD (-3.22%) , $LIN (-0.45%) and $ALV (-4.09%) have been stopped and the positions will be liquidated as soon as they are positive.

Individual stocks that are still being invested in on a monthly basis are $NOVO B (-0.1%) , $PG (-0.46%) , $PEP (-1.85%) , $V (-1.21%) and $DTE (-0.69%) due to the currently attractive valuations.


The sum of the removed savings plans is added to the $IWDA (+0.5%) and $FLXI (-0.77%) will benefit. I am also adding the $LDGL (-0.41%) ETF into my custody account as a "cash cow". 💸


What do you think of my restructuring?

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3 Comments

I think the ftse india is a good idea, and have already considered adding it
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@Musikerie Once I have sold in India nothing more happens ...
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If I want to sell positions, it usually makes no sense to wait until they are in positive territory.
@DonkeyInvestor has written a good article on this.
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