1Mon·

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 (-0.47%) sold and exchanged for $MAIN (+0.27%) 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 (-0.67%) , $WM (+0.21%) , $8001 (-0.37%) , $MCD (+0.02%) , $LIN (+0.65%) and $ALV (-0.38%) 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 (-1.26%) , $PG (+1.13%) , $PEP (+0.11%) , $V (+0.87%) and $DTE (-0.57%) due to the currently attractive valuations.


The sum of the removed savings plans is added to the $IWDA (+0.23%) and $FLXI (+1.49%) will benefit. I am also adding the $LDGL (-0.14%) ETF into my custody account as a "cash cow". 💸


What do you think of my restructuring?

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11 Comments

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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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@GHF which you can find here: #fehlkauf
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Don't throw away the 25 cent deposit!
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How can you be in the red at $ALV? Give the values some time.
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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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@Soprano I'd be lying if I hadn't already considered it ... definitely a problem child 😝
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What was the background to $8001? Lg
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@paul_finesse_ All in all, it was just a matter of thinning out the portfolio (fewer small individual positions, more ETF volume) and still making as few losses as possible on dividends
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What convinced you that the $LDGL should go into the depot?
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@risk_taker pays a monthly dividend (approx. 4% annually), globally diversified with a lower USA share than an MSCI World

Only drawback: age of the ETF - only 4 months old :(
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