1Yr·

Depot Performance: April 2023 -1.89 % 📉

Top Action: PKN Orlen $PKN (+0.44%) +13,81% 📈

Flop Action: Lakeland Industries $LAKE (+0.68%) -18,27% 📉

Net Dividends: €31.71

5 Comments

Käpt'n Schnuti@Picasso

1Yr

😅 I admit, there are a lot of positions, which means that I have to deal with it every day, otherwise it is not possible. To the underperformance: in my portfolio are some outliers that pull down my performance, but I can sleep well 😌 and a first summary I will draw on 23.09., because then I am exactly 1 year on the stock market. 👨‍💻

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Mister_ultra@Mister_ultra

1Yr

@Picasso Understandable and in the beginning you have to try out some things to find your personal strategy. In my eyes you should nevertheless build a foundation for your portfolio. This could be either a broad ETF like the MSCI World or some big blue chips like Procter & Gamble, Pepsi, Johnson & Johnson, Microsoft,... Since you already have enough individual stocks I would recommend an ETF. Furthermore I would think about the small positions. You have a lot of stocks with less than 100€ in your portfolio that you have to deal with frequently.

Even if these stocks double, that would probably only be a profit of 100€ maximum, after tax that would only leave 70-80€. That's probably not worth the effort. I would sell a lot of the small positions and put them into an MSCI World, then you can really focus on a few bigger bets that you track daily. Of course that's just my opinion, but I think that would get you a lot further.

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Mister_ultra@Mister_ultra

1Yr

In any case, it's an extremely unusual portfolio, but there are two things in particular that stand out to me: 1. I've never heard of many of the stocks, and that's despite the fact that I've been a member for 10 years and deal with the stock market on a daily basis. In contrast to companies like Procter & Gamble or Johnson & Johnson, you really have to stay informed all the time. Can you manage that with so many stocks? 2. compared to the major indices, your portfolio unfortunately shows a clear underperformance. e.g. a simple MSCI World is at about +7% this year. how do you deal with that?

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Piotr@PolishSilverStacker

1Yr

@Mister_ultra PKN ORLEN $PKN is the biggest Polish Petrol corporation. They recently bought several hundres petrol stations in Germany, Slovakia, Czech Republic , Hundgary & Austria. They also have the branch of their company dealing solely with enewable energy and atom.

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Käpt'n Schnuti@Picasso

1Yr

I've already looked into ETFs and will probably add them to my portfolio. Thanks for the tips. 👍

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