1Yr·

Hello dear community,

I am pursuing a dividend strategy, but from next year I want to focus more on growth. As a basis, I would like to run a savings plan on the $VWCE (-0.55%) This will also be my largest position. I also want to divest myself of some positions such as $NEM (-0.54%)
$RIO (+0.51%)
$NDX1 (-1.86%) when the price rises and I can sell with a plus.

As growth stocks I have thought of for the beginning $AMZN (+1.53%)
$MSFT (-0.04%)
$NOVO B (-0.43%)
$GOOGL (+1.9%) but I'm not sure yet. Many thanks in advance for the feedback 😊

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10 Comments

Kevin E.@KevinE

1Yr

Entire bibles have been written here on Getquin on the subject of "don't sell until you're back in the black", which is why it's nonsense. If you are no longer convinced of something, you should reallocate. If your money is growing faster - or at all - elsewhere, then put it in there as soon as you can.

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Sparfuchs@Reinecke

1Yr

@KevinC Well, some say so, others say so. I doubt that it makes sense to sell cyclicals at the low point because you are no longer convinced of them. For some people, that would be tantamount to liquidating their portfolio and selling the remainder in a top growth stock that they never had on their radar before.

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Kevin E.@KevinE

1Yr

@KleinviehmachtMist I can basically understand your point. My guess is that people who are at the beginning of their strategy development are probably already struggling with how to classify shares. Anyone who bought PayPal at €240 would now be at just under -80%. Sure, it's not a cyclical company. But how does someone who is still looking for their strategy know that?

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Charlie H.@RIR119

1Yr

After 24 years, it will look something like this: https://getqu.in/fl2rFu/

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Das Portfoliopferd@Portfoliopferd

1Yr

Never thought about it, but can the biggest companies in the world actually be growth stocks?

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mrdre@mrdre

1Yr

@Portfoliopferd I often think that too, especially when they are at/very close to the ATH, as is currently the case at $MSFT. On the other hand, I think to myself: There will have been many ATH's on the way to the ATH... still a strange feeling to buy there...

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DieEnte7@DieEnte7

1Yr

@mrdre I have the feeling that stocks that I buy at or near the ATH often perform better than those that I buy at a 40% discount to the ATH.

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Monty@Montgomery

1Yr

For the growth stocks, you have only chosen the cheapest stocks. Of course, high-dividend stocks are a classic brake on growth. Good luck with the reallocation. If you don't like it anymore, get rid of it!

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kenan@shatter

1Yr

the shares mentioned already account for almost 20% or so of the $VWCE

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Volker@VM_83

7Mon

I took advantage of the dip after the European elections and topped up. I still believe that $NDX1 has potential.

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