2Yr·

Depot review April 2023 - The 200k cracked, at the end of the month again just under it

April is over and with it already a third of the year 2023 - madness, how fast time flies.

In the depot, April was the first negative month in 2023 with -0,7%. Compared to April 2022 with -4.8% the month was nevertheless significantly better.

(Fun Fact: April is generally considered to be the best month on the stock market).

Nevertheless, I was able to break the 200k mark for the first time in April after almost 10 years on the stock market. At the end of the month the portfolio closes nevertheless scarcely under it with 199,5k.

In the current year my current performance is +8,3% and thus above my benchmark (MSCI World +6%).

Dividend:

Dividend +50% compared to the previous year - However, Sartorius $SRT (-0.59%) paid out in March last year, this year in April.
"Adjusted" for the Sartorius dividend, distributions were nevertheless +33 +33% above the previous year

Purchases & Sales:

I bought again for approx. 2.500 Euro
Executed mainly my savings plans in (shares always quarterly - In total 30 share savings plans divided into 3 months):
Blue ChipsLVMH $MC (-2.33%) Apple $AAPL (-0.66%) Home Depot $HD (-0.79%) Lockheed $LMT (-4.91%) Microsoft $MSFT (-0.89%) Nike $NKE (-0.64%) Starbucks $SBUX (-0.16%) Stryker $SYK (-0.65%) Texas Instruments $TXN (-0.57%)
GrowthCrowdstrike $CRWD (-1.12%) and Mercadolibre $MELI (-0.53%)
ETFs: x-trackers MSCI World $XDWD (-0.35%) Nikkei 225 $XDJP (+0.44%) and Invesco MSCI China All-Shares $MCHS (-1.27%)
Crypto: Bitcoin $BTC (-1.73%) and Ethereum $ETH (-2.34%)
Sold was with Teladoc $TDOC (-0.5%) a stock that has long been on the hit list

In the next month, Hershey will be added to the $HSY (-0.7%) a new stock in the savings plan (consumer staples with growth prospects and a very capital market affinity - share buybacks & high dividend growth).

BASF $BAS (-0.48%) is still very much on the brink of being sold.

How did your portfolio perform in April? And how long do you hold a stock in the savings plan before adding a new one?

#dividende
#dividends
#personalstrategy
#depotupdate
#performance

24 Comments

Mister_ultra@Mister_ultra

2Yr

@Hannes_SK I believe that BASF unfortunately has very difficult circumstances in Germany. As a shareholder, I would tend to be in favor of a strong relocation abroad, but that would be accompanied by massive restructuring costs and would also be a difficult development over the next few years. The share price has also been stagnating for years, the high in 2017 is far away, the share price is at the level of 2010. Unfortunately, the dividend no longer saves too much. So it is a mixture of many reasons.

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View all 9 further answers

Hannes@Hannes_SK

2Yr

Strong! Why is BASF on the verge of being shot down? Is this more of a personal closure or do you no longer believe in profitability?

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Mary R.@cMary

2Yr

@Hannes_SK There may be some problems with the treatment structure and management of BASF

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Hannes@Hannes_SK

2Yr

@cMary Can... But in practice, this is rather unlikely. The management is tried and tested. I can't understand the criticism of Brudermüller. Ultimately, it is over-regulation and pricing that drives the industry away. 😅

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How$y 🗽@Howsy

2Yr

Looks great! Did not even know that you can store a benchmark in the performance display 🤓

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Mister_ultra@Mister_ultra

2Yr

@Howsy Yes, you can select a benchmark there and then specify any security (in my case an MSCI World ETF). But theoretically you can also use the Dirk Müller Premium Fund 😂.

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Golden Boy@randomdude

2Yr

@Mister_ultra Good idea to compare annual return in a PP dashboard in heatmap with a benchmark. I will also set this up for myself 😀

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Homer@Simpson

2Yr

Am just a fan of such summaries 😍

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Mister_ultra@Mister_ultra

2Yr

@Simpson Thank you very much! This also helps you yourself to review the last decisions a little bit.

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Louis@Dellou

2Yr

what do you use to track your portfolio there on the pictures?

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Mister_ultra@Mister_ultra

2Yr

@Dellou This is Portfolio Performance. Is a program on the PC, offers extremely many possibilities, but also has a very large manual effort. I use getquin on the cell phone and because it is totally simple. Portfolio Performance I use for a very detailed look at my portfolio.

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Louis@Dellou

2Yr

@Mister_ultra ok thanks

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Cro@Cro

1Yr

@Mister_ultra have you linked the respective stocks or ETFs to the respective stock market prices or do you track via price data from Yahoo Finance?

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Marvin@mRNx

2Yr

With 200k only so little dividends?🤔

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Mister_ultra@Mister_ultra

2Yr

@mRNx In fact, April is one of the weakest months, but dividends don't play a big role for me either. That's why the yield in my portfolio is only just over 1%. I invest mainly in dividend growth stocks, which still have a very low dividend today, but increase it strongly. In a few years or decades, I will then have high dividends, but also significant price increases. That is why I prefer to invest in a Microsoft than in a Verizon.

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