1Yr·

Small August Update

I have now disposed of most of my $BSL (+9.64%) shares, with a total gain of 663%. I still have 300 shares in the depot. They also remain lying, let's see how the journey continues there.

I have already reinvested some of the money that has been freed up. I have bought at $EUZ (-8.79%) and the $XD5E (+0.43%) (1000€ each). With the Swiss (2500CHF) I have bought with $LAND (+1.91%), $BION (-0.59%) and the $VHYL (+0.72%) added.

Also with the Americans I have re-bought at individual savings plan candidates. A total of 1900$ and an additional 1000$ one-time purchase at $CVS (+2.89%) have flowed into the dollar depot.

So far the investments, still something is left from the sale. This will probably be invested, hopefully somewhat inflation-protected, in new wheels for my road bike. So come to the previous 3100km this year hopefully still some, more on new shoes in addition.

Today comes the $ULVR (+0.11%) dividend. This is now already enough for a good box of wine, just in time for the vacations.

Here's to a successful September!

10 Comments

Hannes@Hannes_SK

1Yr

In the sense: Delicious vacation and Greek wine. 🍷

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Ella Marie Waschbär@DividendenWaschbaer

1Yr

@Hannes_SK Greek wine, is like the blood of the earth.

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Alpalaka@Alpalaka

1Yr

@DividendenWaschbaer come, pour yourself

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Jones@Jonesek

1Yr

@finanzperpetuum how do you track your returns, you have to calculate the dividends somehow, with the new Trade Republic app this is not possible. How do you do that or do you have a good tip?

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finanzperpetuum@finanzperpetuum

1Yr

@Jonesek I maintain a Google Sheet 🤷🏻‍♂️ where the dividends received per value and quarter are entered. So I can also see the total return for a value including all dividends -> @Kundenservice in percent !!!! Please 😉

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Kundenservice von getquin@Kundenservice

1Yr

@finanzperpetuum What percentage please? :)

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finanzperpetuum@finanzperpetuum

1Yr

@Kundenservice For a position in my portfolio it would be nice if the values of price gain and total return are in the same format. So AbsoluteValue(PercentageValue) Is currently only the case for the price gain.

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Kundenservice von getquin@Kundenservice

1Yr

@finanzperpetuum Let's pass it on.

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Jones@Jonesek

1Yr

@finanzperpetuum that means you take the normal return that is displayed in TR and enter it in your Google sheet and add the dividends every month

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finanzperpetuum@finanzperpetuum

1Yr

@Jonesek I just have all the information in the Google Sheet. Number, entry price, current price, dividends received, etc. And then you can calculate with that.

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