8Mon·

Depot review April 2024 - Red at last?

After 5 months of partly clearly positive performance, the first month of losses since October 2023 now follows.

Overall, April was -2,2%. In total, this corresponds to price losses of ~6.500€.

Monthly view:

On the winning side there was actually only one really positive share and that was Alphabet $GOOG (-0.93%) which will now also join the ranks of the Big Tech dividend payers.

On the losers' side it is a colorful mixture of Sartorius, Meta, Microsoft and Bitcoin.

The performance-neutral movements in April were €3,500. I bought in April for ~€1,500.

Annual view:

In the current year, my performance is +10,9% and thus well above my benchmark, the MSCI World with 8.9%, despite the weak April.

In total, my portfolio currently stands at ~288.000€. This corresponds to an absolute growth of ~€33,000 in the current year 2023. ~28.000€ of this comes from price gains, ~1.000€ from dividends / interest and ~5.500€ from additional investments.

Dividend:

The dividends in April were +26% above the previous year at ~€160
In the current year, dividends after 4 months are also +30% over the first three months of 2023 at ~790€.
In April, there was also a dividend for the first time from Salesforce $CRM (+1.5%)

Buys & sells:

I bought in April for approx. 1.500€
As always, my savings plans were executed:
Blue chipsNovo Nordisk $NOVO B (+0.12%) Stryker $SYK (-1.04%) Apple $AAPL (-0.05%) Microsoft $MSFT (+3.68%) Home Depot $HD (-1.78%) LVMH $MC (+1.46%) Texas Instruments $TXN (+1.93%) Nike $NKE (+0.69%) Starbucks $SBUX (+0.26%)
GrowthMercadoLibre $MELI (-0.74%) Crowdstrike $n/a
ETFsMSCI World $XDWD Nikkei 225 $XDJP and the WisdomTree Global Quality Dividend Growth $GGRP
CryptoBitcoin $BTC and Ethereum $ETH
Sales there were none in April

Target 2024:

My goal for this year is still to break the €300,000 barrier in my portfolio. Despite the weak April and the rather weak start to May, I am optimistic that I will reach my target by buying more in the second half of the year.

#dividends
#dividende
#rückblick
#depotupdate
#aktie
#stocks
#etfs
#crypto
#personalstrategy

59Positions

€254,121.27

40.03%

12 Comments

TheGuardian@TheGuardian

8Mon

all the best - given US and information technology focussed, I think it may be fair to compare your performance with S&P 500 or Nasdaq 100 instead of MSCI world

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Mister_ultra@Mister_ultra

8Mon

@jaykaymunich I understand your reasoning, altough I would object here because of the following reasons:

I'm currently at a US share of ~72%, while the MSCI World is currently at ~68% an of course S&P500 and NASDAQ 100 are more or less 100% US. So my share is much closer to the MSCI World overall.

Regarding the NASDAQ comparison. Yes, that would defintely fit my high technology focus, altough I also own a lot of pharma and consumer staples, so I guess I will never beat the NASDAQ.

Probably the best benchmark would be a 50/50 split into MSCI World & NASDAQ, but to make it easy I just use the MSCI World.

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VillaSpilla@VillaSpilla

8Mon

Respect @Mister_ultra 💪🏼 Clear structure, clear analysis, clear strategy - whether it works or not (immediately). I'm far from your YTD with similar portfolio value (~4%). Ok, am at 50% ETF and have TRUST in Apple for 10 years with 30% as a single position.

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Mister_ultra@Mister_ultra

8Mon

@VillaSpilla Thank you very much!

Sure, with 30% Apple that's understandable - unfortunately they haven't done so well so far, but with the 110 billion share buyback program there should be a bit more fantasy in there again. And after 10 years you'll certainly be extremely well in the black :D

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Testo-Investor@Testo-Investor

8Mon

Btc where are you currently buying?

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Mister_ultra@Mister_ultra

8Mon

@Testo-Investor I am currently buying Bison via a savings plan. It's certainly not the ultimate in terms of fees, but it just works.

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Testo-Investor@Testo-Investor

8Mon

@Mister_ultra no but not at all 😂 i'm doing binance now ... super fees etc

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Mister_ultra@Mister_ultra

8Mon

@Testo-Investor understandable 😂 for my €50 savings plan (or a total of €100 with Ethereum), however, the effort of another platform is not worth it to me 😂

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Belfort-of-wallstreet@Belfort-of-wallstreet

8Mon

What kind of app is it that you have the screenshots of?

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Mister_ultra@Mister_ultra

8Mon

@_Phil_ This is Portfolio Performance, a pure PC application

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Elon Musk@DEEPfuckingBTC

8Mon

May we know what your average investment rate is per month?

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Mister_ultra@Mister_ultra

8Mon

@CoronaCrashInvestor Of course! Very different over the last few years, of course. In the beginning it wasn't much, the last few years I was able to invest ~€2,500 per month. This year I'm at "only" ~€1,500, which is certainly still a relatively high savings rate.

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