3D·

Slowly it goes on -

I would prefer to sell everything and put it into say 3-5 ETFs, but due to a mixture of different feelings I can't take this step. At least not overnight. Today I was able to part with the following positions (a big step for me, a small step for my portfolio).

$COST (-0.56%) -3% may not have been the best time to sell, but I'm no longer convinced in the long term, or rather it doesn't fit my investment idea

$PG (-0.47%) -8% stinks of opportunity cost. It may be that there is a good entry point for a solid dividend stock at the moment, but I would rather continue to build up the broadly diversified ETF.

$ROL (+1.25%) -4% ditch or not, we won't see the big fast percentages here.

$RMS (-1.31%) +25% I would not buy again today at the current price and find the valuation excessively high.

Reallocated to $VWRL (-0.28%) 🥱 and $EQQQ (-0.34%) 😎

(Thanks to a mini crash from 17:00, I also got a lot of shares)

Kate🦋

@Iwamoto

1Wk·

My securities account as of today - Update

Here in the link my previous portfolio (unfortunately can no longer be updated here at the moment) and the train of thought of the last months briefly summarized:

https://getqu.in/4Kl605/

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This is my portfolio as of today.

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I probably won't manage to get rid of individual stocks completely.

But at least I could eliminate supposedly unnecessary overweightings and overlaps and focus more on second-tier stocks, such as $CALM (-1.01%)
$TXRH (+0.41%)
$SOFI (-1.52%)

In any case, I haven't reallocated much since the article linked above.

I'm taking it rather slowly, as it still feels wrong to me, although the opposite would be more accurate.

So far I have sold the following stocks:

Lotus $LOTB (-0.46%) -7,3 %

Hims $HIMS (-0.05%) +202 %

DE Telekom $DTE (-0.78%) +-0

Church&Dwight $CHD (-0.75%) -6 %

Ecolab $ECL (+0.43%) +1 %

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Below is the X-Ray, which illustrates overweightings and allocations. Nvidia and Apple are not in my portfolio as individual stocks, but are strongly represented due to the ETFs. However, I have $MSFT (-0.62%) and $GOOGL (+0.48%) shares in the portfolio, which leads to an overweighting. Alphabet convinces me in many ways, so the overweight could make sense here. But with Microsoft, the ETF share could actually be enough for me. I am therefore considering adding an SL to Microsoft, for example 7% below the current price level.

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10 Comments

toscho@toscho

Gosh Kate, why are you throwing out so many quality stocks. You still have so much time with your stocks. Leave them for 10 years or more.... But ok, you put them broadly diversified in ETFs. If that makes you feel better, then it's all good.

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