finanzperpetuum · 2024-06-21T13:03:21.788240Z

Es wird weiter aufgeräumt und umstrukturiert. Von $ULVR hatte ich einfach zu viel im Depot, für die Performance. Wurde nun etwas reduziert. Zugekauft habe ich die ETFs $SLICHA und $VUKE , also wieder Unilever eingekauft 🙃 Rest geht in $NESN und $SPY oder $VHYL Ziel ist noch immer meine ETF Anteile zu erhöhen und Einzeltitel bis min. 5000$/€/CHF aufstocken.

@finanzperpetuum

7Mon·

We are continuing to tidy up and restructure.

From $ULVR (-1.59%) I simply had too much in the portfolio for the performance. It has now been reduced somewhat.

I bought the ETFs $SLICHA (+0.36%) and $VUKE (-0.41%) so I bought Unilever again 🙃 The rest goes into $NESN (-1.63%) and $SPY (+0.79%) or $VHYL (-0.66%)

The aim is still to increase my ETF holdings and add to individual stocks up to at least 5000$/€/CHF.

20.06

Unilever

Sold x110 at CHF 49.05

CHF 5,395.10

4.83%

10 Comments

Aktienmasseur@Aktienmasseur

7Mon

Couldn't you have simply weighted other titles higher? How can you have too much?

I'd always rather have less money than more money too! Fun!

•

finanzperpetuum@finanzperpetuum

7Mon

@Aktienmasseur I know that. But first I need more money and then I quickly have less 😉

First invest, then supermarket.

••

Deleted User

6Mon

Comment was deleted

finanzperpetuum@finanzperpetuum

6Mon

@trader_385 After moving to Switzerland, I started investing in Switzerland only (CHF). Somehow I didn't want Europe completely and opted for the EMU. And that simply meant that too many good, globally active companies were out - Shell, AstraZeneca, Glaxo, RioTinto, Glencore, Diaego, Reckitt, RollsRoyce ... You can also cover the commodities sector with them.

And whether there is above-average potential now, who knows. But I believe that after leaving the EU and the economic difficulties, there is plenty of room for improvement. There has already been a lot of catching up in recent months. Somehow, the market has been running a little in the shadows, with little news compared to the US/EURO/emerging markets. Above all, BigTech is then also reaching companies that use the products, become more efficient and earn better. This may particularly help the heavyweights, not only in the FTSE. The weak pound also provides a little boost, earning money abroad is more worthwhile.

And yes, the dividend also plays a role, of course. I am satisfied 🙃

••

Deleted User

6Mon

Comment was deleted

finanzperpetuum@finanzperpetuum

6Mon

@trader_385 I think the election result has already been calculated. The question for me is rather how the Social Democrats will deal with the issue of taxes. So far there doesn't seem to be any big surprise planned, at least from what you can read. But we'll see.

"Labour will handle the UK economy and defense in a sensible way." We have to believe something first 😉

••

Deleted User

6Mon

Comment was deleted

finanzperpetuum@finanzperpetuum

6Mon

@trader_385 oh cool, thanks! I haven't heard of it yet 👍🏼

••

Deleted User

6Mon

Comment was deleted

finanzperpetuum@finanzperpetuum

6Mon

@trader_385 I know them 🤓 Nice editorial on exactly this topic ...

••

View one more answer