4D·

Depot restructuring

Dear friends

After careful consideration, I have decided to throw out golgende in my portfolio reduction:

$ZTS (+0.65%)

$FMG (-1.03%)

$6367 (+1.26%)


I see little growth in these stocks...and they are one of my smallest positions

with the freed up cash I would $PRY (-1.36%) and $ATCO B (-0.87%) buy

what do you think or would you kick out other stocks?

mfg

40Positions
€43,638.92
4.20%
5
22 Comments

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I'll gladly take Zoetis and Daikin ;)
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@WarrenamBuffet but why 😅 and what would you say goodbye to from my depot
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@Memo0606 Well, you have to decide for yourself which companies you are no longer convinced by, you have some strong stocks in your portfolio.... than I personally would find the following unattractive if I were you:

$JNJ
$APD
$OXY

But everyone sees it differently, I think the rest of the stocks are great or don't tell me anything at the moment ^^
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@WarrenamBuffet thanks for your opinion
can you add 2 more
i would like to reduce my dork to 35 values
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@WarrenamBuffet why $ORLY
is it a nice endurance runner?
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@Memo0606 I picked out the 2 because they didn't mean anything to me ^^ and car spare parts didn't sound exciting xD everyone sees it differently.
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@Semos25 what do you think?
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@Memo0606 I think your depot is very good 👍 I don't understand why you want to change it?
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@Semos25 i easily lost the overview with all the many values
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You put in a nice performance in May 🚀.
Let Depot run like this now
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@Tenbagger2024 all right my friend
I just now have cash to invest
I'll wait and see
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@Memo0606
Think your portfolio is good. And you're on the right track
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@Memo0606
Maybe 🍊 will drive prices down again.
So that you can buy well
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@Tenbagger2024 ok so would wait first
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@Memo0606
I think so, do you want to buy more?
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@Tenbagger2024 yes buy more or take advantage of enir opportunities
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@Tenbagger2024 what would you do wait?
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@Memo0606
It depends on the share where you want to get in.
Maybe you can buy cheaply somewhere after the figures.
And catch a dip
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@Tenbagger2024 which ones do you find attractive at the moment
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@Memo0606
Why don't you go into the crypto sector?
Maybe a
$HOOD. Or. $COIN
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