1Mon·

Depot restructuring

Dear friends

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

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

with the freed up cash I would $PRY (+4.82%) and $ATCO B (+3.55%) buy

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

mfg

5

24 Comments

Saschko@WarrenamBuffet

1Mon

I'll gladly take Zoetis and Daikin ;)

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Memo0606@Memo0606

1Mon

@WarrenamBuffet but why 😅 and what would you say goodbye to from my depot

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Saschko@WarrenamBuffet

1Mon

@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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Memo0606@Memo0606

1Mon

@WarrenamBuffet thanks for your opinion
can you add 2 more
i would like to reduce my dork to 35 values

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Saschko@WarrenamBuffet

1Mon

@Memo0606 $MANH $ORLY

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Memo0606@Memo0606

1Mon

@WarrenamBuffet why $ORLY
is it a nice endurance runner?

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Saschko@WarrenamBuffet

1Mon

@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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Memo0606@Memo0606

1Mon

@Semos25 what do you think?

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1Mon

@Memo0606 I think your depot is very good 👍 I don't understand why you want to change it?

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Memo0606@Memo0606

1Mon

@Semos25 i easily lost the overview with all the many values

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Tenbagger2024@Tenbagger2024

3Wk

You put in a nice performance in May 🚀.
Let Depot run like this now

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Memo0606@Memo0606

3Wk

@Tenbagger2024 all right my friend
I just now have cash to invest
I'll wait and see

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Tenbagger2024@Tenbagger2024

3Wk

@Memo0606
Think your portfolio is good. And you're on the right track

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Tenbagger2024@Tenbagger2024

3Wk

@Memo0606
Maybe 🍊 will drive prices down again.
So that you can buy well

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Memo0606@Memo0606

3Wk

@Tenbagger2024 ok so would wait first

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Tenbagger2024@Tenbagger2024

3Wk

@Memo0606
I think so, do you want to buy more?

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Memo0606@Memo0606

3Wk

@Tenbagger2024 yes buy more or take advantage of enir opportunities

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Memo0606@Memo0606

3Wk

@Tenbagger2024 what would you do wait?

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Tenbagger2024@Tenbagger2024

3Wk

@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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Memo0606@Memo0606

3Wk

@Tenbagger2024 which ones do you find attractive at the moment

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Tenbagger2024@Tenbagger2024

3Wk

@Memo0606
Why don't you go into the crypto sector?
Maybe a
$HOOD. Or. $COIN

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