$MDT (-0.4%)

After 4 long years of stagnation and share price decline, I have decided to sell Medtronic and further expand my portfolio in line with my preferences.

To this end, I have reduced my positions

In Shell $SHEL (-1.49%) , Carrier Global $CARR (+2.06%) , Total Energies $TTE (-0.46%) and Nike $NKE (+0.45%) expanded.

With Nike I have now also reached my desired size 😁

There is currently only one single share in the standing order and that is Carrier Global.the standing order on the Vanguard FTSE all-world remains unchanged.

I still intend to $SHEL (-1.49%) , $TTE (-0.46%) , $XYL (+0.02%) , $ECL (+1.02%) and $LIN (+0.25%) to expand.

I am always open to comments and suggestions for improvement 😁

Price decline

OPEC+ countries

Brent futures curve

Oil supply

Kazakhstan

tariff war

Price target

Link: https://shorturl.at/asfT7

$SHEL (-1.49%)
$TTE (-0.46%)
$CVX (-0.45%)
$XOM (+0.47%)
$BP. (-1.43%)
$OXY (-0.92%)
$SLB (-1.19%)
$2222
$ENI (+0.29%)

After many years of holding BP shares, I finally sold them. $BP. (-1.43%) share.

Lack of perspective, hardly any growth despite annual share buybacks and dividend increases.

Deathblow that meanwhile competition like Shell $SHEL (-1.49%) and Total Energies $TTE (-0.46%) want to buy up or take over.

I have taken good dividends over the years and am out with a plus.

In the end, I invested the proceeds in the competitor Shell $SHEL (-1.49%)

and in the refrigeration and air conditioning technology of Carrier Global $CARR (+2.06%) refrigeration and air conditioning technology.

I will miss the high dividend (my personal dividend yield has now reached 8%)

But Carrier and Shell are growing very strongly and if Shell were to take over BP after all, the money would end up back there ☝🏻😜