Today, with a heavy heart, I was again forced to reallocate my portfolio.

Sempra Energies $SRE (+0.21%) has now left my portfolio after a long time and a good dividend payout, after they withdrew from Mexico and the infrastructure sector (LNG terminals) and sold divisions.

Instead, I took advantage of the favorable prices for Nike $NKE (-0.18%) and used the setback in Mainstreet Capital $MAIN (-0.6%) to add to the portfolio to make up for the lost dividend yield.

I hope that wasn't a mistake...

Monthly dividend payer as a motivator.

Probably not, but it does have an impact on the share purchases in the long-term part of my portfolio. As a result, my forecast dividend for 2025 has increased by 1400% compared to 2024. Ok, instead of 7.30 euros now 117 euros. But it's going in that direction. And the increase will be even higher due to the savings plans. So part of the community has already caused a certain rethink. Previously, I tended to have stocks in the long-term section that I thought had multi-bagger potential. I've now put them in the savings plan section and instead invested in stocks like $CABK (+2.8%) , $MAIN (-0.6%) , etc.

Who is with $MAIN (-0.6%) with us?

As I always enjoy reading your ideas here, I wanted to take part.

I'll start with the depot of our 9-year-old child:

• we started by collecting all the money in a traditional account
• In the course of 2020, I started with individual shares 🤩
• But we wanted to keep it simple for the child, so I first invested it in a TechETF, which also performed very well (but unfortunately without DIV (unfortunately for me))
• so I switched it to a world ETF (TER ok, weighting for my idea perfectly ok, but was also before the 🍊 man)
• This has been saved in monthly since then
• $RBLX wanted the child myself and haven't been wrong so far (even with my own investment)
• $MAIN (-0.6%) and $O (-0.52%) simply chosen to get the 20 euros per month (gross on average), keyword pocket money

What do you think? Better ideas?

$CVX (-0.13%)
$SIE (+3.19%)
$SHOP (+2.12%)
$LDO (+0.48%)
$SHEL (+1.27%)
$AMZN (+0.25%)
$IRM (+2.92%)
$MAIN (-0.6%)
$LBW (+3.16%)

#nachkauf
#kauf
#investieren

50 pieces at 41 euros.

Why not...

$MAIN (-0.6%)