before it goes to 0
consider the cash in $CAT (+4,14 %) and $MRK (-1,78 %) to stecken🤟🏼
before it goes to 0
consider the cash in $CAT (+4,14 %) and $MRK (-1,78 %) to stecken🤟🏼
Dear Community,
here are the sectors of my depot
I think I have too much consumer staples...and too little healthcare!
I also think I have too much tech in my portfolio and I'm missing strong healthcare companies.
I would like to $LULU (-0,66 %)
$EKT (-0,45 %)
$ZBRA (+3,02 %)
$ADM (+2,85 %) and $MNST (-1,42 %) throw them out.
$PEP (-0,84 %)
$CAT (+4,14 %) I would buy more shares before adding new ones.
Which stocks from the financial sector do you find interesting?
i would also like to reduce the size of my portfolio so that i have a better overview.
Thank you very much!
what would you do specifically
Hello dear community,
I have taken a closer look at my portfolio
I have some problem candidates that have not been performing for some time or 1-2 years
Do you have any opinions on the stocks or would you reallocate here?
thanks 🤟🏼🤟🏼
German winning stocks of the past five years
+603% SUSS Microtec $SMHN (-4,57 %)
+411% Rheinmetall $RHM (+2,51 %)
+329% Redcare Pharmacy $RDC (+3,43 %)
+326% ATOSS Software $AOF (-0,16 %)
+262% PNE $PNE3 (+0 %)
+258% Mutares $MUX (+3,41 %)
+232% Energiekontor $EKT (-0,45 %)
+231% GFT Technologies $GFT (+2,77 %)
+230% Elmos Semiconductor $ELG (+4,82 %)
+229% Adtran Networks $ADV (-1,13 %)
+161% Commerzbank $CBK (-1,28 %)
+146% Krones $KRN (+1,41 %)
+131% Hella $HLE (-0,11 %)
+126% Munich Re $MUV2 (+1,2 %)
+125% Deutsche Bank $DBK (+1,72 %)
+111% VERBIO $VBK (-1,28 %)
+111% KSB (Vz) $KSB (-0,4 %)
+109% Infineon $IFX (+1,56 %)
+109% Siemens $SIE (+2,2 %)
+107% Talanx $TLX (+1,07 %)
+103% Encavis $ECV (+0,73 %)
+100% SFC Energy $SFC
+95% Nemetschek $NEM (+2,9 %)
+93% Aixtron $AIXA (-0,69 %)
+90% flatexDEGIRO $FTK (+3,78 %)
+84% SAP $SAP (+2,96 %)
Which ones do you have in your portfolio or on your watchlist?
I sold Infineon and Elmos too early.
Sell in May ahh April and Go away.
Like every year before the dividend season, take profits.
According to $EKT (-0,45 %) and $IBDRY things are going well in the portfolio.
Now there are still $ALV (+0,8 %) and $EOAN (-2,35 %) are still on the sell list.
Yes I work with limits :-) at least actively with profits, with my losses I could be more consistent, but a $SDF (+2,25 %) and the $LHA (+2,32 %) also show positive examples of losses hold.
Greetings and have a nice week
So long
Smudo