Maybe you've already seen my latest trade with Heijmans $HEIJM (-2,62 %) . I think this is my first big adjustment in about 2 years but I think it was needed, and let me tell you why.

HEIJM and $BAMNB (-2 %) were my positions with the most return in percentages. I also had $AXS (+3,09 %) in my portfolio from from a period that I was less informed. Constructors are quitte cyclical so I want to redeem the profits I made.

On the other hand, I want more safety and my time horizon is uncertain. In may I start my first "adult" job after my study spatial planning. I want to move out but I don't know the exact moment and if my savings plan is enough for that step.

With this reasons I made the following changes in my portfolio:

Sold:

-Heijmans $HEIJM (-2,62 %) : 50%

-BAM $BAMNB (-2 %) 100%

-Accsys $AXS (+3,09 %) 100%

Bought:

-Realty Income $O (-1,01 %)

-JGPI Premium Income ETF $JEGP (-0,41 %)

Why?

Because I wanted to have monthly income, and I wanted to introduce a REIT into my portfolio. Furthermore I want a sort of "hedge" into my account in stressfull times.

What do you think?

On the 4th of februari 2026 at 13:10, I reached the 20k mark. Almost exactly one year after I reached the 10k. Something I didn't expected to reach that fast.

After my graduation on november the 4th 2025, I am working my student job for the time being. Since januari i'm fully job hunting and hoping to increase my income for further investments.

I'm happy with my current investments. My core: $NL0013689110 and $NL0015000PW1 (indexfund) at 50% is widely spread and a solid core.

My other investements are solid dividend stocks. Some bigger, some smaller but all helping reaching my goal. $JNJ (-1,65 %)
$NN (+0,38 %)
$ASRNL (+0,6 %)
$PEP (-0,35 %)
$AD (+0,41 %)
$KO (+0,07 %)
$CMCSA (-12,36 %)
$ARCAD (+0 %)
$AGN (+0,35 %)
$HEIJM (-2,62 %)
$BAMNB (-2 %)
$SO (-0,75 %)

Only $LIGHT (+2,42 %) and $AXS (+3,09 %) are on my sell list.

Have a great day!