Tractor Supply

I am now close to my first really big milestone and wanted to share my portfolio with you here for the first time.

The portfolio is structured in such a way that I have an All Word ETF and an S&P 500 ETF as a basis in order to have a deliberate additional focus on tech in the portfolio.

My largest position in the portfolio is $CTAS (-0,21 %). Of course, the share is very high with a weighting of just under 30%. However, I fully support the company's concept and have confidence in a successful future. Even if the share were to correct by 40% due to its strong performance in recent years, I wouldn't mind and would still remain invested.

All other positions are mainly for a broader coverage of the overall market.

I specifically wanted to include the consumer goods sector more strongly in my portfolio. That's why I bought the shares of

$TSCO (-0,13 %)

$CMG (+0,08 %)

$MELI (+0,64 %)

into my portfolio.

New additions to my portfolio are $RACE (+0,15 %) and the Eli Lilly share, which have been somewhat punished recently.

The share of $NU (+0,52 %) I have also added to the portfolio to better reflect the financial sector.

I also have some $BTC (+1,43 %)but I want to keep the weighting below 5% of the total portfolio.

What do you think of my portfolio?

$TSCO (-0,13 %) Always too expensive and always on the watch list. Bought the first small installment. Let's see what happens.

$TSCO (-0,13 %) purchased at 242.45

Morning everyone,

I've been wondering for two weeks now whether the strategy I'm pursuing is the right one (dividend strategy),

because on the one hand the taxes you pay on it are a big contra in my eyes but on the other hand I benefit from the dividend growth in the future. On the other hand, if I increase my capital now and then switch to dividends in 15-20 years, I would theoretically have more.

I always find it difficult to sort out my thoughts and write them as text, but I hope you can help me 😅.

I have now added stocks via a savings plan such as: accenture $ACN (+0,09 %) , deere $DE (+0,01 %) , pepsi $PEP (-0,23 %) , tractor supply $TSCO (-0,13 %) , abbvie $ABBV (+0,27 %) , McDonald's $MCD (+0,03 %) Union $UNP (+0,15 %) , home depot $HD (+0,02 %).

All the other bets were just gambling without any real analysis to be honest and these are the ones I'm convinced of in the long term unless something fundamental changes.

Yes, the topic of returns has now also reached me and I want to leave as little of it as possible by the wayside and take it with me.

@Barsten said to me the other day that he is on the road for a longer time and I therefore get my leftover food destruction money again. Close it saves yes ne quantity garbage removal costs. Anyway, I thought: Willi, I thought, don't throw that out the window again right away. So I placed a limit order with Tractor Supply (and one with Union Pacific). It's been running for a few weeks now and I actually wanted to delete it before the numbers, in case of a "crash". Fun fact: I forgot about it 😂

Well, now I bought a little too high. If I had looked more closely, 172€ would have been possible. No matter, in the long term I am convinced and then really does not depend on the 8 € difference. The position is also only half full. Therefore, there is still some room up.

Below you can see me, as I prefer to ride scooters in Barsten's playroom, instead of worrying about the issued limits.

A nice Sunday I wish you, hopefully it remains so beautiful after you have seen my depot 😂.

vllt a few info about me am 27 years.

I am invested since about 02.2022.

initially, my strategy was only to put on shares with high divi yield that you can also see in my 2 largest positions, but now I bespare shares with dividend growth as eg. $DE (+0,01 %)
$TSCO (-0,13 %)
$GS (+0,09 %)
$MCD (+0,03 %)
$PG (-0,28 %)
$UNP (+0,15 %)
$BX (+1,27 %)
$TXN (+0,22 %) (all 20€) in the event of a setback, I will buy larger tranches. In addition, I cover the Core MSCI World $IWDA (+0,02 %) (150€ per month).

I am aware of the risk with my current stock selection and I know that I vllt a few 🆘 cash.

so my question to you because my 2 biggest REITS positions have too much weighting, rather sell a part or pull up the smaller positions?

I would vllt also 2-3 shares of other sectors still take up to diversify a little more, do you have suggestions ?

I couldn't resist and cut my Home Depot purchase in half and put the rest into Tractor Supply. Again, this is only a small position but I think the company is just great. Unfortunately I have not heard of it before.

For country bumpkins like me, a company like this is just top notch. Whether clothes, tools for the garden or pet insurance. Here, everyone is happy and so am I. Hopefully 😁

How come no one has Tractor Supply $TSCO (-0,13 %) on the screen? Take a look at the figures 😜