Portfolio changes in November and outlook for December 2024:

The allocation of the savings rate was adjusted in November. The bond share was increased ($SGIL (+0,1 %) , $IGHY (+0,1 %) ) and individual shares reduced. The ETF share remains (small and) constant as always.

For December, an increased focus on $MC (-0,87 %) , $MONC (+0,06 %) , $KER (-1,07 %) and $OR (+0,06 %) as the luxury sector has suffered severe setbacks this year, many companies are therefore attractively valued and offer a good buying opportunity.

$ASML (-0,42 %) has also fallen sharply, but is still very highly valued. The correction is therefore likely to continue for a while yet. Nevertheless, another small buy is planned for December.

$MBG (+0,16 %) is included in the portfolio for personal reasons and is more of a "fun investment". The dividends are very attractive, but I do not expect any significant price gains.

$GAIN (-0,05 %) The company pays high monthly dividends and should therefore generate a larger cash flow in the portfolio. As the share price has fallen sharply over the year, now is a good opportunity to get in.

So much for last month and the outlook for December. As always, I look forward to constructive feedback 😄✌🏻