1Año·

Depot review April 2023 - The 200k cracked, at the end of the month again just under it


April is over and with it already a third of the year 2023 - madness, how fast time flies.


In the depot, April was the first negative month in 2023 with -0,7%. Compared to April 2022 with -4.8% the month was nevertheless significantly better.

(Fun Fact: April is generally considered to be the best month on the stock market).


Nevertheless, I was able to break the 200k mark for the first time in April after almost 10 years on the stock market. At the end of the month the portfolio closes nevertheless scarcely under it with 199,5k.


In the current year my current performance is +8,3% and thus above my benchmark (MSCI World +6%).


Dividend:

  • Dividend +50% compared to the previous year - However, Sartorius $SRT (-1,35 %) paid out in March last year, this year in April.
  • "Adjusted" for the Sartorius dividend, distributions were nevertheless +33 +33% above the previous year


Purchases & Sales:


In the next month, Hershey will be added to the $HSY (+1,4 %) a new stock in the savings plan (consumer staples with growth prospects and a very capital market affinity - share buybacks & high dividend growth).

BASF $BAS (-1,23 %) is still very much on the brink of being sold.


How did your portfolio perform in April? And how long do you hold a stock in the savings plan before adding a new one?


#dividende
#dividends
#personalstrategy
#depotupdate
#performance


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24 Comentarios

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@Hannes_SK I believe that BASF unfortunately has very difficult circumstances in Germany. As a shareholder, I would tend to be in favor of a strong relocation abroad, but that would be accompanied by massive restructuring costs and would also be a difficult development over the next few years. The share price has also been stagnating for years, the high in 2017 is far away, the share price is at the level of 2010. Unfortunately, the dividend no longer saves too much. So it is a mixture of many reasons.
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Strong! Why is BASF on the verge of being shot down? Is this more of a personal closure or do you no longer believe in profitability?
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Looks great! Did not even know that you can store a benchmark in the performance display 🤓
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Am just a fan of such summaries 😍
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what do you use to track your portfolio there on the pictures?
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With 200k only so little dividends?🤔
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