11Lun
I haven't noticed that much in my portfolio so far. Last increases:
PepsiCo: +10%
McDonald's: +10%
Microsoft: +10%
Broadcom: +14%
Mastercard: 15.7%
Waste Management: 7.7%
All more or less in line with the historical average.
PepsiCo: +10%
McDonald's: +10%
Microsoft: +10%
Broadcom: +14%
Mastercard: 15.7%
Waste Management: 7.7%
All more or less in line with the historical average.
•
22
•11Lun
@KevinC more
eli lilly: 15%
Costco: +13.3%
ADP: +12%...
eli lilly: 15%
Costco: +13.3%
ADP: +12%...
•
11
•
11Lun
@KevinC I also have MS, Broadcom and PepsiCo in my portfolio
••
11Lun
@KevinC But you also have a lot of stocks in your portfolio that are showing a negative growth trend (falling CAGRs). So the mix is similar to mine.
••
11Lun
@LetsGrow I have only been invested for 5.5 years. I believe that there will always be upward and downward movements. I don't yet know whether I've backed the wrong horses. My share performance (price + dividend) is currently higher than that of my ETF shares. That's why I'm sticking with it. As soon as I notice that I'm falling significantly compared to the VWRL, I'll react. However, short-term changes are not so important to me.
•
11
•11Lun
@KevinC Same. I've been in it for almost 5 years and my portfolio has a TTWROR twice as high as the VWRL. So my performance gives me the right to stick with it.
••
11Lun
@KevinC more precisely ~99% (my portfolio) vs ~47% (FTSE All-World) 😅
••
11Lun
@LetsGrow I can hardly compare the overall performance because I have a large part in the VWRL in question 😅
••
11Lun
@KevinC everything entered in the same securities account on GetQuin? Otherwise it would work with the premium function, but only if your ETF is in a separate custody account.
••