Depot review April 2024 - Red at last?
After 5 months of partly clearly positive performance, the first month of losses since October 2023 now follows.
Overall, April was -2,2%. In total, this corresponds to price losses of ~6.500€.
Monthly view:
On the winning side there was actually only one really positive share and that was Alphabet $GOOG (+0,05 %) which will now also join the ranks of the Big Tech dividend payers.
On the losers' side it is a colorful mixture of Sartorius, Meta, Microsoft and Bitcoin.
The performance-neutral movements in April were €3,500. I bought in April for ~€1,500.
Annual view:
In the current year, my performance is +10,9% and thus well above my benchmark, the MSCI World with 8.9%, despite the weak April.
In total, my portfolio currently stands at ~288.000€. This corresponds to an absolute growth of ~€33,000 in the current year 2023. ~28.000€ of this comes from price gains, ~1.000€ from dividends / interest and ~5.500€ from additional investments.
Dividend:
- The dividends in April were +26% above the previous year at ~€160
- In the current year, dividends after 4 months are also +30% over the first three months of 2023 at ~790€.
- In April, there was also a dividend for the first time from Salesforce $CRM (+1,87 %)
Buys & sells:
- I bought in April for approx. 1.500€
- As always, my savings plans were executed:
- Blue chipsNovo Nordisk $NOVO B (+3 %) Stryker $SYK (-0,47 %) Apple $AAPL (+1,26 %) Microsoft $MSFT (+1,55 %) Home Depot $HD (+2,91 %) LVMH $MC (+1,27 %) Texas Instruments $TXN (+1,13 %) Nike $NKE (+3,44 %) Starbucks $SBUX (+3,28 %)
GrowthMercadoLibre $MELI (+2,36 %) Crowdstrike $n/a
ETFsMSCI World $XDWD Nikkei 225 $XDJP and the WisdomTree Global Quality Dividend Growth $GGRP- CryptoBitcoin $BTC and Ethereum $ETH
- Sales there were none in April
Target 2024:
My goal for this year is still to break the €300,000 barrier in my portfolio. Despite the weak April and the rather weak start to May, I am optimistic that I will reach my target by buying more in the second half of the year.
#dividends
#dividende
#rückblick
#depotupdate
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#etfs
#crypto
#personalstrategy
