Depot review May 2023 - Sell in May and... oh shit 🚀🚀🚀
"Sell in May and go away" - One of the most famous stock market sayings par excellence and following it would have cost me a lot of money this year.
In the depot May was with +4,0% the strongest month after January. Compared to May 2022 with -5.1% an extreme difference.
In the current year, my performance is currently +13,1% and thus significantly above my benchmark (MSCI World +9.6%).
Not surprisingly, of course, extremely strongly driven by NVIDIA $NVDA (+2,01 %) with +41% / + 2.700€. This accounts for almost one third of the price gains in May. Also strong Alphabet $GOOG (+1,03 %) and Palo Alto Networks $PANW (-2,12 %)
On the losing side, in May it was mainly Starbucks $SBUX (-1,55 %) Nike $NKE (-6,85 %) and Sartorius $SRT (+2,08 %)
In total my portfolio stands at over 210.000€ even though I only broke the 200,000€ barrier in April.
Dividend:
- Dividend +16% compared to prior year
- Current year dividends are +32% above first 5 months 2022 after 5 months
Purchases & Sales:
- Bought in May for approx. 3.200€
- Executed mainly my savings plans:
- Blue Chips: Caterpillar $CAT (+0,86 %) NVIDIA $NVDA (+2,01 %) TSMC $TSM (+0,43 %) Amgen $AMGN (+0,51 %) Procter & Gable $PG (-1,24 %) Johnson & Johnson $JNJ (+0,03 %) S&P Global $SPGI (+0,02 %) and as a new investment Hershey $HSY (+0,03 %)
- GrowthBechtle $BC8 (+0,82 %) and Palo Alto Networks $PANW (-2,12 %)
- ETFsMSCI World $XDWD (+0,24 %) Nikkei 225 $XDJP (-0,32 %) and the Invesco MSCI China All-Shares $MCHS (-0,07 %)
- Crypto: Bitcoin $BTC (-1,2 %) and Ethereum $ETH (-0,18 %)
- Sold with the x-trackers MSCI Emerging Markets my complete holdings of the ETF.
- Reasons for this are many, especially the weak performance
- Since I also have a pure China ETF monthly and China makes up about 30% of the MSCI EM I am still invested here. In addition, I have TSMC in my portfolio, which makes up about 7% of the MSCI EM. So in total I have over 35% of the index covered in my portfolio anyway. In addition, the Samsung share $005930 with a share of 5-6% in the Emerging Markets Index on my watchlist.
In the next month I will probably follow the current trend and try with an Itochu $ITC in the savings plan to increase my Japan share a little.
How did your portfolio perform in May? And what do you think of stock market wisdom like "Sell in May and go away"?
#dividende
#dividends
#personalstrategy
#depotupdate
#performance
#update
#rückblick
