So dear friends...
Waiting for the maturity date of my 10y Treasury bond, interest payment will be taken along and, a little too early in the short term, but in the longer term shifted into 20+ Treasury at approx. 5 % p.a.. $IBTL (+0,46 %) .
Furthermore, I finally got rid of my Global Clean Energy, albeit with a slight minus, but I see the cost pressure there immensely, and I also didn't like the weighting of the ETF "anymore".
With my savings rates, I'm trying to underperform Apple a little to get away from the almost 4 percent portfolio weighting. Apple is too annoying for me, at least in terms of the iPhone. Year after year, less and less innovation regarding smartphones, now under time pressure only a "half-finished" cell phone released in Germany.
On the other hand, I am quite happy with my portfolio.
I will continue to invest in real estate shares in the future, $DHL (-2,53 %) I would like to push them to 1.5 %. I see an anti-cyclical opportunity here, the key figures seem to be okay. And the economy will also enjoy an upswing again at some point. Big player, albeit boring for some. But would like to upgrade it as a small individual share and hold it for the long term...dividend tastes good.
$PATH (-0,64 %) and $ALFEN (-5,47 %) will still think about a plan to sell, or one day one share will give way for the other.
We don't need to discuss Freyr and Halo, everyone starts at some point and unfortunately they are no longer tradable on L&S.
I am open to constructive criticism.
Have a nice evening and good luck 😅😅
