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Depotrückblick February 2024 - Can the stock market only go up?

After November was the second-best November and December and January also joined the ranks, February 2024 is of course the second-best February for me since 2013.

In total, February was a strong +5,0%! Only February 2014 was even better at +8.1%. In total, this corresponded to price gains of ~13.000€ in February 2024.

In the current year, my performance is currently +11,4% and thus significantly above my benchmark, the MSCI World with "only" 6.8%.

Winners & losers:

The development of the winners and losers in February is particularly exciting, as not every tech stock is up and running.

On the winners' side the monthly groundhog called NVIDIA
$NVDA (+5,79 %) with share price gains of ~€3,600. But also Bitcoin $BTC (-1,25 %)
and Ethereum
$ETH (-1,46 %) were also at the forefront with price gains of almost €2,000 each. The top 5 close Meta
$META (+1,6 %) and TSMC
$TSM (+2,15 %) complete the top 5.

But also on the loser side there is a lot of tech. With Palo Alto Networks $PANW (+1,15 %)
Atlassian $TEAM and MercadoLibre $MELI (+0,09 %) however, mainly high growth tech stocks.
In addition Alphabet $GOOG (-0,21 %) and Amgen $AMGN (+0,37 %)

were weak.

The performance-neutral movements in February were only €200. Even though I bought in for ~€1,300, I sold 5 NVIDIA shares for ~€3,000 on the other side. You can find the reasons for this in the post from mid-February. I needed part of the €3,000 for private expenses and the rest is currently in the clearing account as cash.

In total, my custody account now stands at ~282.000€. This corresponds to an absolute increase of ~€30,000 in the current year 2023. ~27.000€ of this comes from price gains, ~330€ from dividends / interest and ~700€ from additional investments.

Dividend:

Dividends in February were +16% above the previous year at ~€160
In the current year, dividends after 2 months are +23% over the first two months of 2023 at ~275€.
After already Meta
$META (+1,6 %) announced its first dividend last month, this will be followed in April by Salesforce $CRM (+0,56 %) with its first dividend payment. In addition to the high-tech growth stocks, where I do not expect a dividend for some time yet, I am now particularly interested in Alphabet in particular.

Buys & sells:

I bought in February for approx. 1.300€
As always, my savings plans were executed:
Blue ChipsAlimentation CoucheTard $ATD Alphabet $GOOG Amgen $AMGN Caterpillar $CAT Hershey $HSY Johnson & Johnson $JNJ Procter & Gamble $PG S&P Global $SPGI TSMC $TSM
GrowthBechtle $BC8 Synopsys $SNPS (+2,94 %)
ETFsMSCI World $XDWD Nikkei 225 $XDJP and the WisdomTree Global Quality Dividend Growth $GGRP
CryptoBitcoin $BTC and Ethereum $ETH
Sales as already mentioned above, there was only a partial sale of NVIDIA in February

It's really exciting to see how the snowball has started to roll. I was only able to add €700 net to my portfolio in January and February, yet my assets have increased by almost €30,000 compared to the end of 2023.

Nevertheless, I hope that performance-neutral movements of at least €1,000 per month will be possible again from March onwards.

Target 2024:

My goal for this year is to break €300,000 in my portfolio. As my portfolio already stands at €282,000 as of February, I am well on my way.

I very much doubt that the stock markets will continue to rise so strongly and will soon enter a sideways trend. If my net inflows then increase again, I am optimistic that I will reach my target by the end of the year.

What are your expectations for March? Full speed ahead or will there be a sideways movement for the time being?

And which company have you been waiting a long time for a dividend? Berkshire, Amazon and Alphabet or someone completely different?

#dividends
#dividende
#rückblick
#depotupdate
#aktie
#stocks
#etfs
#crypto
#personalstrategy

Aktienmasseur@Aktienmasseur

10Lun

Saftig 🫡

•

Homer@Simpson

Oh man, what a pile of work we've got ourselves into 😂

Otherwise strong 💪😊

Mister_ultra@Mister_ultra

@Simpson again appropriate here. A simple MSCI World and nothing else would definitely be easier 😂😂

Thank you!

Testo-Investor@Testo-Investor

Very strong! Really cool!!!

Ludwig@tesla_diesel

Chapeau!

Epi@Epi

Outperforming in rising markets with Riskon stocks is not bad. What I always find more interesting is whether the strategy can hold the gains when things go down again.

I've seen a few people who have thrown everything in during boom phases and lost everything in the next crash. In my opinion, avoiding this is more important than outperformance in a boom.

@Epi absolutely! And I also have to admit that my portfolio clearly underperformed the broad market in 2022 and, as you know, it wasn't good in 2022 either 😂

On average over the last few years, however, I am ahead of the MSCI World (whether it justifies the effort compared to a pure individual investment in an ETF is another question, but here the "hobby" simply plays a role again).

And there are certainly some portfolios that perform better on a risk-adjusted basis than mine. In other words, similar returns with lower fluctuations. However, I personally do not define fluctuations as a risk and therefore I am well aware of a higher vola or I don't "care" about it

As long as the portfolio ends up at or above the MSCI World, I'm happy.

In order not to give up all profits completely, a broad, diversified foundation is also important to me. I cover this with a few classics such as Procter & Gamble, Johnson & Johnson, MSCI World ETF or other pharmaceutical and consumer staples stocks.