🛒 New purchases
- R3N SME shares (fraction)$R3N493
Secunet (cybersecurity 🇩🇪)$YSN (-0,34 %)
Atoss Software (HR software 🇩🇪)$AOF (-0,79 %)
Novo Nordisk (healthcare 🇩🇰)$NOVO B (+8,45 %)
Capgemini (IT services 🇫🇷)$CAP (-2,2 %)
🔄 Movement
- Sale of Infineon Technologies (semiconductors 🇩🇪), to reallocate to other sectors.$IFX (+0,17 %)
🎯 Quick summary
Early September rhymes with :
The strategy remains the same: build a portfolio balanced between growth and dividendsby gradually adding solid companies.
- Dividends falling steadily 💵
- Strengthening in health + tech
- A small rotation with the exit of Infineon