1D·

Some shares may now also be added to my portfolio

... In my opinion, this is not the ideal time to buy, but some stocks, especially in the more defensive area, are comparatively attractive for me right now, especially as they can also be a defensive anchor if tech should correct again. As far as tech is concerned, I'm waiting for that.


Today I have:

$WM (+1,03 %)
$RSG (+0 %)
$PG (-0,26 %)
$COKE (+3,24 %)
$KO (+0,55 %)
$LIN (-0,85 %)
$CSL (-0,49 %)
$NEE (+1,68 %)
$DB1 (-1,84 %)
$DTE (-0,22 %)
$COST (-0,53 %) bought

all about the same amount... Linde a little more, Carlisle a little less...

02.10
Linde logo
Compró 200 a 399,50 €
79.900,00 €
58
22 Comentarios

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the sums you juggle with are really impressive :O
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@Alexander_Bitcoin Do not be confused! Only the relative values are important here. 😏
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Absolutely. An important statement, even if it makes you "smile". In the end, what counts are well thought-out strategies that you stick to (once you are convinced). Then individual share emotions of any kind fly out of the race (which is important for sustainable investment).
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@Alexander_Bitcoin and that's 0.66% of your portfolio 😂
It is back to help the new ones (including me) find inspiration on how to build the profiles

Thank you for being back with single shares ❤️
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I think it's very sensible and that's exactly what I'm doing at the moment. 😁
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@Roccola601 I don't do that. But it's not bad
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@Multibagger You're also a go-getter 😂😁
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@Multibagger but I wanted to ask you anyway, especially in view of your recent recession post, how you deal with the large number of your risk-on positions? How do you manage your risk during this phase? :)
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@Roccola601 I do not share all the opinions I post in this regard. I will not change anything for the next 6 months as I wrote elsewhere today as I am bullish. I will work with SL. I will not go short on more defensive stocks, but rather short on stocks that have had a strong run.
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You had only recently detached yourself from your individual stocks :) Why the change of heart now?
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@ShrimpTheGimp hach don't ask 😅 too boring... was stupid... on the other hand, the portfolio is now so bare... (there was even some taxable old stock in it and in the end the heart was somehow attached to positions like Apple and that is actually wrong... )
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I'd be interested to know the costs including taxes, with all the back and forth :D
@GurkiHDx Costs should be negligible in relation and old stock is tax-free
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@Solitair but it wasn't all old stock, so I also paid a lot of taxes... but well, maybe I'll use the liquidity to buy a little house too
@lawinvest Treat yourself.
Ok why Linde?
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@dividend_hunter_2229 Oligopoly in the industrial gases sector
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$DB1 is risky but cool stocks selected. All fit the defensive approach. Would be a dream to manage your portfolio and cool that you keep us going.
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Half an LNG terminal. 👍🏻🚀
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I also bought more cola ✌🏻
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