Airtel Africa Action Forum

#depot

Have a nice evening getquin's 🙋🏼‍♂️

After some consideration, I have decided to drastically reduce the size of my portfolio.

-to focus more on companies with a higher market capitalization

-to switch from a dividend strategy to a dividend-growth strategy, as I have completely exhausted my 2023 allowance and am not yet dependent on dividends

The following shares have been removed from my portfolio.

$NAS (-2,62 %) +5,12%

$AT1 (-0,09 %) +8,05%

$ORI (+0,68 %) +5,62%

$AAF (+1,75 %) +10,06%

$STAG (+1,15 %) +4,17%

$ILPT (+2,34 %) -1,17%

Not yet sold but already on the hit list

$UKW (-0,63 %) (yes I know... mimimi... but 6% dividend and 3%-4% share price growth is not my target)

$AD (-0,11 %)

The following shares have been added to my portfolio.

$MSFT (+0,97 %)

$AVGO (-0,88 %)

$V (+0,57 %)

$UNH (-0,62 %)

The only remaining stocks are $ATD (+1,82 %) and $BLK

I will soon be saving another ETF ( $VUSA (+0,63 %) ) with around €350 per month, and I will continue to invest €900 in my 6 remaining shares every month. After about 4-5 years, the ETF should have overtaken all the individual shares in my portfolio and come out on top.

As my new job requires a little more time, I would of course first like to address the time factor with the downsizing, which should not be underestimated even with 20 shares.

My portfolio should actually look more like @Simpson but that would make me bang my hands over my head and I wouldn't have time for anything else. How you manage that is a mystery to me 😅

To be honest, I liked @Barsten I liked his portfolio best of all... slim and clear... I think when I registered here 2 years ago there were 4 shares, if I remember correctly. 🤔

Today I finally reallocated the rest and am really very happy with my new portfolio.

Please don't be surprised because only companies from North America 🇺🇸 🇨🇦 are included. I am fully aware of this and it was done on purpose. 😁

I hope that I will no longer spend so much time on my portfolio with news, figures and earnings and have more time for the important things in life... earning money for my portfolio 😂 and, most importantly of all, having fun and enjoying life.

Have a nice evening 🙋🏼‍♂️

ps. Depot can be viewed in the profile 😉

Today from the category #anfängerfehler ❌

My first months as a semi-active investor are over and already a first résumé of a whole series of expected beginner mistakes can be written!📖

In addition to a too high transaction urge (around 80 in 4 months excl. savings plans), my chronic restlessness😰 at falling prices and the hope of a favorable re-entry ruined some of my returns💰.

Here are my Top 5 selling fails of the last 4 months:

$AMD (-2,48 %) : Sell price 80 (+18%) | Current price 116 (+72%)

$NB2 (+1,75 %) : Selling price 14.20 (-21%) | Current price 19.40 (+8%)

$NFLX (+1,92 %) : Selling price 304 (-7%) | Current price 391 (+20%)

$TSLA (+1,2 %) : Selling price 182 (-7%) | Current price 227 (16%)

$AAF (+1,75 %) : Sell price 1.38 (+8%) | Current price 1.51 (+18%)

What do I learn from this: keep fingers still and trust my original idea when entering. My holding periods on sold shares are consistently less than 2 months, so far too short 🆘. The fact that almost all my sales have now risen again significantly is of course due to the good market situation 🚀

Dear #anfänger , you are not alone with your mistakes!