Gladstone Cap

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Ticker: GLAD

GLAD

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Discussion sur GLAD

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Investējošais K.

@Wuestenschiff

6Mo·

Slight change in the dividend portfolio

The last few weeks have shown me that my portfolio is too cash flow-heavy and that I should focus more on dividend growth and growth stocks again. I have therefore spent the last few days looking at several of my stocks and scrutinizing overlaps, performance and cash flow. The result is a shift of around 10% of the portfolio towards more stability and growth with less risk.

Good and poor underperformers have been removed from the portfolio,

$SBUX (+0,08 %) Starbucks
$GLAD (+0,87 %) Gladstone Capital
$KMB (-0,87 %) Kimberly-Clark
$KO (+0,81 %) Coca-Cola

Reduced, the super run,

$CAT (+2,14 %) Caterpillar (insert completely pulled out)

New additions to the portfolio are the stocks that are currently very attractively valued in my opinion,

$REL (-1,88 %) Relx
$SPGI (+0,14 %) S&P Global

Stable stocks with potential for outperformance were added,

$MCD (+1,08 %) McDonalds
$PEP (-0,18 %) PepsiCo
$AMGN (+1,64 %) Amgen
$ARCC (+0,06 %) Ares Capital

Overall, I have reduced the number of positions somewhat, eliminated underperformers and at the same time shifted into stability and growth.

I feel very comfortable with this adjustment and will keep a close eye on what further adjustment potential I find in my portfolio.

In addition, I'm keeping around 10k dry in case things go downhill again if peace between the USA and Iran doesn't materialize after all... I have serious doubts that this will work out.

Markus

@_xempex_

2Année·

An (opinion & experience) update on the spin-off of $SOLV WI (+11,71 %) Solventum and reverse split $GLAD (+0,87 %) Gladstone Capital. The Solventum shares were tradable after about 3-4 weeks, the Glad shares within a few days and since yesterday savings plans are available again at SC.

What I will do for the next spin-offs and splits is to keep more calm. I could have saved myself all those posts and thoughts afterwards. Everything worked out without me having to do anything.

If such "complex" things work out, nobody will have to ask in future when their dividend from $BATS (-2,62 %) will finally arrive. 🤣🤣

Markus

@_xempex_

2Année·

Since I have both $GLAD Gladstone Capital and $SOLV WI (+11,71 %) Solventum as a 3M spin off in my Scalable portfolio, I asked Gettex today when to expect the new shares to trade. Here is the answer:

"there is no settlement confirmation from the German central securities depository Clearstream for either share.

No orderly stock exchange trading is possible without a valid settlement confirmation.

The resumption of trading in Gladstone Capital or the inclusion of Solventum in trading is not possible under these circumstances."

If SC can't manage it with Solventum, there is always the detour via a securities account transfer. I'm not so sure about Gladstone because I still have the old ISIN in my securities account before the reverse split and not the new one. I don't even know whether the old share can still be transferred. I've already had a "normal" share split at ING, but that went without any problems. A reverse split shouldn't be rocket science either.

I'll just have to be patient now. At the moment, I can't imagine that the money will simply disappear at some point.

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