9Mo·

As part of the annual rebalancing and our new role as parents, I sold almost all the individual shares.


A few thoughts on this;

I started with the Core Satellite plan, my core was a World ETF or now the All World.

I wanted to build satellites around it that could beat the market and bring me my alpha.

I think this is the plan of many, but I got lost somewhere and my satellites became more and more diversified and in the end they moved like the market.


I think satellites can or should be undiversified and make up a higher percentage of the portfolio.

If I am sure that they will beat the market then I can also choose 1-3 positions and weight them with 5-10%.


You can think what you like about dividend stocks in the 20s or 30s, I don't see any alpha here and I don't need cash flow to stay motivated.


This currently leaves me with 5, soon 6 positions and my work with the portfolio remains manageable.


It currently stands at around €110,000.


Sold:

$AAPL (+0,17 %) Apple +50%

$GOOGL (+1,13 %) Alphabet +48%

$DHL (-1,76 %) German Post +38%

$AMZN (+1,9 %) Amazon +33%

$BLK Blackrock +14.7%

$JNJ (-1,06 %) Johnson&Johnson +2.6%

$SPYD (-0,28 %) S&P US Dividend Aristocrats -1%

$KO (+0,08 %) Coca Cola -3.3%

$O (-0,83 %) Realty Income -5.6%

$BATS (-0,23 %) British American Tabacco -15.4%


Increased:

$VWRL (-0,56 %) FTSE AlI-World

$DXS0 (-1,53 %) Swiss Leader


Initial purchase:

$965515 (-0,82 %) Physical gold (5% of the portfolio)

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8 Commentaires

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Too bad about Apple and Alphabet but sounds good
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You recognized your mistake and didn't simply improve it? I am pursuing the same strategy with the S&P500 and am heavily overweighting the tech sector. This is exactly what I wanted.

I sometimes catch myself tempted to buy one or two stocks that don't fit in with my strategy. But so far I have always overcome this and have remained true to my strategy.

Good luck to you anyway 🍀👍
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I need help with this this
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9Mo
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