Hey everyone!

I'm new here, but not completely new to the stock market.

I started in August '23 and bought almost all my individual stocks there. A short time later I bought ETFs to form the basis of my portfolio.

Now it was time for me to sell NVIDIA (+175%) - even at the risk of some people here calling me crazy. I also bought Siemens Energy in December and have now sold it (+207%).

This means that there is now some cash available, although theoretically there is more cash beyond the portfolio, but I don't want to invest that for the time being.

I would now like to add a few dividend (growth) stocks in order to generate regular cash flow. Any suggestions for must-haves? The main things I have in mind are $V (+0,41 %) in my head. But at the moment I also have $STLAM (-1 %) a bit in my head at the moment. It could be a good time to buy something (I had a similar situation with Siemens!)

With regard to the existing position, there is a small question mark behind Bitcoin (and possibly also Broadcom). Frankly, I know a bit about shares, I would say, but not much about bitcoin. In other words, those who have fully understood it will probably tell me to hold on. Some others might say: get rid of it, and then something in between. However, the position is now probably too high for me, especially at this level

Theoretically, I shouldn't be too badly positioned in terms of diversification thanks to the ETFs. As far as the individual stocks are concerned, they are of course a bit lumpy...