1J·

Sold 1/3 shares of Johnson&Johnson

I had 15 shares of $JNJ (-1,28 %) , but now I own 10.

I have a lot of confidence in JNJ for stable dividends, but I was up 73% and had set myself a target of taking some profit at 70%.

It feels to get realist profits.

I also have more cash on the sidelines until the end of the month. After three months of vacation with no income, I felt uneasy having no cash available. Now I feel more comfortable again, that’s why I’m investing!

I am looking for more energy stock like $TTE (+2,83 %)
$SHEL (+1,85 %)
$NEE (-2,13 %) . All the AI needs energy !

Are there any energy companies you would recommend?

Cheers,

Daan

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4 Commentaires

Dylan V.@Legend14

1J

Well, i don’t know your Total portfolio Size, but Normally i would say let your winners run

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Code & Capital

@Codeandcapital

3J·

Quarterly Results: July 27–July 31, 26

$MC (-0,7 %)
$MBG (-0,14 %)
$ULVR (-1,82 %)
$PYPL (-0,63 %)
$NBIS (-13,59 %)
$SPGI (-2,01 %)
$UPS (-1,74 %)
$KO (+0,61 %)
$GLW (-4,04 %)
$BA (-4,03 %)
$KER (+7,12 %)
$ENPH (-6,15 %)
$NXPI (-1,7 %)
$STX (-6,47 %)
$BE (-13,26 %)
$V (+2,1 %)
$MDLZ (+1,58 %)
$000660
$P911 (-1,52 %)
$BN (-2,17 %)
$RMS (-10,98 %)
$BAS (+3,85 %)
$AG1 (-6,34 %)
$LMND (-25,29 %)
$SOFI (-10,08 %)
$NDX1 (+3,21 %)
$TER (-1,27 %)
$GD (-4,19 %)
$APH (+3,98 %)
$AIR (-3,08 %)
$SBUX (+6,8 %)
$CMG (+3,66 %)
$META (-9,97 %)
$FTNT (+14,11 %)
$QCOM (-10,9 %)
$LRCX (-0,5 %)
$HOOD (-7,89 %)
$ARM (-9,57 %)
$MSFT (+1,55 %)
$CVNA (-14,45 %)
$005930
$SU (-0,98 %)
$INGA (-2,9 %)
$OR (+1,49 %)
$BMW (+0,99 %)
$BATS (+0,11 %)
$MA (+0,28 %)
$ADS (+0,12 %)
$SHEL (+1,85 %)
$RACE (-1,72 %)
$RDDT (-1,28 %)
$TEM (-4,59 %)
$COIN (-6,04 %)
$AAPL (-0,84 %)
$AMZN (-2,18 %)
$CCO (-3,13 %)
$LIN (-0,6 %)
$ABBV (-0,39 %)
$PUM (-1,32 %)
$HAG (-0,24 %)
$XOM (+1,61 %)
$CVX (+1,22 %)

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DividenDaan

@DividenDaan

1Sem.·

All time high on Holiday!

€10k added since September, with half of that invested from my own money. I’m honestly surprised by how much these “boring,” stable dividend stocks have appreciated. €2.5k in just one month!

On top of that, I’m currently receiving an average of €28 in dividends every week. That adds up nicely over time.

I did find it difficult to keep buying at all-time highs, but I still do. I have confidence in the long-term future of these companies, I know I can’t control what the market does, and I believe I’ll still earn a better return than leaving my money in the bank.

That said, I do need to build up my cash position again. I’ve been considering selling 3 of my 15 Johnson & Johnson shares, as they’re currently up 60%

What should you do in my position?$JNJ (-1,28 %)
$VHYL (-1,99 %)
$TDIV (-1,04 %)
$O (-1,21 %)
$VPK (-0,2 %)
$SHEL (+1,85 %)
$ULVR (-1,82 %)

10

5 Commentaires

Poor Dad@PoorDad

6J

It depends on how large your JnJ position is, and how your view of JnJ has changed now that the stock has risen so much.

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mr_capital

@mr_capital

1Sem.·

Portfolio Update

$BAYN (+0,81 %)
$LDO (-0,92 %)
$FCT (+1,22 %)
$VOW (+1,19 %)
$SAN (-0,01 %)
$VWRL (-2,24 %)
$ENI (+5,96 %)
$SHEL (+1,85 %)
$KO (+0,61 %)
$ISP (-1,84 %)
$INTC (-8,4 %)
$SL (-1,64 %)
$GOOGL (-0,96 %) .

3

1Mo·

Orders from today

SOLD

$ASML (-2,75 %) Sold for 1668€ 1x

BUY

$JEGP (-1,15 %) Buy for 22,025€ 10×

$TDIV (-1,04 %) Buy for 52,30€ 5x

$ALFEN (-2,63 %) Buy for 14,98€ 15x

$SSLN (-0,07 %) Buy for 57,60€ 5x

$SHEL (+1,85 %) Buy for 35,96€ 10x

$ALTBG (-0,34 %) Buy for 0,49€ 150x

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Chris

@Chris98_

1Mo·

Update on my portfolio

Last week, I decided to reduce the size of some positions in my portfolio in order to invest more in the current AI boom.

This involved 35 $BRK.B (-1,09 %) and 350 $SHEL (+1,85 %) shares were sold from my portfolio.

The following additions were made:

I didn’t quite time the entries perfectly in some cases, but let’s see what happens over the next few months and in 2027/2028. I’m curious to see how it goes.

In addition, the following stocks are on my shortlist for future purchases:

Have a nice evening, everyone!

6

6 Commentaires

Wealth-Accelerator@Wealth-Accelerator

1Mo

I think the Switch is a little too aggressive. Good luck anyway 💯

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Dividenden Herzog

@dividenden_herzog

2Mo·

Portfolio conversion ⚠️🏗️🚧

Hello Getquin Community,

as I have been wanting to thin out my portfolio and make it more compact for some time now, I have been thinking about the best way to do this over the last few days.

I started today, $KO (+0,61 %) sold and exchanged for $MAIN (-1,57 %) exchanged. 🏦 🔄 🥤

The background to this is that I am currently very focused on basic consumer goods and am not yet very well positioned in the area of finance (apart from Visa).

My savings plans for individual shares $SHEL (+1,85 %) , $WM (+0 %) , $8001 (+0,67 %) , $MCD (-1,13 %) , $LIN (-0,6 %) and $ALV (-1,33 %) have been stopped and the positions will be liquidated as soon as they are positive.

Individual stocks that are still being invested in on a monthly basis are $NOVO B (+1 %) , $PG (-2,79 %) , $PEP (+0,18 %) , $V (+2,1 %) and $DTE (-0,45 %) due to the currently attractive valuations.

The sum of the removed savings plans is added to the $IWDA (-1,79 %) and $FLXI (-1,09 %) will benefit. I am also adding the $LDGL (-1,18 %) ETF into my custody account as a "cash cow". 💸

What do you think of my restructuring?

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12 Commentaires

GHF@GHF

2Mo

If I want to sell positions, it usually makes no sense to wait until they are in positive territory.
@DonkeyInvestor has written a good article on this.

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