2Mo·

Adjustments in Sinas 40

Hello my dears...


There have been adjustments to the Sina 40


Out:

$JNJ (+0,09 %)
$ALV (+1,01 %)
$CS (+1,39 %)
$NVDA (+0,61 %)
$7974 (+2,02 %)
$ULVR (+0,17 %)
$NFLX (+0,04 %)

NVIDIA only 50%

apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)


In:

$ANET (+1,1 %)
$ORCL (+0,98 %)
$6857 (+3,75 %)
$AVGO (-0,47 %)
$TXN (+0,22 %)
$COST (+0,1 %)


Stocked up:

$AAPL (-0,25 %)

$QCOM (+0,34 %)


The remaining cash is € 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40


PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y

39Positions
3,88 %
35
19 Commentaires

image de profil
Thanks for sharing.🚀
3
image de profil
Why did you sell Allianz? The figures and outlook were very good.
2
Afficher la réponse
image de profil
You bougth shares almost at all time high wtf
1
Voir toutes les 6 autres réponses
image de profil
Thanks for the insights 🙂 May I ask why you threw out $NFLX? It's a perennial favorite.
Afficher la réponse
image de profil
Thanks for sharing
I also thought about throwing out $JNJ for a while
what is your reason?
image de profil
@Memo0606 Well, I built the depot as a competing product to the "market". J+J doesn't make it into my normal portfolio anyway.
They are fundamentally poor, then there was the recent not-so-great news. But the fundamentally poor quality is actually my main reason

So fundamental here means primarily in terms of sales and earnings growth.
The returns on capital are okay
2
image de profil
Think for the contribution! 😊I would be interested in your opinion on $TMO.
image de profil
Why are you so convinced of $QCOM? The partnership with Apple is ending, the share price unfortunately only knows one direction for some time, ...
image de profil
Wann Wikifolio? 😀
image de profil
Why Apple? Falling for the last 8 weeks.
image de profil
@Pinkafeld exactly why🙃
Participez à la conversation