4H·

Portfolio presentation

Hey, I'm Caterina, 29 years old and I inherited or received a large sum of money almost exactly 6 years ago. I decided to invest it back then and have hardly changed anything since then. However, I still have some money lying around and I've also added a few things through work, so I've just built up some cash again, which I now want to put back into the market.

I myself come from the financial sector - not directly anymore, but I'm still involved in it.

Frankly, I probably had more luck than sense with the portfolio. Nevertheless, you'll see... Wirecard... Need I say more? :D

In fact, the dear $NOVO B (+1,07 %) is still up for me, but it was probably a mistake not to simply sell (which is also the reason for my questions below).

$DIS (+0,15 %) I also bought it rather unfavorably. $ULVR (-0,73 %) is not always so convincing either...

Apart from that $ADP (+0,53 %) my problem child.

I am well aware that my portfolio is not perfectly balanced. Emerging markets are missing. Tech dominates. Unfortunately, I overslept Japan a little and am waiting for the right opportunities...

In short:

-> Away with Novo?

-> Take profits here and there because I don't want to experience a second Novo? (In particular $DELL (+1,72 %) is such a candidate here, because I actually only bought it as a trade during the customs crisis)

-> How do you see Unilever and ADP?

-> Disney... any chance of a return to the upside?

Basically, my portfolio is a mix of growth / dividend growth and, to some extent, conservative dividend / defensive stocks. So far, the mix should be quite balanced and work well...

Caterina

PS: This is my aggregated portfolio. The shares and ETFs are separate. Both with the smart broker

23 Commentaires

Fake portfolio

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Wealth-Accelerator@Wealth-Accelerator

@TechNav doesn't look like that to me. How do you determine that?

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NoOneElse@NoOneElse

@TechNav suspekt….

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Mr. K@TechNav

@Wealth-Accelerator Look at the number of units... exactly 100, 200 etc. Who buys like that? Detective Monk? or someone who thought the whole thing up?
e.g. Deutsche bank +260%? You could only have done that with a purchase in 2020, and there's no flinching at the inflow of capital there.

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Caterina@InvestingCathi

@TechNav but you are a strong detective. I bought them in February 2020... like almost all of them ...and yes, I always bought round numbers around the corresponding investment amount. Would you prefer 67?

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Mr. K@TechNav

@InvestingCathi On which day in February did you get $DBK for less than EUR 8? 12.02?
But ok if it's real, have fun investing, hope you also sell in round numbers.

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Alpalaka@Alpalaka

@TechNav It shouldn't be your problem whether the portfolio is fake or not :)

If it is: block it

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Mr. K@TechNav

@Alpalaka No, no, not my problem. No way. I celebrate fake portfolios 😜

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Chris@Chris98_

16Min

@TechNav I only ever buy full units, what's the problem?

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Mr. K@TechNav

16Min

@Chris98_ the full quantity is not the problem

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Francis@Underwood_F

Impressive. Above all, to pull off buy and hold so consistently 👀
To your questions: Very difficult to say. Ultimately, it depends on whether your investment case is still in tact.
Disney seems to be the most critical of them all

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Wealth-Accelerator@Wealth-Accelerator

Very strong 👍🏼
It's very rare to see portfolios that have simply been around for 6 years. That's when you first realize how blatant those 6 years were.
Keep up the good work.
Would recommend putting fresh money further into the ETF. And less on GetQuin hype stocks 😉

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Caterina@InvestingCathi

@Wealth-Accelerator Thank you... I am, however, planning to diversify the dividend growth area somewhat in order to spread the distributions better over the year and also to build up the next few years... Maybe I should have added that

And yes: how crass these 6 years were - at least in the tech sector - but how solid buy and hold can also work without anticipating any customs crashes etc.

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Chiefwiggum@Hidalidsch

@InvestingCathi then I would say the $TDIV makes SENSE?

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Caterina@InvestingCathi

Small addendum: Who should you definitely follow here? :)

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Alpalaka@Alpalaka

@InvestingCathi Take a look at the top authors in the web version for over a week. You can follow them without a guilty conscience.
And me, of course

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Timo@Aktienorang-Utan

@Multibagger
@Tenbagger2024
@Get_Rich_or_Die_Tryin
@DividendenWaschbaer
@Alpalaka
@Testo-Investo
@TechNav
@Max095
@Hotte1909

Can you follow everyone without hesitation :)

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Zerax@Zerax

@Aktienorang-Utan I think @TechNav has become superfluous. 😅

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Mr. K@TechNav

@Zerax Me too... 🤣

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Stilgar@Stilgar

Personally, I am also out of the pharma healthcare sector. Had sold a small Novo position sensibly. The last one to be sold was Pfizer. Strong sectors for me are financials, energy (green and also LNG, Venezuela etc). No AI and tech only a little

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Chris@Multibagger

I can't contribute anything useful to most of the stocks you have questions about, as they don't fit my investment profile and I don't deal with them. In general, however, I would sell all stocks that have not performed after 5-6 years, even though the stock markets have done well.
For me, they only have a maximum of 3 months to take the right path. But I also don't do buy & hold and focus primarily on small caps and mid caps.

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Tenbagger2024@Tenbagger2024

Hello my dear, I have already written something here on the subject of short-term portfolio valuation. This cannot be done in a few words without discussing it with the portfolio holder. Nevertheless, a solid portfolio. You write about the focus on dividends, perhaps you could also exchange ideas with @Dividendenopi and @SAUgut777. If growth is more important to you, I would prefer $COKE. With regard to Unilever, you should perhaps take a look at the shopping carts in the supermarket. For me, significantly more own brands end up in them than Unilever products. Food consumer goods giants have massive problems passing on the increased raw material prices 1:1 to the consumer. Look at Milka (Mondelez), the consumer no longer accepts a 60g bar. It's all putting pressure on margins. I think that's why you hardly find any consumer goods giants in the portfolios of our successful dividend investors

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Rainero@MozartsGeist

27Min

Great portfolio! 👍
If you reflect on the past 6 years, it becomes clear how things have gone. During this time, there were various setbacks and your stocks were not always as lush green as they are now. Calmness and perseverance usually pay off!

I would only sell if necessary to offset losses. I would invest new capital to systematically increase existing dividend stocks (if in line with the investor profile) over a longer period of time and, of course, adjusted to the current geopolitical situation. Due to existing clusters (tec/region), there is sufficient focus on growth. Possibly still generate EM share by means of tranches + savings plan of a favorable ETF.
(no financial advice)

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