3Sem.·

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 (-1,78 %) sold and exchanged for $MAIN (+0,25 %) 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 (+0,16 %) , $WM (-1,44 %) , $8001 (+0,02 %) , $MCD (+0,42 %) , $LIN (-1,66 %) and $ALV (-0,74 %) 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 (-0,26 %) , $PG (-1,84 %) , $PEP (-1,42 %) , $V (+0,68 %) and $DTE (-0,79 %) due to the currently attractive valuations.


The sum of the removed savings plans is added to the $IWDA (-0,06 %) and $FLXI (+0,47 %) will benefit. I am also adding the $LDGL (-0,11 %) ETF into my custody account as a "cash cow". 💸


What do you think of my restructuring?

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11 Commentaires

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3Sem.
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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@GHF which you can find here: #fehlkauf
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Don't throw away the 25 cent deposit!
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How can you be in the red at $ALV? Give the values some time.
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I think the ftse india is a good idea, and have already considered adding it
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@Musikerie Once I have sold in India nothing more happens ...
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@Soprano I'd be lying if I hadn't already considered it ... definitely a problem child 😝
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What was the background to $8001? Lg
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@paul_finesse_ All in all, it was just a matter of thinning out the portfolio (fewer small individual positions, more ETF volume) and still making as few losses as possible on dividends
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What convinced you that the $LDGL should go into the depot?
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@risk_taker pays a monthly dividend (approx. 4% annually), globally diversified with a lower USA share than an MSCI World

Only drawback: age of the ETF - only 4 months old :(
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