1Sem.·

Health, basic consumption or finances?

Since Alphabet and co have done well for me and I want to realize partial amounts (even if it's hard for me with such companies ;) )

I would like to add something from the sectors mentioned above.

The following came to mind $PG (+0,11 %)
$MCD (+0,04 %)
$TXRH (-0,02 %) .

in finance, for example $V (-0,62 %) or for health possibly $ZTS (-0,05 %) .

Maybe one of you has some suggestions:)

ps: I still have an exemption order, otherwise I would never realize partial sales at Microsoft and Alphabet :D

7Positions

36,71 %

9 Commentaires

John@Doe

1Sem.

Realize partial amounts at $GOOG and $MSFT and invest in consumer staples? Just let your investment run and buy the new sectors when you have some money together.

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Timur K.@ShindyDeanMartin

1Sem.

@Doe Yes, the idea was actually quite a defensive core of my portfolio.
Are you not a fan of that?

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John@Doe

1Sem.

@ShindyDeanMartin Yes, you can definitely do this, but I wouldn't sell any stocks, but rather expand your PF with new funds. For example, I added $DNP to my portfolio as a defensive stock, but didn't sell anything for it

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Timur K.@ShindyDeanMartin

1Sem.

@Doe understand. First of all, thanks for your tip.

My idea was to use up my FSA for this year.
That would kill two birds with one stone.

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John@Doe

1Sem.

@ShindyDeanMartin yes, I can understand you there too, I don't know how big your position is, but above a certain amount it just doesn't make sense if you give up returns in the following years

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