4Mo·

From all-time high to all-time high - time to take a look in my cellar 📉

The stock markets only know one direction at the moment and even September, generally the worst month on the stock markets, is heading for a clear green result.

Of course, this can also be seen in my portfolio in the following picture. What I find much more exciting in such situations, however, is always the view to the very bottom, where it turns red and which is generally not shown here.

Now it turns red and negative:

Even though many things are going well, some things are not going well. For the most part, these are still the former corona winners like Pfizer $PFE (+1,91 %) Sea $SE (-2,53 %) Block $SQ (-12,06 %) or Atlassian $TEAM (-0,9 %)

However, Pfizer's overall performance is not quite as bad, as there has of course been a lot of dividend growth over the last few years.

Nike $NKE (-0,48 %) and Hershey $HSY (+4,29 %) are also not doing themselves any favors at the moment, but are still in the savings plan. Just like Bechtle $BC8 (-0,42 %)

My China ETF is currently the phoenix from the ashes, I was surprised myself that it has almost reached 0 😂

Towards the end of the year, I will analyze the losers again. Will they get another year of probation? Or will one stock or another be thrown out?

I usually look at this between Christmas and New Year's Eve.

What's your situation? What are your skeletons in the closet doing?

#etfs
#personalstrategy
#stocks

16 Commentaires

Dennis@GordonGekko83

4Mo

Always great to read your posts. You've already managed the "transformation" to what I consider a super portfolio. I'm still in this phase, but things are moving forward! 😊 I'm in the process of ironing out my hopefully "last" two beginner's mistakes. But that's easier said than done.😆 I'm curious to see when I'll have done it myself. Only when I think it's done will I post my portfolio.😎

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Tenbagger2024@Tenbagger2024

4Mo

@GordonGekko83
Take a look at the top investors.
How many losers they have in their portfolios.
I don't even want to talk about that weird Cathy.
Or take a look at Frank Thelen.
Don't be so self-critical.
The stock market is a beast.

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Dennis@GordonGekko83

4Mo

@Tenbagger2024 thanks for the encouraging words, but you don't even know my last major "beginner's mistakes";-) The performance itself is okay, but of course there is room for improvement.
My biggest problem started with TR. No or little money, but wanting to buy everything because it was "interesting" 😂
At the peak, I had 500 individual positions and many in the €150-200 range. Total nonsense! I wouldn't and can't recommend it to anyone. I also missed the "jump" to Corona and took out a loan until recently. That's what happens when you plan your exit in your head and then don't pull it because it's going great! Big mistake! If you then let it run, there must be no missing stop loss, otherwise the loan will drag on. So don't speculate with borrowed money in the first place.

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Tenbagger2024@Tenbagger2024

4Mo

My dear,
I think you're great. Because you stand up for it, and maybe you can protect others through your stories.
That's why we simply need more people like you.

I've also made a few mistakes, and it's so important to make mistakes.
The stronger you become, the more important it is to learn from them and do better. And not to give up.

I got into stories and let myself be guided by magazines. Without looking at the fundamental figures. I got in far too expensive at the peak and then missed the jump.

In order to be able to compensate for something like that, you also need success, and that can only be achieved with a well-diversified portfolio with quality stocks as its foundation.
And so the pain is quickly forgotten.

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Dennis@GordonGekko83

4Mo

@Tenbagger2024 Thank you! Glad to hear it! I can only hope that some people don't make these mistakes, but as you say, you should learn from your mistakes and draw your own conclusions.

I think I've found the right strategy and approach now after a good 15 years of stock market experience. But to get off to a flying start, I still need to "clean up" some of my old baggage.

My "new start" does not mean boredom in the portfolio. I will continue to play the one or other "gamble". It's part of it for me and is a kind of hobby.😜

Laugh. Yes, I've also copied some brilliant ideas and learned from great "masters" how not to do it. That's not to say that there were only pearl barley among them😆, but here I can only say that the smaller the values and the more imagination, the bigger the fall if even one thing turns out differently than expected.

Addendum: Giving up is never the right goal, the long-term charts alone show that there is money to be made on the stock market. Anyone who has been through a "crash" knows the painful side of the stock market! It is important not to bury your head in the sand, but to recognize the opportunities of this situation and to act courageously. The money is practically lying on the floor!

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Mister_ultra@Mister_ultra

4Mo

@GordonGekko83 thank you!!! :)

Yes, it took me a while too. From 2013 to 2018 I also completely bet on the wrong strategy. Since then, my strategy has worked much better (with the exception of the Corona Hype shares 😂)

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aminemeskni@Aminmeskini

4Mo

I'm really happy for you, you've definitely done a lot of things right 💗. For the first time since I started, I'm up with all my shares!!!

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Mister_ultra@Mister_ultra

4Mo

@Aminmeskini Thank you!

Mega good! You really made a good choice when everything is green 😄

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Homer@Simpson

4Mo

For me, a real corpse is anything below minus 50% 😂 above that I hope for a miracle and that the position wakes up from the comma 😂

I have cremated most of my corpses 😂

In my savings plan portfolio I hope that most of the positions will live for a long time 😂

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Tenbagger2024@Tenbagger2024

4Mo

@Simpson
A corpse is only when there is insolvency and the share is canceled.
Otherwise, you should continue to hope for a miracle.
Everything will come back.
Even if it's just the flared or corduroy pants.

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Mister_ultra@Mister_ultra

4Mo

@Simpson yes, I have already sorted out all the bad corpses like TelaDoc $TDOC. I still have hope for the others like Block or Atlassian 😂

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John@Doe

4Mo

My biggest losing stock is also my favorite stock $ATD, so I keep it in my portfolio.
Your China 🇨🇳 ETF is your only ETF?

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Mister_ultra@Mister_ultra

4Mo

@Doe I am still completely convinced by $ATD. I wouldn't worry about that either.

No, I still have a classic MSCI World, a Japan ETF and the WisdomTree Global Quality Dividend Growth :)

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Tenbagger2024@Tenbagger2024

4Mo

However, I have noticed that it is these loser stocks that are picking up right now because they have suddenly become cheap and the fundamentals of some losers are going up again.
And the winning stocks that have already done well, such as Palo Alto, are also taking a break.
So that the valuation returns to a reasonable level.

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Mister_ultra@Mister_ultra

4Mo

@Tenbagger2024 Of course you're right. Unfortunately, there are a few permanent lots that I threw out of the depot some time ago. For example Teladoc $TDOC

At minus 80%, it simply takes too long to get back on a green branch 😂

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Martin@CuriousBrewery

2Mo

@Mister_ultra Are you still convinced by Hershey? The cocoa price remains tight and competition from Mr Beast's Feastables chocolate is growing. I am also invested, but don't know whether I should continue to hold.
Lg

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