Non trouvé

Sina · 2024-10-23T17:17:27.054969Z

Ich habe mal heute ein bisschen mein Depot aufgeräumt. Das hat teilweise damit zu tun, dass ich die Börse aktuell für ein bisschen heiß gelaufen halte, ist aber nicht ausschlaggebend; sondern einfach nur ein Zeitpunkt, an dem es klug scheint, manche Werte zu verkaufen, die eh nicht mehr ganz oben auf der Will-Haben-Liste standen. Zunächst: Einige von euch haben vielleicht mitbekommen, dass ich den Großteil des Wachstumsdepots auf ETF umgestellt habe. Dort habe ich auch ein bisschen aufgeräumt, allerdings nicht erwähnenswert. Im Dividendendepot habe ich etwas mehr hin und her geschoben; wobei zunächst eigentlich nur zum Cash-Bestand hingeschoben und noch nicht her geschoben :D Manch einer erinnert sich vielleicht noch, dass ich einige Aktien der Großeltern übernahm, welche zum Teil auch steuerlicher Altbestand ist. So liegt der Fall auch hier. Ohne Zweifel habe ich aber auch einiges an Steuern zahlen müssen im Nichtaltbestand. Auch unter der Berücksichtigung wollte ich aber ein wenig aufräumen, obwohl das Dividendendepot eigentlich zum Buy and hold (forever) gedacht war, so zeigt sich manchmal, dass man vielleicht doch mal verkaufen sollte. $SBUX : Hatte bei ca. 85 begonnen einen Position aufzubauen. Dann kam der Starbucks"Crash". Dadurch war ich genötigt einiges nachzukaufen. Die Position ist mir für mein Dividendendepot aber viel zu groß geworden, daher um etwas mehr als 1/2 reduziert. $SAP @Karl_ <- Anknüpfend an den Beitrag von Karl. Ich sehe das ähnlich und finde dass die Bewertung nicht mehr wirklich gerechtfertigt ist. Zudem bin ich mir auch ob des Deutschen Marktes insgesamt momentan unsicher. Aber immerhin macht SAP auch viel Geschäft in Amerika. 100 % raus $JPM Vielleicht eine kontroverse Entscheidung. Aber mich überzeugen die Kapitalrenditen auch für eine Bank bei JPM nicht gänzlich. Ist zwar sicherlich ein gutes Investment; für mich aber derzeit nicht mehr. Das ist aber mehr eine Bauchentscheidung. 100% raus $DHL $7974 waren Mini-Positionen. Frage: Weiter aufbauen oder raus? Letzteres war die Antwort. Sehe aktuell nicht einen unbedingten Kaufensgrund. 100 % aufgelöst $JNJ sicher auch eine kontroverse Entscheidung. Überzeugt mich aber weder in Wertentwicklung, noch in Fundamentaldaten. 100 % raus. $AZN Bei Corona aus gutem Grund (Impfung) gekauft. Nun Gewinne mitgenommen. 100% raus. Das wars zunächst. Damit hab ich nun eine Cash-Quote von fast 50%, was natürlich viel zu viel ist. Das Cash wird teils in ETFs fließen im ehemaligen Wachstumsdepot, teils in Dividendenaktien. Vor allem stehen Basiskonsum, Industrie und Gesundheitswesen - wenn sich dort bessere Gelegenheiten abzeichnen - im Fokus. Dort werde ich nach und nach Positionen aufbauen und poste entsprechend meine Gründe. Edit: Ich bin immer dankbar für Ideen im Bereich Basiskonsum/Industrie/Gesundheit + Dividendenzahlend.

Sina

@lawinvest

2Mo·

I tidied up my portfolio a bit today. This has partly to do with the fact that I think the stock market is currently running a bit hot, but it's not the decisive factor; it's simply a time when it seems wise to sell some stocks that were no longer at the top of my want list anyway.

First of all, some of you may have noticed that I have switched most of the growth portfolio to ETFs. I've also tidied up a bit there, but it's not worth mentioning.

In the dividend portfolio, I shifted a little more back and forth; although initially I only shifted to the cash portfolio and not yet shifted :D Some of you may remember that I took over some of my grandparents' shares, some of which are also old tax holdings. This is also the case here. But there's no doubt that I also had to pay a lot of tax on the non-old stock. However, I also wanted to tidy up a bit, even though the dividend portfolio was actually intended for buy and hold (forever), so sometimes it turns out that you should perhaps sell after all.

$SBUX (+0,81 %) I had started to build up a position at around 85. Then came the Starbucks "crash". This forced me to buy some more. However, the position has become far too large for my dividend portfolio, so I reduced it by a little more than 1/2.

$SAP (+1,83 %)
@Karl_ <- Following on from Karl's post. I have a similar view and think that the valuation is no longer really justified. I am also unsure about the German market as a whole at the moment. But after all, SAP also does a lot of business in America. 100% out

$JPM (-0,38 %) Perhaps a controversial decision. But I'm not entirely convinced by JPM's return on capital, even for a bank. It is certainly a good investment, but not for me at the moment. But that's more of a gut decision. 100% out

$DHL (-2,21 %)
$7974 (+1,98 %) were mini positions. Question: Continue to build up or get out? The latter was the answer. I don't see an absolute reason to buy at the moment. 100% liquidated

$JNJ (-3,31 %) certainly also a controversial decision. However, I am not convinced by either the performance or the fundamentals. 100% out.

$AZN (-0,1 %) Bought Corona for a good reason (vaccination). Now took profits. 100% out.

That's it for now. I now have a cash ratio of almost 50%, which is of course far too much. The cash will flow partly into ETFs in the former growth portfolio and partly into dividend stocks. The main focus will be on consumer staples, industrials and healthcare - if better opportunities arise there. I will gradually build up positions there and post my reasons accordingly.

Edit: I am always grateful for ideas in consumer staples/industrials/healthcare + dividend paying.

23.10

Starbucks

a vendu x1500 à 85,64 €

128 460,00 €

10,99 %

20 Commentaires

Nostradonkey💩@DonkeyInvestor

2Mo

What I have missed your mini transactions 😘

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Epi@Epi

2Mo

@DonkeyInvestor Learned from you.

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Nostradonkey💩@DonkeyInvestor

2Mo

@Epi then it outperformed its master pretty quickly 😅. Such sums in a single share that you just sell. Respect. It would almost be like liquidating my Bitcoin position. But I certainly wouldn't do that all at once. And it's not as risky as $SBUX

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Trilly424242@Trilly424242

2Mo

@DonkeyInvestor aha

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TaxesAreTheft@TaxesAreTheft

2Mo

Take a look at $VKTX. Most likely to be the next blockbuster in GLP-1s

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Kevin E.@KevinE

2Mo

It's a good thing if you also separate in the event that it no longer fits your own strategy.
Why "basic consumption / industry / health"? Simply so that you can make sensible suggestions. There is already a certain range of companies...

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Sina@lawinvest

2Mo

@KevinE because two healthcare stocks have now been kicked out and these have always been underrepresented in my portfolio. Currently (albeit with cash) these sectors are only around 2-4%, with tech accounting for around 18% (cash-adjusted around 36%). Industrials even have a 1 in front of the decimal point.

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Kevin E.@KevinE

2Mo

@lawinvest At Basiskonsum I have Hershey and Cranswick on the WL. However, both would still have to come down a bit for an entry.
I am still waiting for a dip in Watsco, Badger Meter and Xylem.
I find healthcare very difficult to evaluate. It is underrepresented in my portfolio. In my opinion, Stryker is very well positioned for the future, but the valuation has completely slipped away from me. A friend of mine swears by Abbvie, but I'm not sure what will happen after Humira's patent expires as the best-selling drug. Since I'm not very good at assessing these step-by-step procedures for new drug approvals, I've so far kept my hands (or money) completely off drug manufacturers...

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Dennis@GordonGekko83

2Mo

I wonder how big the "mini position" was at $DHL 🤔

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Sina@lawinvest

2Mo

0.0875% portfolio share 😉

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Lorenz@the_way_to_1million

2Mo

I will liquidate my Starbucks position with a 30% profit. For the same reasons as yours. I need some cash and am waiting for a major correction

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news03@user03

2Mo

Do you do something at Coca Cola?

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Sina@lawinvest

2Mo

@User03 had considered buying more, but the dip wasn't big enough for that...

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news03@user03

2Mo

@lawinvest have the same dilemma

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Sina@lawinvest

2Mo

@User03 It depends a bit on various factors: If your average entry price is 55 or so, I would probably buy a tranche if your position is not yet full. If it is full, you have to think carefully about whether you still want to buy

If it's around 30-35, as it is for me, then 60 is not the price I'm shouting about. Personally, I would be back at 55 - if we see them again...

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Sina@lawinvest

2Mo

@lawinvest Addendum: If you look at the chart, you might come to the conclusion that perhaps a buy zone has just been reached here...

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news03@user03

2Mo

@lawinvest my buy in is at just under 55, position "full" in itself, but of course not in the long term, as I am constantly expanding my portfolio. Actually, I would only be prepared to buy at 60, but the figures have again exceeded expectations and I think it's a long runner. I have similar thoughts to you 😅

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Sina@lawinvest

2Mo

@User03 Without actively advising you to do anything and without knowing the size of your portfolio: Then there is a lot to be said for a small tranche...

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news03@user03

2Mo

@lawinvest definitely, but I'm still waiting for the US opening :)
In terms of volume, we're both in completely different dimensions anyway 😂✌🏻

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T..@AIex

2Mo

The markets have run hot and there is still some room for upside. I am also going to cash and otherwise shifting into bonds, as I expect a 20-30% "crash" in the next 5 months (according to Elliot Wave with a 65-70% probability). Nas 15868-12941, s&p 5110-4921... but I'm not omniscient and there are so many savings plan lemmings now... So let oil get to 50$ first, but Israel and Iran could play a bigger role before that. Let's see...

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