1Sem.·

Sell shares with a low weighting?

Hello, today I have attached my two year old portfolio.

I made some mistakes that I regret a lot but that's not the point today.

I'm interested in whether I've made the titles $OSK (-0,93 %) & $KRYS (-1,83 %) should sell.

I've simply invested too little to make big profits there, although I'm currently making quite a decent return, but as I said, I've simply put in too little cash...

I believe in both stocks, but I also want to slim down my portfolio a bit and I'm currently saving up cash for the next setback so that I can invest more money in existing stocks.

So would you hold the stocks and add to them in the event of a setback or would you say sell and then shift into existing stocks with the additional money you have freed up?

Many thanks in advance :)

PS: If you still feel like it, you are welcome to comment on the portfolio, I still have a lot to learn and criticism and improvements are always welcome ;-)

4 Commentaires

1Sem.

Stupid question but your second position is debt right? Why did you carry that as +28k? Shouldn't that be -28k?

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Nom@user28461

1Sem.

@Snopy Is this somehow related to the apartment? 10% of the value of the apartment is the wife's debt. Did she finance 10% of the apartment on credit?

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Julian@MoneyISnotREAL

1Sem.

Regarding the two titles mentioned. Regardless of what kind of companies they are.
Do you believe in their business model and that they will increase in value in the future?
Why not increase - instead of selling?
Selling would mean that your investment idea no longer exists...

For the portfolio, I would take out the wife's apartment and debts so that you can better see the weighting of the shares in relation to each other.
The impression is that you have a solid distribution of assets across different stocks (not a lump of 2-3 individual stocks).

If you want to slim down, then do it. Choose the companies you want to keep (e.g. short-, medium-, long-term) and reallocate. This doesn't just have to be the bottom 10 stocks, but can also be something in between - e.g. to increase small stocks. ONLY YOU will be able to answer this question, because you bought certain stocks for certain reasons.

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Chris@1Chrischi1

1Sem.

The apartment is mine, I inherited it. I renovated it, added a carport and had a conservatory built.
Hence the increase in value that I entered manually.

My wife's debt is money that I lent her for her dream of self-employment and she will pay me back one day. That is why this title is entered as a credit.

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