15H·

Roast my what-if portfolio

Here is my portfolio, in which I have entered the sales as purchases.

Briefly: What profits/losses have I lost since selling position XY?

Background information: I have been saving the $IWDA (+0,93 %) + $CSPX (+0,31 %) and a little $BTC (-0,21 %) - now only due to the size $HMWO (+0,54 %) - and from the beginning of 2020 to mid-2024 the 76 individual shares were also included.

Well, it actually looks quite good, why didn't you switch completely to individual stocks, you have some nice stocks in there? 1.9% dividend yield with 80% TTWROR

Quite simply: I'm not interested in the hassle - it's just too stressful for me

Here's a comparison of the "what-if" portfolio with the actual portfolio:

Now have fun browsing. Maybe one or the other will find a Tenbagger.

Oh yes, exactly. Thank you @DonkeyInvestorthat was quite a task to grasp the whole thing, but I wanted to see it.

76Positions

106 295,95 €

35,58 %

19 Commentaires

Dividende > Zinsen@GoDividend

15H

oh man why are you doing this to yourself? The would have would have bicycle chain is not exactly easy on the nerves :-).

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Alpalaka@Alpalaka

15H

@GoDividend But I'm up for it. I'm not talking about would have would have chains. Individual titles were always a maximum of 30%. You stand by your decision and don't cry afterwards :)

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Meister L.@Lumimyrsky

14H

@GoDividend It is interesting. To learn from mistakes

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Alpalaka@Alpalaka

14H

@Lumimyrsky It's only stupid if you don't make any mistakes

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Dividende > Zinsen@GoDividend

14H

@Alpalaka that would be nice if we could all say that

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Alpalaka@Alpalaka

14H

@GoDividend that would be boring

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Dividende > Zinsen@GoDividend

14H

@Alpalaka but beautiful

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Alpalaka@Alpalaka

14H

@GoDividend then my grandpa can no longer say to me "Without brains you're a moron" :(
That wouldn't be nice

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Dividende > Zinsen@GoDividend

14H

@Alpalaka Grandpas are always right

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“Klaatu_Barada_Nikto!“@Ash

Interesting insight. I also only have a few individual stocks in my portfolio that I am no longer investing in and which I am selling step by step if necessary. My last sale was Coca-Cola, and the proceeds went to $EQAC.

Like you, the reason is that it's simply far too time-consuming and stressful. I don't have the nerve for that anymore. When you have a relative in need of care, like I did some time ago, you really realize how valuable time is - and you make better use of it for them and yourself.

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Alpalaka@Alpalaka

@Ash Just like that!

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Harald@Madhatter5566

14H

I don't quite understand the "what if portfolio" comparison. You sold 76 individual stocks and are now down to 4 stocks in your actual portfolio? And now you're comparing the 4 stocks as if you hadn't bought anything since splitting them up from the 76 individual stocks?

In my opinion, individual stock portfolios are time-consuming because you have to keep track of them. Streamlining would probably not be a bad thing, even if you lose returns, because you save time. In my opinion, single stock portfolios are work and the hourly wage has to be high compared to the lazy portfolios before it becomes interesting

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Alpalaka@Alpalaka

13H

@Madhatter5566
Re paragraph 1: The aim of the portfolio is simply to see how the securities sold have developed since then.
How you compare it to the actual portfolio is up to you.
What would be your approach to comparison?

Re paragraph 2: check

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Harald@Madhatter5566

13H

@Alpalaka Question one was just a question of understanding the process. So you directly compared the 76 individual titles against the same amount of money in your 4 titles?

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Alpalaka@Alpalaka

13H

@Madhatter5566 oh now I'm coming along
No, I just compared it to my portfolio. I'm still too lazy at the moment to compare the transactons in this period. It distorts the result, of course.
I'll see if the competitor has the option

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Nostradonkey💩@DonkeyInvestor

13H

It's a great idea to have them compete in the benchmark. My "what if" was clearly ahead over a fairly long period of time. Recently, however, my current portfolio has been winning with approx. 15-20% more return in the comparison period

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Alpalaka@Alpalaka

12H

@DonkeyInvestor Well, the comparison is a bit flawed, as I can only really compare 2020-2024. Difficult to make a reasonable comparison

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Nostradonkey💩@DonkeyInvestor

11H

@Alpalaka the comparison proves me right, everything else doesn't matter 😁

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Alpalaka@Alpalaka

11H

@DonkeyInvestor zwinki zwonki

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