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1Année·

Depot review May 2023 - Sell in May and... oh shit 🚀🚀🚀

"Sell in May and go away" - One of the most famous stock market sayings par excellence and following it would have cost me a lot of money this year.

In the depot May was with +4,0% the strongest month after January. Compared to May 2022 with -5.1% an extreme difference.

In the current year, my performance is currently +13,1% and thus significantly above my benchmark (MSCI World +9.6%).

Not surprisingly, of course, extremely strongly driven by NVIDIA $NVDA (+5,35 %) with +41% / + 2.700€. This accounts for almost one third of the price gains in May. Also strong Alphabet $GOOG (-0,36 %) and Palo Alto Networks $PANW (+1,32 %)

On the losing side, in May it was mainly Starbucks $SBUX (+0,69 %) Nike $NKE (+1,37 %) and Sartorius $SRT (+2,17 %)

In total my portfolio stands at over 210.000€ even though I only broke the 200,000€ barrier in April.

Dividend:

Dividend +16% compared to prior year
Current year dividends are +32% above first 5 months 2022 after 5 months

Purchases & Sales:

Bought in May for approx. 3.200€
Executed mainly my savings plans:
Blue Chips: Caterpillar $CAT (-0,78 %) NVIDIA $NVDA (+5,35 %) TSMC $TSM (+2,38 %) Amgen $AMGN (+0,4 %) Procter & Gable $PG (+2,83 %) Johnson & Johnson $JNJ (-3,24 %) S&P Global $SPGI (-0,79 %) and as a new investment Hershey $HSY (-0,79 %)
GrowthBechtle $BC8 (-1,42 %) and Palo Alto Networks $PANW (+1,32 %)
ETFsMSCI World $XDWD (+0,3 %) Nikkei 225 $XDJP (+0,91 %) and the Invesco MSCI China All-Shares $MCHS (-0,46 %)
Crypto: Bitcoin $BTC (-1,5 %) and Ethereum $ETH (-1,66 %)
Sold with the x-trackers MSCI Emerging Markets my complete holdings of the ETF.
Reasons for this are many, especially the weak performance
Since I also have a pure China ETF monthly and China makes up about 30% of the MSCI EM I am still invested here. In addition, I have TSMC in my portfolio, which makes up about 7% of the MSCI EM. So in total I have over 35% of the index covered in my portfolio anyway. In addition, the Samsung share $005930 with a share of 5-6% in the Emerging Markets Index on my watchlist.

In the next month I will probably follow the current trend and try with an Itochu $ITC in the savings plan to increase my Japan share a little.

How did your portfolio perform in May? And what do you think of stock market wisdom like "Sell in May and go away"?

#dividende
#dividends
#personalstrategy
#depotupdate
#performance
#update
#rückblick

14 Commentaires

Gerit@Gerit

1Année

Wisdom, should never be blanket statements.🍹🥸

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Mister_ultra@Mister_ultra

1Année

@Gerit Absolutely! May was absolutely the best month since I invest 😂

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Epi@Epi

1Année

@Gerit That's right, NEVER!

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Ella Marie Waschbär@DividendenWaschbaer

1Année

Do you use TR? I would be interested to see how the savings plan on Itochu does with TR. Because in the morning between 7 and 8 you can trade wonderfully with Japan shares. From then on the spread becomes quite high. I would be interested to know when TR executes the savings plans. So what time and at what already

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Yassin@RisingAktie

1Année

@DividendenWaschbaer According to their own statement, TR is always guided by the respective market opening times when the spreads are low. Whether it is the same for Japan, I do not know, but for my "European" savings plans are usually bought between 9-10 clock, while my American savings plans are executed only so 16 clock. So assume (without knowing!) That do the same for Japan and trigger at 7-8am the savings plans.

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Mister_ultra@Mister_ultra

1Année

@DividendenWaschbaer @RisingAktie

This is also a point for me. TR executes in the worst case at noon, for that no fee. Consors in the morning at 9am, for that 1.5%. I made it easy for myself and wrote to the support of TR, when they execute the Japan savings plans. Will provide an update as soon as I have an answer:)

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Mister_ultra@Mister_ultra

1Année

@DividendenWaschbaer I have no answer from TR yet, but currently (normal execution time of TR for American shares 16-17Uhr) the spread is about 1.5%. money: 33.35 letter: 33.82 Goes lower me security, but would thus at least still not more expensive than, for example, Consorsbank with a fee of 1.5% + spread. I am still curious about the answer :)

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Drööd@OFant

1Année

Does the import of scalable documents in PP work again in the meantime? Didn't it used to work all of a sudden? Does anyone know anything about this?

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Mister_ultra@Mister_ultra

1Année

@OFant phew good question. I use Trade Republic and actually always enter everything manually. Unfortunately I can't help you there.

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Topper H.@TopperHarley

1Année

In the web version, where do you unfold the view with the companies from which you have received a dividend? For me, only the first 8 companies/ETF are displayed.

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Ella Marie Waschbär@DividendenWaschbaer

1Année

@TopperHarley You need Trick17 😂 You have to go to "Alltime". There's down there once or directly already twice "show more". There you have to expand both and then click on e.g. 2023. If that doesn't work, then click through the years one by one and then back to Alltime. Then you click on all "Show more" that are there (for me it's 3).

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Topper H.@TopperHarley

1Année

@DividendenWaschbaer haha 😄 megalieb of you that you have written me the tutorial. What kind of user interface design is that @Kundenservice. Went by your instructions and even had to click 3x on "more". Then I could see everything. How many times must then please press @Simpson 😄.

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Ella Marie Waschbär@DividendenWaschbaer

1Année

@TopperHarley The first one is for Alltime. The second one is for the other years (except 2022) and the third one is only the year 2022 😂😅

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Kundenservice von getquin@Kundenservice

1Année

@TopperHarley Will of course still be fixed. 😂

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