1J·

Need advice

Hello everyone.

I am currently working on the following topic $SHEL (+1,09 %) . I'm not so sure whether I shouldn't make a temporary partial sale. I bought 250 shares for €11.40 back in 2020/2021. A partial sale of 100 pcs was made at almost 150% price gain at that time.

So I still have 150 shares.

Due to two portfolio moves, I am "only" shown a profit of approx. 80%, which in fact should be something in the 200% - 250% range.

I receive 8, ... % dividend p.a. which is not wrong, which is why I am considering whether it makes sense to trigger the tax event at all. The share price of €39 will not be maintained, let's be realistic, which is why I'm wondering whether to sell.

I also still have $OXY (-1,69 %) 138 shares for 1 year, 2/3 of which I will liquidate, as it was more of a medium-term bet. That would also be a factor that speaks against a partial sale of shell.

I think the world $VWRL (+0,49 %) will recover and whether oil is at its peak I don't know.

The two oil stocks make up approx. 11% of my total portfolio.

I am actually well diversified (etf/stocks/real estate/gold/bonds,call money)

9 Commentaires

Chris@Multibagger

In my view, Shell will benefit in the coming weeks from the ongoing war, the end of which is not in sight. I have a derivative on $TTE. I'll do the devil and take the 200% with me. If the war lasts longer than 2 weeks, Shell is more likely to reach 45 than 35, which is what I am now assuming.

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S-Brown@S-Brown

@Multibagger I want to hope so. I will continue to hold. I bought in Corona times

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Lasse@Lasse_1996

If the war continues to take place only at weekends, it will actually drag on. 40 should probably be scratched. But since trump is trump, it can of course be over quickly

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Hannesjo@Hannesjo

I bought 400 shares for ~€14 at the time and am happy about a personal dividend yield of over 9%.
I would simply keep Shell and collect the juicy dividends instead of throwing tons of money down the state's throat.
In addition, Shell is stabilizing your portfolio these days and who knows, maybe Shell will increase the dividends more in the near future and so you will have something of the current madness. Shell also has a buyback program running until May 26.

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Lasse@Lasse_1996

@Hannesjo i think that i will rather cut occidental strongly as i bought shell as a long term investment back then. The €39 is still a strong breakout, but as you said, the 8% dividend plus the tax event speak against trimming shell

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Leon@Investingyoung

Sell a part of the shell and put a little something in $AXON 🙌🏼

Hold the rest and collect dividends

Or put the $OXY money into Axon, also works and leave shell as is

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Lasse@Lasse_1996

@Investingyoung What do you expect from axon ? I am already slightly invested ? I think shell will remain untouched but occi could create liquid funds in the near future

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Leon@Investingyoung

@Lasse_1996 I continue to expect axon to achieve bombastic growth

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Walter S.@Roots

I'll take shell with me until I retire.

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