1Mo·

Some shares may now also be added to my portfolio

... In my opinion, this is not the ideal time to buy, but some stocks, especially in the more defensive area, are comparatively attractive for me right now, especially as they can also be a defensive anchor if tech should correct again. As far as tech is concerned, I'm waiting for that.

Today I have:

$WM (-0,11 %)
$RSG (+0,24 %)
$PG (-1,08 %)
$COKE (+0 %)
$KO (-0,02 %)
$LIN (-1,56 %)
$CSL (-1,86 %)
$NEE (+2,23 %)
$DB1 (-1,36 %)
$DTE (-0,49 %)
$COST (-0,82 %) bought

all about the same amount... Linde a little more, Carlisle a little less...

02.10

Linde

Acheté x200 à 399,50 €

79 900,00 €

27 Commentaires

Alexander_Bitcoin@Alexander_Bitcoin

1Mo

the sums you juggle with are really impressive :O

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Epi@Epi

1Mo

@Alexander_Bitcoin Do not be confused! Only the relative values are important here. 😏

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VillaSpilla@VillaSpilla

1Mo

Absolutely. An important statement, even if it makes you "smile". In the end, what counts are well thought-out strategies that you stick to (once you are convinced). Then individual share emotions of any kind fly out of the race (which is important for sustainable investment).

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HamsterFrodo@HamsterFrodo

1Mo

@Alexander_Bitcoin and that's 0.66% of your portfolio 😂

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1aDNA@1aDNA

1Mo

It is back to help the new ones (including me) find inspiration on how to build the profiles

Thank you for being back with single shares ❤️

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Ricola@Roccola601

1Mo

I think it's very sensible and that's exactly what I'm doing at the moment. 😁

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Chris@Multibagger

1Mo

@Roccola601 I don't do that. But it's not bad

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Ricola@Roccola601

1Mo

@Multibagger You're also a go-getter 😂😁

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Ricola@Roccola601

1Mo

@Multibagger but I wanted to ask you anyway, especially in view of your recent recession post, how you deal with the large number of your risk-on positions? How do you manage your risk during this phase? :)

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Chris@Multibagger

1Mo

@Roccola601 I do not share all the opinions I post in this regard. I will not change anything for the next 6 months as I wrote elsewhere today as I am bullish. I will work with SL. I will not go short on more defensive stocks, but rather short on stocks that have had a strong run.

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GurkiHDx@GurkiHDx

1Mo

I'd be interested to know the costs including taxes, with all the back and forth :D

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Solitair@Solitair

1Mo

@GurkiHDx Costs should be negligible in relation and old stock is tax-free

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Sina@lawinvest

1Mo

@Solitair but it wasn't all old stock, so I also paid a lot of taxes... but well, maybe I'll use the liquidity to buy a little house too

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Solitair@Solitair

1Mo

@lawinvest Treat yourself.

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Ronny B.@Ronny03

1Mo

@lawinvest weird flex

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ShrimpTheGimp🦐@ShrimpTheGimp

1Mo

You had only recently detached yourself from your individual stocks :) Why the change of heart now?

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Sina@lawinvest

1Mo

@ShrimpTheGimp hach don't ask 😅 too boring... was stupid... on the other hand, the portfolio is now so bare... (there was even some taxable old stock in it and in the end the heart was somehow attached to positions like Apple and that is actually wrong... )

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dividend_hunter_2229@dividend_hunter_2229

1Mo

Hey burner

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dividend_hunter_2229@dividend_hunter_2229

1Mo

Ok why Linde?

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Sina@lawinvest

1Mo

@dividend_hunter_2229 Oligopoly in the industrial gases sector

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Gomerdoc@Gomerdoc

1Mo

@lawinvest together with $AI! Both have ALWAYS and at all times been absolute must-have basic investments.

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NoOneElse@NoOneElse

1Mo

@Gomerdoc I think Linde is doing a little bit better in finance management

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ThemenmitKopf@topicswithhead

1Mo

$DB1 is risky but cool stocks selected. All fit the defensive approach. Would be a dream to manage your portfolio and cool that you keep us going.

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Sulli@Sulli

1Mo

Half an LNG terminal. 👍🏻🚀

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user03@user03

1Mo

I also bought more cola ✌🏻

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Max@Divident_e

1Mo

Great my dear

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Marlon@MarlonInvest

1Mo

At the moment, I can't understand what values are being traded here. But honestly, full respect and many thanks for your posts. It inspires me as a 21-year-old every time. And when I get to the point where I can put my current portfolio value into individual stocks, then I'll come back and thank you again haha.

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