1Settimana·

Portfolio changes in November and outlook for December 2024:


The allocation of the savings rate was adjusted in November. The bond share was increased ($SGIL (-0,02%) , $IGHY (-0,02%) ) and individual shares reduced. The ETF share remains (small and) constant as always.


For December, an increased focus on $MC (+1,24%) , $MONC (+0,29%) , $KER (+0,2%) and $OR (-0,27%) as the luxury sector has suffered severe setbacks this year, many companies are therefore attractively valued and offer a good buying opportunity.


$ASML (+0,02%) has also fallen sharply, but is still very highly valued. The correction is therefore likely to continue for a while yet. Nevertheless, another small buy is planned for December.


$MBG (+0,12%) is included in the portfolio for personal reasons and is more of a "fun investment". The dividends are very attractive, but I do not expect any significant price gains.


$GAIN (-0,11%) The company pays high monthly dividends and should therefore generate a larger cash flow in the portfolio. As the share price has fallen sharply over the year, now is a good opportunity to get in.


So much for last month and the outlook for December. As always, I look forward to constructive feedback 😄✌🏻

5
2 Commenti

immagine del profilo
1Settimana
you can do that; I also have $GAIN on my buy list and I would like to see $ 5xx again at $ASML
1
Mostra la risposta
Partecipa alla conversazione