8Mes·

Hey everyone!

I'm new here, but not completely new to the stock market.

I started in August '23 and bought almost all my individual stocks there. A short time later I bought ETFs to form the basis of my portfolio.

Now it was time for me to sell NVIDIA (+175%) - even at the risk of some people here calling me crazy. I also bought Siemens Energy in December and have now sold it (+207%).

This means that there is now some cash available, although theoretically there is more cash beyond the portfolio, but I don't want to invest that for the time being.

I would now like to add a few dividend (growth) stocks in order to generate regular cash flow. Any suggestions for must-haves? The main things I have in mind are $V (+1,58%) in my head. But at the moment I also have $STLAM (+0,54%) a bit in my head at the moment. It could be a good time to buy something (I had a similar situation with Siemens!)

With regard to the existing position, there is a small question mark behind Bitcoin (and possibly also Broadcom). Frankly, I know a bit about shares, I would say, but not much about bitcoin. In other words, those who have fully understood it will probably tell me to hold on. Some others might say: get rid of it, and then something in between. However, the position is now probably too high for me, especially at this level

Theoretically, I shouldn't be too badly positioned in terms of diversification thanks to the ETFs. As far as the individual stocks are concerned, they are of course a bit lumpy...

12 Commenti

8Mes

Hold Bitcoin, of course! :D
If you need any literature recommendations to familiarize yourself more or if you have any questions, just let me know.

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Sandy@DividendenMieze

8Mes

Your portfolio looks great. I also bought Visa and sold NVIDIA. So I would sell Bitcoin - but I'm not a crypto fan either. You're so well up there - I'd put it and the profit into ETFs.

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Silas@Bein-Godik

8Mes

Interesting how different the opinions in the comments are. My tip is quite different:
$BTC definitely hold on. Why would you want to miss out on the chance to get off to a good start again? In the event of a total loss, the pain would probably be rather minor. The position is just peanuts in your overall situation. You don't need to know anything about $BTC to hold it.

I'm completely out of $STLAM. The European car market will only be sustainable with government intervention. That would be too risky for me

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FairValue@FairValue

8Mes

Newcomer to the stock market, 6-digit portfolio, only green stocks, Peter Lynch return and then ask for stock tips. Accidentally made a mistake with the start year. Sounds plausible 👌

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Sandy@DividendenMieze

8Mes

@FairValue I also have a 6-digit deposit, have been in it since 02/23 and had more luck than sense 😅 anything is possible.

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Cara@OracleFromBerlin

8Mes

@FairValue yes, it also takes a hell of a lot to buy Apple Microsoft and NVIDIA 😂 The only thing: you had to buy NVIDIA when everyone was already saying: no, they'll fall soon. Bubble, blah, blah. Siemens was lucky. Bitcoin wasn't difficult either & CocaCola was just over 50. I think almost everyone bought it (I heard about it through an influencer)
and the money was previously with good old Deka, so it didn't fall from the sky, it was just gradually transferred.

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FairValue@FairValue

8Mes

@OracleFromBerlin Then the path is clear. Always invest heavily in the obviously best values.

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Dividenden-Penner@Dividenden-Penner

8Mes

Nice portfolio and no value in the red. 🧐 In your short investment phase, you must have a knack for buying gold at good prices. Otherwise, lumps are no disgrace - if they are fat in the plus 😬.

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Kai@Dividenden-Sammler

8Mes

@Dividenden-Penner especially within 2-3 months such returns - there is something wrong because the prices do not give that in the period. Could it be that he got the year wrong?

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Cara@OracleFromBerlin

8Mes

@Dividenden-Sammler haha sorry... I actually got the year wrong. The purchase prices are of course correct, but it should be August 23. I'll correct that right away

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Björn@investor_559

8Mes

Great portfolio! I wouldn't say you can go far wrong with $V, I think the sector will continue to grow well. For me personally, the future of car stocks is a little too uncertain at the moment and I don't think the dividends will be lavish in 2025. The problem with $ENR was more foreseeable over time. I think crypto or Bitcoin will become more and more interesting in the future, but I would rather make a savings plan with small amounts to take out the fluctuations a little, but I've only recently started to get to grips with crypto and don't quite trust it yet.

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Maximilian@Max095

8Mes

Strong portfolio! I am also buying $STLAM at the moment. Still heavily in the red there.

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