John (@Doe) su getquin

Have a nice evening getquin's 🙋🏼‍♂️

After some consideration, I have decided to drastically reduce the size of my portfolio.

-to focus more on companies with a higher market capitalization

-to switch from a dividend strategy to a dividend-growth strategy, as I have completely exhausted my 2023 allowance and am not yet dependent on dividends

The following shares have been removed from my portfolio.

$NAS (-3,81%) +5,12%

$AT1 (-1,99%) +8,05%

$ORI (+1,24%) +5,62%

$AAF (-4,2%) +10,06%

$STAG (-0,74%) +4,17%

$ILPT (-2,29%) -1,17%

Not yet sold but already on the hit list

$UKW (-1,25%) (yes I know... mimimi... but 6% dividend and 3%-4% share price growth is not my target)

$AD (-1,38%)

The following shares have been added to my portfolio.

The only remaining stocks are $ATD (+1,18%) and $BLK

I will soon be saving another ETF ( $VUSA (+0%) ) with around €350 per month, and I will continue to invest €900 in my 6 remaining shares every month. After about 4-5 years, the ETF should have overtaken all the individual shares in my portfolio and come out on top.

As my new job requires a little more time, I would of course first like to address the time factor with the downsizing, which should not be underestimated even with 20 shares.

My portfolio should actually look more like @Simpson but that would make me bang my hands over my head and I wouldn't have time for anything else. How you manage that is a mystery to me 😅

To be honest, I liked @Barsten I liked his portfolio best of all... slim and clear... I think when I registered here 2 years ago there were 4 shares, if I remember correctly. 🤔

Today I finally reallocated the rest and am really very happy with my new portfolio.

Please don't be surprised because only companies from North America 🇺🇸 🇨🇦 are included. I am fully aware of this and it was done on purpose. 😁

I hope that I will no longer spend so much time on my portfolio with news, figures and earnings and have more time for the important things in life... earning money for my portfolio 😂 and, most importantly of all, having fun and enjoying life.

Have a nice evening 🙋🏼‍♂️

ps. Depot can be viewed in the profile 😉

Ella Marie Waschbär@DividendenWaschbaer

9Mes

So I can understand you, but 6% dividend plus 4% growth is 10% p.a.. Dividend increase of 10% p.a. for 10 years.

So that's not bad either.

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Barsten@Barsten

There were exactly three fixed stocks (Apple, Microsoft, Blackrock) and one changing position, 80% tech, 20% bank/finance; holding period was 12 months.

The investment amount was just under €30k and the total profit on sale was 37.65%.

Unfortunately, I had to liquidate it due to relocation of my main tax residence, which still brings tears to my eyes 🥲.

I am now starting step by step to build up a new portfolio of max. 6 shares by the end of 2024 with approx. 30k€ which will grow by 25-30k€ each year and max. 2 more shares; target investment amount by the end of 2027 is 100k€, no ETF

Focus will be 70% tech, 20% bank/finance, 10% other, 80% North America and 20% Asia focused.

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Homer@Simpson

I've also been losing weight since October 2023 and have already lost a massive amount of weight by my standards 😂👍
Can only recommend not to worry too much and just focus on the big ones 🦈 😊👍