7Mes·

Depot review April 2024 - Red at last?


After 5 months of partly clearly positive performance, the first month of losses since October 2023 now follows.


Overall, April was -2,2%. In total, this corresponds to price losses of ~6.500€.


Monthly view:

attachment



On the winning side there was actually only one really positive share and that was Alphabet $GOOG (+0,77%) which will now also join the ranks of the Big Tech dividend payers.

On the losers' side it is a colorful mixture of Sartorius, Meta, Microsoft and Bitcoin.


The performance-neutral movements in April were €3,500. I bought in April for ~€1,500.


Annual view:

attachment



In the current year, my performance is +10,9% and thus well above my benchmark, the MSCI World with 8.9%, despite the weak April.


In total, my portfolio currently stands at ~288.000€. This corresponds to an absolute growth of ~€33,000 in the current year 2023. ~28.000€ of this comes from price gains, ~1.000€ from dividends / interest and ~5.500€ from additional investments.


Dividend:

attachment
  • The dividends in April were +26% above the previous year at ~€160
  • In the current year, dividends after 4 months are also +30% over the first three months of 2023 at ~790€.
  • In April, there was also a dividend for the first time from Salesforce $CRM (+0,98%)



Buys & sells:


Target 2024:

My goal for this year is still to break the €300,000 barrier in my portfolio. Despite the weak April and the rather weak start to May, I am optimistic that I will reach my target by buying more in the second half of the year.



#dividends
#dividende
#rückblick
#depotupdate
#aktie
#stocks
#etfs
#crypto
#personalstrategy

59Posizioni
254.121,27 €
40,03%
36
12 Commenti

immagine del profilo
all the best - given US and information technology focussed, I think it may be fair to compare your performance with S&P 500 or Nasdaq 100 instead of MSCI world
5
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immagine del profilo
Respect @Mister_ultra 💪🏼 Clear structure, clear analysis, clear strategy - whether it works or not (immediately). I'm far from your YTD with similar portfolio value (~4%). Ok, am at 50% ETF and have TRUST in Apple for 10 years with 30% as a single position.
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immagine del profilo
Btc where are you currently buying?
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What kind of app is it that you have the screenshots of?
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immagine del profilo
May we know what your average investment rate is per month?
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