1Anno·

Like this. Take me apart. 🙈


Edit: Hmm, wanted to split the portfolio so that you can see the % share in the portfolio for each value, but I can't seem to get that to work. If anyone knows how, please comment.


I started investing in stocks around 2010, bought bitcoin in 2017 and got out after a rollercoaster plus minus zero. I've been allergic to cryptos ever since. What bothers me most is that they don't have a closing time and you always have something to look at... I also want to call it a day at some point... 🤣🤣


Had about €80k in the portfolio until 2021 and then inherited €200k...


Then sold everything because of a potential house purchase. Unfortunately, buying a house didn't work out and I was basically on "start".


The larger the sum, the more conservative I become, I then realized.


I didn't want to invest the money riskily, but I didn't want to just leave it lying around either. I also didn't want to invest it in a property as an investment so that I would have access to it when I needed it.

I alao tried a dividend strategy and invested in some (mainly US) stocks. My misconception was that the stocks should be more stable than they turned out to be. Fortunately, I heavily overweighted Main Street Capital $MAIN (+1,17%) which is a great value for me.


I liked the regular dividend, but that was not my understanding of equity investments. There was a lack of excitement when looking at prices and news on a daily basis.


So it bobbled along for a short while. By then I had reinvested around €60k.

I then gradually invested the rest and the dividend now pays my rent. However, I couldn't resist picking up some growth stocks again and also the accumulating World ETF.


My plan now is to invest half in dividends and half in growth. I find the monthly cash flow very reassuring, but I'm still too young to switch completely to it.


I also find it interesting how I always catch myself finding it much more exciting to see how the small gambles ($1211 (+1,2%) and India ETF) than looking at where most of the money is.

This year is also $HAUTO (+1,41%) my nerves...


What happens next?

I am currently considering selling some of the US REITs and $BATS (+1,15%) and possibly invest in $MBG (-1,9%) or other stocks or ETFs with a better outlook. But I'm not yet sure where to put them.


Feel free to send me any comments or positive or negative feedback or ideas!

32Posizioni
308.423,47 €
5,84%
12
5 Commenti

immagine del profilo
Before I would sell $BATS, I would remove everything from $CBK downwards from my portfolio.
What makes you more optimistic about the future with $MBG than with $BATS, for example?
2
immagine del profilo
@Kapital_Koala 👍
Regarding $BATS, I simply believe that smoking and vaping have no future. I haven't bought anything from $MBG yet because I'm not sure. The brand is strong and will remain so in my opinion. The dividend is great, but I'm still not sure how future-proof it is compared to the Chinese manufacturers.
1
immagine del profilo
@closingDiv interesting. 🤨 I see things very differently, for example. The number of smokers is certainly decreasing peut a peut, but more and more "third world" countries also have access and economic strength and so consumption is increasing there. When it comes to vaping, no tobacco company is going to go out of business in the next few years. The dead live longer. And oil and tobacco have supposedly been on the decline for 10 years. 🤫
7
immagine del profilo
2
immagine del profilo
OK. Exciting perspectives. Thank you.
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