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Oleg
@ScorpionfromBW
8Mes¡

$MSFT (+1,66%) vs $CSNDX (+1,75%)


Thinking of dumping my modest 10 shares of Microsoft and shifting into Nasdaq or ftse instead.


The background is that I have owned Microsoft for almost three years and have only made a 30% return. I have owned Nasdaq-100 since October 23, i.e. 1 year, and am already up 28%.


Somehow I don't see any real growth in MSFT anymore, lately it's just been going sideways.


It's just a thought, not a must. Besides, I'm more of an etf investor, I still have BLK, NVDA and KO, but I won't sell NVDA, and the other two are for dividends.


I am open and grateful for your suggestions.

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21 Commenti
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Homer@Simpson
8Mes
The fact that Microsoft was not able to do so much in 2024 can be seen in my portfolio, where I have been saving the position monthly since February, but I am absolutely convinced in the long term.
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RealAndy@RealAndy
8Mes
@Simpson I see it the same way. I have also been saving the position monthly for several years 😀
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Brylliant@Brylliant
8Mes
@RealAndy in any case! It's worth the patience!
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Pezi@Pezi
8Mes
....and what if $MSFT makes +40% next year after a sale?

It is also possible that you sell and $MSFT falls 10% and the Nasdaq falls 40%.

The statements "only 10% p.a. is too little" will still fall on the feet of many here...
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Oleg@ScorpionfromBW
8Mes
@Pezi good argument. That puts me in the position of having to keep it after all.
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Oleg@ScorpionfromBW
8Mes
@Pezi thank you 😉 good thing I didn't sell MSFT. I probably wouldn't have done it yesterday anyway, but now it's just staying in
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John@Doe
8Mes
Do what makes you happy with your portfolio. I'm currently considering the same thing. Without question, MSFT is truly a good company and belongs in every portfolio, in whatever form. Most people are already invested in ETFs anyway. For me, it is the duplication that is driving me to consider reallocating.
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Oleg@ScorpionfromBW
8Mes
@Doe I also have the doubling with nvidia. But with a 450% return as of now, I want to keep it.
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Chrisse95@Chris_legt_an
8Mes
I've had microsoft in my portfolio for ages and thought I'd buy more at €430. Well, that went badly. But in the long term I still think it's a top stock. Just switch the trend to All Time, even if it seems to you that the chart is just running, you have to get 10% return per year first.
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Patrick Schäfer@Hotte1909
8Mes
10% is ok for a "safe" stock. Plus the approx. 1% dividend you should have. Your Ek will be around 270. Of course, you could say you bought at the wrong time. Probably at the ATH at the time? After all, 2022 was also included. That's when pretty much everything fell to its knees. The Nasdaq was of course driven extremely high by AI in the last 2 years.
But 2022 is a kink there too. If you had bought more there, you would have made almost 50% in the 3 years, which is not so bad again.
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Oleg@ScorpionfromBW
8Mes
@Hotte1909 What do you mean by 10%? Return per year? My equity is around €295
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Patrick Schäfer@Hotte1909
8Mes
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Patrick Schäfer@Hotte1909
8Mes
@ScorpionfromBW au sorry miscalculated with the 270 😀 was just in my head 😉
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Jupp D.@JuppDupp
8Mes
Maybe the $IUIT would be something for you
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Finn@Finn4422
8Mes
Sold exactly today 👍🏻
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Oleg@ScorpionfromBW
8Mes
@Finn4422 rises again. I'm keeping 😂
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user03@user03
8Mes
I'm curious to see when it will finally really crack again, because anyone who calls 10% per year modest apparently hasn't seen that often 😅
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Schumi150@Schumi150
8Mes
Not wrong in principle. However, there is also a reason why Microsoft has a high weighting in all "standard" ETFs. 2022 was also quite a sideways year for Microsoft, but I always believe that Microsoft never disappoints. Alternatively, you could hold a smaller position with leverage and rebalance the rest. That would also be a good entry point at the moment. That way you can maintain any returns with smaller amounts. I'm currently facing the same decision.
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Oleg@ScorpionfromBW
8Mes
@Schumi150 No, I don't want to do it piecemeal either. Either completely gone or not at all. But thank you anyway
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Thomas@UndNun
8Mes
@Schumi150 Alternatively, you could also buy a few open-end call options or mini futures etc. after a sell-off instead.
But I don't know much about that. The variety of derivatives is primarily confusing for me.
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Thomas@UndNun
8Mes
Years ago I sold them because nothing happened for a good two years, and the next year they went through the roof. And that continued for the next few years. :-(
I recently got back into it.
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