Depot review May 2023 - Sell in May and... oh shit 🚀🚀🚀

"Sell in May and go away" - One of the most famous stock market sayings par excellence and following it would have cost me a lot of money this year.

In the depot May was with +4,0% the strongest month after January. Compared to May 2022 with -5.1% an extreme difference.

In the current year, my performance is currently +13,1% and thus significantly above my benchmark (MSCI World +9.6%).

Not surprisingly, of course, extremely strongly driven by NVIDIA $NVDA (-3,6%) with +41% / + 2.700€. This accounts for almost one third of the price gains in May. Also strong Alphabet $GOOG (-1,86%) and Palo Alto Networks $PANW (+0,01%)

On the losing side, in May it was mainly Starbucks $SBUX (-0,5%) Nike $NKE (+0,74%) and Sartorius $SRT (+1,02%)

In total my portfolio stands at over 210.000€ even though I only broke the 200,000€ barrier in April.

Dividend:

• Dividend +16% compared to prior year
• Current year dividends are +32% above first 5 months 2022 after 5 months

Purchases & Sales:

• Bought in May for approx. 3.200€
• Executed mainly my savings plans:
• Blue Chips: Caterpillar $CAT (-1%) NVIDIA $NVDA (-3,6%) TSMC $TSM (-2,29%) Amgen $AMGN (+1,58%) Procter & Gable $PG (-0,85%) Johnson & Johnson $JNJ (-0,64%) S&P Global $SPGI (-0,23%) and as a new investment Hershey $HSY (-0,13%)
  
• GrowthBechtle $BC8 (-2,36%) and Palo Alto Networks $PANW (+0,01%)
  
• ETFsMSCI World $XDWD (-1,87%) Nikkei 225 $XDJP (-2,04%) and the Invesco MSCI China All-Shares $MCHS (-0,63%)
  
• Crypto: Bitcoin $BTC (-1,66%) and Ethereum $ETH (-0,7%)
  
• Sold with the x-trackers MSCI Emerging Markets my complete holdings of the ETF.
• Reasons for this are many, especially the weak performance
• Since I also have a pure China ETF monthly and China makes up about 30% of the MSCI EM I am still invested here. In addition, I have TSMC in my portfolio, which makes up about 7% of the MSCI EM. So in total I have over 35% of the index covered in my portfolio anyway. In addition, the Samsung share $005930 with a share of 5-6% in the Emerging Markets Index on my watchlist.

In the next month I will probably follow the current trend and try with an Itochu $ITC in the savings plan to increase my Japan share a little.

How did your portfolio perform in May? And what do you think of stock market wisdom like "Sell in May and go away"?

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#dividends
#personalstrategy
#depotupdate
#performance
#update
#rückblick