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 (+1,51%) with +41% / + 2.700€. This accounts for almost one third of the price gains in May. Also strong Alphabet $GOOG (-4,95%) and Palo Alto Networks $PANW (+7,32%)

On the losing side, in May it was mainly Starbucks $SBUX (+2,42%) Nike $NKE (+3,29%) and Sartorius $SRT (-1,35%)

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 (+3,05%) NVIDIA $NVDA (+1,51%) TSMC $TSM (+1,17%) Amgen $AMGN (+1,21%) Procter & Gable $PG (+2,05%) Johnson & Johnson $JNJ (+2,5%) S&P Global $SPGI (+2,04%) and as a new investment Hershey $HSY (+1,4%)
  
• GrowthBechtle $BC8 (-0,68%) and Palo Alto Networks $PANW (+7,32%)
  
• ETFsMSCI World $XDWD (+1%) Nikkei 225 $XDJP (+0,98%) and the Invesco MSCI China All-Shares $MCHS (+0,13%)
  
• Crypto: Bitcoin $BTC (+0,33%) and Ethereum $ETH (-0,24%)
  
• 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