Today I treated myself to a little shopping trip.
My main aim was to strengthen my core. To do this, I first added $ALV (-0,2%) into the depot.
I continued with increases in $DHL (-0,13%) and $TDIV (+0,19%) .
I also built up and expanded satellite positions.
At first I was $CRM (+0,03%) was a bit of a laugh. When I see how far we are at the beginning of implementing $CRM (+0,03%) in our company (Fortune 500), I am not worried about the business model. I'm happy to take advantage of what I see as an exaggerated sell-off after some AI headlines.
The expansion of the position at $INTU (-0,23%) . The nice thing is that both pay dividends.
Last but not least, there was some risk and Fomo. I have been looking at the wikifolio of our dear @Epi for a long time, and today I managed to get into $DE000LS9U6W1.
At $PNG (+0,67%) I have to admit that I had FOMO here. I've been following the news for a while and certainly got in far too late. But the position is correspondingly small and still fits in with the defense weighting in my portfolio.
All in all, I feel very comfortable with my decisions. Core significantly strengthened, dividends increased, some satellites added in the growth area and small zooms.
What do you think of my new additions and position increases?
Edit: my annual dividend has increased by a nice 10% to just under € 2350 gross.