2024
Portfolio value (performance neutral)
Target 52 000€ -> +18 000€
Achieved 62 300€ -> +28 300€
Target 2025 -> 77 000€
Gross dividend
Target 1000€
Achieved 1018€
expected 2025 -> 1290€+
Daily allowance
Target 12 000€
Reached 13 300€
I would like to reach €15,000 by the end of 2025.
As I have an annual commute of 22,000 km, I'll have to buy a new car in 4 - 5 years' time if my current one no longer works.
In addition, several positions were sold in Q3 - Q4 ($O (-0,27%)
$BATS (+0,67%)
$SIX2 (-4,45%)
$ARCC (-1,44%)
$CVS (+1,73%)
$UNP (-1,6%)$NESN (+0%) ) and the focus was also placed on higher growth and dividend growth.
In principle, I have nothing against $UNP (-1,6%) but I see the growth opportunities at $CP (-1,47%) higher as well as a higher profit margin as soon as the acquisition of Kansas City has been optimally integrated into the company in order to work more efficiently.
