2Settimana·

Portfolio conversion ⚠️🏗️🚧

Hello Getquin Community,

as I have been wanting to thin out my portfolio and make it more compact for some time now, I have been thinking about the best way to do this over the last few days.


I started today, $KO (-1,78%) sold and exchanged for $MAIN (+0,25%) exchanged. 🏦 🔄 🥤

The background to this is that I am currently very focused on basic consumer goods and am not yet very well positioned in the area of finance (apart from Visa).


My savings plans for individual shares $SHEL (+0,16%) , $WM (-1,44%) , $8001 (+0,02%) , $MCD (+0,42%) , $LIN (-1,66%) and $ALV (-0,74%) have been stopped and the positions will be liquidated as soon as they are positive.

Individual stocks that are still being invested in on a monthly basis are $NOVO B (-0,26%) , $PG (-1,84%) , $PEP (-1,42%) , $V (+0,68%) and $DTE (-0,79%) due to the currently attractive valuations.


The sum of the removed savings plans is added to the $IWDA (-0,06%) and $FLXI (+0,47%) will benefit. I am also adding the $LDGL (-0,11%) ETF into my custody account as a "cash cow". 💸


What do you think of my restructuring?

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11 Commenti

immagine del profilo
2Settimana
If I want to sell positions, it usually makes no sense to wait until they are in positive territory.
@DonkeyInvestor has written a good article on this.
12
immagine del profilo
@GHF which you can find here: #fehlkauf
3
immagine del profilo
Don't throw away the 25 cent deposit!
3
immagine del profilo
2Settimana
How can you be in the red at $ALV? Give the values some time.
2
I think the ftse india is a good idea, and have already considered adding it
immagine del profilo
2Settimana
@Musikerie Once I have sold in India nothing more happens ...
2
@Soprano I'd be lying if I hadn't already considered it ... definitely a problem child 😝
immagine del profilo
What was the background to $8001? Lg
immagine del profilo
@paul_finesse_ All in all, it was just a matter of thinning out the portfolio (fewer small individual positions, more ETF volume) and still making as few losses as possible on dividends
immagine del profilo
What convinced you that the $LDGL should go into the depot?
immagine del profilo
@risk_taker pays a monthly dividend (approx. 4% annually), globally diversified with a lower USA share than an MSCI World

Only drawback: age of the ETF - only 4 months old :(
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