1Settimana·

Coca-Cola out for Etf

My idea is to sell small stocks from my portfolio and switch to an Etf instead. Coca-Cola $KO (-1,09%) (0.85%), Cisco $CSCO (-2,53%) (0.85%) or BP $BP. (-1,85%) (0.35%) make up such a small part of my portfolio that profits will have little relevance here and I won't see any excess return. With an Etf I would achieve at least a similar return, probably more. I also have no interest in adding to the stocks, as I would rather invest my existing capital in other companies and not in these "boring" stocks because that's what the ETF is for.

I am also considering Apple $AAPL (-0,66%) into the Etf as well, due to the existing overlap. This would allow me to streamline my portfolio, make it clearer and open up other positions from which I expect a higher return.

What is your opinion on this? Should I reallocate the positions or just let them run because you should "never sell" solid stocks like Coca Cola?

2
4 Commenti

immagine del profilo
1Settimana
There are over 2,300 tradable ETFs in Germany.
Your portfolio structure and your profile figures remain in the dark.

So: reallocating sounds sensible... or not. 🤷
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immagine del profilo
1Settimana
Would do it immediately apple is no longer a growth stock plus the overlap with almost all etfs
immagine del profilo
1Settimana
@Ganznormal or shift into btc
immagine del profilo
What do you mean by solid? Coca Cola is a solid underperformer.
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