🛒 New purchases
- R3N SME shares (fraction)$R3N493
Secunet (cybersecurity 🇩🇪)$YSN (-1.87%)
Atoss Software (HR software 🇩🇪)$AOF (+1.08%)
Novo Nordisk (healthcare 🇩🇰)$NOVO B (+1.06%)
Capgemini (IT services 🇫🇷)$CAP (-0.76%)
🔄 Movement
- Sale of Infineon Technologies (semiconductors 🇩🇪), to reallocate to other sectors.$IFX (-0.83%)
🎯 Quick summary
Early September rhymes with :
The strategy remains the same: build a portfolio balanced between growth and dividendsby gradually adding solid companies.
- Dividends falling steadily 💵
- Strengthening in health + tech
- A small rotation with the exit of Infineon