2D·

There is still a long way to go, but...

The start has been made.

After two years of investing, the first milestones have been reached. This year, my portfolio can break the €10,000 mark and I was able to take home my first €100 in dividends.

The plan is clear: continue in the same way and stay invested for the long term.

As I'm still at the beginning, I'm also taking one or two tips with me.

I recently ran my portfolio through the AI and was pleasantly surprised by the current value distribution. However $ASML (-1.34%) is currently through the roof and with my small investment I am currently up 45%. Should I sell some of it and switch to other stocks? As a rebalancing?

I find the more devensive stocks a little less stressful, so I'm flirting with :

I would like to add one of these stocks to my portfolio this year.

I would be very happy to receive feedback.

14 Comments

Especially at the beginning I am of the opinion -> don't sell anything but only rebalncing via future deposits.
But that's just my opinion.

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Wealth-Accelerator@Wealth-Accelerator

@GoDividend
Sounds reasonable

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Sebastian@Sebastian24

@GoDividend I use the example of $ASML. The savings plan is suspended and the others are bought in. Sounds plausible to me, thank you very much.

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Timo@Aktienorang-Utan

@GoDividend I also think that's right 👍🏻

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Chris@1Chrischi1

$PG I currently find $MCD interesting, but I think it's still a little too expensive.

nevertheless, i would advise you not to invest too much in dividend stocks at the beginning, but rather in growth stocks
i find $NFLX very interesting at the moment.

you could also add to $PEP, which you already have, which is also very interesting for me, but it will be a while before it goes up again.

as a new purchase with dividends you could look at $ZTS, which is currently forming a bottom and will be very interesting this year in my opinion.

but just my opinion and not investment advice ✌🏽

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Sebastian@Sebastian24

@1Chrischi1 The savings plan at $PEP is still running and has been increased again slightly, the dividend is fantastic and it can still run at €120. My entry price is at this value.

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Tenbagger2024@Tenbagger2024

I wouldn't sell the racehorses.

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Stefan@Da_Fischi

Looks good, but especially at the beginning I would rather do without $O Realty.
Of your 4 suggested titles, my favorite would definitely be $ALV Alliance.

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Sebastian@Sebastian24

@Da_Fischi I'm currently not saving any more at $O, but the €2 dividend every month is preventing me from selling 😅

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Fl_ow@Fl_ow

Personally, I would save little or not at all in $O and more in the others. Don't buy any more shares, but rather add to the others. For example, your goal could be to bring the $VWRL to 12k and the others to 1.5 and only then buy a new share.
P.S. I think it's kind of funny that $O is such a good starter stock. I had it in at the beginning, but personally I think it has no added value, little growth potential and a meagre dividend.
LG Flo

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Sebastian@Sebastian24

@Fl_ow I've often toyed with the idea of selling $O and buying something like $ALV. But the current €2 per month dividend is basically solid to start with 😄 I think it's the monthly payment that makes this share so popular.

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Fritz@20fritz02

I like the portfolio quite a lot. Clear core and not too many individual stocks, I would keep it that way. To $ASML: Just enjoy the profits. Personally, I wouldn't sell purely for rebalancing reasons, especially not for smaller amounts. If you are no longer convinced, sell, otherwise you can stop the deposits here for the time being. I did the same with ASML. I had them in my savings plan up to €700 and since the very good run I have paused the savings plan for the time being.

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Wealth-Accelerator@Wealth-Accelerator

I would continue exactly as you started. It looks very sensible and the scissors are already running nicely at 👍🏼

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Demas@Demas

Why so many small positions?

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