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1Anno·

So the following companies have just been kicked out of my portfolio.

Omega Healthcare Investors
$OHI (+1,35%)

Reasons: I want my focus to be even more on growth. CAGR is too low for me at 6.51% from 2018 to 2022. Adjusted for inflation, even only 2.9%. A Sharpe Ratio of 0.32 is also too low for me.

Coca-Cola
$KO (-0,37%)

Reasons:

Per capita consumption of cola and cola-mixed beverages has declined since 2018, at least in Germany.
Net sales were around 48 billion in 2012 and only 38 billion in 2021.
Can't compete with Pepsi currently in my opinion. Max. Drawdown from 2012 to 2022 for Coca-Cola is -23.59%. For Pepsi, on the other hand, it is only -15.47%. CAGR is also higher for Pepsi during the period.
I already have Coca-Cola in my portfolio through Berkshire.

Occidental Petroleum
$OXYP34

Reasons:

I also already have in the portfolio through Berkshire.
Max. Drawdown is too high for me with the low growth and the dividend too low.

I have also sold 25% of my $SQSP Squarespace shares with some profit sold, as well as a few other smaller positions.

Have you already thrown companies out of your portfolio this year? If yes, which ones were they?

11 Commenti

Gerit@Gerit

1Anno

Buying is easier than making the right sales. few people think about this side and most mistakes happen when selling. you have thought about it, the whole thing with numbers against checked and I personally find 2 of your 3 sales in fact good. To OXY I can unfortunately not say much, the margins look good, the industry has run really well, but in principle you should not bet against Buffett, so if you had a good entry, I would still hold it. I would now be interested in the purchases burning. Especially in this market environment, you miss a lot, because you are partly ankle-deep in some companies. 😅

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Noel@Noel

1Anno

@Gerit From 2012 to 2022, the average CAGR of OXY was only 0.41% and had a max. drawdown of -87.34% with dividends already reinvested. Of course, there are also things that speak for OXY, such as the fact that the income from 2020 to 2021 has increased by 46%, but I still think that other companies are currently more promising.

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Joris@Joris

1Anno

Have you read the Börse.de guide? Coca Cola was in there as a portfolio retarder 😂

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Noel@Noel

1Anno

@Joris yes I have 😂

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Smudo@Smudeo

1Anno

@Noel Bravo I like that when you take profits, expand strategies and also accept risks. No Pain no Gain.

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Dividenden-Penner@Dividenden-Penner

1Anno

I also don't get what old Warren thinks is so great about OXY. The dividend yield is absolutely subterranean for an oil and gas company, but who understands the grand master in all his actions and transformations?😌

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Marcin Kummer@MartyMcFly

1Anno

@Dividenden-Penner He has received special conditions with regard to dividends and a say on the Board of Management, and he also pays no taxes on the dividends.

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Utente eliminato

1Anno

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Noel@Noel

1Anno

@BearStearnsCFO I would have left it in if Berkshire hadn't already bought it, but I sold the small position and put it into another company. Coca-Cola is safe, but I'm currently willing to take more risk and that's where it's slowing me down.

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Sven@svenleowe

1Anno

@BearStearnsCFO laaaaaame

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Robert W.@Robwe

1Anno

@Noel I fully understand about Berkshire. Berkshire is the "better ETF" of the US economy anyway. If you hold Berkshire, you don't need to buy Apple / Bank of America etc. either.

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