I rebalanced my portfolio again and sold two shares. $FRE (-0,43%) And $CHD (+3,82%) sold. $FRE (-0,43%) They weren’t moving at all anymore, and it looks like the dividend is being cut. With $CHD (+3,82%) I took a return of just under 20%. I only had €150–200 of each in my portfolio, so nothing earth-shattering.
I made $AMZN (-4,39%) and $MSFT (-1,94%) added to my position.
But I didn’t want to buy too much either, since both are $XDWL (-0,95%) portfolio.
I’m happy for now. I haven’t done anything for just under 1.5–2 years. That’s why it was time $FRE (-0,43%) to sell.
I’m still thinking about what to do with $NET (-2,33%) unf $SQ (+0,47%) . With both, I was annoyed that I didn’t sell at the ATH. At least with $NET (-2,33%) a 25% gain (it was once over 120% 🥲)
In the future, though, I’ll buy more dividend-paying stocks (which is also a reason for choosing the dividend-paying MSCI index).
