I rebalanced my portfolio again and sold two shares. $FRE (-1,15%) And $CHD (+0,4%) sold. $FRE (-1,15%) They weren’t moving at all anymore, and it looks like the dividend is being cut. With $CHD (+0,4%) 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 (-0,88%) and $MSFT (-2,27%) added to my position.
But I didn’t want to buy too much either, since both are $XDWL (+1,62%) 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 (-1,15%) to sell.
I’m still thinking about what to do with $NET (+5,74%) unf $SQ (+0,87%) . With both, I was annoyed that I didn’t sell at the ATH. At least with $NET (+5,74%) 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).
