Sooo I started this week too. Traditionally, there was a small rebalancing at the start of the year. Nintendo is no longer my biggest single position. In the meantime it actually is $COST (-1.46%) . Likewise $PEP (-2.37%) was reduced somewhat. Nothing new has been added.

If I haven't miscalculated, the last tax-free shares in Nintendo are gone. Everything that is still in the portfolio is from 2012 and 2014. $VOW3 (+1.41%) but that's a small part of just under 8k that I'm leaving behind.

Pepsi was sold at a slight loss so also tax-free. I simply chose too large a position at the time.

A total of around 20k was freed up. Existing positions were increased with the money, namely $SOLB (-0.97%)
$FMC (-1.94%)
$JNJ (+0.5%) and $RACE (+0.47%) another 2k was put into my core $VWRL (-0.78%) was put into my core.

Very satisfied with the daily performance again today.

In the meantime it was at +25€ but it doesn't always just go up.

I am also thinking about investing at ~130€ in $PEP (-2.37%) what do you think?

I added Pepsi to my cash flow portfolio today

good purchase price, should it fall further the 2nd tranche will be executed at 121€.

The company has paid dividends for 54 consecutive years beibehalten👍🏻

Exploiting the weakness in the consumer goods sector

... and $PEP (-2.37%) 271 dollars

New year, new dividend 😀 First step towards using up the tax-free allowance 😀

10,000 is available.

3,000€ in $PEP (-2.37%)

7.000€ in my $VWRL (-0.78%)

As many of you will have noticed, dividends motivate me to build up my wealth.

What do you currently think about investing in $PEP (-2.37%) or do you think I should continue to pay into my ETF? 😌

Thank you very much for all the good wishes and the first few comments on my project.

The first tranches have fluttered into the portfolio! As already announced, the focus is on high-quality, stable dividend payers.

The following key figures are evaluated

Dividend yield

Dividend continuity

Dividend growth

Quality of the company

You can also see 2 unrated stocks, one is Reality Incom, a REIT and therefore not rated with typical characteristics. Therefore "unrated" for me but a must have in a dividend portfolio.

On the other hand, NOVO, where I am betting on the quality and potential growth of the company, coupled with the current weakness of the share price. I want to take advantage of such (supposed) buying opportunities and give the portfolio a certain growth potential in addition to the dividend.

I did not get any execution on United Health Group and Philip Morris.

On Sunday, I will look at my watchlist again and see which stocks are currently correcting and possibly reaching a support level, or are correcting the last move in the uptrend and have a chance of continuing the trend.

Have a nice weekend. Enjoy your time off and let it rip...

hummel hummel...

$O (-1.25%)
$AWK (-0.04%)
$DHL (-0.47%)
$RIO (-0.06%)
$CVS (+2.71%)
$NOVO B (-0.19%)
$PEP (-2.37%)