2024
Portfolio value (performance neutral)
Target 52 000€ -> +18 000€
Achieved 62 300€ -> +28 300€
Target 2025 -> 77 000€
Gross dividend
Target 1000€
Achieved 1018€
expected 2025 -> 1290€+
Daily allowance
Target 12 000€
Reached 13 300€
I would like to reach €15,000 by the end of 2025.
As I have an annual commute of 22,000 km, I'll have to buy a new car in 4 - 5 years' time if my current one no longer works.
In addition, several positions were sold in Q3 - Q4 ($O (-1,52 %)
$BATS (-0,93 %)
$SIX2 (-0,57 %)
$ARCC (+0,14 %)
$CVS (+6,69 %)
$UNP (-2,2 %)$NESN (-1,58 %) ) and the focus was also placed on higher growth and dividend growth.
In principle, I have nothing against $UNP (-2,2 %) but I see the growth opportunities at $CP (-0,68 %) higher as well as a higher profit margin as soon as the acquisition of Kansas City has been optimally integrated into the company in order to work more efficiently.