3Mon·
Portfolio Feedback

-Depot presentation-

Hi folks,


After a bit of reallocation I would like to share my portfolio again to get some feedback.


I really enjoy investing in individual stocks and it's possible that you'll miss out on returns in the first few years because you're not yet a professional (in my opinion you can catch up again), so please don't make any comments along the lines of "everything in a world ETF".


In short, I primarily follow the buy and hold strategy, whereby I value growth and dividend stocks (with a tendency towards growth).


After I $UFPI (+2.96%) and the $D05 (+1.51%) have saved up to a sum of approx. 1500€, the ETFs in particular will be

increased again.


$PYPL (+5.3%) and $OCGN (+1.98%) are "gimmicks" that I believe in, but which are of course risky. That's why there is deliberately little weighting.


I don't really want any more new positions. If I do, I will only switch to other shares.

I also still own physical gold worth around €500 and would also like to invest in gold as further diversification in the near future. $BTC (-0.08%) and $ETH (-0.35%) buy a total of around €1000 from Bitpanda.


Here are a few more questions from me:

  • I definitely see CvS Health and Carl Zeiss as a turnaround. My only question is whether it wouldn't make sense to reallocate it anyway, as the turnaround can take some time and I could make a return with another share in the meantime
  • Possibly better alternatives in general?


I am open to constructive criticism, suggestions etc. 🙂

18Positions
€32,186.08
6.42%
6
5 Comments

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Strong 🚀Do you still believe in Ocugen?
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in your place i would sell nvidia immediately
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