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I am currently thinking a lot about my portfolio and one of my frequent thoughts is to sell everything that is already heavily weighted in the core ETF. In addition, just to address the topic of ASML and LVMH, I also have a crazy idea here as to why these could be two bad investments (too late for us, as we are already in), namely because: these stocks have already performed very strongly and well over a long period of time and therefore many and large investors can take profits at any time out of fear and they then fall sharply. This could not happen to the same extent if a comparable share had been in a previous state. So the idea of a broadly diversified global fund as a core and small satellites of promising, as yet unknown stocks (finding them is of course a huge challenge) is becoming more and more established in my mind.
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My dear Kate.
I think it's great how much thought you put into it and that you share it with us.
Thank you for that 😘.
I don't think the idea of using the ETF as a foundation is a bad one.
Because you don't see all the pipe-dreamers that the ETF contains and so it can't put you in a bad mood.
On the other hand, it would also be nice not to have all these rotten potatoes from the ETF.
And only pick out the good potatoes in the form of individual stocks as a foundation.
I think the idea of Grow stocks as satellites is great.
We'd be happy to exchange ideas.
With the question of what your Tenbagger favorites are?
I think it's great how much thought you put into it and that you share it with us.
Thank you for that 😘.
I don't think the idea of using the ETF as a foundation is a bad one.
Because you don't see all the pipe-dreamers that the ETF contains and so it can't put you in a bad mood.
On the other hand, it would also be nice not to have all these rotten potatoes from the ETF.
And only pick out the good potatoes in the form of individual stocks as a foundation.
I think the idea of Grow stocks as satellites is great.
We'd be happy to exchange ideas.
With the question of what your Tenbagger favorites are?
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