Passed the next thousand faster than expected - 5,000. An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETFs and 5 individual shares).
Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.
The ETFs as my main investment with currently just under 40% and the goal of reaching 50-60% at some point.
- $VWRL (+0.01%) FTSE All-World, which has now replaced the MSCI World, in order to keep the US below 60% in the long term. (savings plan)
- $VUSA (-0.2%) S&P 500 extra to take advantage of slightly higher returns than the All-World. (savings plan)
Plus a handful of individual stocks:
- $MSFT (+0.4%) f long-term blue chip growth with a small dividend. (savings plan)
- $8001 (+0.58%) long-term strong growth and a decent dividend. (savings plan)
- $ALV (-0.03%) as a long-term runner with a decent yield and very good dividend. (savings plan)
- $BA. (-2.3%) (UPDATE) back in since September. (savings plan)
- $PLTR (-2.44%) as a long-term tech bet with +140% so far/since November '23. Additional purchases when opportunities arise.
