Opinions about my portfolio?
I am invested since 09/2022.
My main ETF is the $VWRL (-0.08%) in which at least 50% of the invested capital should be. In addition, join as Satteliten the other 3 ETFs. I have chosen distributing ETFs, which together should then bring a distribution every month.
I know that there is a lot of overlap in the ETFs, but this is chosen on purpose, because they all have a similar performance and I wanted to have for each month an ETF that is spread worldwide.
The plan is to first bring the 3 ETFs each to a purchase value of 3000€. Afterwards the FTSE All-World will be added.
With the single shares I am $O (-1.06%) somehow mixed. At a completely unfavorable time with over 62€ entered and then something re-bought, in order to lower the cost price at least somewhat. This is currently at about 59€ for me. Sure, the monthly dividends are nice, but somehow I don't really believe that they will come back to the old value as long as interest rates and inflation remain high.
$NPI (+0.35%) The share price of the "SMA" has also plummeted since I bought it, but I think that it will start to climb again from 2024, as there are still many projects in the pipeline for 2024 to 2026.
Unfortunately $O (-1.06%) and $NPI (+0.35%) have slowed down my returns a bit this year. That's where my concerns about Realty Income come from.
$LLL Is simply a small sector bet on lithium. Let's see how it performs. With 200€ but a loss that can be swallowed, should it backfire.
$GOOG (-1.59%) I still see some potential upside in relation to the other "giants".
$BATS (+0.34%) some do not hold much of the company, but I think the entry point is well chosen. Will also still be re-bought.
On the whole, no more than 2000€ (rather 1500€) should be invested per individual share.
My total allocation should be 70% ETFs and 30% individual stocks. The ETFs run all in the savings plan. The weighting is then to be restored by individual additional purchases in the shares. Either the individual stocks are further increased, or another title is added to the portfolio. I will then make this dependent on the prices.
