5Mon·

I would be pleased to receive feedback on the portfolio and possibly a recommendation for another last individual share (more on this in a moment).


My investment horizon is 15-17 years for now. Depending on how it develops towards retirement at some point. The aim is to generate a small pension contribution later on.


The ETFs as the main investment with currently 41%, later increasing to 50-60%. The S&P 500 as an extra to take advantage of a little more return compared to the World. I am considering replacing the World with the FTSE All-World (distributing) in order to keep the US below 60% overall in the long term.


In addition a handful of individual stocks:


$MSFT (-1.05%) long-term blue chip growth with a small dividend. (savings plan)


$8001 (-0.06%) Long-term strong growth and a decent dividend. (savings plan)


$ALV (-0.66%) as a long-term runner with a decent yield and very good dividend. (savings plan)


$PLTR (+6.35%) and $IOS (-2.68%) are long-term tech bets with +30% and +90% to date. Here, additional purchases are made when opportunities arise.


I would then like to add another share soon to diversify a little more and receive further dividends. My candidates are $ULVR (-1.44%) or $VIE (+1.01%). However, I need to look more closely at the long-term potential. If you have any opinions on this, please share them.

7Positions
€3,392.57
16.10%
1
3 Comments

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Hello.
If you see growth potential and good long-term prospects in the shares - 👍🏻
Diversification perhaps also with a share from the healthcare sector?
$VIE - interesting. So far with a moderate growth curve. What opportunities do you see here in the future?
What do you think of $SPYI. Here you would have greater diversification than with All World.

How high is your monthly savings rate?
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