1Mon·

In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (-2.81%)
$AMP (+0.61%)
$CMI (-0.12%)
$SNA (+1.15%)
$FI (+1.27%)
$PANW (-2.12%)
$ANET .

There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.


9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.


Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (+0.03%)
$KO (-0.4%)
$PG (-1.24%)
$PEP (+0.05%) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (-1.59%)
$SNPS (-1.06%)
$KLAC (+0.46%)
$LRCX (+0.38%)
$AMAT (+0.53%) The healthcare sector has also been somewhat disappointing. $ISRG (-0.89%) and $SYK (+1.48%) are positive exceptions here.


The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.


Let's see how things continue to develop.😁

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