3Mon·
Portfolio Feedback

Depot update:


I have again exchanged a few of my 45 long-term individual positions for stocks that I simply feel more comfortable with for the next few years.


Once again, a brief summary of my strategy:


1) I want to bring the two large ETF positions to 25% weighting each, as the core of the portfolio.


2) I would like to hold and save the 45 individual positions for the long term, as I consider them to be good buy & hold investments that have the potential to beat the market in the long term.


3) I would like to hold cryptos at a weighting of around 5%. If the weighting exceeds 10%, I halve it again and invest the money freed up in equities.


Considerations/plans:


- Additional purchases are planned for positions that are not yet as large for me, for example. $NOC (+1.36%) I would like each position to be at least €600

  • Also bid $V (+1.22%)
    $CNR (-1.27%) and $WALMEX* (-0.77%) are currently offering me good opportunities for additional purchases
  • I am currently considering "only" weighting the two ETFs with 20% each and also adding the $CSNDX (+0.78%) with a 10% weighting... But I don't think I will do that, the heavyweights from the Nasdaq 100 are already well weighted in my portfolio anyway


What do you think about the portfolio, what would you change?


PS: I'm not actively looking to collect a lot of dividends and I'm aware of the high number of individual stocks, so I can live with that.

53Positions
€37,591.20
20.29%
5
1 Comment

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Hey, @AktienAmateur069, am I right in thinking that you are no longer pursuing the idea of $216361? How did it come about? What has changed?

Greetings
🥪
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