DünnParkettBohrer (@user88b8e3cfdd1c4e20) on getquin

1Yr·

I plan to invest a sum of about 22,000 euros in the near future.

Planned are 50% FTSE all World accumulating $VWCE (-0.62%) and 50% individual shares.

The individual stocks are to be diversified by sector/region as follows.

The positions are all about 500-1000 euros in size.

Strategy: Long-term asset accumulation, absorb fluctuations through ETF, buy "industry classics" instead of only betting on ETF.

If necessary, the entry points for some companies are too early, as these are currently strongly passed through. However, risking a month's loss is okay in the long term.

I look forward to qualified suggestions/comments/suggestions/additions.

Construction/Agriculture: $DE (-1.81%) , $CAT (-0.67%) , $ST5 (-2.41%)

Tech: $MSFT (+1.59%) , $AAPL (+0.17%)

Automot: $TSLA (-6.59%) , $1211 (-1.07%) (BYD.)

Solar/Energy: $FSLR (-5.23%) , SMA Solar, $NEE (-1.95%)

Waste: $WM (+0.5%) , $VIE (-2.84%)

Consumption: $KO (+0.08%) , $PG (+0.18%) , $MCD (-0.74%)

Industry:$DHR (-0.38%) , $MMM (-1.01%) , $LIN (-0.37%) , $ASML (+0.06%)

Med: $PFE (+0.08%) (Pfizer)

Other: $MC (-3.23%) , $V (-0.03%) , $BLK ,

ca 10.000€ FTSE ALL WORLD thes.

22 Comments

Kevin E.@KevinE

1Yr

I feel that there are too many positions. Either you have the confidence to recognize the outperformers of a sector, then one stock is enough. If you do not trust yourself, you should rather go all in ETF. At least, 3 values of agriculture, 2x disposal would be too much for me. Especially with the clear sum per company.

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Fincore@anilerensen

1Yr

It's a solid strategy 👍 I might concentrate on fewer individual stocks, but otherwise it sounds very good. I think it's always better to have one ETF instead of several.

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Sansebastian@Sansebastian

1Yr

I would put construction/agriculture and waste on one company each. Possibly there would be room for another Tech. Value, e.g. Alphabet

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Pezi@Pezi

1Yr

I think you will risk more than one month minus....

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Das Portfoliopferd@Portfoliopferd

1Yr

Why does everyone on getquin actually pick the same companies?

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Juan@sotiega

1Yr

Ideally, ETFs are easier and often better returns than individual stocks. Now, I cannot have all my portfolio on ETFs as I find it a bit boring so I have my own rules to do this.
- 75% ETFs
- 25% Stocks

It gives me a level of security and also a little corner to have fun with my very own bets!

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Ironman@Ironman2022

1Yr

That would be too many individual stocks for that amount. I would also weight the ETF higher than 50%. No investment advice

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Kai@Dividenden-Sammler

1Yr

Instead of $PFE, I would rather take $JNJ for the medical sector and I would not do smaller than 1000€ per position - I would rather do only one position per sector before too many small positions fill the portfolio.

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View all 5 further answers

TB@Saibot

1Yr

I'm curious to see if you achieve more profit than with just ETF. I'm trying to do that myself, but I don't think it's working out anymore. But I see Coca-Cola and McDonald's as a safe investment, they fluctuate too of course, but they'll always make it. Pepsi probably will too. A large number of individual stocks is confusing. But with getquin still great to trade. The main thing is that the fees are appropriate for the portfolio, so why not more individual stocks, provides diversification.

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Show answer

CrazyD@CrazyD

1Yr

80% IWDA/VWCE - 20% Short term Bonds.

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