1Yr·
Portfolio Feedback

Hello dear community,


since I am relatively new to investing, I hope to learn something here on this topic.

Briefly about me, I am 40 years old and want to invest for the long term (at least 20 years). Since I am the sole breadwinner (Miss sits at home and looks after the children, also sends no signals that you want to change this) I have monthly depending on expenses between 500 and 800 € available. Most of the money I want to $ISAC (+1.16%) put in. In addition, I want a maximum of 10 individual positions in the portfolio of companies that I also see positive in the long term. In 4 companies I am already invested and want to expand the positions ($$BRK.B (+1.51%) , $KO (+0.33%) , $PAH3 (+0.44%) , $MSCI (+1.12%) ). In addition, I invest 5000 € in my employer per year, which seems to me a good deal, because I get free shares for the same amount, but they become my property only after 3 years.



On my wish list are still $ADBE (+2.14%) , $GOOGL (+0.11%) , $BLK , $MSFT (+0.91%) , $ADSK (+2.24%) , $LIN (+0.69%) . However, still wants to save something for this.


I would be pleased to know what you think of the approach or my portfolio? Do you have other companies that you are convinced in the long term? I am always grateful for comments, tips and suggestions🙂🙂



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1 Comment

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Hello.
I generally like your plan. $BRK.B and $KO are no longer in your portfolio. Is there a reason for this?
I personally think the ones on the wish list are good. I also think the growth opportunities will be very good.
Would consider stocks in the healthcare sector... 😉
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