9Mon·
Portfolio Feedback

Hello dear community,


I would like to take the opportunity to have my portfolio evaluated and to catch one or two tips.


I have been actively investing since 2018.


I used my first investments for our wedding. I made a good profit back then and have been investing again since 01/2022 - starting at €0.

(Comments on the sense of liquidating a portfolio for the wedding can be made, but remain uncommented on my part - every € was worth it "back then" 😉).


My focus is very technology-heavy, as this is where my personal interest lies, I "know" the companies and I simply see great potential there in the near future.

This is also why I have bought more individual shares and set up a savings plan for them (only recently).


How do I save each month?


How would I like to save in the future?

  • Reduce savings in call money and put the difference into ETFs
  • Reduce vacation fund if =3000€ (in 3 months)
  • Possibly start saving in an India ETF. In contrast to China, I see great potential here
  • Consider investing in other stocks such as chemicals (hydrogen) / mining (uranium)


I would be very happy to receive constructive feedback!

12Positions
€10,935.75
23.89%
1
5 Comments

SELF research to the best of your knowledge and belief, thinking, thinking, thinking, trying, failing, eventually not failing, practicing, learning, developing. The emphasis is on SELF. That's the tip I can give you.
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your portfolio would be too tech-heavy for me.

for example, in the healthcare sector: $JNJ

in the consumer goods sector, for example: $PG

in the telecommunications sector e.g.: $CSCO

Industry e.g.: $SIE and/or $CAT

Then perhaps $PEP $MCD or $KO

are just examples of stocks that I personally think are strong and leave it at a maximum of 20 positions rather 15-20 so that you keep your overview :)

Shitcoins out. keep your btc
I would also kick Nel
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World, World tech, s&p500 and then individual stocks from the respective etfs. Your double and triple coverage of certain stocks or entire indices looks unstructured to me.

If core-sattelite, then it should be correct. In other words, a general core without a sector focus and then individual stocks that make sense according to your research.
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