3Mon·

An update on the portfolio after crossing the next thousand. Still nice and boring with only 7 positions (2 ETFs and 5 individual stocks).


Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.


The ETFs as my main investment with currently just under 40% and the goal of reaching 50-60% at some point.


  • $VWRL (+0.18%) FTSE All-World (UPDATE) which has now replaced the MSCI World in order to keep the US below 60% in the long term.
  • $VUSA (+0.32%) S&P 500 extra to take advantage of slightly higher returns compared to the All-World.


Plus a handful of individual stocks:


  • $MSFT (+1,15 %) long-term blue chip growth with a small dividend. (savings plan)
  • $8001 (-0,47 %) long-term strong growth and a decent dividend. (savings plan)
  • $ALV (+0 %) as a long-term runner with a decent yield and very good dividend. (savings plan)
  • $NOVO B (-17.74%) (UPDATE) with us since August.
  • $PLTR (+0,68 %) as a long-term tech bet with +59% so far/since November. Additional purchases when opportunities arise. (UPDATE) In July I had said goodbye to $IOS (-2.68%) (at 26.02) - among other things because too much tech overall.
7Positions
€4,160.11
11.44%
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11
11 Comments

Keep up the good work. Looks pretty good
2
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Keep up the good work. The squirrel eats hard! Are you unwilling or unable to invest more?
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Beautiful portfolio a la keep it simple 👍
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What is the ratio of FTSE All world and S&P500?
At first glance, this leads to a clearly overweight US share. Is this known and intentional?
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