2Mon·

Hello everyone! I'm in my mid-20s and would like to start investing and would like some feedback on my planned portfolio. In addition to the planned shares, I have the main amount in the FTSE All World $VWCE (+1.33%)


I also plan to add (buy and hold!):


BAE Systems $BA. (+1.63%)

Visa $V (-1.68%)

Ferrari $RACE (+3.21%)

ASML $ASML (+4.37%)

Rolls Royce $RR. (+4.84%)

Costco $COST (+0.3%)

Microsoft $MSFT (+1.09%)

Nvidia $NVDA (+3.67%)


- What do you think?


- Would a value or quality ETF be an alternative?


- Should any of these be left out?


I would appreciate any constructive suggestions/feedback.


Many thanks in advance!

attachment
3
16 Comments

profile image
Fits. 👍🏻Alles super quality shares
6
profile image
What is the background to this strategy?
1
View all 5 further answers
profile image
you also think these are good stocks. what weighting do you have in mind for $VWCE and individual stocks? i would recommend 70/30 or even 80/20 to start with. fill up the etf nicely and then increase individual stocks.
1
Show answer
profile image
For a buy and hold strategy, I would recommend focusing more on ETFs (1-3 units) and saving more in them than the stocks presented. Maybe 70/30 or 80/20 depending on whether you really want to have a core satellite portfolio or other extras like dividends etc.
View all 2 further answers
profile image
Full focus on ETFs. You take individual stocks just to outperform the market, what makes you think that it is exactly these stocks and it is not smarter to simply take the usual market return with a WORLD ETF?
profile image
To my taste, it's a very good selection in terms of quality, but in terms of quantity, there are too many shares for me. But ultimately you have to find your own way, as we probably all do.
What is your starting price at BAE Systems and Rolls Royce?
profile image
NVDA could still fall well, I would buy in tranches if...

Join the conversation