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Great presentation of your depot. You've put a lot of thought into it, you can tell 👍. You already had my feedback. But here's a rough summary anyway:
I'm curious to see whether you can really beat the market with your ETFs in the long term and I'll keep my fingers crossed for you.
I think it's very good that you're not focusing on high dividends.
45 individual stocks + ETF would be too many positions for me. You should keep an eye on the shares.
I would get rid of companies that don't fit your strategy immediately.
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@DonkeyInvestor Thank you for your feedback! 🙏🏼
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@DonkeyInvestor But I do have one question:

Among the 45 positions there are some practically non-disruptible quality companies, e.g. $DE $BMI or $AAON

What exactly should you keep an eye on here on a regular basis? If the quarterly figures aren't quite as good as expected or the share price corrects a little or has a longer sideways trend, that's relatively uninteresting for a long-term investor, isn't it? How exactly would you deal with such "boring stocks"?
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@AktienAmateur069 No company is safe. I would keep an eye on the reason why you invested in the company. If you think very long-term, you can, for example, observe the quarterly figures over a longer period of time, how the moat is behaving / is there new competition, are there disruptive technologies that the company is missing out on, what is driving the management, how are growth prospects developing, ...
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