1Yr·

Depot update 2024 📈📉

A lot has happened in my portfolio in recent months. As I would like to get some portfolio feedback again, here is a brief update on my changes in the current year 2024:

Sales 📉:

- $VOW3 (-1.45%)

- Remaining stocks $VAR1

- $TMV (-0.81%)

- $ETH (+1.35%)

New purchases 📈:

- $NVDA (-0.34%)

Subsequent purchases:

Watchlist 👀:

Strategy 🔮:

My clear strategy is to beat the S&P 500 with 13-20 individual stocks. The companies should have a moat. That's why I find the gross margin and EBIT margin extremely interesting, as well as sales and earnings growth, of course. I then use the fair value profits and sales to make new or additional purchases.

My focus is definitely on big tech and US stocks, but I would also like to add more European stocks to my portfolio in the near future. That's why my watchlist currently only contains European companies. I have currently covered the EM market exclusively with China (Alibaba, BYD, Xiaomi). In the long term, I am also extremely convinced of Bitcoin, so I can imagine a portfolio share of up to 15% (possibly also 12% BTC, 3% ETH/Solana).

Would you build up the smaller positions (Tesla, Salesforce, Xiaomi) via a savings plan?

I'm really looking forward to your feedback on my portfolio! I am very interested in your assessment of the individual stocks, my strategy and also my watchlist ✨

6 Comments

1Yr

For me, the portfolio is roughly the same as an information technology ETF. Performs about the same 😎 The only position that surprises me is Fraport. What is the investment case here?

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SathosiRuffy@SathosiRuffy

1Yr

@Dirty30 you could say that yes, it is probably the only way to beat the S&P500 :)

Justified question about Fraport. For diversification and currently the only German stock with good margins, I would like to hold it for now. But I am well aware that there is little growth here 🤔

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Dirty30@Dirty30

1Yr

@SathosiRuffy the share somehow looks like lead in the portfolio 😅 Growth really isn't that great. In the end, you have to feel comfortable with it, but I think there are better stocks out there.

Otherwise, the portfolio is great with only 16 positions, especially because it's quite clear. I have also recently started to compress my portfolio to just 22 stocks.

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SathosiRuffy@SathosiRuffy

1Yr

@Dirty30 What would be a sensible alternative from your point of view?
It is very important for me to have a clear portfolio with companies that I know very well and also know the key figures behind them. That's why I don't want to have more than 20 positions 👍🏼

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Dirty30@Dirty30

1Yr

@SathosiRuffy I myself only have 3 European companies with $CEVI $SRT3 and $ALFEN

High growth, but technically not for the faint-hearted, so the question is whether I am at all entitled to make recommendations 😅

I also had $EUZ and $TPE until recently, but they had to go because, as I said, I had too many positions.

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Peace@Pinkafeld

1Yr

I would sell Tesla, Alibaba and Xiaomi. Buy 2-3 Phsrma shares. The rest is good

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