Hello Community,
I (28 years old) am currently somehow dissatisfied with my portfolio and hope to get some ideas/tips from you.
My investment period is long term (10-15 years) and the basis is the MSCI World + in the future the STOXX 600 will be added. The portfolio is currently tech and USA-heavy, but as I think tech will determine the future and the companies are active worldwide, I would have rated this as "ok to good" or is this rather overweighted?
What would a good roadmap look like?
I would keep the following positions keep:
$IWDA (+0.3%) MSCI World
$NVDA (+0.07%) Nvidia
$EXSA (+0.04%) STOXX 600
$MSFT (+0.27%) Microsoft
$META (+0.07%) Meta
I am unsure about the following positions unsure:
$O (+0.45%) Realty Income
$WM (+0.34%) Waste management
$AMD (+0.08%) AMD
$SBUX (-0.27%) Starbucks
$MUV2 (-0.49%) Munich RE
$PLUG (-0.07%) Plug Power - Realize losses or continue to hold?
I would close:
$DWS (-0.33%) DWS Group - currently Ex traded. Sell at +-0
Have a nice weekend and thank you! :-)