Phil (@PhilPS) on getquin

3Mon·

Portfolio Feedback

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 (+1.17%) MSCI World

$NVDA (+3.67%) Nvidia

$EXSA (+0.97%) STOXX 600

$MSFT (+1.09%) Microsoft

$META (+3.24%) Meta

I am unsure about the following positions unsure:

$O (-2.72%) Realty Income

$WM (+0.12%) Waste management

$AMD (+5.31%) AMD

$SBUX (+0.07%) Starbucks

$MUV2 (+1.2%) Munich RE

$PLUG (-2.3%) Plug Power - Realize losses or continue to hold?

I would close:

$DWS (+1.83%) DWS Group - currently Ex traded. Sell at +-0

Have a nice weekend and thank you! :-)

13Positions

€36,864.32

6.65%

22 Comments

Tenbagger2024@Tenbagger2024

3Mon

Plug Power has a lot of?

Plug Power is currently looking pretty burnt out and doubts are justified as to whether the company will ever become a dominant player in the hydrogen economy, particularly in the highly competitive electrolysis plants and fuel cell systems.

Nevertheless, it might be worth keeping a close eye on how the management deploys the newly raised money. The ability to offer everything from a single source still has potential.

Plug Power also seemed to be doing a lot of things right by not limiting itself to the role of plant manufacturer and system supplier, but also aiming for recurring revenues from the sale of hydrogen. The 1.6 billion US dollars that the company raised from the Korean SK Group at the beginning of 2021 supported the assumption that Plug could emerge as the leader in the race for market leadership in the hydrogen economy.

But it was not to be. Electrolysis systems are not yet mature and efficient enough to be rolled out worldwide on a large scale. Market development is faltering and most car manufacturers have given up on the hydrogen car. Even in the heavy-duty sector, doubts are growing because battery technology is making faster progress.

For industrial users, on the other hand, the whole thing is still too expensive. Without demand, there will be no mass production of systems and infrastructure. Without mass production of systems and infrastructure, there is no cost efficiency. Plug Power wants to be a force that breaks this vicious circle. To do this, the company needs fresh money. The management now wants to raise this from the capital market. However, 1 billion US dollars means a massive dilution, which is why many shareholders have once again run for the hills.

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Jupp D.@JuppDupp

3Mon

$O Realty Income - retain

$WM Waste Management - retain

$AMD AMD - sell

$SBUX Starbucks - sell

$MUV2 Munich RE - keep

$PLUG Plug Power - realize losses or continue to hold? - sell

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Vanguardium LeviOsa 🥪@Stullen-Portfolio

3Mon

Well, the performance comparison of your allocation of equities vs. ETFs shows a significantly higher return on your ETFs compared to your equities. This is despite the fact that the objective risk of individual shares is higher compared to broad market ETFs and the effort involved in selecting shares and ongoing monitoring (holding, selling, partial selling, buying) is also significantly higher compared to broad market ETFs with buy & hold.

It makes sense to me why you are dissatisfied.

So rationally it is clear what to do...emotionally it is your thing...but maybe you don't want rational feedback and just like to invest in individual stocks, even if it is associated with dissatisfaction...

Greetings
🥪

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Rudi@Rudi001

3Mon

You've already tidied up very nicely!

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wolveee@wolveee

3Mon

What makes you unsure about the stocks you mentioned?

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Krush82@Krush82

3Mon

you can do it like this

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Kevin E.@KevinE

3Mon

What will happen in 10-15 years' time when you liquidate the portfolio?

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TheOrangeExcavator@TheOrangeExcavator

3Mon

No Bitcoin at all? I wouldn't be happy with that either.

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Tenbagger2024@Tenbagger2024

3Mon

I would simply leave the €80 as a memorial.

You can take a very small portion of such risky companies into your portfolio and gamble.

But I would mainly build up a foundation of long-term runners and compounders.
Waste Management is actually already a long-runner which I wouldn't necessarily sell.

You can also add growth stocks from time to time.

I would be careful with turnaround stocks.

But that's just my opinion.

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Show answer

TaxesAreTheft@TaxesAreTheft

3Mon

Where do you see the value of the respective companies, you have to pursue a goal with each company. If you then become unsure and realize that you haven't thought about it, sell the position.

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