2Wk·
Portfolio Feedback
29Positions
3.88%
2
5 Comments

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You are certainly better off with a 0815 MSCI World.
9
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Hey @Luc700, I think your portfolio has a few good individual stocks in it. Especially blue chips like Nike or Allianz with good performance.

You seem to focus mainly on individual stocks. And in some volatile markets. Which is why your overall performance is accordingly.

You can maintain your focus on individual stocks. But I would then diversify further and invest in more defensive individual stocks. For example, in Asia/Pacific and other regions instead of the USA. And more in the healthcare sector and consumer staples. And increase the proportion of your high-dividend stocks so that they generate income even in times of crisis.

Otherwise, I would actually tend to massively increase the proportion of ETFs in your portfolio. Broadly diversified ETFs are best, of course. This provides more stability and better long-term performance. You can always add one or two individual stocks later.🤘🏼
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Far too many positions for my taste. Would weight the winners more heavily and include more US tech
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