Wiktor_06 (@Wiktor_06) on getquin

3Wk·

Portfolio Feedback

Greetings to you all!

As I already started asking you for tips at the beginning of September (as I was only able to invest from then on) I would like to do it again.

My strategy is the core-satellite strategy:

After much deliberation, I have now finally decided on this strategy.

I will close my position this year at $BATS (-0.08%) [200€] this year (I am simply not convinced that the tobacco hype will continue in the future). I am now looking for a good exit opportunity to get out with less of a loss.

I would like to ask you how I am using your core-satellite strategy. Do you save your core and individual shares in a savings plan?

My idea would be to save the core [ ETF (50€) +BTC (50€)] weekly and buy the individual shares when there is a good opportunity (correction/dip).

Or would you recommend saving the individual positions in a savings plan?

The core would consist of $BTC (+0.26%) u. $IWDA (-0.29%) (70%) and 30% of the positions:

$PLTR (+1.18%)

$GOOGL (+0.03%)

$ASML (+0.55%)

I will $MC (+0.47%) , $MUX (-0.22%) , $BATS (-0.08%) in the near future (I think towards the end of the year) and will invest the profit in $PLTR (+1.18%) u. $GOOGL (+0.03%) to simply have a good basis that I can build on for 1-2 years.

I would like to add a 4th single stock to my core-satellite strategy, but unfortunately I haven't found any.

Perhaps you have small companies that have good potential in the near future that I can add to my portfolio.

Thank you very much for your feedback

Your Wiktor

9Positions

€5,542.64

4.63%

5 Comments

Kai@Dividenden-Sammler

3Wk

Although $GOOGL is already highly represented in its core, would you weight it higher in your portfolio as an individual investment?
I would rather take $MSFT or $AMZN.

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Thomas@UndNun

3Wk

I have also held ASML for the last few years, but have just sold it. The performance is not very good, especially after the recent dip. And the export restrictions that the Americans had already put in place are not good either. Who knows when the share will recover.

I have decided between two alternatives
a) If the previous performance of ASML was good enough for you, then take a semiconductor ETF. It should perform similarly or slightly better and is of course diversified.
b) if you have strong confidence in individual stocks, then take NVIDIA and/or TSMC. Whereby TSMC is less dependent on the AI hype and is therefore perhaps a little safer.

Since I currently believe in the momentum of Nvidia and I think TSMC is less vulnerable, I ended up investing in both.

Otherwise everything is ok.
With Palantir, bear in mind that the share price and the share are currently valued somewhat highly. I'm still thinking about that too.
Primarily, I regret not getting in 3 years ago, as I had thought about it at the time. 🤔😩

But why not mix in something less high-tech?
GE Vernova, for example? Motorola and Cintas or Wallmart also have good track records.

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