Good day,
I am 25 years old, a self-employed electrical engineer and have been dealing with shares for about 2 years. I know in this area average well, am absolutely no professional.
My goal is to build up a good long-term portfolio with individual shares.
I have 3 funds with my bank, which I can not mention here.
In an ETF I can not pay in the house bank monthly, therefore the funds. (Would have of course rather e.g. a Msci World or....)
And pay into an online broker I do not know, call me old-fashioned but that is too uncertain for me, I do not know much about it and am afraid that there is the online broker suddenly no longer and everything is gone.
My shares I bought earlier was mostly a mistake have bought too quickly or erwas read and that sounded so good have bought in greed. This should not continue now.
Well now to my shares, strategy I follow actually no right, have also too little time me daily several hours to read through. Often I look what do people buy, what do they use every day, from which brand is the....usw. In this respect, I read magazines or online and if I like a share, it first comes to the watch list, there it is not bought for 1-3 months because I do not want to be blinded. Each magazine, online article or video writes a company so special and future-proof that it affects my opinion, and therefore I wait a certain time until I deal with the companies.
In this respect I use most tradingview, aktienfinder pro and finanzen,net and a few others but not so often.
With the shares I have looked at the annual return of the past years, on the fair value, profit flow, profit of the next years and on other figures where I know less well. (This is just my opinion, I am absolutely not a professional, please correct me if I am wrong)
The shares are all long-term investments and I plan to hold them for several years,
$RACE (+1.18%) is an Italian company and therefore I would pay less tax on the sale at some point as an Italian citizen, but that should not be a reason, the last few years have gone very well and I also believe the luxury companies in this period can pass on the price increase well to their customers (SIMILAR TO $LVMH)
Unfortunately, I do not know how it looks with the E-cars if in the distant future only such are sold. How hard Ferrari is doing.
$MDLZ (+0.99%) I have looked at the 10 largest food companies and for me mdlz is the share that has the most potential to the upside, whether it is fair value or profit flow is still a lot up in it
$MCD (+0.61%) a rather low-risk company, I believe that mc donalds will still exist in 20 years, and when I look at the competition I see mcd far in front
$LIN I think is also a low risk company and with their business model I see in the next few years certainly a higher price
$NOVO B A pharmaceutical company never hurts. With a profit of 32% over sales and the latest drug that makes you slim you are way ahead of the competition. They are slightly overbought, but they always feel that way.
$LNG (+0.47%) and $EQNR (-1.05%) is rather risky, here I am talking about the LNG that will go to Europe in the future and the two companies are already working profitably, if you assume the next few years that they will go a lot to Europe then I think the company will rise.
$AZO (+0.27%) have dealt rather less with it, are a US Autoreperatur company with service and sales.
I do not know why but the company works well no negative numbers. Profit of the next few years should also be very good.
$V (+0.68%) I liked to have a payment service company where little risk is and according to figures Visa is from me seen better positioned than Mastercard.
$SIE (-0.61%) I wanted to buy actually only that I have not everything in Us company, I am currently but not quite convinced.
$PETR3 (+3.21%) Since I am a small gambler I would like to invest a small part here. It simply attracts with the high dividend and if the oil business is still profitable for a while it could be worthwhile.
In addition, half of the company belongs to the state of Brazil.
Yes that's it, I am not a stock expert, I hope for an honest opinion.
Thanks to @DividendenWaschbaer