(@milliardenmike04) on getquin

3Mon·

Portfolio Feedback

Dear Community,

I need your help and opinions, please. I am currently making or would like to make small changes to my portfolio.

There is a lot of overlap in the various ETFs (MSCI World, ACWI, S&P 500, ) as well as my individual stocks, as they are included as a percentage of the largest positions in the ETFs.

I would like to have two stocks namely $BRO (+0.07%) and $RSG (-0.05%) to my portfolio and sell or restructure part of the ETfs.

P.S. I am 20 years old and would nevertheless like to invest the majority of my assets in a broadly diversified way, but without having too much weighting in ETFs in order to avoid losing any returns.

Thank you very much in advance.

3 Comments

3Mon

This way you avoid too much duplication:
- Remove all ETFs except the ACWI.
- Remove all individual stocks that are in the top 10-20 in the ACWI.

At least that would be my approach.

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Bardok@AE23

3Mon

About your two titles. I am fully convinced of
$RSG convinced. At least they have material value in a strong future industry.
Building the first recycling network for plastic bottles in the USA, 2nd largest waste disposal company. Bill Gates is one third of the company. Strong chart increase of around 30% per year and relatively low vola.

The other is risk insurance... Whew. Unfortunately, I can't tell you which ones are the best on the market. As far as insurers are concerned, I find $ORI and $TRV very exciting with solid figures.
Otherwise, life and pension insurance are not bad either $AFL

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NPC_TRDR@NPC_TRDR

3Mon

I personally hold $ACWI and <security:n/a:LU0908500753> as the core of my portfolio in order to increase the European component somewhat.
That's why I build my satellites, preferably dividend stocks. I make sure that the satellites are not too heavily weighted in the ACWI.
Currently, the weighting of the ETF core is 85% and individual stocks 15%. As I do not expect to be able to beat the market with individual stocks, I have chosen this allocation for the time being.

$RSG I have the company on my watchlist, I am just waiting for a favorable valuation to build up my first position. I find the topics of recycling and waste management extremely interesting and I am convinced that these topics will become even more important in the future.

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