Hello everyone. Here is my portfolio with absolute values.
What do you think? Any ideas? Suggestions for improvement?
This is what I had in mind when setting up the portfolio:
Strategy: 75% growth stocks. 25% dividend stocks (up to max. 2k/year).
For the dividend stocks, I have selected stocks in which I see good growth potential over the next 5-10 years:
- $D05 (+0.1%)
- $VICI (-0.32%) (interest rate turnaround?, and for diversification)
- $O (+1.22%) (Interest rate turnaround?, and for diversification)
- $BATS (-0.24%) (Yes, it's debatable, but compared to Altria or PM I see potential here)
- $KO (-0.4%) (Was my 1st stock and I just like it :D)
The growth stocks are I think self-explanatory, although I probably $BABA (-2.95%) and $1810 (+2.98%) will add a bit more to lower the EK.
Due to the strong performance of stocks like Amazon, MS and Goolge, I have favored them over the ETF for the last 3 years.
In the future I wanted to skim the profits and invest in the $XDWD (+0.24%) (70%) and the $TDIV (+0.29%) (30%). Currently, all other funds are flowing into this ETF + 10% of it into BTC.
Savings plan 500EUR /month:
$XDWD (+0.24%) 70%
$TDIV (+0.29%) 30%
Unfortunately, the total return is somewhat misrepresented as I no longer have the history since the portfolio transfer. All in all, I have deposited around 40-45k ;)
I am 31 and have been actively involved in the stock market for about 5 years. Before that I only played with sample portfolios and small amounts. The history is not shown here :P
Regards
P.
PS: AFC and European Lithium are reminders to myself ;)