Mart (@Maddy-0) on getquin

1Wk·

Hello, in the long term I would like to add a new share with 1k for every 10k in my portfolio. I have a few in mind and have been waiting for a strong setback to open the first position.

(21, 1500€ savings rate, very long-term horizon).

Since I only own accumulating ETFs, as I would reinvest dividends anyway and plan for the long term, I have struggled with some of them. I find shares with a dividend of over 5% difficult for the very long term. Unless of course there is a lot of upside potential.

But I would find the *current* situation interesting:

$D05 (+1.51%) DBS Holding

$ASML (+4.37%) ASML

$NU (-0.82%) NU Holdings

$RSG (+0.47%) Republic Services

$GOOGL (+0.99%) Alphabet

$MSFT (+1.09%) Microsoft

$ABNB (+4.51%) Airbnb

8 Comments

Wachstums_Aktionär@schokosahne

1Wk

For me, an Airbnb and a Nu holdings would be directly out, as there is no upward trend to be seen here and, above all, as a mix with an etf, this is a must for me.

I would also drop a dbs holding, as the return does not fit here, you will probably outperform with an etf.

With republic service, please pay attention to the debt, which is a nice thing in terms of returns.

An Alphabet is of course a nice value, but is outperformed by a Microsoft.

To cut a long story short, Asml is the most exciting of the stocks you have presented, followed by Microsoft.

I don't have a positive opinion of any of the others, but if you are aware of the risk, you can go for it.

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