1Yr·
Portfolio Feedback

Hello all,


I would like to take this opportunity to ask for feedback on my securities account. All positions are saved more or less equally with a savings plan. However, I cannot save for Tonies with my broker.

$SAWD (+0.77%) is saved for a family member and

$UIMM (+1.21%) will not be saved any more, as this is too much in line with the $IWDA (+0.72%) covers


I am open to suggestions. The monthly savings rate is around 700€.

The investment horizon is medium to long term (10+ years).

The funds and ETFs have been recommended to me by my bank advisor. I looked for the stocks myself with the expectation of regular solid dividends to reinvest. I am aware of the advantages and disadvantages of dividends and accumulating ETFs but for me dividends are definitely better.


Thanks in advance for your feedback.


Greetings

Aah91

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7 Comments

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Why so many ETFs and funds? 😅
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Except for the Energy ETF and the World ETF, I think the rest of the ETFs are too much. As an alternative to the IT ETF look at this: $XAIX or maybe the Nasdaq100. There is nothing wrong with dividend stocks. Just look to see if the companies are not in debt, what new developments are on the market, possibly moat stocks or market leaders. Very current is Blockchain, AI and companies that use AI (cancer research, data analysis, etc.) vllt you find there.
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I also find why so many Kleinstanlagen in 1001 funds/Etf. As a Swiss I like$CSSMI
$VHYL Still 1 to 2 specialtiesETF, but no more. dividend stocks look at Aktienfinder
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