(@TB98) on getquin

TB98

@TB98

4Mon·

Portfolio Feedback

Hello everyone,

Briefly about me: I am 26, an employee and also work in letting and leasing/special rental.

The two properties (market value +\- 10%) are now offset by loans of more €329,000 (nothing inherited 😉).

At 99%, this debt will soon increase by a further €150,000 and the real estate portfolio will grow a little again.

However, the cash will fall to +/- 0€, as the NK will be borne by the tenant.

I would like some suggestions and opinions on my portfolio.

Mainly on the subject of equities, as I'm still more of a newbie with about 3 1/2 years of "experience".

I still want to sell all the "meta bets" and park them in cash for the time being or invest them in the $LOCK (+0.99%) and the $XDWT (+2.23%) ETF ($ANET (+2.74%), $KLAC (+4.58%) , $CDNS (+3.48%) , $SNPS (+1.89%) , $QCOM (+2.24%) and $SYNA (+2.61%)).

Thank you!

60Positions

€684,733.42

67.53%

27 Comments

Thetrendisyourfriend@Thetrendisyourfriend

4Mon

In your position, I would take out the real estate and focus solely on your securities when presenting the data, and enter the real estate in a different way. Portfolio looks good, although there would be too many positions for me and I can't identify the intended strategy.

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Sebastian@Baso

4Mon

Hammer almost everything green.

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Tenbagger2024@Tenbagger2024

4Mon

There has been some negative news and downgrades for Arista, which is losing market share because there are probably better alternatives for data centers, such as Nvidia.
In addition, the CEO is leaving the company very spontaneously.
Synopsis and Cadence are like twins and almost share the market.
I don't think AI in smartphones is possible without Qualcom.

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Dividendensammler@DividendensammIer

4Mon

Top, what do you do as a special rental? We rent to fitters and have almost 150 beds in stock.

Students or also fitters or AIR BNB?

Mega cool at 26, I'm 25 and this year I'm also buying my first MFH privately / holding. Keep up the good work 🚀📈

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DonMassaBuanaEfendi@DonMassaBuanaEfendi

4Mon

Great mix, many positions, beautiful watch 😎

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Cogito@Cogito

4Mon

I’d reduce the number of stocks. I’d focus on max 10 stocks operating in different industries and likely promising ones rather than dividend kings (at least till to reach a certain high amount). I agree with previous comment to remove the properties from your portfolio. Keep focused!

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Robin@Seifenschmeiser

4Mon

Looks mega, have you checked that your etfs do not overlap ? (Small optimization)

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Endwar@Sololeveling

4Mon

How do you make sure that the property is included? E.g. the WHG1 ?

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User03@User03

4Mon

What about the properties, are they rented out and do you make more of a monthly plus with the income or more of a minus by paying off the loans? I would be interested to know

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Collin L.@Incowleas2

4Mon

How did you get into real estate?

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