Portfolio feedback - we want your opinion
1. investment horizon/ goals
At the age of 25, I plan to be financially free in 20 years. Accordingly, my goal would be to have a 7-digit portfolio at the age of 45 in order to be able to live off the dividends. Target: 2.5 - 3k net dividends per month.
2nd strategy/ target achievement
My strategy is mainly to buy established companies "cheaply" through analysis. I can currently invest around €1,000 a month in my portfolio, and I want to keep it that way.
I focus on individual stocks, which make up 95% of my portfolio. In the long term, however, I could also imagine building up a large position in an S&P 500 ETF.
3 Why do I have these stocks in my portfolio?
As a big fan of consumer staples ($WMT (+2.51%)
$KO (+1.67%)
$ULVR (-0.71%)
$PEP (+0.29%)
$PG) (+1.17%) I also have a high proportion of them in my portfolio. I am fascinated by the historical price momentum of these stocks coupled with an attractive dividend.
BigTech is also represented with $AAPL (-0.42%)
$MSFT (-0.32%)
$GOOGL (-3.46%) is of course also represented.
Otherwise, I like quality companies with a solid dividend history, but always with a focus on diversification.
4th outlook
I plan to sell the small positions (the smallest 10) sooner or later and pick up a maximum of 5 new companies. I currently have the following on my watchlist $DPW (+0.05%)
$NVDA (-3.26%)
$MC (-0.45%)
$GOLD
$MAIN (-0.4%)
Otherwise, the existing positions should be brought to around 10k for the time being.
5. other
I have not been a big fan of classic growth stocks so far, but I am very open to good companies.
I look forward to your feedback!
