Portfolio Feedback - Your opinion is needed
1.investment horizon/ goals
With my 25 years I plan to be financially free in 20 years. Accordingly, my goal would be to have a 7-digit portfolio at age 45 to live off the dividends. Target: 2.5 - 3k net dividends per month.
2.strategy/achievement of goal
My strategy is mainly to buy established companies "cheap" through analysis. Currently, I can put about 1,000 € per month in my portfolio, which I want to keep as far as possible.
I like single stocks, which make up 95% of my portfolio. In the long term, I could also imagine building up a large position in an S&P 500 ETF.
3.why do I have these values in the depot?
As a big fan of consumer staples ($WMT
$KO
$ULVR
$PEP
$PG) I also have a high proportion of them in my portfolio. I am fascinated by the historical price dynamics of these stocks coupled with an attractive dividend.
BigTech is also represented with $AAPL
$MSFT
$GOOGL of course also represented.
Otherwise, I like quality companies with a solid dividend history, but always with a focus on diversification.
4.outlook
I plan to sell the small positions (the smallest 10) sooner or later and pick up a maximum of 5 new companies. On the watchlist I currently have $DPW
$NVDA
$MC
$GOLD
$MAIN
Otherwise, the existing positions should be brought to about 10k for the time being.
5.other
I have not been a big fan of classic growth stocks, but I am very open to good companies.
I am looking forward to your feedback!
