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 (-3.83%)
$KO (-1.08%)
$ULVR (+0.5%)
$PEP (-2.63%)
$PG) (-1.26%) 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 (-0.98%)
$MSFT (-0.43%)
$GOOGL (+1.6%) 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 (-0.17%)
$NVDA (+2.51%)
$MC (+0.41%)
$GOLD
$MAIN (-1.03%)
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!
