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 (+0.05%)
$KO (-0.05%)
$ULVR (+0.13%)
$PEP (+0.26%)
$PG) (-0.04%) 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 (-0.51%)
$MSFT (+0.72%)
$GOOGL (+1.39%) 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 (-0.98%)
$NVDA (-0.64%)
$MC (+0.5%)
$GOLD
$MAIN (-0.18%)
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!
