Hello Community,
I (28 years old) am currently somehow dissatisfied with my portfolio and hope to get some ideas/tips from you.
My investment period is long term (10-15 years) and the basis is the MSCI World + in the future the STOXX 600 will be added. The portfolio is currently tech and USA-heavy, but as I think tech will determine the future and the companies are active worldwide, I would have rated this as "ok to good" or is this rather overweighted?
What would a good roadmap look like?
I would keep the following positions keep:
$IWDA (+0.52%) MSCI World
$NVDA (-0.57%) Nvidia
$EXSA (+0%) STOXX 600
$MSFT (+0.97%) Microsoft
$META (-0.09%) Meta
I am unsure about the following positions unsure:
$O (+0.43%) Realty Income
$WM (+1.04%) Waste management
$AMD (-2.48%) AMD
$SBUX (+1.63%) Starbucks
$MUV2 (+0.21%) Munich RE
$PLUG (+3.91%) Plug Power - Realize losses or continue to hold?
I would close:
$DWS (-0.45%) DWS Group - currently Ex traded. Sell at +-0
Have a nice weekend and thank you! :-)