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 (+0.17%) MSCI World
$NVDA (+0.06%) Nvidia
$EXSA (+0.08%) STOXX 600
$MSFT (+0.03%) Microsoft
$META (+0.09%) Meta
I am unsure about the following positions unsure:
$O (-0.01%) Realty Income
$WM (+0.21%) Waste management
$AMD (-0.03%) AMD
$SBUX (+0.02%) Starbucks
$MUV2 (-0.02%) Munich RE
$PLUG (+0.11%) Plug Power - Realize losses or continue to hold?
I would close:
$DWS (+0.08%) DWS Group - currently Ex traded. Sell at +-0
Have a nice weekend and thank you! :-)