Hello community,

I would like to present my revised portfolio strategy to you today and am looking forward to your opinions and constructive feedback. I am pursuing a core-satellite approach.

The core (approx. 40%):

My foundation for long-term and stable asset accumulation. Here I rely on the MSCI World and the Nasdaq 100 in order to participate in global economic growth in a broadly diversified manner. Simple, cost-effective and proven.

The satellites (approx. 60%):

Here I pursue clear, thesis-based investments in individual stocks. These can be divided into six thematic clusters:

1. the AI infrastructure (cloud, data & security):

My biggest bet. I believe that the real winners of the AI revolution are the companies that provide the foundation.

Positions:

Cloudflare, CrowdStrike, Snowflake, Datadog.

2. the fintech revolution in emerging markets:

The disruption of traditional banking in populous and digitally savvy regions.

Positions:

MercadoLibre, Nu Holdings.

3. global champions & turnarounds:

Here I bundle global market leaders that I consider undervalued or that are on the verge of a comeback.

Positions:

Alibaba, BYD. For me, these are not speculative gambles, but counter-cyclical bets on dominance in their respective markets.

4. industrial excellence & luxury brands:

A bet on undisputed market leaders in highly profitable niches with strong moats - from armor to high-tech automation to luxury sports cars and one of the best investors of all time.

Positions: Rheinmetall, Ferrari, Berkshire Hathaway, Keyence.

5. future technologies & energy:

The thesis here is clear: more AI and more data centers require massively more energy.

Positions:

The Uranium ETF, Iris Energy, American Lithium.

6. megatrends: health & sustainability:

Investments in global market leaders that benefit from two unstoppable social developments: demographic change and the need for a circular economy.

PositionsNovo Nordisk, Tomra Systems.

My question to the Getquin community:

What is your opinion on this strategy and allocation?

#DepotCheck #PortfolioReview #Feedback #CoreSatellite #Strategy

$NET (+0.17%)
$CRWD (-0.52%)
$NOVO B (+2.36%)
$1211 (-0.36%)
$BABA (-0.78%)
$IREN (-0.18%)
$NLR (+1.86%)
$ACWI
$WSML (-0.02%)
$RACE (+0.07%)
$BRK.B (+0.3%)
$RHM (+2.77%)
$6861 (-0.23%)
$DDOG (+1.04%)
$MELI (+0.53%)
$SNOW (+0.38%)
$NU (+0.94%)
$TOM (+0.42%)

I am currently saving the $VWCE (-0.04%) and the $WSML (-0.02%) . I will spend a total of €200 on both. Would I be better off dumping the MSCI Etf and putting everything into the FTSE or sticking with the strategy?

Hello everyone,

I am 21 years old and currently studying, my monthly savings rate is currently 1500€. My investment horizon is 20+ years, I'm long-term oriented, interested in financial markets and listen to podcasts like "Alles auf Aktien" and similar, but I don't want to do daily analysis, so I'm currently focused on ETFs.

Current assets:

Portfolio

Small experiment with crypto, which I would like to focus on again

Nest egg with approx. 3 monthly salaries

My goal:

I would like to set up my portfolio in a globally diversified and future-proof way in the long term, and I wonder whether the S&P 500 is still useful in my case, since the FTSE All-World already has ~60% US exposure

Planned reallocation:

I am thinking about stopping the S&P 500 savings plan and possibly also selling existing shares in order to reallocate the capital as follows:

$VWCE (-0.04%) 60%

$EIMI (+0.13%) 20%

$WSML (-0.02%) 10%

$EWG2 (+0.35%) 5%

Crypto 5% (possibly $BTC (-0.06%) savings plan)

My questions:

Do you think the shift from the S&P 500 to EM/Small Caps/Gold makes sense or do you see unnecessary complexity in it?

Should I sell existing S&P 500 positions or leave them and invest differently in the future?

In your opinion, are there more sensible alternatives for small caps or emerging markets?

Is my high equity allocation appropriate? Would you take a more conservative approach or take more risk?

I welcome any constructive opinions - and criticism or other suggestions!

Thank you!

Hello everyone,

I'm back as a silent reader with my portfolio.

Briefly about me: I am 26 years old, employed as an IT specialist in the public sector, live in rented accommodation and my investment horizon is at least another 20 years.

My strategy: I am building a core-satellite portfolio. The ETFs form the core: $IWRD (-0.01%), $EIMI (+0.13%), $EXSA (-0.07%) and as a soon-to-be new addition $WSML (-0.02%) . These are listed alongside $BTC (-0.06%) (lie with $EWG2 (+0.35%) with Bison) in the savings plan. Then there are individual stocks whose business model, sector and geographical location appeal to me.

With this strategy, I am trying to find a healthy balance between the rational assessment of not being able to beat the market and having fun on the stock market.

The allocation is still somewhat skewed, but the goal is:

• 60% core (ETFs)
• 30% individual stocks
• 10% BTC/gold

As future satellite positions I still have $D05 (+2.31%) (to also have a single stock in the banking sector) and $TBS (-0.65%) (because I see opportunities in the South African food market). I will open these positions as soon as I have straightened out the current allocation.

My questions: What do you think of my approach or my desired allocation? Do you have any suggestions for other good individual stocks, especially from the BRICS regions?

Otherwise, happy investing.

Hello.

I'm due to make an annual adjustment to my savings plans.

I have the following picture in mind:

Category
ETFs
Monthly share (total: 630 €)

1) Global broad (Core)

$VWRL (+0.01%) 320 € (~51 %) - Core

→ Very good for long-term growth

2) Dividend (Value/Defensive)

$VHYL (+0.16%)
$EUHD (-0.1%) 90 € (~14 %)

→ Two targeted building blocks, stable cash flow

3) Technology (Growth)

$XNAS (+0.08%)
$XNGI (+0.17%) 100 € (~16 %)

→ ensure growth, without overweighting

4) Regional addition

$MEUD (-0.14%)
$WSML (-0.02%)
$IEEM (+0.34%) 80 € (~13 %)

→ improves diversification

5) Commodities/tangible assets

$WGLD (+0.11%) 40 € (~6 %)

→ better balance with defensive character

What do you think?

Feedback & suggestions for readjustment are welcome =)

$SPY5 (+0.11%)
$VWCG (-0.04%)
$EIMI (+0.13%)
$WSML (-0.02%)
$VJPB (-0.45%)
$CPXJ (+1.02%)

Which of the three allocations do you think is best for a monthly savings plan? Or would you do it completely differently? If so, how?

I'm 30 and have a long investment horizon.

I already have these ETFs as core and don't really want to sell, otherwise I'll have to pay a lot of tax.

$CSPX (+0.1%)
$IWDA (-0.01%)
$EIMI (+0.13%)
$ISAC (-0.2%)
$CSNDX (+0.03%)
$WSML (-0.02%)