A total of 3,700€ can be invested this month, of which 2,700€ will go toward the $VWRL (+0.71%) including its dividend in July. Another €1,000 will go into the $TDIV (+0.09%) next week.

26.06

Vanguard FTSE All-World ETF

Bought x17 at €157.17

€2,671.89

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WegNaarWelvaart

@WegNaarWelvaart1

1Wk·

And by

24.06

Vanguard FTSE All-World ETF

Bought x7 at €159.06

€1,113.42

10

2 Comments

Michel V.@Noord26

1Wk

Why this one and not the new one from Xtrackers (ALLW) with an annual fee of just 0.07%?

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Show answer

capital_genius_sjbva

@capital_genius_sjbva

2Wk·

Amazon—Should I start selling now?

I actually have everything in $VWRL (+0.71%) and just a few individual stocks. Among them are a couple of speculative ones that could generate excess returns and are also a lot of fun.

These include, among others: $NBIS (+4.66%)
$IREN (+5.66%)
$PNG (+0.44%)
$SOFI (+0.69%) but also $GOOGL (-0.18%) and $ASML (+5.25%) and, of course, a $AMZN (-0.04%) Amazon.

Does this really make sense, or is it just a concentration risk? After all, I already have Amazon in the ETF. I think about 2.5% of my total portfolio is in Amazon. Given the proportions, selling it probably wouldn’t even be noticeable.

What do you think?

Specifically, the Amazon position consists of twelve shares and, thanks to an average purchase price of 183 €, is up about 13.5%.

I have around 300 shares in the global ETF.

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9 Comments

Raketentoni@Raketentoni

2Wk

Hey @capital_genius_sjbva,

A classic case of portfolio hygiene! You need to ask yourself, with a cool head, what role the Amazon shares are actually supposed to play in your portfolio.

You’re basically running a clean core-satellite strategy. The $VWRL is your massive core (congrats on the 300 shares—that’s a really strong foundation!). The individual stocks are your satellites—and with $IREN (which I also have in my portfolio as a crypto play, by the way!) or $SOFI, you’ve got a couple of solid outperformance candidates there.

If you now hold $AMZN as a single stock alongside the global ETF, you’re deliberately building up an overweight position. This isn’t a dangerous “concentration risk,” but an active bet that Amazon will outperform the overall market in the coming years.

So keep it simple:

Do you believe in the excess return? Then let those 12 shares ride it out stoically. The 13.5% gain is a nice cushion—just ride the momentum and let compound interest do its thing.

Don’t have that clear conviction? Then take the money (which should be roughly 2,400 euros) off the table without a second thought. Sell the stock and either casually put the capital back into the global ETF or use it as ammunition for your real speculative plays, where the potential for multiplying your investment is higher than with a 2-trillion-behemoth like Amazon.

Half-measures aren’t fun in your portfolio in the long run. Either be fully convinced or get rid of it!

Best regards,
Raketentoni 🚀

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Wes V.

@LongTerm073

2Wk·