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Xtrackers NASDAQ 100 ETF logo
Xtrackers NASDAQ 100 ETF
IE00BMFKG444
XNAS
XNAS

Zugo
@Zugo1
1Wk·
Portfolio Feedback

Hey, what do you think of my portfolio?


Please ignore $SNAP (+4.39%) and the $SRECHA this was a purchase that I bought over a year ago as a test/fun and I'm just too stingy to sell at the moment 😂


$MSFT (+1.24%) was a buy at the beginning i bought right at the peak and learned a lesson from that again. I will sell it as soon as possible at a profit and invest that money in the $VWRL (+1.46%) invest



$ARYN (+0.31%) and $LCID (+1.15%) are purchases that I thought could achieve good growth if I hold them for +/- 10 years.


Otherwise I save the $VWRL (+1.46%) monthly and the $XNAS (+2.26%) monthly


From October the $CHDVD will be added. As I simply want to be well diversified in the Swiss equity market 😊

13Positions
CHF 8,320.24
2.99%
2
1 Comment
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Wachstums_Aktionär@schokosahne
1Wk
Right at the beginning your lucid group has a negative eps and a negative free cash flow on the one hand they burn your capital and on the other hand they use the smoke to lure new investors so that your sum becomes even less in the company.

Hereby I want to show you, as soon as you invest in individual stocks, you have to understand the ratios. Your shares, with the exception of Microsoft, are on the one hand very risky, i.e. crowdstrike and palantir, and on the other hand quite low-yielding, such as Abb.
Here I would think again about what your goal is and only invest in companies that:

1. have a positive cash flow
2. have a low level of debt
3. the number of shares decreases in the best case due to share buybacks
4. have an active long-term #uptrend.
5. you understand the business model.

I could go on and on, but that's enough for a start. I also see that you entered nvidia very cyclically.
You always want to enter tech anti-cyclically, i.e. when everyone says tech is dying and no one sees growth there.

I can't say much about your etfs, I'm not very deep in the subject, there are some here who can make better judgments.
Always remember that an etf is diversified, it's not about having 20 but rather less is more.
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value_seeker_402
@value_seeker_402
3Wk·
26.08
VanEck Ms Developed Markets Div Lead ETF logo
Sold x10.51 at €38.53
€405.00
1.08%
3
4 Comments
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grudo@grudo
3Wk
Why the sale?
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Miguel R.
@M1ch3
4Wk·

Hello,


With around 50 years, and 2.100.00€ available to invest what are the suggestions to split the money.

My idea is:

$XDWT (+2.55%) 25% (Or maybe $XNAS (+2.26%) )

$CSPX (+1.16%) 25%

$XDEQ (+1.3%) 25%

Some Bond ETF 10% (Advice needed)

Individual stocks 10% (For fun)

Cash 5%


All my income should be from those investments, so from time to time I have to sell some positions to guarantee some income.


If the portfolio increase only 3,5% per year it should be totally fine.


With further suggestion and discussion I can have more ways to optimize this investment


Thank you

7
15 Comments
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mvarcox@mvarcox
4Wk
If you look at the largest holdings of those ETFs you'll see they are very similar! I would go for an All World ETF instead of the information tech ETF. That way you can get exposure to other markets and companies.
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Nico
@xkniggo
1Mon·

Hello everyone,


I am a 19-year-old student and am currently faced with the decision of how to build up my investment portfolio.


Since I have a long-term investment horizon and am willing to take some risk, I am considering whether it makes sense to invest all my capital in the Nasdaq 100
$XNAS (+2.26%) or the S&P 500 $VUAG (+1.16%) to invest.


On the other hand, I am also attracted by the idea of investing in a broadly diversified way (i.e. a typical 70/30 portfolio) in order to spread risks better.


My plan would be to switch to dividend ETFs in a few years to build up passive income. Or should I simply invest directly in the $VWRL (+1.46%) invest directly?


What do you think? Is it better to focus on one index like the Nasdaq 100 or S&P 500, or does a broader diversification make more sense in my case?


Looking forward to your opinions and experiences!

4
15 Comments
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Unbekannt@Pirat123
1Mon
"in your case"...what is your case? In the end, you have to find your own way. There is no right or wrong, better or worse...no one will tell you what the future holds. You may get recommendations based on the last few years...but will this also apply for another 30 years?
How high do you want to set your risk? You have to decide that for yourself - these are your profits, but also your losses!
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Nico
@xkniggo
1Mon·
4
17 Comments
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Peter-Plan@Peter-Plan
1Mon
Savings plans were executed 😅
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