10Mon·

(Yield) Review April

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?


Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.


I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.


My ETFs and individual stocks are $HMWO (-0.48%)
$TDIV (+0.06%)
$DGSD (-0.63%)
$MAIN (-0.12%)
$NOVO B (-0.6%)
$PGR (-0.02%)
$PSA (+0.27%)
$UKW (+0%)
$APH (-0.35%)
$DHL (-0.82%)
$HSBA (-2.22%)
$MUX (-6.87%)
$NEE (-0.15%)
$ZTS (-0.74%)
$AFL (-0.57%)
$O (-0.55%)
$SHEL (-1.52%)
$VID (+0.34%)
$RACE (-2.55%)
$PLD (-0.05%)
$OMV (+0.58%)
$PAL (-1.73%)
$RIO (-3.68%) and last but not least $VOW (-2.31%)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

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3 Comments

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Another asset class doesn't play a role in your planning?
Bonds, commodities, real estate or crypto?
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@GoDividend I have been investing in physical gold since 2010, which currently accounts for around 50% of my investments. I only have a small amount in crypto, but will probably look into it more closely after the birth of my child. I have hardly invested in bonds so far, real estate is a medium-term and achievable goal.
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That looks like 212 to me 😉
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