1Mon·

Portfolio valuation

Hello everyone,


I just wanted to share my portfolio and my thoughts on it. I would be interested to know what you think?


$NET (-1.41%) AI enabler, Technology Leader, Edge Computing Energy Efficient

$ASML (-1.3%) AI megatrend, currently quasi-monopolist, strong momentum

$BNTX (-1.29%) MRNA technology use in oncology, interesting pipeline

$RACE AI creates more super-rich, luxury benefits

$ABNB Travel market continues to shift towards online, younger age groups use more AirBNB, trend towards longer stays abroad

21Positions
€39,075.41
21.44%
2
7 Comments

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Would expand the financial sector and industry
1
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Solid selection but maybe you should define your position sizes
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@Investingyoung That's right. It's usually 1000 to 3000 maximum and then I let the positions run. However, I still have some old remaining stocks, which I either build up or sell when I have more free cash.
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A lot of tops at the top, mostly flops at the bottom!
Hi Jonas, I like the linked positions, but when I look further down in the portfolio I also find a lot of crap like Paypal, this Forst thing and DocuSign. I would consistently clean out the bottom, with 12-15 positions your portfolio is doing no worse 😉
Unfortunately no info about savings rate or how you want to grow your portfolio over the next few years?

Why the bond as the largest position? Conclusion: lots of light, lots of shadow without a proper strategy, or one that is not recognizable.
Clean out and focus on what you believe in ✌🏼
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@Chris-1989 Thank you for your comment. You are not wrong PayPal and DocuSign have been in the portfolio for years and are underperforming. I should clean up and close such positions. The forestry paper is intended as a counterweight to the strong tech focus and as a bet on an upturn in the construction industry, but it will certainly not become a multibagger in the medium term. The bond is there because I need the money next year - it's just parked. I buy anticyclically as long as there is money.
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@DiosmioSanto don't you usually think that an S&P 500 or a Nasdaq eft will outperform your portfolio?
I understand your approach with individual stocks, but up to the first 100k I would keep it simple and after that it can be a bit more detailed, so you are clearly giving away returns on your way to your first 100k
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@Chris-1989 The argument probably applies to most portfolios here. ETFs are simply too boring for me. Rational, yes, but so impersonal. I enjoy dealing with the topics.
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