2Mon·

Roast my portfolio!

AktienAmateur069 · 2025-05-31T19:27:57.251604Z

23 years old Focus on quality companies and diversification Would like to significantly increase the ETF share in the long term (to approx. 50%) Further investments in Asia are planned because I see a lot of potential there in the coming years and think that these countries will also gain political importance Watchlist: $2318 $D05 $S68 $J36 $SIE

23 years old
Focus on quality companies and diversification
Would like to significantly increase the ETF share in the long term (to approx. 50%)
Further investments in Asia are planned because I see a lot of potential there in the coming years and think that these countries will also gain political importance
Watchlist: $2318 (+1.42%)
$D05 (-1.98%)
$S68 (+1.41%)
$J36 (+1.94%)
$SIE (+0.5%)

13 Comments

2Mon

Definitely too big with over 50 positions! TTWROR but stable 👌🏼

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View all 3 further answers

CrashBurner@Psychedelic_Sunflower

2Mon

There are only two asset classes in your portfolio. The focus on diversification is therefore difficult to recognize.

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AktienAmateur069@AktienAmateur069

2Mon

@Psychedelic_Sunflower It is a pure equity portfolio with an additional bet on Bitcoin. Diversification does not mean the asset classes. I also don't think that diversification makes sense with an investment horizon as long as mine. I think I'm best off with equities here.

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Tenbagger2024@Tenbagger2024

2Mon

Which Asian companies did you have in mind?

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AktienAmateur069@AktienAmateur069

2Mon

@Tenbagger2024 Jardine Matheson, Larsen & Toubro, DBS Group, SGX, Ping An Insurance, possibly Astra International and Hongkong and Shanghai Hotels in the long term.
I think Asia (especially China, India and Indonesia) will play an increasingly important role; many larger Asian investors are already withdrawing their money from the USA and investing it increasingly in Asia and I would not be surprised if European and American investors also invest more and more money there.

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Max@bullish999

2Mon

Where exactly are the quality companies?

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