DünnParkettBohrer · 2023-10-04T09:59:09.702904Z

Ich plane zeitnah eine Summe von ca 22.000 Euro zu investieren. Geplant sind 50% FTSE all World thesaurierend $VWCE und 50% Einzelaktien. Die Einzelaktien sollen hierbei wie folgt nach Branchen/Regionen diversifiziert werden. Die Positionen sind alle ca. 500-1000 Euro gross. Strategie: Langfristiger Vermögensaufbau, Schwankungen durch ETF abfangen, "Branchenklassiker" kaufen statt nur auf ETF zu setzen. Ggf. sind die Einstiegszeitpunkte bei einigen Unternehmen zu früh, da diese zur Zeit stark durchgereicht werden. Einen Monat minus zu riskieren ist langfristig jedoch ok. Freue mich über qualifizierte Anregungen/Kommentare/Vorschläge/Ergänzungen. Bau/Agrar: $DE , $CAT , $ST5 Tech.: $MSFT , $AAPL Automot.: $TSLA , $1211 (BYD) Solar/Energie: $FSLR , SMA Solar, $NEE Müll: $WM , $VIE Konsum: $KO , $PG , $MCD Industrie:$DHR , $MMM , $LIN , $ASML Med.: $PFE (Pfizer) Sonst: $MC , $V , $BLK , ca 10.000€ FTSE ALL WORLD thes.

@user88b8e3cfdd1c4e20

1Yr·

I plan to invest a sum of about 22,000 euros in the near future.

Planned are 50% FTSE all World accumulating $VWCE (+0.18%) and 50% individual shares.

The individual stocks are to be diversified by sector/region as follows.

The positions are all about 500-1000 euros in size.

Strategy: Long-term asset accumulation, absorb fluctuations through ETF, buy "industry classics" instead of only betting on ETF.

If necessary, the entry points for some companies are too early, as these are currently strongly passed through. However, risking a month's loss is okay in the long term.

I look forward to qualified suggestions/comments/suggestions/additions.

Construction/Agriculture: $DE (+0.3%) , $CAT (+0.2%) , $ST5 (-2.78%)

Tech: $MSFT (+1.68%) , $AAPL (-0.74%)

Automot: $TSLA (+0.49%) , $1211 (-0.03%) (BYD.)

Solar/Energy: $FSLR (-0.06%) , SMA Solar, $NEE (+0.24%)

Waste: $WM (+0.12%) , $VIE (-1.16%)

Consumption: $KO (-0.11%) , $PG (+2.81%) , $MCD (+0.13%)

Industry:$DHR (-0.34%) , $MMM (+0.6%) , $LIN (+0.14%) , $ASML (+1.44%)

Med: $PFE (-0.09%) (Pfizer)

Other: $MC (+1.73%) , $V (-0.06%) , $BLK ,

ca 10.000€ FTSE ALL WORLD thes.

22 Comments

Kevin E.@KevinE

1Yr

I feel that there are too many positions. Either you have the confidence to recognize the outperformers of a sector, then one stock is enough. If you do not trust yourself, you should rather go all in ETF. At least, 3 values of agriculture, 2x disposal would be too much for me. Especially with the clear sum per company.

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anilerensen@anilerensen

1Yr

It's a solid strategy 👍 I might concentrate on fewer individual stocks, but otherwise it sounds very good. I think it's always better to have one ETF instead of several.

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Sansebastian@Sansebastian

1Yr

I would put construction/agriculture and waste on one company each. Possibly there would be room for another Tech. Value, e.g. Alphabet

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Pezi@Pezi

1Yr

I think you will risk more than one month minus....

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Das Portfoliopferd@Portfoliopferd

1Yr

Why does everyone on getquin actually pick the same companies?

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Juan@sotiega

1Yr

Ideally, ETFs are easier and often better returns than individual stocks. Now, I cannot have all my portfolio on ETFs as I find it a bit boring so I have my own rules to do this.
- 75% ETFs
- 25% Stocks

It gives me a level of security and also a little corner to have fun with my very own bets!

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Ironman@Ironman2022

1Yr

That would be too many individual stocks for that amount. I would also weight the ETF higher than 50%. No investment advice

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Kai@Dividenden-Sammler

1Yr

Instead of $PFE, I would rather take $JNJ for the medical sector and I would not do smaller than 1000€ per position - I would rather do only one position per sector before too many small positions fill the portfolio.

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DünnParkettBohrer@user88b8e3cfdd1c4e20

1Yr

@Dividenden-Sammler all right, thanks for the tip. Why would you prefer Johnson?

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Kai@Dividenden-Sammler

1Yr

@user88b8e3cfdd1c4e20 When I think of $PFE, I immediately think of the Corona vaccine and how the company profited from it. I just see problems in the future when the preparation is no longer needed in the masses, a sales problem. I don't see how the company can compensate for this in any other way. In my opinion, $JNJ is better positioned and, for me, the leading company in the industry. I would also prefer $NOVN, $ABBV or $NOVO B to Pfizer. I would rather keep my hands off the corona profiteers.

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DünnParkettBohrer@user88b8e3cfdd1c4e20

1Yr

@Dividenden-Sammler Thank you for your assessment. I can understand that very well. What do you think about the price level of $JNJ and $NOVO B? JNJ says more there with a look at the recent price?

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Kai@Dividenden-Sammler

1Yr

@user88b8e3cfdd1c4e20 yes $NOVO B has run well - but I think there is still potential. $JNJ is the big dino and you can certainly see that as a basic investment. I myself have decided for $JNJ and continue to expand my position. $NOVN I also hold a position in my 2nd depot - just more difficult to increase further, because monthly not parsable or also not at every broker to obtain. I would rather keep my hands off ADRs.

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DünnParkettBohrer@user88b8e3cfdd1c4e20

1Yr

@Dividenden-Sammler thank you for sharing

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TB@Saibot

1Yr

I'm curious to see if you achieve more profit than with just ETF. I'm trying to do that myself, but I don't think it's working out anymore. But I see Coca-Cola and McDonald's as a safe investment, they fluctuate too of course, but they'll always make it. Pepsi probably will too. A large number of individual stocks is confusing. But with getquin still great to trade. The main thing is that the fees are appropriate for the portfolio, so why not more individual stocks, provides diversification.

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DünnParkettBohrer@user88b8e3cfdd1c4e20

1Yr

@Saibot thanks for your feedback. So far it's going ok. But the times are red hot....

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CrazyD@CrazyD

1Yr

80% IWDA/VWCE - 20% Short term Bonds.

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Deleted User

1Yr

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DünnParkettBohrer@user88b8e3cfdd1c4e20

1Yr

@Buy_and_Hold_Guni the "anchor" is formed by the $VWCE. Think that many companies are leaders in the industries and through this I do not want to buy the flood of other companies in the industry. What do you think?

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Deleted User

1Yr

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DünnParkettBohrer@user88b8e3cfdd1c4e20

1Yr

@Buy_and_Hold_Guni would you then bet on $IWDA or $VWCE? And why

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Deleted User

1Yr

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DünnParkettBohrer@user88b8e3cfdd1c4e20

1Yr

@MeepMeep $DHR is in, thanks for the tip with thermo

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