... almost. In it since 27.02.2023 - and satisfied so far. Apart from the portfolio tracking here (approx. +27%), I am very satisfied with the return on my invested capital (gross approx. +42%).
I have made a change to the ETFs. 70% of it in the $VWRL (-0.22%) and 30% now in the $XESX (-0.47%) shifted. As a result, the US share has fallen to around 55% and will remain below 60% in the long term.
There are still 5 individual positions in equities:
$PLTR (-0.86%) still by far the strongest weighting. Despite the (overdue) setback since last week. I am leaving the position as it is. In the long term, my opinion remains positive - AI model, self-sufficient data analysis and automation platform, countless conceivable use cases, strong growth in the commercial sector.
$ALV (+0.25%) The biggest surprise for me. Invested last June as a position to give the whole thing a bit more stability. My target was at least 5-10% return + dividend in one year. Since then, my position has returned over +20%.
$DTE (+1.32%) I added a little out of embarrassment, but this position also surprised me. I simply wanted to use the money released from the sale of $BA. (+2.64%) in December I simply wanted to "park" it until spring with a slightly higher return than overnight interest. Since December it has already gained around 15%.
$MSFT (-0.63%) Somehow a bit of a disappointment. In my portfolio since January 2024, currently +/- 0, although I remain convinced that the investments will bear fruit and the blue chip will make strong gains again in the long term. Since the second half of '24, the high AI investments, among other things, have been a drag here.
$8001 (-0.59%) The negative surprise has developed into my second Palantir. With Palantir, I exercised patience until the middle of last year and endured downs, supported by my personal assessment and conviction. I am currently going through the next big test of patience with the Japanese. After approx. 1.5 years in my portfolio, after +17% in between, my position is currently at +/- 0 (in the meantime even at -8). My conviction in Sogo Shosha and the outlook remain positive. It will go in the right direction again and then bigger jumps upwards beckon.