I would never have thought that my portfolio value would double from €10,000 to €20,000 in just five months. This rapid increase surprised me and prompted me to take a closer look at my investment strategy.
I follow a classic buy-and-hold strategy, as it is ideal for my long investment horizon of 30-40 years as a 20-year-old. My focus is on growth and steady dividends.
As a core, I have the $VWCE (-0.52%) which should always make up between 30-40% of the portfolio in order to reflect the broad market and capture the average return. I build individual quality stocks with a broad moat around this core, which serve as a yield booster and stability anchor. I also focus on dividend stocks with stable cash flows, dividend growth and growth potential.
As an Austrian $OMV (+0.43%) my local high-dividend stock in the portfolio, which not only provides me with a nice home bias, but above all a decent dividend cash flow. As the position is currently still very small, I will definitely be adding to it in the near future.
As a small hedge in uncertain times, I have 5% $4GLD (+0.79%) in the portfolio, not as a yield generator, but as a buffer in times of crisis.
With $ONDS (-6.17%) I have a small speculative share in the portfolio, which doesn't really fit into my investment strategy and has already become very large. I have already realized the first partial profits and taken out the risk, but due to the outstanding performance I am now simply letting the rest of the position continue to run at a relaxed pace. If it continues to rise, I will again realize partial profits.
The current development of my portfolio confirms that I should remain invested for the long term, even if I am aware that such market phases are not the rule.
I am open to suggestions and questions about my portfolio or my investment strategy.
