Dear Community,
Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (+2.41%) with a considerable loss and $ETH (+4.52%) with a small profit and set up a weekly savings plan on $BTC (+0.68%) set up a weekly savings plan.
In order to simplify and streamline the portfolio even further, I now have the following question for you...
To help you understand my portfolio better, here is a brief explanation:
The main portfolio (currently approx. 150k) is a core-satellite portfolio with 56% $IWDA (-1.03%) , 20% $GGRP (-0.99%) , 12% $WSML (-1.32%) and 12% $XMME (+0.28%) .
With just under 20k is still the $CSPX (-1.14%) in the portfolio.
I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:
$MMM (-2.37%) approx. 1500€
$MSFT (-1.57%) approx. 1400€
$ABT (+1.63%) approx. 3300€
$JNJ (+2.12%) approx. 2800€
$PEP (+3.26%) approx. 2700€
$PG (+2.23%) approx. 3300€
$TDIV (-0.63%) approx. 3900€
$WQDS (-1.06%) approx. 3850€
$FGEQ (-1.25%) approx. 3800€
$VWRL (-0.91%) approx. 3750€
$FUSD (-1.38%) approx. 3750€
I save the ETF fraction constantly, nothing should or will change.
I'm just wondering how I should structure the ratio of individual stocks from now on. Should I increase all individual stocks to 5000€ per position or all stocks except Microsoft to 6k? Any other suggestions or ideas? If I simply leave the individual stocks untouched, the money would go into the div ETFs in tranches.
Total TER at 0.22 (which is quite acceptable for me) - and the overlaps are known and also okay for me 😄
Once again, thank you from the bottom of my heart and have a nice rest of Sunday 😎
Best regards
EvD