Dear Community,
Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (+1.21%) with a considerable loss and $ETH (+0.24%) with a small profit and set up a weekly savings plan on $BTC (-0.1%) 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 (+0.21%) , 20% $GGRP (+0.31%) , 12% $WSML (+0.19%) and 12% $XMME (+0.25%) .
With just under 20k is still the $CSPX (+0.21%) in the portfolio.
I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:
$MMM (-0.31%) approx. 1500€
$MSFT (-0.06%) approx. 1400€
$ABT (+0%) approx. 3300€
$JNJ (-0.21%) approx. 2800€
$PEP (-0.24%) approx. 2700€
$PG (-0.15%) approx. 3300€
$TDIV (+0.33%) approx. 3900€
$WQDS (+0.27%) approx. 3850€
$FGEQ (+0.15%) approx. 3800€
$VWRL (+0.14%) approx. 3750€
$FUSD (+0.12%) 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