Steffen Schröder · 2023-05-08T07:11:06.056306Z

Hi an Alle, ich möchte mit euch mal mein Depot teilen. Von der Struktur her kann ich sagen, dass ich stark im Healthcare Sektor investiert bin, was sicherlich meinem Beruf geschuldet ist. Mit $VRTX und $REGN habe ich weitestgehend stabile Unternehmen im Depot. Zusätzlich sind noch Mitarbeiteraktien im Depot, welche über die Jahre zugeteilt werden. Mit $AXSM und $BTAI habe ich zwei Aufstrebende Unternehmen, welche jüngst ihr erstes Produkt auf den Markt gebracht haben und für mich eine interessante Pipeline unterhalten. Bei diesen Werten habe ich aber auch in letzter Zeit einige Anteile verkauft um etwas Druck aus meinem Depot zu nehmen, da dieses sehr stark abhängig von z.b Axsome war. Ansonsten könnt ihr noch einige spannende Wachstumtitel entdecken ($NTLA , $EDIT , $ALEC ) Momentan fokussiere ich mich darauf mehr in den verschiedenen Sektoren zu diversifizieren und Titel zu wählen, welche in dieser Krisenzeit mehr halt bieten. Daher meine Wahl auf BlackRock, Pepsi, BASF, BHP und einige weitere. (Wenn auch BASF momentan etwas strauchelt) Parallel noch einige Titel mit Dividenden, welche immer reinvestiert werden. Ich bin mir bewusst, dass mein Depot noch nicht ideal aufgebaut ist, aber da arbeite ich momentan daran. Fokus momentan liegt auf $PEP $ZTS $BLK . Auf meiner Watchlist habe ich momentan noch $DHR oder $TMO als Gerätehersteller und Vertrieb im Life-Science Sektor sowie $PG für den Basiskonsum. Abschließend zu mir selbst 30 Jahre, 2 Kids, getrennt lebend. Ziel: Ein Depot für das Alter Sparrate momentan: 200 bis 250 Euro + Dividenden. Meine persönliche Schwäche: Mir fällt es schwer in ein ETF zu investieren um diesen als Core aufzubauen. Freue mich auf das Feedback.

@Steffen2012

1Yr·

Hi to All,

I would like to share with you my portfolio.

In terms of structure, I can say that I am heavily invested in the healthcare sector, which is certainly due to my profession. With $VRTX (-0.58%) and $REGN (+0.88%) I have largely stable companies in the portfolio. In addition, there are employee shares in the portfolio, which are allocated over the years. With $AXSM (+0.36%) and $BTAI (+18.33%) I have two up-and-coming companies that have recently launched their first product and have an interesting pipeline for me. I have sold some shares in these companies recently to take some pressure off my portfolio, as it was very dependent on Axsome, for example. Otherwise you can still discover some exciting growth stocks ($NTLA (+0.35%) , $EDIT (+1.3%) , $ALEC (+2.41%) )

At the moment, I am focusing on diversifying more in the different sectors and choosing stocks that offer more support in this time of crisis. Therefore my choice is BlackRock, Pepsi, BASF, BHP and some others. (Even if BASF is stumbling a bit at the moment) In parallel, some stocks with dividends, which are always reinvested.

I am aware that my portfolio is not yet ideally structured, but I am currently working on it. Focus at the moment is on $PEP (+0.06%)
$ZTS (-1.54%)
$BLK . On my watchlist I have at the moment $DHR (+0.05%) or $TMO (+1.14%) as equipment manufacturer and distributor in the life science sector as well as $PG (+2.63%) for the consumer staples sector.

Finally, about myself 30 years, 2 kids, living separately. Goal: A deposit for old age

Savings rate currently: 200 to 250 euros + dividends.

My personal weakness:

I find it difficult to invest in an ETF to build this as a core.

Looking forward to the feedback.

Check out my Dashboard now!

11 Comments

Tim@Stratege_Tim

1Yr

Looking at the performance of your portfolio, a world ETF alone would be the best decision to make. For me, especially as a beginner in the stock market, the decision to invest exclusively in individual stocks is downright megalomaniacal and does not show good self-reflection and judgment.

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Steffen Schröder@Steffen2012

1Yr

@General_T_Regnery
Thank you for your feedback, even if I find it a bit hard to get used to. The fact that the performance of a pure stock portfolio is subject to fluctuation, especially in recent months, depending on the weighting, is nothing dramatic from my point of view. Of course, an ETF offers more stability here. But why you as an investor are considered unreflective, because you invest in companies instead of an ETF, I can not understand. That I could have started 2 years ago with an ETF and that would certainly have formed a solid core, I would not deny, however. My performance after 2 years, of Corona, Russia, inflation and "bank problem" I therefore see as okay. What is perhaps a bit awkward, the presentation including employee shares. Will edit my post again and select only my portfolio.

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Tim@Stratege_Tim

1Yr

@Steffen2012
It's not directed against you personally, it's just your current situation as a newcomer to the stock market and the lack of experience/knowledge. Nobody has that at the beginning, so I recommend everyone to start with a world ETF at least as a basis, if not as the only position in the portfolio. After you have moved long enough in the jungle of the stock market, you can talk about a restructuring or expansion. You will never lose money by investing in world ETFs with a calm mind, perseverance and a sufficiently long investment horizon!

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Steffen Schröder@Steffen2012

1Yr

@General_T_Regnery
Hi, thanks for your recommendation. I have to admit that I still think differently. Nevertheless, thank you for your honest feedback. That's what you want to get 👌👍

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Tim@Stratege_Tim

1Yr

@Steffen2012
All fine. It's great when you firmly believe in your strategy and its goal. You will have thought of something and insist on it. That shows strength of character. 💪 The main thing is that you have, as can be seen in the article, sufficiently occupied with the companies in which you are invested and are satisfied with your approach. With your current margeren performance, I would take the precaution of making an inventory every year without inhibition and consider in years of underperformance compared to the market (and thus a world ETF), whether a shift for you would come into question.

Because in the end, the most beautiful and most individual portfolio is of no use if the corresponding market return of 8% on average is not delivered approximately. The increase of money is in the foreground for all of us and therefore one should always keep an open and critical eye towards oneself and others.

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Dennis@Chou

1Yr

I think there is too little tech

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Steffen Schröder@Steffen2012

1Yr

@Chou You are right. My "mistake" was definitely the too strong focus on healthcare. I don't have the best access to tech, although I will read up on this in the foreseeable future. Thank you for your feedback.

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Steffen Schröder@Steffen2012

1Yr

Can someone explain to me how I can make the depot more visible? Since everything is grayed out?

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