4Mon·

Portfolio update!

After some solid tips and reflection, I’ve cleaned up the portfolio a bit. Still holding quite a few positions, but I’m more focused than ever. $NVDA (+4.07%) (Nvidia) continues to dominate the AI space with no real competition in sight. $PLTR (+4.8%) (Palantir) is slowly proving its worth with strong long-term government and commercial contracts. $AD (-0.09%) (Ahold Delhaize) provides reliable stability in every market condition. $MAIN (+0.41%) (Main Street Capital) keeps the income steady with consistent payouts. $BFIT (-1.82%) (Basic-Fit) is expanding fast across Europe, and I like the potential. I’ve increased my $VHYL (+0.68%) exposure for a strong dividend base. My almost daily dividend pie is still going strong. Small, steady progress, and I’m in it for the long haul.

84Positions

€12,054.53

2.75%

7 Comments

Isa@Issa

4Mon

You need to do more cleaning ..
Good luck!

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Tronald D.@_TronaldDump

4Mon

@Issa Thanks! But seriously, why do you think having fewer positions is better? I genuinely don’t see the advantage when more gives me diversification and steady income

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Isa@Issa

4Mon

@_TronaldDump 1)
you need to keep track of All your positions. That's a lot of time and work to invest.
2) I suppose you have very little to no transaction fees? I pay 5.9 € for every purchase under 1000€ so you understand my confusion over having so many tiny positions.
3) imagine one of your tiny stock positions rockets up 100%! Then you have 160€ instead of 80€ ... that doesen't seem very useful in the long run, don't you think?

Don't let me discourage you, do your thing- i feel my portfolio needs cleaning up too, and I only have 9 Positions but some of them bother me at the moment
:-)

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Tronald D.@_TronaldDump

4Mon

@Issa Thanks Isa, I really appreciate your take. You make some solid points, especially about the time and fees. I’m probably just being a bit stubborn with how I do things haha, but it’s always good to hear another perspective. Helps me look at it with a fresh eye

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Revenant@Revenant3

4Mon

@Issa hear hear, nothing to add: go to 30-40 positions until 100k.

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GiCi@GiCi

4Mon

Hi, too much diversification can be confusing in focusing on the overall strategy. And to me, it is unclear, costly and fiscally inefficient. You want dividends? Don't get it from 70 different companies, choose three of them. If you are reinvesting them, you are not minimizing the tax burden.
And how to be sure you are not overexposed to sectors with all those companies? Indeed, you are a bit too concentrated on financial.
In the long-run, the risk Is that on average you will underperform with respect tò an ACWI ETF that would minimize costs, diversify more and make you happy.

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Ben@ben922

4Mon

Way too much positions..

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