1Yr·

Portfolio Feedback 2.0

For fun, I share my portfolio due to the new feed view and also hope to be able to take a few "like-minded" people with me.


41 years old, married, 3 children, employed project manager, savings rate due to current circumstances and mortgage at 350€.


The portfolio consists of 3 (4) building blocks:


Core/Satellite (buy & hold strategy consisting of MSCI World, Microsoft $MSFT (-0.04%) , Cloudflare $NET (+0.39%) and Crowdstrike $CRWD (+1.2%) for the long-term investment period (in the best case until retirement) Share of the portfolio approx. 30% ETF / approx. 18% individual shares

2. crypto represented by $BTC (-0.85%) also buy & hold (investment period > 10 years). Share of the portfolio approx. 15%


3. momentum strategy (always the two stocks with the highest momentum) currently AMD $AMD (-1.66%) and MercadoLibre $MELI (-0.81%) (here a change is probably due again next month) Share of the portfolio approx. 30%. The long-term benchmark here is the S&P 500


4. employee shares ENGIE $ENGI (+2.59%) are rather negligible as they will most likely be sold at the end of the holding period. Share in the portfolio approx. 7%


The current weighting also corresponds approximately to the target weighting:. The position size per individual share should be at least 3-5%, hence the small number of positions. For some, the MSCI World share is probably still too low and the TECH exposure far too high. For me, however, this is exactly what I would like to replicate. I am only at the beginning of my journey and have already learned a few lessons, see past transactions, but I think I am on the right track, even if the road to my goal still seems endless.


Now I would like to have PRO & CONTRA from you :-)

8Positions
€15,062.56
20.98%
8
7 Comments

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Apart from the AMD position, I think the portfolio is good. I think they are simply overvalued. Consider that they are growing less strongly than NVIDIA but have a higher valuation. And no, I wouldn't switch into NVIDIA. I would rather focus on stocks like $ASML $KLAC or $AMAT
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@TimoBrod @Krush82 I haven't written anything yet because I simply don't have that much knowledge. That I can take the liberty of giving other people tips. However, that was exactly my thought about AMD. My favorite would be $ASML
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@TimoBrod @SpawN I wrote above that the AMD position is part of my momentum strategy, it is only held for a certain period of time and is not a classic buy&hold position. Every month the 2 stocks with the highest momentum are picked from a defined pool. But thanks for the tips.
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Hi there,
Nice presentation of your strategy.
To idealize your portfolio feedback, some more information about you would be good (age, profession, savings rate) 😁

I think your portfolio is solid.
Your individual stocks are also quite nice. I will also buy $MELI at some point.
If you're okay with your tech weighting and you're aware of the risk, then that's fine!

Keep it up🚀
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@DividendCop Hi, I think I gave some personal details when I first introduced myself. But I would be happy to add more. 41 years old, married, 3 children, employed project manager, savings rate of €350 due to current circumstances and mortgage.
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Something constructive
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@Lukas1000 perfect, there is no better way to put it
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