4Mon·

This is what it looks like

Every now and then, I like to share my portfolio with you to get your feedback and tips :-)

I’ve further consolidated it to 26 holdings (if you exclude the duplicate ETFs, which exist for historical and tax reasons, and the very small positions that I can’t sell).

I’m currently contributing $IEMA (+1.28%)
$TDIV (-0.34%) and $EQAC (+0.41%) contributing 250/month, $IWDA (-0.07%) 1,000/month, and $MELI (-0.07%) and $NU (+0.2%) 200/month.

I plan to liquidate my $VOW (+0.55%) position in the next few days, but I don’t know yet where the money will go.

Tips, feedback, etc. are urgently needed :-)

34Positions

€572,484.95

53.61%

7 Comments

NichtRelevant@NichtRelevant

4Mon

You have a nice, well-diversified portfolio there.

Personally, I don’t really see the appeal of Metaplanet, Verve, and Welltower. Visa and Coca-Cola are classics—but I don’t expect them to skyrocket in the future. I think selling the Volkswagen shares (and the auto industry in general) is the right move.

Where should the money from the VW sale go? Hard to say—your Deopt portfolio includes tech stocks (Micron, AMD, Alphabet) and defensive positions (Reality Income, Coca-Cola, Allianz)—so based on the individual holdings, I can’t quite tell where you’re headed. Do you want more growth, or more dividends? It seems to me a bit of both. Maybe just go with $TDIV and/or $IWDA for now, as long as nothing else stands out. 🙂

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Kreon@Kreon

4Mon

@NichtRelevant Thanks for the review. Metaplanet... well, I guess that was a mistake. But I'll keep it in my portfolio; the position is small enough. With Verve, I’m hoping for a price jump toward the end of the year. I bought Welltower years ago, and it hasn’t disappointed—it’s more than doubled in value and now offers a good dividend yield as well.

Overall, I’m trying to balance out my tech bets (NASDAQ is pretty high, after all) and my US overweight by investing partly in stable stocks. With an average age of 40, I want to have a slightly more balanced portfolio.

But yes, VW probably fits best in the MSCI or the Eurostoxx.

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NichtRelevant@NichtRelevant

4Mon

@Kreon Sounds like a plan. By the way, I think that Metaplanet, for example (even though BTC isn't really my thing), will pick up again at some point. Right now, the hype is elsewhere, but BTC will go up again—I'd be surprised if it didn't.

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Kreon@Kreon

4Mon

@NichtRelevant I hope so :-)

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Solitair@Solitair

4Mon

What exactly is the " $NADQ "? The description says it's "designed to track the ups and downs of the Nasdaq 100."
But doesn't every standard Nasdaq 100 ETF do that, too? Or what's the point?
And strangely enough, Nvidia is missing from the top holdings.

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Kreon@Kreon

4Mon

@Solitair standard synthetic ETF on the NASDAQ

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Italiener@Italiener

4Mon

$LDGL ? 😁

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