7Mon·

Age 19

Investment strategy:

$BRK.B (-0.13%) and $8001 (+0.66%) as anchor

$DRO (+10.9%) As a growth boost, tends to be overvalued, but is in a very good position to benefit from the growing anti-drone market.

$FUR (-1.48%)
$VID (-0.67%) Are undervalued in my opinion

The geographic, sector and market cap differences should make the portfolio safer without reducing returns through too much diversification in too many individual stocks. In my opinion, 10 stocks in the US or in the same sector offer hardly any diversification and therefore tend to perform very close to the market. My plan is to achieve returns independently of the market with just a few stocks that are diversified in the way described above.

I am considering putting the cash holdings into an overnight swap or, if necessary $8001 (+0.66%) to buy close.

I look forward to your feedback :)

11 Comments

7Mon

Looks good🫡 Itochu and Berkshire could be weighted a little higher for my taste👍📈

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Shrimpman@Shrimpman

7Mon

@Therapeut Thanks, I plan to buy Itochu with the cash on hand if they fall again :)

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DerDanner@Therapeut

7Mon

@Ichbinwiederda how did you come up with itochu, I think it's a great combination

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Shrimpman@Shrimpman

7Mon

@Therapeut I had Nintendo for a while and still wanted to continue investing in Japan after the sale, as Japan is in my opinion the most politically "stable" country in Asia besides Korea and I think Itochu is a bit like the Japanese Berkshire, it offers a good diversification to Berkshire (even if it is partly owned by Berkshire). I'm also looking at Indian stocks a little more closely at the moment, as India has a very neutral policy at first glance (as I said at first glance, I haven't taken a deeper look yet). Indonesia and Singapore might also be interesting (the only problem might be the language).

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DerDanner@Therapeut

7Mon

@Ichbinwiederda very nice that you are open and continue to look around

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Kevin E.@KevinE

7Mon

Looks clean - I like it. Do you have a separate nest egg? Then you can invest the cash in the aforementioned Xeon or shares.

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Shrimpman@Shrimpman

7Mon

@KevinC I don't have a nest egg yet, as I don't have any real costs to cover in an emergency at the moment, so I'll probably only build one up when I move out :)

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Kevin E.@KevinE

7Mon

@Ichbinwiederda I can understand you in principle - I would certainly have thought similarly at the time. I would do it a little differently now, even if - like you - I didn't have any real risks. I would always leave a "basic amount" in the account, e.g. €1,000. Now you can rightly say that you're losing out on returns. Which you're right about.
But you might get a different feeling if you always have this amount "to hand". If friends want to go on a really cool trip at short notice - a great vacation, a long festival weekend perhaps - you can say yes without hesitation. It's not about blowing money at the drop of a hat! But some cool experiences can only be had when you're "young" - at some point partnerships, children, etc. come along and then buying an apartment and a new vacuum cleaner (striking examples) are more important than getting a taste of freedom.

And if something does break, there is also some cash available. Or in the "worst case" if you don't use it, you have 1k to move out - experience shows that you always need a few euros for equipment, moving sprinter, etc.

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