Pezi · 2024-03-28T15:27:13.229542Z

Beat the S&P500 Challenge habe mir überlegt, mit welchen Aktien ich den S&P500 Index schlagen könnte. Nach langer Recherche habe ich mich nun für 20 amerikanische Aktien entschieden, die ich ab 01.04.2024 mit je 100 Euro/Monat in Sparplänen besparen werde. Da ich keine Überschneidungen/Doppelungen zu meinen ETF’s (World und Consumer Staples) wollte, wurden Unternehmen aus der 2. Reihe gewählt. Vielleicht ist der eine, oder andere Titel ja auch für euch interessant 😉 Das Depot wird folgende Aktien beinhalten: $AME $APH $ANET $AJG $CMG $FIX $EME $IT $HUBB $INTU $KAI $KLAC $MMC $MEDP $MOH $RSG $SNPS $URI $VRTX $GWW Ich weiß, dass es schwer wird den S&P500 zu schlagen, will es aber dennoch versuchen…

@Pezi

9Mon·

Beat the S&P500 Challenge

I have been thinking about which stocks I could use to beat the S&P500 index.

After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉

The portfolio will contain the following shares:

I know that it will be difficult to beat the S&P500, but I still want to try...

29 Comments

PowerWordChill@PowerWordChill

9Mon

Just leverage the S&P500 😅 $DBPG

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Pezi@Pezi

9Mon

@PowerWordChill It was important to me to find good and profitable companies and not to rely on an ETF again

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Testo-Investor@Testo-Investor

9Mon

@PowerWordChill yes ! But 3 times :-)))

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How$y 🗽@Howsy

9Mon

Just take the NASDAQ 🤔

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Pezi@Pezi

9Mon

@Howsy that's too easy 😏

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Beeftek@Beeftek

9Mon

Why don't you just buy NASDAQ 100

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Pezi@Pezi

9Mon

@Beeftek because I don't want to drag along any duplicates or underperformers.

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Zatira@fin_free

7Mon

Thanks for your post and good preparatory work. I also like many of these stocks very much (I already had three in my savings plan) and your post has inspired me to add a few more. Thank you for that 😘
Would you like to keep us up to date from time to time on where you currently stand? I would love that.

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Pezi@Pezi

7Mon

@zatira Sure, no problem if you're interested, I'll be happy to do it...

I only started in May and not in April as announced.

I buy 10 shares in alphabetical order on the 1st of the month and 10 shares on the 15th of the month (as I enter everything manually, it's easier for me).

The counterpart is $VUSA, which is saved at 50 euros on the 1st and 15th of the month.

The status after 2 months is as follows:

My 20 shares: +3.89%
VUSA: +4.67%

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Pezi@Pezi

7Mon

@zatira in case you are interested, I had other stocks to choose from

$ADP

$BKNG

$BRO

$CAT

$COST

$CW

$FAST

$GGG

$LECO

$REGN

$SAIA

$TTEK

$WSO

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Zatira@fin_free

7Mon

@Pezi great, thanks, I'll take a look at that too and yes, please let me hear where your experiment stands

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flowriii@flowriii

9Mon

How did you come across these shares? What were your criteria for the selection?

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Pezi@Pezi

9Mon

@flowriii To cut a long story short:

Data from recent years, future prospects and an understanding of the business model.

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Bavarianholder21@Bavarianholder21

9Mon

Could it be that you have only selected stocks that are not "the big names" and performed very well last year? Or how did you come to this selection?

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Pezi@Pezi

9Mon

@Bavarianholder21 as written, 2nd tier, no hype stocks, profitable for many years, very good future prospects, understandable business model...

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Nico Uhlig@RealMichaelScott

9Mon

Interesting selection of companies. I have two of them in my portfolio and a few on my watchlist.

Good luck with the challenge 👍

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Pezi@Pezi

9Mon

@RealMichaelScott Danke 🙏

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Testo-Investor@Testo-Investor

9Mon

LOL, what a dreamer 😂😂😂😂 sorry, complete waste of time... you're not hitting anything longterm at all... but go ahead and try it and with sparplan not at all.

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Pezi@Pezi

9Mon

@Testo-Investor feel free to call me a dreamer....🤣🤣🤣🤣

...you probably didn't even click on a stock, otherwise you would have noticed that EVERY SINGLE one of these listed stocks has beaten the S&P500 in recent years 😜

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