Depot Check

My goal is to beat the market, I'm still relatively young and want to see if I can do it, if not I'll put everything in an etf in 5 years.

Regarding my portfolio, I currently have a cash ratio of 23-25% depending on the fluctuations in the last month.

Purchases of existing stocks:

I plan to increase the financial stocks by 50%, $CG (+2.75%)
$KKR (+2.68%)
$APO (+2.82%)
$TPG (+2.48%) .

In addition, a little $DMP (-0.29%) by 25%.

Sales:

I made the mistake of wanting to $EVO (+5.74%) and $CPRX (+2.43%) trade, but then I was too greedy.

I am convinced of both positions in the long term but not in this size in the portfolio, which is why I will reduce both stocks by 33%.

Potential purchases:

$HALO (+0.37%)
$CUV (+3.94%) - Will invest a little extra, otherwise just the 33% from sale of $CPRX. Both around 50 - 50

$SL (-1.98%) - the same as $TISG (-1.23%)

$KSPI (+1.1%) - about as high as $MUM (+1.02%)

$FIH.U (+0.3%) - about as high as $MUM (+1.02%)

$2GB (+1.31%) - about as high as $MUM (+1.02%)

$M12 (-1.66%) - about as high as $MUM (+1.02%)

$CPR (+0.43%)
$DGE (+0%)
$RI (+0.31%) - I'll wait and see, but I can imagine that they will develop in a similar way to the tobacco shares. Since I don't want to decide, I'll just buy three for the sum of one. And divide the amount between these 3.

In general:

I'm generally a fan of putting together baskets like with alcohol or the yacht builders.

What would you change because you see a high risk? I am relatively poorly positioned in the tech sector, do you have any other titles that I could take a closer look at in this area?

dividend_champion_qeroy@dividend_champion_qeroy

3Mon

Hollow you definitely Amazon, Microsoft and Alphabet.
However, I would be interested to know how you came up with the companies mentioned in your article.

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Jack@JackB

@dividend_champion_qeroy through getquin here, youtube videos and chatgpt. I have a big list and then I look through the individual stocks one by one. And the ones I have I follow regularly on quartr.

Ph1l1pp@Ph1l1pp

Good goal, but it requires a lot of knowledge. At the moment, I would rather trade less and increase the cash ratio. Furthermore, I would advise you not to trade penny stocks or no- names, the best thing you can do is directional trading - develop a bias based on macroeconomic factors as to which direction the market is developing and trade accordingly

@Ph1l1pp thanks for your tips, what is the best way to learn directional trading?

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@JackB For macroeconomics, I can especially recommend the podcast on YouTube @forwardguidance. In addition, most of them hang around on Twitter @citrini7 @andyconstan @fejau @quinnthompson. Many of them also have a sub-stack where they share their ideas (costs monthly)