1Yr·

As I don't have any ETFs in my portfolio and have always only invested in individual shares, I really like having holdings in my portfolio. In view of the tense geopolitical situation, increasing deglobalization and general uncertainty, I feel all the more comfortable with this.

My holdings are:

Berkshire Hathaway 🇺🇲 $BRK.B (-1.5%)

Itochu 🇯🇵 $8001 (-1.91%)

Investor AB 🇸🇪 $IVSB

Brookfield Corporation 🇨🇦 $BN (-0.7%)

Reliance Industries 🇮🇳 $RELIANCE

Do you have any holdings in your portfolio and what are your favorites?

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8 Comments

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And once again, my clear choice is $MUX👍🏻 I had my eye on $BION for a while, but somehow the investment case wasn't quite right for me. I've been planning to add $8001 to my portfolio for some time now.
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Investor AB and Itochu are to be added to the portfolio this year.
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$BRK.B in my portfolio, I find $8001 interesting and I'll have to take a closer look at the others.
However, I am investing in a very concentrated manner and don't want to open any more positions for the time being.
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Your portfollio is like a etf, could be intrested for you to make note where you are invested and with sectors so you can manage it like that. Investor ab is on my radar for some time.
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$ROP $CSU are my absolute favorites, always only up ....
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$BN is such an underrated stock! I’m primarily on ETF but BN is on my few individual stocks I own
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Then $GOOGL or $AMZN should also be included, right?

My favorite is definitely $8001 😇
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@Michael-official They are of course also very broadly positioned, but the focus is clearly on tech. They are also not as diversified in terms of turnover. So for me they are not the classic holdings. I still find Itochu's valuation and the markets very attractive.
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