On into December. November was extremely (good), mainly driven by Palantir.

An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETFs and 5 individual stocks).

Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.

The ETFs as my main investment with currently just under 37% (depressed by Palantir) and the goal of reaching 50-60% at some point.

$VWRL (-0.52%) FTSE All-World to keep US below 60% in the long term. (savings plan)
$VUSA (-0.15%) S&P 500 extra to take advantage of slightly higher returns compared to the All-World. (savings plan)

Plus a handful of individual stocks:

$MSFT (-0.04%) for long-term blue chip growth with a small dividend. (savings plan)
$8001 (+0.07%) long-term strong growth and a decent dividend. (savings plan)
$ALV (-0.68%) as a long-term runner with a decent yield and very good dividend. (savings plan)
$BA. (+1.39%) back in since September. (savings plan)
$PLTR (+2.61%) as a long-term tech bet with +190% so far/since November '23. Additional purchases when opportunities arise.

Thomas@UndNun

2Mon

Why not add something with proven performance such as $WMT or $JPM? You can't call them insecure, and they would increase your yield even more.

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Bob@NoBobble

Interesting yes. V.a. $JPM But both went up well. And actually want to stick with just five individual shares. Have to keep an overview 😉

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But T.@But_the_Stock_Picked_Me

1Mon

@NoBobble Momentum can often continue stronger and longer than expected. That's why I don't always think that "has already done very well" is a meaningful argument against buying.