4D·

Advice continues to focus on individual shares or ETF all in

Hello everyone, I have been investing for 6 months. The question now is whether I should continue to watch and buy individual stocks or invest everything in the world. Many think that the effort to find a good entry point etc. is not worth it. Not worth it in contrast to ETFs which perform similarly.


I would also be happy to receive tips and opinions on the portfolio.


If I continue to invest in individual stocks, the following stocks are worth watching:


$BALN (+0.39%)

$COST (-0.8%)

$DUOL

$TPL (-1.75%)

$TSM (+0.12%)

$WKL (+1.29%)


pretty much following the value strategy...

30Positions
€28,406.79
17.79%
5
11 Comments

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Value strategy? How much is your lifetime worth to you? 😅
Tracking 30 stocks certainly costs a lot of it. And whether you make better decisions than thousands of highly paid analysts with their AI machines remains to be seen.
Alternative: WorldETF and invest the time in further training at work or in a small part-time job.
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Personally, I don't think investing should be work. If I have to track 30 stocks and check the right entry and exit every time, then that's work. Work must be worthwhile.

In my opinion, it's not worth it if I can just have world etf and stonky go brrrrr without any effort.
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@Madhatter5566 It depends. I spent 2 years tinkering with my 3xGTAA. Now it brings in a second month's income. Was it worth it? You tell me!
@Epi I have no idea. My most boring portfolio of all time currently makes more than my net salary. Significantly more.... Without me doing anything.

Could it be better? Sure. Could it be worse? Yes.
But if I have to put a lot of effort into thirty shares and I end up with less than in a World ETF, I should reconsider my leisure time.
@Madhatter5566 You're both right, yes. But please don't pretend that I spend 4 hours a day at home on 3 monitors. It's more like 2 hours a week. Briefly check the positions and read some news. But it's still smarter to just get the same result with 0 effort.
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@Madhatter5566
The current monthly performance says little. I was more interested in the statistically expected long-term performance pa calculated on a monthly basis. Before you can earn a second month's salary with a 7% pa WorldEtf, you need a 7-figure portfolio. If you don't have that, you need alternatives.

I agree with you that a portfolio of 30 shares is probably not worth it and will only cost you your lifetime. But there are more options than 30 shares or WorldETFs.
@Epi Correct. Correct. But it doesn't just have to be etf...a bit of gold and silver, a bit of EM and small caps and you save yourself all the back and forth trading.
It also depends a lot on the year. At the moment things are going great for the world. And so are all the other strategies. We'll only see how well things will go in a 7% year at some point
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@Madhatter5566 Tell me about it! There's always something going on, there's a lot going on right now. Except for oil and bonds. But at some point they'll come back and the rest will bob around or crash. Then I want to be where the music is playing. All you need is a strategy, then a few minutes a month are enough.
Best hourly wage ever! 😅
@Epi The question is whether your strategy will then significantly outperform the market. In my opinion, this usually only becomes apparent when the time comes. If there were significantly better strategies, everyone would use them and there would be the "50% return" ETF.
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@Madhatter5566 I do think that there are much better strategies that not everyone uses. Keyword: Medallion Fund or Quantum Fund. However, there are technical, intellectual and psychological barriers to entry.
And then there is the omnipresent efficient market theory, which lies like mildew on investors' portfolios.
@Epi Closed-end funds that are mysterious are one of those things... I think cumex is also a great strategy. But it's no longer about psychological hurdles but about fraud.
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