3Mon·

Your opinion

Hello everyone,

I've been thinking about the next step in my portfolio for quite a long time now.

The strategy is designed for the long term with asset accumulation

what would you do now, buy more specifically or position yourself more broadly?

Possibly. $MC (+0.68%) , $MDLZ (-1.04%) or $O (-0.08%) ?

or take some of the profits? If so, where?

#aktien
#portfolio
#etf

37Positions

28.69%

6 Comments

Kai2000@Kai2000

3Mon

I honestly don't understand why you always have to cover everything up. 😂 If you want to share something, you might as well show everything. Well, never mind ... In a nutshell: you have far too many individual stocks. Make a world ETF with 50% as a foundation. You can have individual stocks in it, but don't overdo it - it's a lot of work to maintain everything.

•

Morientes@Morientes

3Mon

Is changed
Thank you ☺️

••

Kai2000@Kai2000

3Mon

@Morientes Very good, it gives you a good insight into your portfolio. You're doing a lot of things right in terms of performance. I would just thin it out and weight the world ETF a little more heavily - otherwise: tippi toppi!

••

ThomasHH@ThomasHH

3Mon

I don't think the portfolio is bad at all. Why is there always this fear of individual stocks? I have little influence on the composition of an ETF. I've been doing very well with individual stocks for years. It's simply fun to deal with the companies and their key figures and to constantly rebalance the portfolio independently. ETFs are too boring. For me, it's a bit like an over-easy egg.
I like to clear out the "junk" myself.
But as I said, that's my personal approach. Everyone is the architect of their own fortune and has to find their own investment strategy.

•

Snopy@Snopy

3Mon

So if you ask me, I would increase the Etf share in the portfolio. MSCI World at 8% is a bit low.

I would also invest a little in other regions. You have a 75% US share, which is already quite a lot. Other regions are very weak. Europe with 8% is still ok, but EM, Asia, SC can be weighted a little higher for my taste.

I would also reduce the MIcro positions. A BYD with 0.27% is nice, but does nothing. With a 100% increase in value you make 0.27% profit... Either expand or sell.

••

Morientes@Morientes

3Mon

@Snopy Thank you! BYD is not yet displayed correctly due to the split.

But I am considering selling all the fun stocks under 1000€. Except Sixt

••