1Yr·

Hello all,


I would like to clean up my portfolio a bit. Some items are already quite old and I just left them, because I saw no reason to sell / reallocate. Bzw. the dispersion as a hedge considered hab.


Through your assessments in other entries and reviews, I have been encouraged to pursue this topic.


Maybe you can give me some feedback on this?

If necessary, consul ETFs & funds to a few and savings plans to steam; What do you think?


current savings plans:

$BATS (+0.43%)
$LIN (-0.42%)
$DTE (+0.11%)
$ASML (+0.42%)
$VWRL (-0.52%)
$SPAG (-1.72%)

$GGRG (-0.85%)
$MUV2 (-0.88%)
$DBXJ (-0.51%)
$XXSC (-0.3%)
$AEEM (-0.97%)
$LSPU (-0.17%)


I look forward to your assessments


Greetings Dominik

Check out my Dashboard now!
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18 Comments

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I think 82 positions are far too many. I completely lack the overview
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@Sansebastian Thank you yes I have to thin out some things
First, I would shift all the theme ETF and other Etf / funds in an All World ETF. Then I would look at which positions you absolutely want to hold. Everything else rigorously out. No matter if profit or loss. You could e.g. the majority in ETF and only a few selected stocks. Or the majority in solid stocks that need less observation and only a few that are volatile.
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@melly-m
I will think about it and put everything to the test e.g. I would continue to "fire" the $VWRL Thank you
@hippie sure you can do. is a normal All World and also quite cheap 👍
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Actually, the only thing that bothers me is the BVB share🤔😅🤣🤣🤣
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@RieslingGG fun by side..... The question is first, what is your strategy, for what do you need the money and when..... how many years do you have to invest...etc.? first determine the and then shift accordingly, or get feedback again
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@RieslingGG
My strategy is to be able to retire at least 2 years earlier in 20 years - preferably without deductions, even if I have to dip into this pot to do so I'll have a look and come back to you again
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@hippie so similar..... then it still needs to be clarified how willing you are to take risks. .... I for my part go primarily only on top companies that perform steadily and accordingly have growth, mixed with dividend stocks..... As a safety 1-2 Etfs would be good. Personally, I do without them, because I think my top companies perform better.....
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@RieslingGG a certain risk I gladly accept, especially if time does not play a role I think about what Thank you
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@hippie do the ..... with pleasure and good luck !
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Way too many positions.
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29 different ETFs. 😅 why?
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@Wellenreiter
because I have saved them over the years and simply left the existing values when I switched to others Now I should clean up there
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5% return since 2009? There is something fundamentally wrong with your strategy.
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@Epi but the vast majority of the money has also only been invested since mid-21.
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@KevinC You're right about that. Since then, however, the return on investment has been even worse.
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