1Yr·

Hello everyone,

I would like to hear your opinion on my portfolio. I am 37 years old and married. I have an apartment in Munich with my wife. My monthly savings plans are €640 each for the three ETFs ( $IWDA, $EXXT (-0.23%) , $VYM (-0.02%) ).

I'm thinking of clearing out smaller positions and low performers like $BAYN (-2.08%) , $FRE (-0.86%) and $INRG (-0.88%) out. Would I rather use the money to add to good performers or reduce the price of possible turnarounds ($NKE, $SBUX (-0.6%) )? I look forward to your opinions.

31Positions

€156,215.84

19.77%

5 Comments

Tobi60@Tobi60

1Yr

30% Germany would be too much for me. But they are all good companies.

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Kalle@Brazzo_Muc

1Yr

@Tobi60 yes, try to reduce that a little. Unfortunately, there are also a few rivets or Fallen Angels!

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Leo@MCKrummel-Divi-Holding

1Yr

The shares look good so far, it's a matter of taste what you choose and what system you want to use. Regarding the turnaround, it's simply speculation or what you hope and think for yourself. Just do it, nobody can take it from you anyway.

But I don't understand why you have an all world and a normal world! Almost 90% the same in terms of weighting. I would choose one if necessary!

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Kalle@Brazzo_Muc

1Yr

@MCKrummel-Divi-Holding yes, the High Dividend is more heavily weighted towards dividend-paying securities $JPM $JNJ etc. and it pays out dividends. My wife is not interested in finance and I still use her €1000 allowance 🥳

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gzd_finance@gzd_finance

1Yr

Looks good. You can always clean out the smaller positions and shift into ETFs or Bitcoin. There's a good chance you won't regret this decision. Good luck and keep buying!

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