2Yr·

Hi everyone,

I'd love to hear your thoughts on my portfolio. I'm 37 years old and married. My wife and I own a condo in Munich. My monthly savings allocations are €640 each for the three ETFs ($IWDA, $EXXT (-1.92%) , $VYM (-0.24%) ).

I’m thinking about streamlining my portfolio and getting rid of smaller positions and underperformers like $BAYN (+0.05%) , $FRE (+0.96%) and $INRG (-1.24%) . I’d rather use the money to top up well-performing ones or buy potential turnarounds at a discount ($NKE, $SBUX (+0.02%) )? I’d love to hear your thoughts.

31Positions

€156,215.84

19.77%

5 Comments

Tobi60@Tobi60

2Yr

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

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Kalle@Brazzo_Muc

2Yr

@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

2Yr

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

2Yr

@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

2Yr

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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