2D·

The whole thing is slowly picking up speed

With the latest events in EU-US customs policy, I am confident that I will soon reach the 20k mark. A few more stocks will follow in the next few months and the ETFs will continue to be saved with the highest weighting. My savings rate can also be increased by completing my further training soon.


Concrete new additions to the portfolio will be:


  • $HOLN (+1.09%) I see potential, as Holcim will be a big player in the reconstruction of Ukraine. It is also a sustainable addition to my dividend-oriented portfolio, as the distributions are paid from capital contribution reserves and are therefore tax-free in Switzerland.


  • $$FLXI (-0.63%) India is expected to become the 3rd largest economy in the world by 2035. GDP is growing confidently and I see opportunities for additional returns in the portfolio.


  • $BABA (-0.19%) Solid long-term growth stock to expand diversification with China. 1.67% dividend


Opinions? Suggestions?

11Positions
CHF 19,953.49
1.84%
8
3 Comments

A $VWCE or $VWRL would certainly be better suited as a core.
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@JP1996 Yes, the performance of $VHYL leaves a lot to be desired...perhaps there will be a reallocation when I am back in the black
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I did the same👍 With the size of the portfolio, a high dividend etf doesn't make much sense. If you don't want to miss out on dividends, I would switch to $VWRL. If you want to keep it simple $VWCE
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