2D·

My portfolio

Hello!

I have been actively working on my portfolio since the beginning of this year, my strategy is to go towards dividends and a safe investment in ETF's with ETF's I want to achieve a balanced weighting that is not too American-heavy but also focuses on Europe.

I have a monthly savings plan of €300 which is divided as follows:

50 € $IWDA (+1.3%)

50 € $EXSA (+0.85%)

40 € $ZPRG (+0.65%)

40 € $WQDS (+1.42%)

20 € $O (-1.7%)

15 € $VZ (-0.27%)

15 € $ULVR (+0.14%)

10 € $JPM (+0.12%)

10 € $JNJ (-0.93%)

10 € $PG (-3.83%)

10 € $ENB (+0.35%)

10 € $ALV (-0.01%)

10 € $KO (-1.6%)

10 € $MCD (-1.47%)

Please do not pay too much attention to the crypto positions, I will liquidate the Shitcoins in the near future when prices are good and switch to ETFs/shares.

Now to my simple question, what do you think of the portfolio? Is it good for my strategy or do you have any tips?

27Positions

1.31%

3

2 Comments

daddyinvestiert@daddyinvestiert

1D

All in in an ETF, what do you want to put €10 a month into a share that costs ~€300. It'll take you ages to get one together. Put everything into an All World or a msci World and you're done.

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3

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tims92

@tims92

2Wk·

McDoof

I have parted company with McDoof and am now layering in $ALV (-0.01%) and $IWDA (+1.3%) around.

31.03

McDonald's

Sold x46 at €263.25

€12,109.50

1.14%

6

7 Comments

Ronald@AlterMann

2Wk

But I'd rather get a coffee at $MCD than take out insurance at $ALV...

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View all 4 further answers

Wesley

@Wes-709

3Wk·

Sold everything to transfer my money to a new account

I’m waiting for all the tariff movement to settle down before I reinvest in the new account, but these are the stocks I’m planning to put in the new account

I’m putting between $300 and $500 into each stock and I’m trying to get stocks from every sector

Would love to hear any feedback you have

1 Share of $MCD (-1.47%)

2 Shares of $AMZN (+3.74%)

1 Share of $MSFT (+2.08%)

2 Shares of $AAPL (+1.39%)

1 Share of $UNH (-1.28%)

3 Shares of $SPG (+1.24%)

4 Shares of $XOM (+0.51%)

11 Shares of $BAC (+1.68%)

1 Share of $LIN (-0.76%)

5 Shares of $SO (-0.51%)

5 Shares of $WMT (+0.44%)

2 Shares of $BA (+1.77%)

2 Shares of $GOOG (+5.13%)

2Positions

$5,461.00

0.00%

2

1 Comment

ec3jr@ec3jr

3Wk

I started my taxable portfolio 2 months ago. After maxing out my other retirement accounts and I am trying something different.
Picking 2-3 stocks that I fully understand and I believe will outperform the market. Concentrate into those positions until I have around a good amount of shares.

I believe if you truly understand a business and you think it’s going to do better than the s&p then invest heavily into that stock.

Everyone has different risk tolerance so this is something I am comfortable on doing.

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