Hello everyone,
I'm back as a silent reader with my portfolio.
Briefly about me: I am 26 years old, employed as an IT specialist in the public sector, live in rented accommodation and my investment horizon is at least another 20 years.
My strategy: I am building a core-satellite portfolio. The ETFs form the core: $IWRD (-0.48%), $EIMI (-0.03%), $EXSA (-1.03%) and as a soon-to-be new addition $WSML (-0.7%) . These are listed alongside $BTC (+1.42%) (lie with $EWG2 (+1.36%) with Bison) in the savings plan. Then there are individual stocks whose business model, sector and geographical location appeal to me.
With this strategy, I am trying to find a healthy balance between the rational assessment of not being able to beat the market and having fun on the stock market.
The allocation is still somewhat skewed, but the goal is:
- 60% core (ETFs)
- 30% individual stocks
- 10% BTC/gold
As future satellite positions I still have $D05 (+0.8%) (to also have a single stock in the banking sector) and $TBS (-2.73%) (because I see opportunities in the South African food market). I will open these positions as soon as I have straightened out the current allocation.
My questions: What do you think of my approach or my desired allocation? Do you have any suggestions for other good individual stocks, especially from the BRICS regions?
Otherwise, happy investing.
Hello.
