Because I like his videos, here comes another analysis
And this time it's the biggest single position in my portfolio 😁
Puestos
26Because I like his videos, here comes another analysis
And this time it's the biggest single position in my portfolio 😁
I want to save up the proportion of the two large ETFs to 25% each and then leave the portfolio roughly the same weighting, i.e. 50% ETFs, 40-45% equities and 5-10% Bitcoin.
I buy and hold and am not entirely sure how suitable some of the current stocks are for this.
On the other hand, there are a few companies that I would like to have in my portfolio for the long term (e.g. $WMT (+0,2 %)
$COST (+0,12 %)
$AWK (+0,37 %) or $VIE (-1,1 %) ), but I don't want to have more than 45 individual companies in my portfolio.
What do you think of the portfolio, do you have any suggestions for improvement?
Briefly about me: I am 22 years old and would like to continue building up my assets until I am about 60.
P.S.: The return is not correct. Due to a system error, getquin thought I had sold all my shares in the meantime. Fortunately, my portfolio was actually able to beat the S&P 500 this year and last year🤩
I would be pleased to receive feedback on the portfolio and possibly a recommendation for another last individual share (more on this in a moment).
My investment horizon is 15-17 years for now. Depending on how it develops towards retirement at some point. The aim is to generate a small pension contribution later on.
The ETFs as the main investment with currently 41%, later increasing to 50-60%. The S&P 500 as an extra to take advantage of a little more return compared to the World. I am considering replacing the World with the FTSE All-World (distributing) in order to keep the US below 60% overall in the long term.
In addition a handful of individual stocks:
$MSFT (+1,7 %) long-term blue chip growth with a small dividend. (savings plan)
$8001 (-2,01 %) Long-term strong growth and a decent dividend. (savings plan)
$ALV (+0,87 %) as a long-term runner with a decent yield and very good dividend. (savings plan)
$PLTR (+2,57 %) and $IOS (-0,1 %) are long-term tech bets with +30% and +90% to date. Here, additional purchases are made when opportunities arise.
I would then like to add another share soon to diversify a little more and receive further dividends. My candidates are $ULVR (-0,26 %) or $VIE (-1,1 %). However, I need to look more closely at the long-term potential. If you have any opinions on this, please share them.
Hello, I would like to start here with your feedback on my current portfolio. I am pursuing a long-term investment strategy with an investment horizon of at least 15 years. I have been invested since 02/2023.
The ETFs are used for broad market coverage and diversification, while the individual stocks cover targeted growth potential and specific sectors. Deliberately two-pronged with the ETFs with $XDWD (+0,24 %) and $VUSA (+0,37 %) as the S&P offers a good one percent higher price return and also the dividend. In addition, I deliberately increase the weighting with the S&P, especially for $MSFT (+1,7 %)
$NVDA (+5,26 %)
$AMZN (+0,88 %)
$AAPL (-0,77 %)
$GOOGL (-0,74 %)
$META (+0,97 %) a little more.
To the individual stocks:
$PLTR (+2,57 %) and $IOS (-0,1 %) are bets on the future and are currently at +15% and +82%. Apart from that, I also want to think about dividends now for later and risk as little as possible overall, as retirement is also less than 20 years away.
I plan to add 1-2 more individual stocks to my portfolio (max. 8 individual stocks). Allianz $ALV (+0,87 %) is set, and I am also considering adding Veolia Environment $VIE (-1,1 %) as well.
What do you think of this strategy and the additions? Do you have any other recommendations or comments?
Many thanks in advance!
I plan to invest a sum of about 22,000 euros in the near future.
Planned are 50% FTSE all World accumulating $VWCE (+0,18 %) and 50% individual shares.
The individual stocks are to be diversified by sector/region as follows.
The positions are all about 500-1000 euros in size.
Strategy: Long-term asset accumulation, absorb fluctuations through ETF, buy "industry classics" instead of only betting on ETF.
If necessary, the entry points for some companies are too early, as these are currently strongly passed through. However, risking a month's loss is okay in the long term.
I look forward to qualified suggestions/comments/suggestions/additions.
Construction/Agriculture: $DE (+0,29 %) , $CAT (+0,13 %) , $ST5 (-2,78 %)
Tech: $MSFT (+1,7 %) , $AAPL (-0,77 %)
Automot: $TSLA (+0,49 %) , $1211 (-0,03 %) (BYD.)
Solar/Energy: $FSLR (-0,14 %) , SMA Solar, $NEE (+0,24 %)
Waste: $WM (+0,06 %) , $VIE (-1,1 %)
Consumption: $KO (-0,13 %) , $PG (+2,8 %) , $MCD (+0,13 %)
Industry:$DHR (-0,32 %) , $MMM (+0,66 %) , $LIN (+0,14 %) , $ASML (+1,48 %)
Med: $PFE (-0,07 %) (Pfizer)
Other: $MC (+1,75 %) , $V (-0,02 %) , $BLK ,
ca 10.000€ FTSE ALL WORLD thes.
Position increased - the EMA200 was tested at approx. € 27.50 and the medium-term upward trend is currently still intact (hopefully for longer 🤑🤞🏽)
In the meantime, I already have 400 shares of this megabuilding in the depot.
Principales creadores de la semana