Like this. Take me apart. 🙈
Edit: Hmm, wanted to split the portfolio so that you can see the % share in the portfolio for each value, but I can't seem to get that to work. If anyone knows how, please comment.
I started investing in stocks around 2010, bought bitcoin in 2017 and got out after a rollercoaster plus minus zero. I've been allergic to cryptos ever since. What bothers me most is that they don't have a closing time and you always have something to look at... I also want to call it a day at some point... 🤣🤣
Had about €80k in the portfolio until 2021 and then inherited €200k...
Then sold everything because of a potential house purchase. Unfortunately, buying a house didn't work out and I was basically on "start".
The larger the sum, the more conservative I become, I then realized.
I didn't want to invest the money riskily, but I didn't want to just leave it lying around either. I also didn't want to invest it in a property as an investment so that I would have access to it when I needed it.
I alao tried a dividend strategy and invested in some (mainly US) stocks. My misconception was that the stocks should be more stable than they turned out to be. Fortunately, I heavily overweighted Main Street Capital $MAIN (+1,6 %) which is a great value for me.
I liked the regular dividend, but that was not my understanding of equity investments. There was a lack of excitement when looking at prices and news on a daily basis.
So it bobbled along for a short while. By then I had reinvested around €60k.
I then gradually invested the rest and the dividend now pays my rent. However, I couldn't resist picking up some growth stocks again and also the accumulating World ETF.
My plan now is to invest half in dividends and half in growth. I find the monthly cash flow very reassuring, but I'm still too young to switch completely to it.
I also find it interesting how I always catch myself finding it much more exciting to see how the small gambles ($1211 (-1,67 %) and India ETF) than looking at where most of the money is.
This year is also $HAUTO (+2,2 %) my nerves...
What happens next?
I am currently considering selling some of the US REITs and $BATS (+1,45 %) and possibly invest in $MBG (+0,71 %) or other stocks or ETFs with a better outlook. But I'm not yet sure where to put them.
Feel free to send me any comments or positive or negative feedback or ideas!