1Semana·

End of 2024

Successful year with more than +30% YTD (but approx. 2/3 of the price gains due to Palantir).


An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETF and 5 individual stocks).


Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.


The ETFs as the main investment with currently just under around 36% (33% at the end of 2023, currently depressed by the performance of Palantir) and the goal here at some point to be at 50-60%.

  • $VWRL (+0,04 %) FTSE All-World to keep US below 60% in the long term. (savings plan)
  • $VUSA (+0,19 %) S&P 500 extra to take advantage of slightly higher returns compared to the All-World. (savings plan)


Plus a handful of individual stocks:

  • $MSFT (+0,07 %) for long-term blue chip growth with a small dividend. (savings plan)
  • $8001 (+0,76 %) long-term strong growth and a decent dividend. (savings plan)
  • $ALV (+0 %) as a long-term runner with a decent yield and very good dividend. (savings plan)
  • $PLTR (-1,57 %) as a long-term tech bet. Subsequent purchases when opportunities arise
  • Change trees to position 5 of the individual stocks. $DTE (-0,03 %) in since December. (savings plan)
7Puestos
5589,45 €
36,96 %
12
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