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 (+1,02 %) and $VUSA (+1,03 %) 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 (+1,55 %)
$NVDA (-2,33 %)
$AMZN (+0,2 %)
$AAPL (+1,26 %)
$GOOGL (+0,04 %)
$META (+0,15 %) a little more.
To the individual stocks:
$PLTR (+5,1 %) and $IOS (-0,22 %) 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 (+0,22 %) is set, and I am also considering adding Veolia Environment $VIE (-0,41 %) as well.
What do you think of this strategy and the additions? Do you have any other recommendations or comments?
Many thanks in advance!