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Comentarios sobre la cartera de inversiones

Hello everyone,


after being a more or less silent reader here for some time now, I have decided to share my portfolio with you and look forward to your constructive feedback 😁


About me:

I am 20 years old, come from Munich and am studying computer science.


My strategy:

Since the end of 2021, I have been saving €200 per month in the portfolio initially and recently €250. The current distribution is as follows:


50€ Amundi ETF Leveraged USA $CL2 (+2,35 %)

50€ Easy MSCI World ETF $EMWE (+1,17 %)

50€ Emerging Markets ETF $XMME (+0,85 %)

50€ Procter Gamble $PG (+2,23 %)

50€ Johnson & Jonson $JNJ (+0,42 %)


I would like to pursue a core-satellite strategy and use the satellites to fully utilize the allowance but also beat the market.

My investment horizon is 30+ years, as I would like to use the portfolio as a retirement provision or to retire a little earlier, depending on performance.

I would probably like to reallocate the DWS Top Dividende $n/a (+1,35 %) position, but I'm not quite sure yet what I want to put how much into.


And now it's time: Fire away XD

Eche un vistazo a mi Tablero de análisis ¡Ahora!
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looks very solid, stick with it. as an adjustment you could maybe think about the ETFs again, especially ESG & sector "bets" are -as of now- not convincing enough and do not perform better than the American market... then maybe a bit more "boring" and just feed the World? 🐅
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I don't see much in the satellites to beat the market. P&G and J&J in particular will "just" run with the market in my opinion. So both are top stocks, of course. But nothing that drives the return up compared to the MSCI World.
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Why Johnson & Jonson ?
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Good luck in beating the market! With your long investment horizon in any case keep calm. Is more boring, but "back and forth makes pockets empty". Can I give tips on individual positions (or my own hope)? But since I myself do not perform better than the MSCI World, I say nothing.
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