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My portfolio with absolute values.

What do you think? Ideas? Suggestions for improvement?

This is what I had in mind when setting up the portfolio:


Strategy: 75% growth stocks. 25% dividend stocks (up to max. 2k/year).


For the dividend stocks, I have selected stocks in which I see good growth potential over the next 5-10 years:


The growth stocks are I think self-explanatory, although I probably $BABA (-0,77 %) and $1810 (+1,93 %) will add a bit more to lower the EK.

Due to the strong performance of stocks like Amazon, MS and Goolge, I have favored them over the ETF for the last 3 years.

In the future I wanted to skim the profits and invest in the $XDWD (-1,87 %) (70%) and the $TDIV (-1 %) (30%). Currently, all other funds are flowing into this ETF + 10% of it into BTC.


Savings plan 500EUR /month:

$XDWD (-1,87 %) 70%

$TDIV (-1 %) 30%


Unfortunately, the total return is somewhat misrepresented as I no longer have the history since the portfolio transfer. All in all, I have deposited about 40-45k ;)


I am 31 and have been actively involved in the stock market for about 5 years. Before that I only played with sample portfolios and small amounts. The history is not shown here :P


Regards

P.


PS: AFC and European Lithium are reminders to myself ;)

18Puestos
61.584,78 €
15,80 %
4 Comentarios

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Edit: now really with absolute values... Controller set incorrectly :D
3
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I think the current positioning is ok, and with the plan to expand the ETFs now, it's a solid portfolio.
Just one piece of advice: I would only "add to the stocks with the big red numbers to reduce the equity" if you are really convinced that they will outperform the overall market (World ETF) in the medium term. Otherwise it's better to sell them straight away and switch into the ETF. I made this mistake myself a few times and gave away a lot of returns. Realizing losses hurts somehow, but it's great from a tax perspective ;-)
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What happened to you in May, brother?
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