10Lun·
Comentarios sobre la cartera de inversiones

Good morning,


A lot has changed in my portfolio over the past year and I wanted to get some input on my thoughts.


My portfolio currently has an emerging market share of around 5.7 percent, exclusively China among the individual stocks $700 (+2,31 %)
$601318
$9988 (-0,27 %) as well as the EM share contained in the FTSE All World. I would like to increase this share until the overall portfolio once again corresponds to the EM share of the FTSE All World. For this reason, I will start saving in an EM ETF this month.


The percentage share of ETFs is currently 40 percent, but should be increased further in the long term. The following savings plans will be running from January:


650 euros $VWRL (+0,3 %)

200 euros $FGEQ (+0,24 %)

100 Euro $VFEM (-0,49 %)

50 Euro $ASML (+0,58 %)

50 Euro $3V6

50 Euro $MA (-0,72 %)

50 Euro $SBUX (+1,58 %)

50 Euro $VWCE (+0,36 %) (Annex VL)


I am currently 25 years old and have been following a dividend strategy since 2018. With the current savings plans, I would also like to focus more on dividend growth.


I would be very interested in your opinion ☺️



Eche un vistazo a mi Tablero de análisis ¡Ahora!
6
22 Comentarios

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Especially at a young age, your focus should be on growth and not on dividends. I'm not assuming that you want to use the dividends to live on today or tomorrow? Invest more in accumulating products instead of distributing ones.
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I'll try to be as objective as possible and assume that the figures in your dashboard are correct:

Since 01.01.2019, a 60% Stocks 40% Bond portfolio has made a return of 56%.
https://portfolioslab.com/portfolio/stocks-bonds-60-40
2023 was the worst year ever for this portfolio. (because of the bond crash)
Your portfolio in the same time 17%... so you were beaten by one of the worst performing standard portfolios by a factor of 3...

If individual stocks are a hobby then go ahead, if you want to build wealth with them then please buy broad market ETFs.

This is meant to be objective criticism, please don't take it personally.
1
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Take a look at the matching example: https://getqu.in/I3VXdD/ https://getqu.in/I3VXdD/
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