An update on the portfolio after crossing the next thousand. Still nice and boring with only 7 positions (2 ETFs 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 my main investment with currently just under 40% and the goal of reaching 50-60% at some point.
- $VWRL (+0,18 %) FTSE All-World (UPDATE) which has now replaced the MSCI World in order to keep the US below 60% in the long term.
- $VUSA (+0,32 %) S&P 500 extra to take advantage of slightly higher returns compared to the All-World.
Plus a handful of individual stocks:
- $MSFT (+1,15 %) long-term blue chip growth with a small dividend. (savings plan)
- $8001 (-0,47 %) 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)
- $NOVO B (-17,74 %) (UPDATE) with us since August.
- $PLTR (+0,68 %) as a long-term tech bet with +59% so far/since November. Additional purchases when opportunities arise. (UPDATE) In July I had said goodbye to $IOS (-2,68 %) (at 26.02) - among other things because too much tech overall.
