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 (+1,32 %) FTSE All-World (UPDATE) which has now replaced the MSCI World in order to keep the US below 60% in the long term.
• $VUSA (+1 %) 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 (+1,62 %) (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 (+1,04 %) (at 26.02) - among other things because too much tech overall.