SörenDi (@SoerenDi) en getquin

Hello everyone,

I've been a silent reader here for a long time, but now I'd like to share my portfolio for opinions, suggestions or even criticism.

I've been on the stock market for a good 3 years and have already learned a few lessons, especially with leveraged KO certificates in 2022 and hyped stocks like Xiaomi, Powertab or Alibaba.

At the end of 2023, I reached the milestone of €25,000 and am still in the process of adding to my portfolio. 2023 according to TR an annual performance of 33%, so it may well continue ;-).

Now to my portfolio and some thoughts on it:

ETF share approx. 29% with monthly savings installments of €300-500:

S&P 500 (mon. 200-400€) = I personally prefer the MSCI World or an All-World ETF, nothing works in the global economy without the USA
NASDAQ 100 = currently at a standstill, was saved before the S&P and continues to be a pleasure
MSCI EM IMI (mon. €60) = performance slightly down, may be increased again after improvement in China
Global Clean Energy (mon. 40€) = strong -30%, but does not want to write off the sector yet, therefore only savings rate (strongly) reduced

Share of derivatives approx. 6%:

as already described above, had to pay some learning money in 2022 with knocked out certificates. Subsequently reduced the proportion in the portfolio significantly, but still on the lookout for good opportunities (most recently with LVMH)
Bought leverage certificates of the big tech companies at the beginning of 2023 and sold them at the end of 2023 with a good profit (usually 80-120% profit)

Share of equities approx. 65%:

I am well aware of a cluster risk due to the selection of my ETF's and stocks. My focus is on tech companies (Cybersec. $CRWD, (+1,39 %) cloud $NET (+1,04 %)
$ZS (+0,5 %), big data $DDOG (+2,61 %) and big tech) and I am currently extremely satisfied with this
In addition, some consumer goods stocks, because I come from the industry professionally and sometimes hold a lot of the companies (e.g. Pepsico, P&G)
China shares (Alibaba, Tencent) bought in the hype and are down quite a bit, but I'm still holding the shares and hope for a (small) recovery at some point (hahaha)
Otherwise a wild mix of companies such as Linde, D.R. Horton, Danaher etc.

Plans for the stock year 2024:

1. shares of ETF's to be steadily increased
2. take advantage of good entry opportunities to buy shares or derivatives
2a) Increase the proportion of existing shareholdings (e.g. Amazon)
2b.) Expand portfolio with companies on the watchlist (currently at the top of my list are Arista Networks, ASML, BlackRock, Eli Lilly, Palo Alto Networks)

I'm currently debating whether plan 2a) or 2b) is the right one. I would be happy to hear your opinion.

VG Sören

Satoshi Nakamoto@DonkeyInvestor

10Lun

Sector ETF is not done. Far too many small positions. The ETFs you otherwise have are too underweighted.

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Krush82@Krush82

I would basically think about what you actually want to achieve with your portfolio, or rather have a clear strategy in mind. Basically, I think the tech stocks you have chosen are good to ok. But I also think you have too many from the cyber sec sector. In my opinion, CRWD, ZSCALER, FORTINET, DATADOG are too many and too small positions in relation to the number of stocks in the overall portfolio

SörenDi@SoerenDi

Thank you for your feedback. The shares from the Cybersecurity sector were all bought at the low at the end of 22, profits were then used for exemption orders and increased. As a result, the share has risen significantly again. But I still see potential there

Thanks for your feedback. Well, Global Clean Energy is not a positive example, but why not make a sector ETF? However, I definitely agree with you on the low ETF share, which needs to be tightened up