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, (+3,09 %) cloud $NET (+4,19 %)
$ZS (+2,26 %), big data $DDOG (+1,67 %) 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
