Great presentation of your depot. You've put a lot of thought into it, you can tell 👍. You already had my feedback. But here's a rough summary anyway:
I'm curious to see whether you can really beat the market with your ETFs in the long term and I'll keep my fingers crossed for you.
I think it's very good that you're not focusing on high dividends.
45 individual stocks + ETF would be too many positions for me. You should keep an eye on the shares.
I would get rid of companies that don't fit your strategy immediately.
I'm curious to see whether you can really beat the market with your ETFs in the long term and I'll keep my fingers crossed for you.
I think it's very good that you're not focusing on high dividends.
45 individual stocks + ETF would be too many positions for me. You should keep an eye on the shares.
I would get rid of companies that don't fit your strategy immediately.
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@DonkeyInvestor Thank you for your feedback! 🙏🏼
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•@DonkeyInvestor But I do have one question:
Among the 45 positions there are some practically non-disruptible quality companies, e.g. $DE $BMI or $AAON
What exactly should you keep an eye on here on a regular basis? If the quarterly figures aren't quite as good as expected or the share price corrects a little or has a longer sideways trend, that's relatively uninteresting for a long-term investor, isn't it? How exactly would you deal with such "boring stocks"?
Among the 45 positions there are some practically non-disruptible quality companies, e.g. $DE $BMI or $AAON
What exactly should you keep an eye on here on a regular basis? If the quarterly figures aren't quite as good as expected or the share price corrects a little or has a longer sideways trend, that's relatively uninteresting for a long-term investor, isn't it? How exactly would you deal with such "boring stocks"?
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@AktienAmateur069 No company is safe. I would keep an eye on the reason why you invested in the company. If you think very long-term, you can, for example, observe the quarterly figures over a longer period of time, how the moat is behaving / is there new competition, are there disruptive technologies that the company is missing out on, what is driving the management, how are growth prospects developing, ...
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