4Lun
For me, the portfolio is roughly the same as an information technology ETF. Performs about the same 😎 The only position that surprises me is Fraport. What is the investment case here?
••
@Dirty30 you could say that yes, it is probably the only way to beat the S&P500 :)
Justified question about Fraport. For diversification and currently the only German stock with good margins, I would like to hold it for now. But I am well aware that there is little growth here 🤔
Justified question about Fraport. For diversification and currently the only German stock with good margins, I would like to hold it for now. But I am well aware that there is little growth here 🤔
••
4Lun
@SathosiRuffy the share somehow looks like lead in the portfolio 😅 Growth really isn't that great. In the end, you have to feel comfortable with it, but I think there are better stocks out there.
Otherwise, the portfolio is great with only 16 positions, especially because it's quite clear. I have also recently started to compress my portfolio to just 22 stocks.
Otherwise, the portfolio is great with only 16 positions, especially because it's quite clear. I have also recently started to compress my portfolio to just 22 stocks.
•
11
•@Dirty30 What would be a sensible alternative from your point of view?
It is very important for me to have a clear portfolio with companies that I know very well and also know the key figures behind them. That's why I don't want to have more than 20 positions 👍🏼
It is very important for me to have a clear portfolio with companies that I know very well and also know the key figures behind them. That's why I don't want to have more than 20 positions 👍🏼
•
11
•4Lun
@SathosiRuffy I myself only have 3 European companies with $CEVI $SRT3 and $ALFEN
High growth, but technically not for the faint-hearted, so the question is whether I am at all entitled to make recommendations 😅
I also had $EUZ and $TPE until recently, but they had to go because, as I said, I had too many positions.
High growth, but technically not for the faint-hearted, so the question is whether I am at all entitled to make recommendations 😅
I also had $EUZ and $TPE until recently, but they had to go because, as I said, I had too many positions.
••