3Lun·
Comentarios sobre la cartera de inversiones

Hello everyone,

It's been a long time since my last portfolio presentation.

After a lot of back and forth in the beginning, I finally moved away from individual stocks.


However, I am always "tickled".

My current monthly savings rate for the FTSE All World is €1000.


I'm thinking about saving 10 shares of €75 each and €250 for the All World (as I also have a share loss pot of around €2000).


These would be the shares I would save for:


$AAPL (+2,87 %) Apple

$MSFT (+1,09 %) Microsoft

$AMZN (+1,14 %) Amazon

$V (-1,68 %) Visa

$PG (-1,94 %) Procter & Gamble

$MCD (+0,17 %) Mc Donalds

$PEP (-0,84 %) Pepsi

$MDLZ (-0,83 %) Mondelez

$JNJ (-1,21 %) Johnson & Johnson

$NKE (+9,5 %) Nike


My mind actually tells me that I should stick with ETF only. However, I simply find individual stocks more exciting 🤷🏻‍♂️


Investment horizon until retirement (approx. 20 years) and beyond.

4Puestos
181.342,65 €
11,68 %
37
22 Comentarios

Imagen de perfil
I am rather critical of savings plans for individual stocks. You can do it for long-running stocks that are always too expensive ( $V, $NOVO B, etc.) (I also do it for individual stocks), but in general I think it makes less sense.
Especially with P&G and J&J I don't see any outperformance, Pepsi and Mondelez are not safe either.
They could act as a stabilizer for the portfolio and will probably fluctuate less than the ETF. But as a booster rather less - my guess.
10
Ver todas las 3 respuestas adicionales
Imagen de perfil
Listen to your mind! All positions that are probably in the top 50 of your ETF. I'm almost monogamous now and I'm definitely sticking to it, much more relaxed 😁
3
Imagen de perfil
Absolutely good! 💸
2
Good and simple, you can't go wrong with 💪🏽👍🏽
2
Imagen de perfil
I can fully understand you :D I feel the same way. I have regrouped a bit and would like the FTSE All World as my largest position, with a tendency towards ETFs only :D But shares still make up 73% of the portfolio (55% of which is NVIDIA). I will continue to hold my 5 different individual stocks. Problem: I'm also itching to expand them further (except for NVIDIA) .... so I feel for you :D
2
Imagen de perfil
Take a look at the depot at @tommycash. That's probably exactly what you need. You can then adjust the individual stocks if you don't like them. Do you want value stocks?
2
Imagen de perfil
I personally think sticking to your strategy is the better way. I also have a few individual shares myself. But only because I've become weak 😀
1
Imagen de perfil
You certainly won't go wrong with the selected shares. All top quality stocks, with nice dividend growth for a regular cash flow in the future. 🚀💸
1
Imagen de perfil
I think your portfolio is great the way it is. But I've also added a few shares myself 🚀
1
The overweighting in Apple, Microsoft and Amazon would also be too high for me.

Why no long-term runners or stocks with high dividend growth?
1

Únase a la conversación