6Lun·
Comentarios sobre la cartera de inversiones

Hello everyone,


I would like to hear your opinion on my portfolio. I am currently 22 years old and save €400 a month.


The 400€ are divided into:

50€ $DHL (-1,71 %)
50€ $SAP (+2,96 %)
25€ $ALV (+0,8 %)
25€ $PAH3 (-0,1 %)
25€ $GOOGL (+0,99 %)
25€ $AAPL (+2,87 %)
25€ $ARCC (+1,59 %)
25€ $CVS (-0,64 %)
25€ $MAIN (-0,88 %)
25€ $PYPL (+5,3 %)
50€ $PG (-1,94 %)
25€ $O (-2,72 %)

and another €25 in an ETF



My last investment is in $ADBE (+2,84 %) with just under €910. The share has fallen despite good values and I see a lot of potential.


With $9866 (+6,48 %) I made a bit of a mistake. I generally still believe in it and will hold it for the long term.


I would be delighted to hear your opinions and tips!


Have a great start to the week!


24Puestos
9941,15 €
5,83 %
7
5 Comentarios

Imagen de perfil
Looks solid. For the BDCs, I would focus on one. Both are so well diversified and managed that if one were to crash the cause was probably so severe that both would crash anyway. Especially since their portfolios look quite similar I think.
4
Imagen de perfil
ETFs should be the largest position, otherwise they miss the point.
1
Imagen de perfil
So I would say in general your portfolio looks solid but in my opinion you have too many small positions.
In addition, real estate and healthcare are underrepresented and technology is overrepresented. For good diversification, I would try to focus on different sectors in the future. But first it would make sense to further expand the small positions such as CVS Health or Allianz.
1
Imagen de perfil
An ETF and departure!
1
Imagen de perfil
I think you have too many mini positions. I wouldn't invest less than €1,000 in individual shares myself. With a savings plan, yes, otherwise rather less. I would also opt for one of the two ETFs. Otherwise, you have solid companies in your portfolio
1

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