After I shuffled and cleaned out my PF a bit in the last few months, the proportion of $NVDA (+1,27 %) has grown to 80 percent. Of course, this also has to do with the immense price gains compared to the other positions.

In order to increase diversification and reduce the relative share of Nvidia, I will be adding two new positions: $V (+0,8 %) and $KO (+0,17 %) . I continue to see high long-term potential for both stocks. I am also starting to look at stocks with dividend yields - after all, you don't get any younger.

The newcomers' positions are to be built up gradually over the next three to five years, while I continue to accumulate in the MSCI World, $NTG (+0 %) and $PLTR (+2,89 %) . $NVDA (+1,27 %) I won't be buying any more, the position is already "too big" (if you can even speak of "too big" for Nvidia).