4Lun·

Hello everyone. Here is my portfolio with absolute values.

What do you think? Any ideas? Suggestions for improvement?

This is what I had in mind when setting up the portfolio:


Strategy: 75% growth stocks. 25% dividend stocks (up to max. 2k/year).


For the dividend stocks, I have selected stocks in which I see good growth potential over the next 5-10 years:


The growth stocks are I think self-explanatory, although I probably $BABA (-2,95 %) and $1810 (+2,98 %) will add a bit more to lower the EK.

Due to the strong performance of stocks like Amazon, MS and Goolge, I have favored them over the ETF for the last 3 years.

In the future I wanted to skim the profits and invest in the $XDWD (+0,24 %) (70%) and the $TDIV (+0,29 %) (30%). Currently, all other funds are flowing into this ETF + 10% of it into BTC.


Savings plan 500EUR /month:

$XDWD (+0,24 %) 70%

$TDIV (+0,29 %) 30%


Unfortunately, the total return is somewhat misrepresented as I no longer have the history since the portfolio transfer. All in all, I have deposited around 40-45k ;)


I am 31 and have been actively involved in the stock market for about 5 years. Before that I only played with sample portfolios and small amounts. The history is not shown here :P


Regards

P.


PS: AFC and European Lithium are reminders to myself ;)

18Puestos
61.117,25 €
9,87 %
7
3 Comentarios

Imagen de perfil
What do you do if you receive more dividends than the max. 2k?
Mostrar respuesta
Imagen de perfil
You are well positioned. High diversification, with a high number of tech stocks. Congratulations to you.
Únase a la conversación