Hello Community,
I (28 years old) am currently somehow dissatisfied with my portfolio and hope to get some ideas/tips from you.
My investment period is long term (10-15 years) and the basis is the MSCI World + in the future the STOXX 600 will be added. The portfolio is currently tech and USA-heavy, but as I think tech will determine the future and the companies are active worldwide, I would have rated this as "ok to good" or is this rather overweighted?
What would a good roadmap look like?
I would keep the following positions keep:
$IWDA (-0,07 %) MSCI World
$NVDA (+1,49 %) Nvidia
$EXSA (+1,02 %) STOXX 600
$MSFT (+0,04 %) Microsoft
$META (-0,21 %) Meta
I am unsure about the following positions unsure:
$O (-1,24 %) Realty Income
$WM (-1,06 %) Waste management
$AMD (+0,3 %) AMD
$SBUX (-0,38 %) Starbucks
$MUV2 (+0,45 %) Munich RE
$PLUG (-4,19 %) Plug Power - Realize losses or continue to hold?
I would close:
$DWS (+1,01 %) DWS Group - currently Ex traded. Sell at +-0
Have a nice weekend and thank you! :-)