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 (+0,25 %) MSCI World
$NVDA (-0,03 %) Nvidia
$EXSA (-0,1 %) STOXX 600
$MSFT (+0,22 %) Microsoft
$META (+0,11 %) Meta
I am unsure about the following positions unsure:
$O (+0,52 %) Realty Income
$WM (+0,34 %) Waste management
$AMD (+0,05 %) AMD
$SBUX (-0,05 %) Starbucks
$MUV2 (-0,85 %) Munich RE
$PLUG (-0,17 %) Plug Power - Realize losses or continue to hold?
I would close:
$DWS (-0,46 %) DWS Group - currently Ex traded. Sell at +-0
Have a nice weekend and thank you! :-)