As announced, I have parted with my broad mass of numerous individual stocks and ETFs and focused on these 21 positions.

The core here is the Kommer and the All World (ACWI is held exclusively for my daughter).

The 4 main satellites are $GOOGL (-0,75 %) , $SIE (-0,3 %) , $4901 (+0,24 %) and the cost environment consisting of $MCD (+0,21 %) , $KO (+0,28 %) and $ULVR (-1,55 %)

In addition, I have created $PNG (+0,06 %) and $DMAG (+0,42 %) two larger segments in the future-oriented area - also with $IREN (-8,53 %) , $VKTX (-0,56 %) and $ONDS (-0,46 %) albeit much smaller.

The $XDWU (+0,04 %) is intended to bring a little more security into the system. The $EUDF (-2,97 %) clearly speaks for itself and the $XDWH (+0,21 %) likewise.

I have now slightly exceeded my target of 60/35/5 in etf/equities/crypto, so the savings rate will go into equities and crypto over the next few months.

The stocks I will be saving in now are: Alphabet, Siemens, Fuji, coca-Cola, McDonald's and Unilever.

From my point of view, I now have a portfolio that offers greater security overall, but is also forward-looking in terms of sectors.

What do you think?

Hello everyone,

This is my current portfolio. The aim is to achieve a ratio of 60% etf, 35% equities and 5% crypto (gold is physically held in the bank safe). The ACWI is saved via my custody account for my daughter and can be excluded from the overall view. The choice of the all world and gerd kommer ETFs is also a conscious one.

If the German dividends have been paid by May, my plan is as follows:

50% DHL sale

Sell 100% of VW, BMW and eON to minimize the German lump. The proceeds are to be redistributed as follows.

50 % $VWCE (-0,15 %)

30 % to the msci urilities

10 % in the $DMAG (+0,42 %)

And 10 % in $PNG (+0,06 %)

This is followed by adjustments to the savings rates.....

Comprehensible plan? I think I'll be even safer or more diversified this way and have a bit more fun, but no chocolate ....

$DMAG (+0,42 %) ....da this ETF fell into my lap and I wanted to participate at least with a small position in what I believe will be the biggest pie in the future. Good decision? What do you think? I bought 28 shares