3Semana·

Personal update

Portfolio update:

As multiple people adviced me to, i'm increasing the weight relevance of my ETFs investing in them most of my capital.

The $CSPX (+0,89 %) is definetely my main position while the $VUKE (+0,19 %) and $CSNDX (+1,12 %) are currently on the rise but still not on the same proportions. The last month has been quite good as the general portfolio has done a 2.5 % with $BATS (+0,83 %) leading the standing with an outstanding 6%.

The plan is to keep adding mainly into the ETFs so that those will be my top 3 positions while catching the opportunities when one of my single stock goes down.

That's all for now, any advice?

(You may not care but i do those updates to keep track of the development of my portfolio)

12Puestos

1,51 %

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2 Comentarios

Olli@Olli68

2Semana

I like it 👍

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Alessio

@Alessi0

6Lun·

etf gm! in your opinion which of these is better? i'm looking for dividend and diversification

or

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6Lun·

stocks or etf ?

gm!

i'm thinking about add uk stock to my portfolio.

wich of these is better ?

stock ( $ULVR (+0,11 %) , $RIO (+1,94 %) , $SHEL (+0,22 %) ...)

or

• $VUKE (+0,19 %)

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finanzperpetuum

@finanzperpetuum

1Año·

We are continuing to tidy up and restructure.

From $ULVR (+0,11 %) I simply had too much in the portfolio for the performance. It has now been reduced somewhat.

I bought the ETFs $SLICHA (-0,2 %) and $VUKE (+0,19 %) so I bought Unilever again 🙃 The rest goes into $NESN (+0,02 %) and $SPY (+0,97 %) or $VHYL (+0,72 %)

The aim is still to increase my ETF holdings and add to individual stocks up to at least 5000$/€/CHF.

20.06

Unilever

Vendido x110 en 49,05 CHF

5395,10 CHF

4,83 %

7

10 Comentarios

Aktienmasseur@Aktienmasseur

1Año

Couldn't you have simply weighted other titles higher? How can you have too much?

I'd always rather have less money than more money too! Fun!

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Mostrar respuesta

MrMister

@MrMister

1Año·

My savings plan:

I have created a savings plan with 500€ per month and would like to share it with you. Gladly with feedback:

All approximate data:

Etfs (44%):

$ANX (+1,17 %) Amundi Nasdaq 100 36%

$XDJP (+2,31 %) Xtrackers Nikkei225 4%

$VUKE (+0,19 %) Vanguard Funds PLC 100 GBP 4%

Equities (56%):

$GLEN (+3,09 %) Glencore 4%

$LIN (+1,49 %) Linde 4%

$DTE (-1,15 %) German Telekom 4%

$STLAM (+2,19 %) Stellantis 4%

$WM (+0,95 %) Waste Management 3%

$PG (+0,17 %) Procter+Gamble 3%

$ALV (-0,11 %) Alliance 2%

$IFX (+2,75 %) Infineon 2%

$BLK Black Rock 2%

$RWE (-0,99 %) RWE 2%

$SHA Schaeffler 2%

$MSFT (+0,43 %) Microsoft 2%

$JPM (+1,02 %) JP Morgan 2%

$MDLZ (-0,62 %) Mondelez 2%

$WMT (+0,59 %) Walmart 2%

$8001 (+2 %) Itochu 2%

$BRK.B (+0,76 %) Berkshire Hathaway 2%

$MA (+2,06 %) Mastercard 2%

$V (+1,63 %) Visa 2%

$DIS (-0,24 %) Disney 2%

$SHEL (+0,22 %) Shell 2%

$NOVO B Novo Northdisc 2%

$RHM (-2,74 %) Rheinmetall 2%

The ETFs will remain. If the Tech ETF has a lull, I will switch to S+P500. I will check the stocks once a year.

In addition to the savings plan, I have short-term shares in Tupperware $TUP and medium term in Nvidia $NVDA (+1,02 %) and on my investment list Hillenbrand $HI (-0,29 %) .

I am very happy about feedback.

Thank you community

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28 Comentarios

Staatsmann@Staatsmann

1Año

Why so complicated?🙈 For what period is the savings phase? What is the goal of the investments? Even in a weaker tech phase, tech is unlikely to do badly in the long run. Therefore: Everything in $IWDA or $VWRL or $VWCE Not so complicated and market return. For the 500€ you make it more complicated for yourself than necessary.

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finanzperpetuum

@finanzperpetuum

2Año·

Further on, the total ETF share will be increased further. With the British hide so some companies. Anyone else invested in the ETF ?

Largest 10 positions:

$AZN (-0,02 %) 8,87%

$SHEL (+0,22 %) 7,96%

$HSBC (+1,4 %) 6,12%