2Año·

Moin!


Am new to Getquin and actively investing since September 22.


Would like to hear your opinions about my portfolio.

The MSCI WRLD should form the core.

I don't want to add many positions to my portfolio, but rather expand existing ones.

I save by monthly savings plans and on occasion individual purchases.


Focus is on dividend stocks for monthly cash flow 🤑


In my portfolio, I really only want to expand the utilities and telecom sector.

Consideration Utilities:$AWK (-3,51 %)
$SO (-2,69 %)

Consideration Telecom: $CSCO (+1,28 %)
$VZ (+0,05 %)


Thanks for tips 🫡

Eche un vistazo a mi Tablero de análisis ¡Ahora!
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9 Comentarios

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Just my opinion: You have almost 40 stocks in your portfolio, with 32k portfolio value. That's way too many stocks to keep track of them all. I would sell everything that is < 1k and put it into the ETF instead. This is clearer, less time consuming and possibly more profitable at the end of the day. In addition, I would prefer a FTSE All-World as a core (also covers emerging markets). Of course, this would contradict your strategy of dividend stocks for monthly cash flow.
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@Stirni thanks for the criticism ! the small values I would like to expand further. Everything under 500€ runs as a monthly savings plan. The MSCI WRLD is also expanded monthly by 200€ per savings plan. I do not want to sell the "small" positions, as you have already said, for the sake of monthly cash flow. I do not want to have to work more at 40 😂🤷🏽‍♂️ Thanks for your opinion 🤝🏼🎈
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@Stirni In my opinion, 40 stocks are easier to monitor than hundreds or even thousands of stocks in an ETF. You will at least have dealt with the 40 stocks at some point. But not with every single stock in an ETF. You always have to weigh up whether you want to play it safe or whether you want to try to beat the market.
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The entry price for Allianz would be much too high for me. This share is not bought at the high but in phases in which it is down. Maybe there will be a significant breakout above €230, but from experience it always swings back and forth. I am invested myself and hope of course for a breakout. But there I would sell and wait for a correction. No advice, only my opinion
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@user24252ed2e51a4159 thank you for your suggestion 🫡
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2Año
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@TonyStark that's right... everyone does what he is convinced of. Nevertheless, you have to listen to the opinion of others 😌🤝🏼 Thank you
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2Año
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@Dpp active since Sept 22. Before that I only had a few funds and positions in Allianz Bayer NVIDIA and Activision.
My savings rate is 1000€ per month. However, as I work shifts, half of every bonus and special payment is also put into the portfolio :)
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