@Investingyoung That's right. It's usually 1000 to 3000 maximum and then I let the positions run. However, I still have some old remaining stocks, which I either build up or sell when I have more free cash.

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Chris@Chris-1989

1Semana

A lot of tops at the top, mostly flops at the bottom!
Hi Jonas, I like the linked positions, but when I look further down in the portfolio I also find a lot of crap like Paypal, this Forst thing and DocuSign. I would consistently clean out the bottom, with 12-15 positions your portfolio is doing no worse 😉
Unfortunately no info about savings rate or how you want to grow your portfolio over the next few years?

Why the bond as the largest position? Conclusion: lots of light, lots of shadow without a proper strategy, or one that is not recognizable.
Clean out and focus on what you believe in ✌🏼

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JH@DiosmioSanto

@Chris-1989 Thank you for your comment. You are not wrong PayPal and DocuSign have been in the portfolio for years and are underperforming. I should clean up and close such positions. The forestry paper is intended as a counterweight to the strong tech focus and as a bet on an upturn in the construction industry, but it will certainly not become a multibagger in the medium term. The bond is there because I need the money next year - it's just parked. I buy anticyclically as long as there is money.

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Chris@Chris-1989

@DiosmioSanto don't you usually think that an S&P 500 or a Nasdaq eft will outperform your portfolio?
I understand your approach with individual stocks, but up to the first 100k I would keep it simple and after that it can be a bit more detailed, so you are clearly giving away returns on your way to your first 100k

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JH@DiosmioSanto

@Chris-1989 The argument probably applies to most portfolios here. ETFs are simply too boring for me. Rational, yes, but so impersonal. I enjoy dealing with the topics.

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