4D·

My Portfolio

Hello everyone!


My name is Tom, am 23 years old and study Marketing Management. After much deliberation, and making many changes to my portfolio, I finally ended up with my current long-term investment strategy.


My portfolio can be split up into three parts:


  • Developed markets
  • Emerging markets
  • Bitcoin


To cover the developed markets, I chose to go with $SPPW (+0,29 %) as I believe in the developed markets as a whole in the long-term.


As to my emerging markets, I initially wanted to go with a simple ETF. However, I decided against it as I do not believe in emerging markets as a whole in the long-term. So my strategy from here on out it to pick stocks from emerging markets that I strongly believe in, such as $MELI (+0,36 %) , $NU (-0,36 %) and $GRAB (+1,59 %) .


My $BTC (-1,98 %) position is quite self-explanatory. I do over time want it to have a 10% weighting in my portfolio.


Let me know what you think! :)

5Puestos
4813,55 €
3,21 %
9
2 Comentarios

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Think that meli is very good choice. DCF analysis using free cash flow shows a fair value price of around $7,872.42 vs. the last closing price of $1,837.18. MELI could be undervalued.

I am looking at $AD because they have BOL.com in Netherlands
1
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@Demas Absolutely! I personally have a lot of faith in $MELI and the direction in which they are going. $AD is certainly also a great stock — steady growth and a nice dividend :)
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