5H·

Reallocation

Tomorrow together,


I would like a brief evaluation and feedback on my portfolio.

The aim is to build up a solid fortune in the long term (30 years).

I currently save 500 a month, which only goes into ETFs.


Should I reallocate and sell the individual shares and invest the money in the ETFs?

Are $1810 (+1,13 %) , $9988 (+0,29 %) and $NKE (-0,11 %) make sense for you?

What about the leveraged ETF? It's a bit of a gamble...


I'm open to anything.

Danke✌️

8Puestos
10.286,81 €
1,31 %
1
6 Comentarios

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IMHO everything gone except for $IWDA and $EIMI, savings rate 350€ $IWDA, 150€ $EIMI
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Whether you want to invest everything solidly or also "gamble a little" is of course up to you.
What you have realized and spent on trading fees so far shows that you should not dream of making big money when gambling, but that it is rather an expensive hobby.
Your remaining 3 individual stocks will also have the most negative effect if you cannot rule out with some certainty that you will question them again in a few months.
What would you suggest if I want to invest cleverly rather than gamble? Honor ETFs? Get out of individual shares and just let them run?
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@userc7755b0f2d8b4129 If you have researched the companies well, I would rather hold them than sell them, no back and forth with individual stocks.
It is better to use leveraged ETFs only with a well-founded active strategy.
If something has only been added to your portfolio based on a gut feeling, perhaps it would be better to switch to world ETFs?
The other ETFs and the gold ETC can be saved for the long term, although a world portfolio without dividend ETFs may be more efficient if you have a long investment horizon.
Thank you, now I would just like to know specifically how you would proceed.
I'll leave World and IMI as they are and go on?
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@userc7755b0f2d8b4129 I don't know if that helps if I don't even know your thoughts on the individual shares? Personally, I would feel more comfortable saving IWDA with 350, EIMI/TDIV/IGLN with 50 each, sell the rest and only look at individual stocks again when the 50k is reached. But I haven't seriously looked at China stocks either.
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