3D·

In July, I shifted further into the VWRL and QQQ 🫡

What has happened so far and what should happen:

Parting ways is always hard, but here are the sales I completed in July:

Next to the $VWRL (+0,12 %) and $EQQQ (+0,28 %) there were also a few subsequent purchases. (No one is perfect) According to the memory log, these are only $GOOGL (+1,87 %) and $III (+1,68 %) maybe there were a few more.

Here are the purchases:

$EQQQ (+0,28 %)

$VWRL (+0,12 %)

In any case, this is what the portfolio looks like today:

There are now "only" 32 positions left 😅

Here is the country breakdown.

28 Comentarios

Stulle 🥪@Stullen-Portfolio

Step by step...👣🚀✌️

Gruß
🥪

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D.S.@Cato_Bamboo

Klasse 👍

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Tenbagger2024@Tenbagger2024

You could have sold me Amphenol and Cintas.
In my opinion, they are both good long-term companies

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Maximilian@Max095

@Tenbagger2024 $MPWR might be an alternative to $APH and is currently valued favorably

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Tenbagger2024@Tenbagger2024

@Max095
Since I still wanted to expand Japan, I also have the following as an alternative
$5803

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Maximilian@Max095

@Tenbagger2024 Always exciting your alternatives from the second row!

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Tenbagger2024@Tenbagger2024

@Max095
I find fujikura very exciting. But it has already performed very well. Therefore wait for a setback

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Kate🦋@Iwamoto

@Tenbagger2024 Does that mean you would buy it now at the current price?

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Tenbagger2024@Tenbagger2024

@Iwamoto
My dear, which one do you mean exactly, because somehow some shares have just been written about

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Kate🦋@Iwamoto

@Tenbagger2024 Now for the current course :)

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Tenbagger2024@Tenbagger2024

@Iwamoto
Which share?

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Kate🦋@Iwamoto

@Tenbagger2024 amphenol and cintas

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Tenbagger2024@Tenbagger2024

Amphenol is a perennial favorite and continues to enjoy double-digit growth.
However, the chart has just moved away from the 200-day line, which can also be seen from the P/E ratio.
I would therefore wait for a setback to enter the market.
For me, however, it is a long-term investment due to AI alone, and if I were invested I would stick with it.

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K@TechNav

What are your top 10 positions at the moment? And what % weighting do the top 3 have?

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Kate🦋@Iwamoto

Hello @TechNav You can actually see this quite well in the attachments above. So the top 10 positions are: MSCI World, VWRL, QQQ, $III, $ASML, $GOOGL, $MELI, $MDLZ, $META, $BLK. The top three have a combined weighting of 74% 😎

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K@TechNav

@Iwamoto Hi, I meant the shares! So if you break down the ETFs by their contents, which stock position are you most invested in?

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Kate🦋@Iwamoto

@TechNav Now it's getting exciting. I'll find it quickly.

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Kate🦋@Iwamoto

@TechNav that would be:
Microsoft 4.7%
Nvidia 4.1%
Apple 3.2%
ABC 3%
Meta 2.7%
3i 2,7%
Amazon 2.7%

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QUANTIJS@QUANTIJS

21H

Nice! I've also been shifting to US growth and it starts to already pay out now the dollar is getting stronger

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D.S.@Cato_Bamboo

What software are you using here? Looks very transparent and clear......

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Kate🦋@Iwamoto

@Cato_Bamboo extraetf

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D.S.@Cato_Bamboo

@Iwamoto Why there in particular? Which subscription model did you choose? I currently use Parquet and getquin........

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Tenbagger2024@Tenbagger2024

@Cato_Bamboo
Which of the two do you prefer?

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D.S.@Cato_Bamboo

@Tenbagger2024 Good morning my dear, I like getquin because of the active and very up-to-date community contributions, also the insight into other portfolios. For evaluations and statistics, e.g. dividend calendar, Parquet is probably a bit better. At extraETF you have a very nice overview of your portfolios. So overall it's difficult to decide........ I also like Onvista very much for portfolio analyses.

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Tenbagger2024@Tenbagger2024

@Cato_Bamboo
Thank you for your very quick reply.
Wishing you good courses at the start of the week

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Kate🦋@Iwamoto

@Cato_Bamboo Hello,
I use the free version there. Unfortunately, my GQ app no longer works. This means I can no longer update my Trade Republic account here and have to rely on alternatives.

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QUANTIJS@QUANTIJS

18H

@Tenbagger2024 snowball analytics is also good, much better insight in total returns, allows several composite portfolios and better annual estimates for newer ETFs

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