4Lun·

You are in demand

Hi folks ,

I would like to add more stocks to my portfolio and would appreciate your opinion and vote. Which company/sector do you think is missing? And no, I'm not looking for ETF advice😂.

Also, I've been on the stock market since 2021 and have invested around €80,000 in the last 12 months.

The following stocks are available:

$MMM (-0,07 %) - $3350 (+0,64 %) - $1211 (-0,52 %) - $UNH (+0,09 %) - $KER (+3,63 %) - $PEP (+0,24 %) - $DJT (-0,54 %)

I look forward to your opinion!

42 Comentarios

4Lun

$UNH und $1211

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wealth_maximizer_2146@wealth_maximizer_2146

4Lun

100k is crazy

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Ronald@AlterMann

4Lun

$MMM

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K@TechNav

4Lun

You never put 50k into crypto crap...

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Ver todas las 5 respuestas adicionales

BartS@Weissach

4Lun

Aren't you a little skeptical about Aker Carbon? With a dividend of almost 200%!

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Yasin21@Yasin21

4Lun

@asset_engineer_1744 You're right, it was a bet that went wrong, but I almost get my stake paid out as a dividend, so it's okay.

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Swen@value_hunter_253

4Lun

@asset_engineer_1744 also hold $ACC, if the reality of the current waves are established, the stake and current price has been so favorable for a company that paid no fresh capital but deposits as Div. is my assessment

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Timo@Aktienorang-Utan

4Lun

I added $1211 to my portfolio today. Therefore $1211.

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Yasin21@Yasin21

4Lun

@Aktienorang-Utan danke ✅🫱🏼‍🫲🏽

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Swen@value_hunter_253

4Lun

$ACC after the div. or the already invested and the return )) it is difficult to expand your existing position at the price if you are behind it but quite cheap right now I think😇

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The Wolf of Teaching@TheWolfofTeaching

4Lun

i would say: core -satellite portfolio. you have good values, but have tended to follow the trends in some cases.

i always try to divide it up like this: approx. 30% global etf (i have msci world and europe), 30% crypto (which has grown quite a bit), 30% individual stocks, 10% other (warrants, gold...).

i think this will give you a more stable performance, especially on the upside.

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Yasin21@Yasin21

4Lun

Yes, you're right, unfortunately I've lagged behind a few times. I was very confident in Porsche, especially as the share was once over €100, so I bought more every time the price fell. This also explains my relatively high position in Porsche with a considerable loss. I was even sold once with a loss of over €3,000 in the SL. But I don't see a problem here, I'm still convinced that I'll do well with Porsche, for example.

It remains to be seen. Of course, that's a lot of money, but it's also a sum that I don't have to rely on.

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The Wolf of Teaching@TheWolfofTeaching

4Lun

@Yasin21 porsche was with me too. i sold it at a loss - or as i say, i created a free amount. i shifted into novo for it at the trumpdump. let's see what happens.

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Yasin21@Yasin21

4Lun

@Vollaktientobi I am curious to see where we will be in 5 years' time!

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The Wolf of Teaching@TheWolfofTeaching

4Lun

@Yasin21 my target is 300k

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Yasin21@Yasin21

4Lun

@Vollaktientobi where do you currently stand, if you don't mind me asking

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Jeremiah@JonathanPeachum

4Lun

The only attractive opportunity here is currently $PEP

Although the selection sounds a lot like fomo. Seriously $DJT and $3350?
So a serious investment to begin with? With all the bets already in the portfolio?
I think you will have the least stress with $PEP and the current correction offers very good long-term buying opportunities.

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Yasin21@Yasin21

4Lun

@JonathanPeachum Yes, it sounds a lot like Fomo, but I think there could still be an opportunity to make money in the medium term. Well, I have initially built up a small position in BYD and will actually expand $PEP in the near future.

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Jeremiah@JonathanPeachum

4Lun

@Yasin21 BYD would be too high for me at the moment and at the same time my favorite after Pepsi. I'm with you on that. Of course you could make profits in the medium term. At the same time, the volatility is predestined for trading interruptions and difficult management in terms of exits. Especially as you already have crypto and cryptoplays in your portfolio and are profiting accordingly.

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Yasin21@Yasin21

4Lun

@JonathanPeachum Thank you for your assessment, you're right! Well, wait and see and drink tea. I will definitely take another look at Uranium Energy if there is a setback anschauen☺️

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Jeremiah@JonathanPeachum

4Lun

@Yasin21 With pleasure :)
I would generally take a look to see if there are any good buying opportunities in my own portfolio. If necessary, something can also be sorted out. Also for the weighting.
I'm currently looking at $NOVO B and $ROP is still expensive in the event of a setback but worth a look... Good luck!

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Yasin21@Yasin21

4Lun

I have both in the depot. $ROP was better for a while... but as always marathon and no sprint😔

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Jeremiah@JonathanPeachum

4Lun

@Yasin21 I was referring to your portfolio haha :) true Roper is taking its time.
Although I still have one tranche open with Novo

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Yasin21@Yasin21

4Lun

@JonathanPeachum sorry it's just too late😂

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Tim@Tacticus

4Lun

Why are you showing us your leftover ramp? Where is your real portfolio?

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Yasin21@Yasin21

4Lun

@Tacticus that's the nice thing, i show what i think is right :)

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S.A.T.@SATNL

4Lun

Personally i would sell the cash the crypto the etf and buy good european dividend stocks.

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Yasin21@Yasin21

4Lun

@SATNL i dont have any etf

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S.A.T.@SATNL

4Lun

@Yasin21 indeed i see now.

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Stefan@Nimbuna

4Lun

There are sometimes threads where you want to give good advice, then you read through the text, sit back and think, less is more...

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Artiskon@Artiskon

4Lun

Get the crypto junk out of your portfolio, buy more $BTC and a few solid blue chips as satellites.
Maybe 1-2 more bets with $1211 or similar, and you're done.

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Yasin21@Yasin21

4Lun

@Artiskon this is probably the most sensible way

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Stephan K.@StrahlemannLP

4Lun

I would significantly reduce the weighting on Bitcoin, clean out the smallest stocks - unless you are saving them - and then invest in the emerging champions. I see Rheinmetall and Renk in the lead, Leonardo in Italy and Nike in the USA (you already have them) and Intel (yes, anyone who runs Intel into the ground doesn't understand Intel's business and AMD's lack of production capacity).

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Yasin21@Yasin21

4Lun

@StrahlemannLP What do you think are the smallest titles?

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Stephan K.@StrahlemannLP

4Lun

@Yasin21 The ones that drive around in the low 3-digit range. Unless you save them, then it's clear that the value is low.

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Yasin21@Yasin21

4Lun

It's currently only aker and stellar, so it fits :)

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ElShib@ElShib

4Lun

Personally I like these:

Future of tech: https://www.trading212.com/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9

REITS: https://www.trading212.com/pies/lua2LbG5mCkbey1Mr8oABEgUWZX2k

A few select ADRs and worldwide: https://www.trading212.com/pies/lua2LbG5mCkbey1MpHqwE3WFH40QF

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