I actually think it's pretty good. I'm invested in Visa and Hannover Re myself, and the rest looks good to me, too
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•1Lun
@capital_captain_2693 Is that how you do it? Should I buy everything at once or wait for lower prices?
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@Lippe You mentioned that your investment horizon is 25 years, so I think it doesn’t really matter when you get started—the main thing is that you do get started. For me, though, I have to say—and this is just my personal take—that I’m a pretty cautious person and tend to buy in installments, unless prices are really at rock bottom and I’m convinced
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1Lun
That makes sense, yeah. Thanks for your input. As for the portfolio mix and any overlaps, is this approach okay, or would you leave something out or maybe replace it? I’m already invested in Stryker, Visa, and Amazon—or rather, in the ETFs that include them. I’d like to sell SAP as soon as I’m in the black on that one.
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•@Lippe ich würde es genauso machen, das einzige wo ich nicht so der Fan bin wäre der Semiconductor Etf, einfach aufgrund der hohen Bewertungen dorten, siehe z.b. Amd da ist Perfektion eben eingepreist und wenn man irgendwie die Earnings nicht ganz passen sollten kann ich mir vorstellen das es mal richtig korrigiert. Aber da kenn ich natürlich die Positionsgröße nicht, als kleine Beim vielleicht als Renditebosster aber einen größeren Anteil würde ich nicht halten
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1Lun
Well, I'm up 40% there, and I was thinking of using the same weighting as for the individual positions.
Planned entry points would be around €220 for Hannover Re, around €1,450 for Hermes, and €290 for Alphabet. So I’d wait out the minor pullbacks.
Planned entry points would be around €220 for Hannover Re, around €1,450 for Hermes, and €290 for Alphabet. So I’d wait out the minor pullbacks.
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