2Lun·

Current portfolio and planned changes in 2025

Hello Community,

I thought it was time to post my portfolio again and what adjustments and plans are still taking place for the year 2025.

My portfolio currently consists of the classic $IWDA (-0,47 %) , $EIMI (-0,03 %) and the $CSNDX (-0,23 %) .

Further additions are $WGLD (+1,05 %) and $BTC (+0,27 %) only.

My remaining satellites are targeted additions in order to expand the focus to Europe and Japan on the one hand and to provide a yield boost in the portfolio on the other.

I currently continue to invest in all ETFs, gold and Bitcoin on a monthly basis.

Upcoming changes:

I will shift a portion from the call money account into the $XEON (+0,03 %) into the

It may be planned to make another additional purchase at $NOVO B (-3,08 %) is planned.

expected new additions this year:

$PANW (-2,66 %)

$ISRG (-2,33 %)

$RKLB (-0,27 %)

These are also joining the ranks as targeted satellites and, for me, represent three further interesting, fast-growing and sustainable sectors.

Have a nice weekend :)

Paul

19 Comentarios

2Lun

All in all, I think it's good! Palo Alto 👍🏻 My Nancy Pelosi gut feeling also encouraged me to buy 😅

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Paul@paul_finesse_

2Lun

@lawinvestThank you for your assessment. I also find Palo very interesting. The plan is to build up the position in 3 tranches this year. Let's see what the future holds. 🤓👍

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Tobi@Tobiwankenobi500

2Lun

@paul_finesse_ What is your position on position building, my dear?
LG

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Paul@paul_finesse_

2Lun

@Tobiwankenobi500 greetings, if you mean the ones that were supposed to be included... nothing has happened yet. There are simply no attractive prices at the moment.

Lg

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Tobi@Tobiwankenobi500

2Lun

@paul_finesse_ thanks for the feedback - think it will remain bullish for quite some time now

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Paul@paul_finesse_

2Lun

@Tobiwankenobi500possible. Then I'll just wait and see.

Maybe I'll set up a savings plan at $ISRG and build up the position via DCA. I have placed an order on Crowd, but the price has to let off some steam here first

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Tobi@Tobiwankenobi500

2Lun

@paul_finesse_ unfortunately missed the entry at Stryker - currently also waiting with ~5k for an attractive share.... I stocked up again today $KER

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Paul@paul_finesse_

2Lun

@Tobiwankenobi500Stryker is also cool.
But it doesn't matter, we'll just wait and be fine. 😁

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ETF-DIY@ETF-DIY

2Lun

I'm personally unsure about Rocket Lab, otherwise I think it's a mega title!

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Paul@paul_finesse_

2Lun

@ETF-DIY Thank you for your assessment?

In your opinion, what are the criteria that play against Rocket? (interest) 😉

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ETF-DIY@ETF-DIY

2Lun

@paul_finesse_
Class actions, dependence on liquidity and dependence on government contracts would be the first thought.
But I still find it exciting with potential.

However, I will have to analyze the share in more detail myself as part of my ETF project in order to form a well-founded opinion

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Sina@lawinvest

2Lun

@ETF-DIY Yes, rocket is a share that could really pay off in 20-30 years. As things stand today, I see it as a bit of a hype stock - without having looked into it too closely at the moment

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Paul@paul_finesse_

2Lun

@ETF-DIYYes, I had actually already filtered out the points you mentioned. It is also a very special "niche" sector. As a targeted risk position, it can still be successful. Whether it is a flop or a winner will of course only become clear in several years' time. The share will remain on my watch list and I will continue to monitor it throughout the year in order to find an appropriate entry point.

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ETF-DIY@ETF-DIY

2Lun

@paul_finesse_ that's right! as a gamble, it can certainly be a good stock!

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Shiya@Shiya

2Lun

You won't go wrong with Rocket if you're patient

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Leon@Investingyoung

Nice depot, I just miss the crypto exposure outside btc (apart from the fact that the posi is far too small) you are young bro you have time and crypto is here to stay, who has not understood that is lost.

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Paul@paul_finesse_

@Investingyoung Thank you. As for crypto... apart from Bitcoin, I have less interest in dealing with it or buying other coins. I have my Bitcoin position with a monthly savings rate, that's enough for me. Whenever the opportunity arises, I always buy more... I still have enough cash in reserve.

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Leon@Investingyoung

@paul_finesse_ if they dip 40-60% again I would buy more, until then the savings plan is fine, I have one too. Only a variable one, so I determine the price between 100-400€ per month, depending on the price of btc

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Paul@paul_finesse_

@Investingyoung also good. But I can't set the savings plan like this, as I still have to service all the other positions.

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