After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (+1,99 %)
$TDIV (+2,12 %)
$DGSD (+2,44 %)
$MAIN (+0,31 %)
$NOVO B (+4,44 %)
$PGR (+2,92 %)
$PSA (+3,11 %)
$UKW (+2,21 %)
$APH (+5,06 %)
$DHL (+0,99 %)
$HSBA (+0,36 %)
$MUX (+8,85 %)
$NEE (-0,02 %)
$ZTS (+0,91 %)
$AFL (-2,67 %)
$O (-0,98 %)
$SHEL (+3,42 %)
$VID (-1,45 %)
$RACE (+0,52 %)
$PLD (+3,05 %)
$OMV (+0,49 %)
$PAL (+3,75 %)
$RIO (+1,06 %) and last but not least $VOW (+0,05 %)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

I used the sale of Enphase to make a new investment in Vidrala, which has been on my radar for a few weeks. The company actually has everything I like about companies: an established, rather defensive business model, good dividend growth (even without the special dividend of the last two years), a bit of sustainability, growth ambitions and a suitable size, not too small but not too big either. What's more, it's cheaper over time than it has been for years. A subsequent purchase in the near future would also be an option, but I will wait and see how the investment develops in the near future.

Good chance...