3Sem.·
Feedback sur mon portefeuille

Hello everyone,


it's time for some feedback again!


Briefly about the long-term strategy. I currently save monthly $IWDA (+0,99 %)
$EIMI (+0,35 %) and $WSML (+1,42 %) . I definitely want to increase the ETF share over the next few years. I definitely invested too little here at the beginning.


With very small sums I invest in stocks like $ASML (+3,19 %)
$AAPL (+0,52 %)
$MCD (-0,18 %)
$MC (-1,36 %)
$MSFT (+0,08 %)
$AMZN (-1,7 %) and co. There I have split the execution to 2x per month. If it drops significantly, I buy in tranches.


So that the dividend doesn't come up short, I still have stocks like $O (+1,58 %)
$KO (+1,89 %)
$DGE (-0,51 %) and my overweight $BAT . I don't work with savings plans for dividend stocks. Here I only buy in tranches if the share falls significantly. Provided I am still convinced of the investment. I try to focus exclusively on established quality companies.


I only see these candidates here as a trade. I will definitely part with them if the prices are attractive $BNTX (+6,37 %)
$FXPO (-0,8 %)
$ORSTED (-1,39 %)
$PYPL (+0,64 %)
$YSN (+3,55 %)
$SIX2 (-1,06 %) .


Conclusion

-Increase ETF share

-Increase the investment amount of the individual positions

-Reduce overall portfolio positions


I look forward to any constructive criticism!

37Positions
83 066,78 €
6,55 %
18
2 Commentaires

So I would buy Mercedes, Porsche, Asml, lvmh & basf right now
But the depot looks good
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