1Sem.·
Feedback sur mon portefeuille

Passed the next thousand faster than expected - 5,000. An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETFs and 5 individual shares).


Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.


The ETFs as my main investment with currently just under 40% and the goal of reaching 50-60% at some point.

  • $VWRL (+0,01 %) FTSE All-World, which has now replaced the MSCI World, in order to keep the US below 60% in the long term. (savings plan)
  • $VUSA (+0,07 %) S&P 500 extra to take advantage of slightly higher returns than the All-World. (savings plan)


Plus a handful of individual stocks:

  • $MSFT (-0,01 %) f long-term blue chip growth with a small dividend. (savings plan)
  • $8001 (-0,47 %) long-term strong growth and a decent dividend. (savings plan)
  • $ALV (+0,65 %) as a long-term runner with a decent yield and very good dividend. (savings plan)
  • $BA. (-0,06 %) (UPDATE) back in since September. (savings plan)
  • $PLTR (-0,09 %) as a long-term tech bet with +140% so far/since November '23. Additional purchases when opportunities arise.
7Positions
5 015,07 €
25,28 %
16
2 Commentaires

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I think your portfolio is really good. The 25% within the first 1.5 years is impressive. In my first 1.5 years, I think I was down 15% because I was smarter than the market - or so I thought. You got in solidly and did your thing. This year is also great, of course.

Keep up the good work and one idea: stick to the small number of positions.
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