In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (+2,19 %)
$AMP (+2,33 %)
$CMI (+2,89 %)
$SNA (+1,52 %)
$FI (+0,16 %)
$PANW (+7,24 %)
$ANET (+6,79 %) .
There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.
9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.
Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (+2,51 %)
$KO (+1,85 %)
$PG (+2,05 %)
$PEP (+1,54 %) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (+3,16 %)
$SNPS (+3,69 %)
$KLAC (+3,28 %)
$LRCX (+5,37 %)
$AMAT (+3,95 %) The healthcare sector has also been somewhat disappointing. $ISRG (+1,48 %) and $SYK (+1,88 %) are positive exceptions here.
The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.
Let's see how things continue to develop.😁