1Année·

Hi everyone, so far I've only commented a few times. On the occasion of my 50k milestone (portfolio size minus cash) I wanted to post my portfolio, write something about myself, take critiques and say what I'm up to. Feel free to comment but please stay friendly :)


My name is Marvin, I'm 30 years old, an engineer and now work as a civil servant in project management.


My salary is not bad from my point of view and due to my life situation I have been able to invest a lot in shares over the last 2.5 years. (I hadn't really saved before, as I was studying for my traineeship and buying a car) For my parents/grandparents, the stock market is just a place where you can lose everything.


In the beginning, I thought I was clever and did a few things (e.g. $175 (-0,87 %) ) made me richer, especially in terms of experience.


My investment strategy is not entirely straightforward and could best be described as core/satelite. The core is the MSCI world. I also have a few ETFs that I no longer invest in (at most maybe the $EMXC where I am still unsure whether I will switch the remaining ETFs or let them run.


My shares are intended to use the capital gains allowance with the dividends and are partly more for psychological reasons. (gimmick, feeling of control, feedback through dividends). I don't have a specific strategy here, except that when a stock catches my eye, I try to see if the fundamentals are right.


I sold most of the poorly performing stocks as I didn't see any potential for improvement. What has remained for me is Canadian Solar, despite the -40% in the meantime


Questions and suggestions are welcome.


PS: Does anyone know if/how I can remove the cash portion from the portfolio? For me it serves more as an "extended better interest-bearing daily allowance, which I can wait 3-5 days for in an emergency.


Edit: Clarification that the allowance for capital gains is meant.

Jetez un coup d'œil à mon Tableau de bord maintenant !
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15 Commentaires

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Good portfolio, good selection. However, I would place a stop loss at TWSC if the share is to go down. I think that a strong correction of over 10% is possible for this share
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@Simpson please join the $UKW crew ;)
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How can you not have any taxes yet?
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You are doing investing since 2021 and just got very very less total return with this money you can get easily 10 to 20% PA
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