Due to some partial profit-taking in the (US) tech/AI sector ($NBIS (-0,63 %) / $AVGO (+3,78 %) / $MPWR (-0,6 %) / $AMD (-1,11 %)) and OS selling ($RKLB (+1,84 %) / $AMD (-1,11 %)), the portfolio will be rebalanced and restructured. $RKLB (+1,84 %) , $LMND (+0,78 %) , $GOOG (-0,41 %) and $9988 (-1,71 %) but I'm not touching them (yet) 😀

Unfortunately, the entry prices for GQ have been completely messed up due to the recent transfer from TR to SC.

• After almost a year of watching, I dare to re-enter at $GRAB (-1,33 %) - further increase to 500 shares would be considered
• at $HIMS (+4,73 %) a limit buy at €25 is lying in wait, increase from 40 to 60 shares planned
• $NOW (+5,37 %) increased to 13 shares
• $WKL (+0,83 %) increased to 18 shares
• $AJG (-1,85 %) Position filled, 7 shares
• $DXCM (+0,39 %) Position filled, 26 shares
• Doubling of the small speculative position at $ONWD (+0,76 %) planned to 120 shares, limit buy @ € 4.30
• 10 shares $TEM (+2,68 %) collected, savings plan continues
• $RSG (-1,3 %) , $CCEP (-1,6 %) and $DDOG (+4,44 %) also continue to run in the savings plan alongside the ETFs $UBU7 (+0,5 %) , $WINC (-0,18 %) , $SCWX (+0,21 %) and $EXH5 (-0,68 %)

I am still undecided about the potential increase in $UBER (-1,93 %) , $NU (-2 %) , $ZTS (-3,39 %) and $TTD (+2,58 %) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.

I would like to start a completely new portfolio that will primarily revolve around dividends.

As a core I was thinking of $TDIV (-0,9 %)

Would you say this is a good core?

If not I would add $VHYL (-0,66 %) add.

Additionally I would like to have a CC ETF as a kind of support, probably $JEGP (-0,48 %) and or $SXYD (+0,17 %)

I would like to represent the NASDAQ with $EQQQ (+0,99 %) but I will represent it with $ASML (-1,1 %) and $2330 will be added.

Allianz $ALV (-1,36 %) and Munich Re $MUV2 (-0,62 %) I definitely want to include, but they are too expensive for me financially, so I was thinking of the $EXH5 (-0,68 %)

Oil shares are represented by $VAR (+0,83 %) and one more.

Do you have any recommendations?

I am thinking about $CVX (-0,33 %)
$EQNR (+0,69 %) and $PETR4 (+2,24 %)

I would also like renewable energies, but I'm not familiar with them.

Do you have any suggestions?

Becoming a defensive company $ULVR (-0,79 %)
$D05 (-1,49 %)
$O (-0,93 %) and of course $NOVO B (-2,57 %) Being.

$BATS (-1,57 %) I already have in a portfolio, would it be too much of a lump to add $MO (-1,6 %) to add to it?

I still have $KHC (+1,31 %) on the watchlist but the split is not going so well, would it be wise to start with a savings plan?

Apart from that $RIO (-0,12 %)
$NKE (-0,6 %)
$1211 (-1,21 %)
$SOFI (+1,43 %) and $HAUTO (+0,74 %) will be represented with smaller positions.

What is your opinion?

Would you improve anything?

What else would you add, especially in EE and defensive stocks?

Feedback is very important to me here, so far I have just been wandering aimlessly around the stock market without a fixed plan and strategy.

This is my first attempt to build something serious.

Greetings to all Getquins out there!

It was only recently that I decided to say goodbye to my individual shares $ALV (-1,36 %)
$MUV2 (-0,62 %)
$SREN (+0,08 %)
$CS (-1,2 %) and $ZURN (-0,74 %) and to invest in a corresponding ETF instead - the desire for (re)insurers was too great, but the budget for the sector was too low. With $EXH5 (-0,68 %) I have found a solid ETF for myself that has a strong weighting in the (re)insurers that appeal to me (currently $ALV (-1,36 %) with just under 18%, followed by $ZURN (-0,74 %) with 12% and $CS (-1,2 %) and $MUV2 (-0,62 %) with just under 10% each).

At the next payout, hopefully there will be a full share as a dividend so that there is enough for liability insurance that also covers the wife and child 😁

Dear Community,

For some time now, I have been struggling with the idea of using (re)insurers such as $MUV2 (-0,62 %) or also $HNR1 (+0,31 %) in my portfolio. But also the $ZURN (-0,74 %) and the $SREN (+0,08 %) have popped up from time to time.

While searching for a suitable ETF, I then came across the Invesco STOXX Europe 600 Optimized Insurance ETF $SC0Y (-0,75 %) came across it.

Here are a few key facts about the ETF:

• Comprises 20 companies, led by
• $ALV (-1,36 %)
  (14,34%),
• $CS (-1,2 %)
  (12,27%),
• $ZURN (-0,74 %)
  (11,59%) and
• $MUV2 (-0,62 %)
  (10,99%)
  (as at: 11.06.2025)
• Includes mainly companies from Germany (28,4%)Switzerland (24,4%)United Kingdom (15%) and France (13%) (as at: 11.06.2025)
• Fund volume: just under 50 million, and rising (as at: 19.06.2025)
• TER: 0.20%
• Management type: passive
• Dividend: Accumulating

I would like to invest just under 15% of my portfolio in this ETF.

Questions:

• How do you generally rate the idea of holding (re)insurers in your portfolio?
• How do you rate the relatively small number of companies in the ETF? Risk assessment?
• What do you think of the ETF? Can you explain why it has a fund volume of "only" 50 million, while, for example, the more than twice as expensive iShares STOXX Europe 600 Insurance UCITS ETF (DE) $EXH5 (-0,68 %) has a fund volume of more than 450 million - even though both ETFs have almost identical growth?

Thank you in advance for your constructive feedback. And remember to drink enough water in this weather! 💧

@Dividenden_Monteur
@BamBamInvest
@DividendenAlpaka
@RenditeRudin

Source:

https://www.invesco.com/de/de/financial-products/etfs/invesco-stoxx-europe-600-optimised-insurance-ucits-etf-acc.html

Thank you for your constructive tips, suggestions and criticism!!! 👍🏻👌🏻 (@Chucky075 , @DADlikesCRYPTO , @Aktienmasseur , @Meikl_22 , @Dividenden-Sammler , @Berliner_Weltenbummler , @Epi)

I sat down and picked my portfolio apart. I evaluated each stock & ETF. I took a close look at the performance and dividend yield of the individual stocks and rated them according to points. Based on this points plan, I selected 6 ETFs for the new portfolio.

From 22 ETF titles, only 6 ETFs remain. I have selected the following ETFs:

• $HMWO (+0,4 %)
• 
  EUR 460.00 from the savings rate (approx. 82.14%)
• $AHYQ (+0,21 %)
• 
  EUR 40.00 from the savings rate (approx. 7.14%)
• $FUSD (+0,12 %)
• 
  EUR 40.00 from the savings rate (approx. 7.14 %)
• $EXH5 (-0,68 %)
• 
  EUR 40.00 from the savings rate (approx. 7.14 %)
• $XIEE (-0,47 %)
• 
  EUR 40.00 of the savings installment (approx. 7.14 %)
• $QYLE (-0,12 %)
• 
  EUR 40.00 from the savings installment (approx. 7.14 %)

All shares remain in place and are saved through savings plans. Furthermore, I have decided to leave the remaining 16 ETFs in the portfolio, but not to save any more.

The allocation of the portfolio should consist of 70% ETFs and 30% individual shares. The savings installment is EUR 800.00 per month. EUR 240.00 will be invested in individual shares and EUR 560.00 in the above-mentioned ETFs.

What do you think?

Do you have any tips or ideas?

Of course, I hope I've found the right approach now. 🙈🙊

Hello dear Gequin Community,

I am currently working on restructuring my portfolio. Historically, I currently have a few funds and a number of individual shares.

I would like to switch the funds to ETFs and continue to save in them.

Classically, I would now select the following ETFs:

$VWCE (+0,5 %) / $VHYL (-0,66 %) and $VFEG (+0,29 %)

Now my little thought experiment: Why should I limit myself to three ETFS when I could spread the whole thing much more widely? I have also thought about something like this (with smaller sums, of course):

$WELS (-1,03 %)

$ECOG (-0,24 %)

$EXH5 (-0,68 %)

$CHIP (+2,84 %)

$DFEN (+1,39 %)

$XDWF (-0,55 %)

$RBOT (+2,22 %)

$XAIX (+2,1 %)

$IH2O (-0,52 %)

$WELW (-1,23 %)

Of course I have a few duplications here, but I am much more differentiated.

Does this approach make sense in your eyes or is it a modest idea?