5Mo·

Mid August update

Hi everyone,

As i've started to do since the opening of my portfolio (in may) here there is a mid month update. ( Note: i'm a beginner with not much money so i appreciate every advice)

As some of you adviced i'm increasing the portfolio relevance of the etfs which now are all in the top 4 positions.

$CSPX (-1,29 %) is still my main position but $VUKE (-0,68 %) and $CSNDX (-1,62 %) are closing in.

Last month was good as the general portolio has done an average of 4% with $PEP (-1,15 %) , $UCG (-0,39 %) and $ISP (-0,51 %) leading the way.

Now i want to keep add capital in everything and maybe open a new position, i was thinking about a big tech company but if you have better ideas write me them!!

That's all for now, any advice?

12Positions

5,40 %

5

11 Commentaires

Kurama@Kurama01

5Mo

From the stocks you own you seem to be investing for dividends, really nice holdings, about wanting to include tech companies, it depends on what you have in mind however many are trading at high multiples so you have to take into consideration that you will be taking some risk, offhand one with a good price comes to mind Google, I suggest you also take a look at the health care and pharmaceutical sector, they have been suffering for 2 years or so despite the companies being solid.

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Niccolò

@AroundNicco

6Mo·

Personal update

Portfolio update:

As multiple people adviced me to, i'm increasing the weight relevance of my ETFs investing in them most of my capital.

The $CSPX (-1,29 %) is definetely my main position while the $VUKE (-0,68 %) and $CSNDX (-1,62 %) are currently on the rise but still not on the same proportions. The last month has been quite good as the general portfolio has done a 2.5 % with $BATS (-0,49 %) leading the standing with an outstanding 6%.

The plan is to keep adding mainly into the ETFs so that those will be my top 3 positions while catching the opportunities when one of my single stock goes down.

That's all for now, any advice?

(You may not care but i do those updates to keep track of the development of my portfolio)

12Positions

1,51 %

1

2 Commentaires

Olli@Olli68

6Mo

I like it 👍

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finanzperpetuum

@finanzperpetuum

1Année·

We are continuing to tidy up and restructure.

From $ULVR (+0,47 %) I simply had too much in the portfolio for the performance. It has now been reduced somewhat.

I bought the ETFs $SLICHA (-0,07 %) and $VUKE (-0,68 %) so I bought Unilever again 🙃 The rest goes into $NESN (+0,76 %) and $SPY (-1,56 %) or $VHYL (-0,4 %)

The aim is still to increase my ETF holdings and add to individual stocks up to at least 5000$/€/CHF.

20.06

Unilever PLC

a vendu x110 à 49,05 CHF

5 395,10 CHF

4,83 %

7

10 Commentaires

Aktienmasseur@Aktienmasseur

1Année

Couldn't you have simply weighted other titles higher? How can you have too much?

I'd always rather have less money than more money too! Fun!

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MrMister

@MrMister

2Année·

My savings plan:

I have created a savings plan with 500€ per month and would like to share it with you. Gladly with feedback:

All approximate data:

Etfs (44%):

$ANX (-1,69 %) Amundi Nasdaq 100 36%

$XDJP (-2,32 %) Xtrackers Nikkei225 4%

$VUKE (-0,68 %) Vanguard Funds PLC 100 GBP 4%

Equities (56%):

$GLEN (-3,19 %) Glencore 4%

$LIN (+1,17 %) Linde 4%

$DTE (+4,44 %) German Telekom 4%

$STLAM (+3,71 %) Stellantis 4%

$WM (-1,4 %) Waste Management 3%

$PG (+1,06 %) Procter+Gamble 3%

$ALV (-0,37 %) Alliance 2%

$IFX (-2,66 %) Infineon 2%

$BLK Black Rock 2%

$RWE (-4,27 %) RWE 2%

$SHA Schaeffler 2%

$MSFT (-0,59 %) Microsoft 2%

$JPM (-2,68 %) JP Morgan 2%

$MDLZ (+0,11 %) Mondelez 2%

$WMT (+3,45 %) Walmart 2%

$8001 (+1,61 %) Itochu 2%

$BRK.B (+0,2 %) Berkshire Hathaway 2%

$MA (-1,94 %) Mastercard 2%

$V (-1,39 %) Visa 2%

$DIS (-5,26 %) Disney 2%

$SHEL (-1,83 %) Shell 2%

$NOVO B Novo Northdisc 2%

$RHM (-0,7 %) Rheinmetall 2%

The ETFs will remain. If the Tech ETF has a lull, I will switch to S+P500. I will check the stocks once a year.

In addition to the savings plan, I have short-term shares in Tupperware $TUP and medium term in Nvidia $NVDA (-1,35 %) and on my investment list Hillenbrand $HI (+0 %) .

I am very happy about feedback.

Thank you community

9

28 Commentaires

Staatsmann@Staatsmann

2Année

Why so complicated?🙈 For what period is the savings phase? What is the goal of the investments? Even in a weaker tech phase, tech is unlikely to do badly in the long run. Therefore: Everything in $IWDA or $VWRL or $VWCE Not so complicated and market return. For the 500€ you make it more complicated for yourself than necessary.

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finanzperpetuum

@finanzperpetuum

2Année·

Moving on, the total ETF share will be increased further. There are quite a few companies hiding among the British. Anyone else invested in the ETF?

Largest 10 positions:

$AZN (+0,29 %) 8,87%

$SHEL (-1,83 %) 7,96%

$HSBC (-2,33 %) 6,12%