Due to the booking of the inherited shares from my father's portfolio, my annual rewind is heavily distorted. Nevertheless, I would like to present my surprising "top performer windfall".

$JNJ (+0,2 %) + 30.21% since the beginning of June

2nd and 3rd place go to the Europe and Emerging Markets ETFs

$MEUD (+0,76 %) +19.84% over one year

$XMME (-0,63 %) +15.8% over one year

The $VUAG (+0,08 %) I've only had it since the middle of the year, when I $XZW0 (-0,01 %) when I reallocated.

The following had a negative impact on performance $1211 (-5,59 %) and $NOVO B (-1,39 %) have had a negative effect. However, I realized the losses here for tax reasons, so I cannot state the performance for the year.

I have reallocated quite a bit this year and am already very happy with my portfolio. I still have my eye on some interesting individual stocks, but my initial goal is to get back to a 70 percent ETF share. This means that next year I will mainly continue with the savings plans, provided I can keep myself under control :)

I wish everyone in the community a Merry Christmas and a successful 2026

I posted here a few months ago because I am inheriting my father's share portfolio. I would like to thank you once again for your input. I actually started to really get to grips with the content of his portfolio with this post. After his death, it took me quite a bit of effort to get started. My father worked his way up from the simplest of circumstances and the portfolio was his pride and joy.

In the meantime, everything has been sorted out legally, which took much longer than I expected. The custodian bank has had all the documents since the beginning of September and now it's just a matter of waiting until the securities end up in my custody account.

I have spent the waiting time restructuring my own portfolio. I restructured my large position in $XZW0 (-0,01 %) I have restructured it, as a few large US share positions have been added to the portfolio from the inheritance. The $VUAG (+0,08 %) is also saved monthly. I've also bought a few more shares myself to get a better feel for how I'm doing with the individual shares. This is the current interim status of my own portfolio today.

I have entered my father's portfolio separately here. I think it has helped me a lot. I've been able to look at it again and again over the last few months and I can see the "usual" fluctuations. I have noticed for myself that my thinking in relation to the positions has become much more objective.

I will definitely keep some of my father's positions, including $MSFT, $BRK.B (+0,19 %) and $SAP (+1,79 %) . I am currently planning to limit the size of my positions to a maximum of 5 percent of the value of the overall portfolio. What remains will then be reinvested. I will primarily buy ETFs for good global diversification. Possibly also individual stocks, but I'm leaving that open for now.

https://getqu.in/lsfZk7/

I am in the middle of cleaning up my ETF portfolio. My core is currently the $XZW0 (-0,01 %) and I'm wondering whether it's wise to stick with ESG in the current market situation and whether I shouldn't switch to a "normal" World ETF (MSCI, because I'm also saving for the emerging markets at the same time).

I would be interested to hear your opinions.

Opinion on ESG?