Hello community,
I would like to present my revised portfolio strategy to you today and am looking forward to your opinions and constructive feedback. I am pursuing a core-satellite approach.
The core (approx. 40%):
My foundation for long-term and stable asset accumulation. Here I rely on the MSCI World and the Nasdaq 100 in order to participate in global economic growth in a broadly diversified manner. Simple, cost-effective and proven.
The satellites (approx. 60%):
Here I pursue clear, thesis-based investments in individual stocks. These can be divided into six thematic clusters:
1. the AI infrastructure (cloud, data & security):
My biggest bet. I believe that the real winners of the AI revolution are the companies that provide the foundation.
Positions:
Cloudflare, CrowdStrike, Snowflake, Datadog.
2. the fintech revolution in emerging markets:
The disruption of traditional banking in populous and digitally savvy regions.
Positions:
MercadoLibre, Nu Holdings.
3. global champions & turnarounds:
Here I bundle global market leaders that I consider undervalued or that are on the verge of a comeback.
Positions:
Alibaba, BYD. For me, these are not speculative gambles, but counter-cyclical bets on dominance in their respective markets.
4. industrial excellence & luxury brands:
A bet on undisputed market leaders in highly profitable niches with strong moats - from armor to high-tech automation to luxury sports cars and one of the best investors of all time.
Positions: Rheinmetall, Ferrari, Berkshire Hathaway, Keyence.
5. future technologies & energy:
The thesis here is clear: more AI and more data centers require massively more energy.
Positions:
The Uranium ETF, Iris Energy, American Lithium.
6. megatrends: health & sustainability:
Investments in global market leaders that benefit from two unstoppable social developments: demographic change and the need for a circular economy.
PositionsNovo Nordisk, Tomra Systems.
My question to the Getquin community:
What is your opinion on this strategy and allocation?
#DepotCheck #PortfolioReview #Feedback #CoreSatellite #Strategy
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