IOS

IONOS Group

DE000A3E00M1

IOS

IOS

An update on the portfolio after crossing the next thousand. Still nice and boring with only 7 positions (2 ETFs and 5 individual stocks).

Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.

The ETFs as my main investment with currently just under 40% and the goal of reaching 50-60% at some point.

• $VWRL (+1,32 %) FTSE All-World (UPDATE) which has now replaced the MSCI World in order to keep the US below 60% in the long term.
• $VUSA (+1 %) S&P 500 extra to take advantage of slightly higher returns compared to the All-World.

Plus a handful of individual stocks:

• $MSFT (+1,15 %) long-term blue chip growth with a small dividend. (savings plan)
• $8001 (-0,47 %) long-term strong growth and a decent dividend. (savings plan)
• $ALV (+0 %) as a long-term runner with a decent yield and very good dividend. (savings plan)
• $NOVO B (+1,62 %) (UPDATE) with us since August.
• $PLTR (+0,68 %) as a long-term tech bet with +59% so far/since November. Additional purchases when opportunities arise. (UPDATE) In July I had said goodbye to $IOS (+1,04 %) (at 26.02) - among other things because too much tech overall.

Think it is slowly leveling off. Sales forecast was reduced the week before last. For tech growth I still have $MSFT (+1,09 %) and $PLTR (-1,19 %)

I would be pleased to receive feedback on the portfolio and possibly a recommendation for another last individual share (more on this in a moment).

My investment horizon is 15-17 years for now. Depending on how it develops towards retirement at some point. The aim is to generate a small pension contribution later on.

The ETFs as the main investment with currently 41%, later increasing to 50-60%. The S&P 500 as an extra to take advantage of a little more return compared to the World. I am considering replacing the World with the FTSE All-World (distributing) in order to keep the US below 60% overall in the long term.

In addition a handful of individual stocks:

$MSFT (+1,09 %) long-term blue chip growth with a small dividend. (savings plan)

$8001 (+4,11 %) Long-term strong growth and a decent dividend. (savings plan)

$ALV (+0,8 %) as a long-term runner with a decent yield and very good dividend. (savings plan)

$PLTR (-1,19 %) and $IOS (+1,04 %) are long-term tech bets with +30% and +90% to date. Here, additional purchases are made when opportunities arise.

I would then like to add another share soon to diversify a little more and receive further dividends. My candidates are $ULVR (-0,87 %) or $VIE (-0,15 %). However, I need to look more closely at the long-term potential. If you have any opinions on this, please share them.

Well 🤷🏻‍♂️ On the one hand, a nice success story with $IOS (+1,04 %) In the fall, I held on to minus 20% because I was still convinced and the business performance was good. On the other hand, too little invested. Today Goldman raised the target to 35.50. If more follow and a dip comes, I'll add more.

Hello, I would like to start here with your feedback on my current portfolio. I am pursuing a long-term investment strategy with an investment horizon of at least 15 years. I have been invested since 02/2023.

The ETFs are used for broad market coverage and diversification, while the individual stocks cover targeted growth potential and specific sectors. Deliberately two-pronged with the ETFs with $XDWD (+1,27 %) and $VUSA (+1 %) as the S&P offers a good one percent higher price return and also the dividend. In addition, I deliberately increase the weighting with the S&P, especially for $MSFT (+1,09 %)
$NVDA (+3,67 %)
$AMZN (+1,14 %)
$AAPL (+2,87 %)
$GOOGL (+0,99 %)
$META (+3,24 %) a little more.

To the individual stocks:

$PLTR (-1,19 %) and $IOS (+1,04 %) are bets on the future and are currently at +15% and +82%. Apart from that, I also want to think about dividends now for later and risk as little as possible overall, as retirement is also less than 20 years away.

I plan to add 1-2 more individual stocks to my portfolio (max. 8 individual stocks). Allianz $ALV (+0,8 %) is set, and I am also considering adding Veolia Environment $VIE (-0,15 %) as well.

What do you think of this strategy and the additions? Do you have any other recommendations or comments?

Many thanks in advance!