iShares MSCI World Small Cap ETF Forum

Hello dear Getquin Community,

I would like to share my portfolio with you as an update.

You are welcome to give your opinion or suggestions for improvement.

Briefly about me:

I am 19 years old, live in Austria, work in an apprenticeship as a design engineer and have a monthly savings rate of 51.60% and 32.25% I invest, which is a total of €500 as an investment.

I started investing in mid-January 2024.

At my last update 6 months ago, my portfolio was still about 2.4k euros.

Deposits:

Etf - Depot (Flatex)

55/25/10/10

55% $XDEM (-0,33 %)

25% $FVSJ (-0,95 %)

10% $WSML (-1,07 %)

10% $C6E (-1,47 %)

Crypto - Depot (Bitpanda)

I know that my crypto positions are somewhat high and risky.

But I can cope well with this risk 🤣

Nevertheless, I have given up my altcoin position and don't hold that much of it and the only ones I have now are

$BTC (-0,5 %)

$ETH (-0,79 %)

$SOL (-1,12 %)

Hello everyone,

it's time for some feedback again!

Briefly about the long-term strategy. I currently save monthly $IWDA (-0,43 %)
$EIMI (-1,85 %) and $WSML (-1,07 %) . I definitely want to increase the ETF share over the next few years. I definitely invested too little here at the beginning.

With very small sums I invest in stocks like $ASML (+0,06 %)
$AAPL (+0,17 %)
$MCD (-0,74 %)
$MC (-3,23 %)
$MSFT (+1,59 %)
$AMZN (+1,9 %) and co. There I have split the execution to 2x per month. If it drops significantly, I buy in tranches.

So that the dividend doesn't come up short, I still have stocks like $O (-0,83 %)
$KO (+0,08 %)
$DGE (-1,66 %) and my overweight $BAT . I don't work with savings plans for dividend stocks. Here I only buy in tranches if the share falls significantly. Provided I am still convinced of the investment. I try to focus exclusively on established quality companies.

I only see these candidates here as a trade. I will definitely part with them if the prices are attractive $BNTX (-2,25 %)
$FXPO (-5,53 %)
$ORSTED (-3,68 %)
$PYPL (-0,29 %)
$YSN (-2,25 %)
$SIX2 (-8,14 %) .

Conclusion

-Increase ETF share

-Increase the investment amount of the individual positions

-Reduce overall portfolio positions

I look forward to any constructive criticism!

SC Depot savings plans:

• 1.300€ $VWRL (-0,56 %)
• 
  400€ $WSML (-1,07 %)

Savings plans TR Depot:

• 360€ $HMWO (-0,41 %)
• 
  140€ $HMEF (-1,65 %)

In the $XEON (+0,02 %) is my "nest egg". The money is not invested but serves as a reserve for unplanned expenses.

My cash reserve is currently very high, so I don't yet know how to invest it. Immediately, in tranches, wait for a setback?

I am slowly building up my TR portfolio, as I want to spread my risk somewhat (portfolio provider, ETF provider)

Dividends will be reinvested and the depots will hopefully one day be my retirement provision.

Hello everyone 🙋🏻‍♂️

Since I have been more of a silent reader and admittedly have not been investing in equities for very long (since April 24), I would like to take this opportunity to briefly introduce myself and my portfolio.

About me:

I am 25 years old, live and work in Germany and share a household with my girlfriend. I've been looking into investing for a while, but didn't dare to take the plunge for a long time until the aforementioned deadline due to negative reports from friends and horror stories on various websites.

Now I'm here and I'm extremely happy to have taken the plunge after all.

My decision was confirmed by the fact that I recently broke through my all-time performance loss limit. I stuck with it and was not impressed by the correction. On the contrary, I saw it more as an opportunity to buy more.

My intention:

Initially, I would rather focus on growth. My investment horizon extends into my retirement age. I may add more dividend stocks to my portfolio at a later date to generate a little income.

About my portfolio:

After some initial mistakes, I quickly settled on the following ETFs:

$VWCE (-0,62 %) (70%)

$EIMI (-1,85 %) (20%)

$WSML (-1,07 %) (to 10%)

My aim was to cover the majority of the market with large, mid and small caps in order to achieve greater diversification.

These ETFs should also become the main component of my portfolio in the medium term.

I also wanted to include a few strong individual stocks. Here $AMZN (+1,9 %)
$AMD (-2,45 %)
$AVGO (-1,21 %) were chosen as blue chips. These are to be increased through individual purchases at a suitable price.

With $VOW3 (+0,38 %) the original idea was to increase dividends and diversify my portfolio.

I think the share price will recover in the long term. Unfortunately, my entry point was a little too early. I would like to reduce my buy-in somewhat in the near future by buying individual shares.

$SHOP (+19,4 %) I see the share as a growth stock and should continue to hold it.

The two copper shares are my youthful sins, so to speak. I actually wanted to sell them, but the value of the shares is so low that I would even pay the order fee if I sold them.

That's why I'm keeping them in my portfolio as a souvenir for the time being.

$NKE (+0,26 %) is still a strong company for me and will rise again in my opinion.

The company was chosen to expand a tech-heavy portfolio into other sectors. Keyword: diversification.

$AVAX (-1,73 %) was basically an initial gimmick. I would actually like to either remove crypto completely from my portfolio or switch to $BTC (-0,5 %) and then add to it with a savings plan.

In the near future, I would like to diversify further with strong stocks from Europe and Asia so as not to overweight North America.

If you have any suggestions for improvement, criticism or further questions, please feel free to post them in the comments!

Until then!

Scaramouch

Hello everyone,

I would be interested in your opinion on my portfolio and possible optimization options. In addition to individual short-term trades, the aim is primarily to build up long-term assets.

In addition to my positions in the portfolio, I have an OSKAR 90 ETF savings plan, which is made up as follows and should generate an average return (p.a.) of approx. 8.5%

$SPEP (+0,1 %) ==> 22%

$SAEU (-1,38 %) ==> 19%

$SAEM (-1,89 %) ==> 15%

$LGAG (-0,02 %) ==> 14%

$WSML (-1,07 %) ==> 13%

$SAJP (-0,85 %) ==> 5%

The focus in the portfolio on tech and a certain amount of crypto is intentional, but not set in stone.

I will sell the $CLSK (-2,55 %) I will sell the position soon, as it is also part of the $BLKC (-1,28 %) ETF.

I also want to get rid of $WEW (-0,38 %) , $LHA (-1,3 %) and $VOW3 (+0,38 %)

Thank you very much!

Last buy.

In my opinion, small caps have room for growth with the lowering of rates....

Hello everyone,

after many interesting portfolios and investment strategies, I would like to share and briefly explain my portfolio.

I am 22 and started investing in ETFs in 2022. About 50% $IWDA (-0,43 %) , 20% $EIMI (-1,85 %) , 20% $EXSA (-1,46 %) and approx. 10% $WSML (-1,07 %) to diversify as much as possible.

My aim is to achieve a constant savings rate of around EUR 400,000 over the years and then to switch to a dividend portfolio.

However, since individual stocks such as Amazon, NVIDIA, Microsoft and others (primarily the Big7) have been outperforming the msci World on average for years, I have recently bought significantly more individual stocks and neglected the ETFs. As far as the investment period for individual stocks is concerned, I assume a period of 5-10 years. $MSFT (+1,59 %) can probably be held for a similar length of time to ETFs. I don't want any more positions at the moment. I divide my savings rate of around €700 relatively evenly between all positions.

That's it :) I look forward to constructive feedback.

Hello Community 🙋🏼‍♂️

Since I have been working more intensively on the subject of shares and ETFs for a few months now, I have decided to save my portfolio with ETFs.

I'm still too inexperienced for anything else. Maybe I'll add a few more shares later.

At the moment I am saving $VWRL (-0,56 %) with 200 euros a month.

Now I'm looking for a second suitable ETF to go with it.

I was thinking of a small caps ETF.

$WSML (-1,07 %)
$XXSC (-1,51 %)

Would one of the two suit my $VWRL (-0,56 %) fit?

Or does anyone have better suggestions?

My goal is to simply increase my net worth a bit.

Hello dear Getquin Community,

I would like to share my portfolio with you.

You are welcome to give your opinion or suggestions for improvement.

Briefly about me:

I am 18 years old, live in Austria, work in an apprenticeship and have a savings quota of 40% per month and 25% I invest, which is a total of 300€ as an investment.

I started investing in mid-January 2024.

Custody accounts:

Etf - Depot (Flatex)

60/20/10/10

should be slightly modified from 70/30.

60% $IWDA (-0,43 %)

20% $FVSJ (-0,95 %)

10% $EQQQ (+0,16 %)

10% $WSML (-1,07 %)

I am aware that $IWDA (-0,43 %) and $EQQQ (+0,16 %) has a lot of overlap.

I deliberately wanted to give more weight to the technology sector.

I would like to continue investing here in the long term.

Savings plans per month

$IWDA (-0,43 %) 100€

$FVSJ (-0,95 %) 50€

$EQQQ (+0,16 %) 25€

$WSML (-1,07 %) 25€

Total 200€

Shares - Depot (Flatex)

I only opened this portfolio in April 2024. This is to get some dividends and to go into a few individual positions.

Crypto - Depot (Bitpanda)

Used more for experimentation.

Not all positions are included here in Qetquin. (Due to staking) they are no longer included in the automatic transfer.

I will list the current values here.

$BTC (-0,5 %) 516€

$SOL (-1,12 %) 124€

$LINK (-2,52 %) 116€

$ADA (-4,74 %) 100€

$MATIC (-1,49 %) 94€

$ETH (-0,79 %) 80€

Monthly savings plans:

$BTC (-0,5 %) 25€

$LINK (-2,52 %) 25€

$MATIC (-1,49 %) 25€

$ADA (-4,74 %) 25€

Total 100€