Meal together ✌️
about me: I am 22 years old and have been on the stock market for almost exactly one year now. I started with active funds of the Deka and DWS (was recommendation of a consultant of the DVAG at that time). All the funds I have now shut down, because I have found my own strategy. Despite all this, I'm not angry about it, because I'm so first in the subject of the stock market, which was previously still uncharted territory, reingefuchst.
I only do stock picking and follow a dividend strategy. Whether I beat a world ETF in the long run with stockpicking remains to be seen, but I have fun dealing with stocks and also watch the market every day.
Investment duration is open end for me. So I do not plan to sell my portfolio at some point. I can imagine to bequeath it later on. I am building up my portfolio in order to be able to work part-time later and thus create more free time for myself. That is at least the current wishful thinking.
My portfolio currently includes 29 positions, but it should not be much more. Had thought about 30-35, otherwise it will be too confusing for me.
To my watchlist. Observe Reality Income $O (+2,65 %) for a long time, but I missed the entry at 57€. In the real estate sector I would like to have another company in the depot.
Otherwise in the agricultural sector I have Deere $DE (-2,8 %) and ADM $ADM (+0,25 %) in the eye. But not yet been so determined to buy. The communications sector is still missing me completely, I could not really identify with any company 😂.
Rio Tinto $RIO (-2,95 %) I would like to see again in the area of 55€, then they find their way into my portfolio.
I am largely satisfied with the positions in my portfolio. Intel $INTC (+0,53 %) is, of course, the black sheep, but I'm sticking with it and believe in the turnaround.
I am somewhat unsure about Ball Corp. $BALL (+1,35 %) but it does not make much in my portfolio, so I have kept it so far.
What do you think about my positions and how could I add to them? What should be out in your opinion? What could be weighted even higher?
I would be glad about answers! ✌️