HI!
I want to share with you my portfolio and my new monthly PAC balance of €750 with a long-term goal:
60% (450€) $IWDA (+1,17 %)iShares Core MSCI World
20% (150€) $XAIX (+1,57 %)Xtrackers AI and Big Data
10% (75€) $WSML (+1,47 %)iShares MSCI World Small Cap
10% (75€) $EMXCiShares MSCI Emerging Markets Ex China (before $CEA1 (+1,34 %) )
I plan to reduce NVIDIA share in the near future.
What do you think? Does it seem well balanced to you?
Would you change anything?
Thank you!
Hi everyone, so far I've only commented a few times. On the occasion of my 50k milestone (portfolio size minus cash) I wanted to post my portfolio, write something about myself, take critiques and say what I'm up to. Feel free to comment but please stay friendly :)
My name is Marvin, I'm 30 years old, an engineer and now work as a civil servant in project management.
My salary is not bad from my point of view and due to my life situation I have been able to invest a lot in shares over the last 2.5 years. (I hadn't really saved before, as I was studying for my traineeship and buying a car) For my parents/grandparents, the stock market is just a place where you can lose everything.
In the beginning, I thought I was clever and did a few things (e.g. $175 (+3,56 %) ) made me richer, especially in terms of experience.
My investment strategy is not entirely straightforward and could best be described as core/satelite. The core is the MSCI world. I also have a few ETFs that I no longer invest in (at most maybe the $EMXC where I am still unsure whether I will switch the remaining ETFs or let them run.
My shares are intended to use the capital gains allowance with the dividends and are partly more for psychological reasons. (gimmick, feeling of control, feedback through dividends). I don't have a specific strategy here, except that when a stock catches my eye, I try to see if the fundamentals are right.
I sold most of the poorly performing stocks as I didn't see any potential for improvement. What has remained for me is Canadian Solar, despite the -40% in the meantime
Questions and suggestions are welcome.
PS: Does anyone know if/how I can remove the cash portion from the portfolio? For me it serves more as an "extended better interest-bearing daily allowance, which I can wait 3-5 days for in an emergency.
Edit: Clarification that the allowance for capital gains is meant.
