1J·

Chaos in the depot

Dear Community,

Thanks to many tips from the gq community, I have invested in many stocks that I found interesting. This is still the case now, but I have started to get a little order in my portfolio.

At the beginning of my stock market journey, my portfolio consisted almost exclusively of ETFs. Then I had to find money to pick up tips and realize them by buying shares.

All without any real plan or strategy.

Now I've been reading more and more and thinking about it, and I've put together an initial basic strategy. As I am a late entrant to the stock market at just over 50 and my portfolio is intended to provide for my old age, I have now thought about a weighting of the invested funds.


Instead of keeping just under 50% of the portfolio value in the S&P 500 $SPY5 (-0,22 %) I have decided to keep only 30% to 40% in ETFs and to divide them up more.

My allocation is now as follows:

$SPY5 (-0,22 %) 19%

$EXSG (+0,18 %) 9%

$EMID (+0,42 %) 6%

$SMPA (+0,22 %) 3%


A further 15% is still in cash as a reserve for further purchases.


I have reduced some of the individual stocks so that no more than 5% of the portfolio is invested in any one stock. That feels like a good value to me


The rest is currently scattered across a large number of individual stocks, which I sometimes think are already too many, but which are all so damn interesting. 😉


What do you think of this chaos?

Comments and tips for improvement are always welcome. 👍🏼

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