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Tim
@timg1355
1Année·

Opinions about my portfolio?


I am invested since 09/2022.


My main ETF is the $VWRL (+0,3 %) in which at least 50% of the invested capital should be. In addition, join as Satteliten the other 3 ETFs. I have chosen distributing ETFs, which together should then bring a distribution every month.

I know that there is a lot of overlap in the ETFs, but this is chosen on purpose, because they all have a similar performance and I wanted to have for each month an ETF that is spread worldwide.


The plan is to first bring the 3 ETFs each to a purchase value of 3000€. Afterwards the FTSE All-World will be added.


With the single shares I am $O (-2,13 %) somehow mixed. At a completely unfavorable time with over 62€ entered and then something re-bought, in order to lower the cost price at least somewhat. This is currently at about 59€ for me. Sure, the monthly dividends are nice, but somehow I don't really believe that they will come back to the old value as long as interest rates and inflation remain high.


$NPI (-4,39 %) The share price of the "SMA" has also plummeted since I bought it, but I think that it will start to climb again from 2024, as there are still many projects in the pipeline for 2024 to 2026.


Unfortunately $O (-2,13 %) and $NPI (-4,39 %) have slowed down my returns a bit this year. That's where my concerns about Realty Income come from.

$LLL Is simply a small sector bet on lithium. Let's see how it performs. With 200€ but a loss that can be swallowed, should it backfire.


$GOOG (-0,71 %) I still see some potential upside in relation to the other "giants".


$BATS (+0,4 %) some do not hold much of the company, but I think the entry point is well chosen. Will also still be re-bought.


On the whole, no more than 2000€ (rather 1500€) should be invested per individual share.


My total allocation should be 70% ETFs and 30% individual stocks. The ETFs run all in the savings plan. The weighting is then to be restored by individual additional purchases in the shares. Either the individual stocks are further increased, or another title is added to the portfolio. I will then make this dependent on the prices.



Jetez un coup d'œil à mon Tableau de bord maintenant !
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8 Commentaires
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Kai@Dividenden-Sammler
1Année
would leave out $FGEQ and $IWLE and rather distribute them over the other two ETFs. The two mentioned are more or less also included in $VWRL. You don't need them twice in your portfolio. With ETFs, less is simply more in terms of returns.
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Tim@timg1355
1Année
@Dividenden-Sammler Since the dividend payers for the months of April and October would then be omitted, if we now disregard the two monthly payers. Which share could be recommended? I would rather have a growth stock instead of a high dividend yield. Have looked around but most US companies pay out in 03/06/09/12. $DGE $NKE $FDX $ADP caught my eye first. Fedex does not have a constant increase and Diageo has too low an increase. With Nike I could imagine a bigger jump due to the "upcoming" World Cup2026, if they manage to equip some teams. With ADP I have no plan at all ;-) $O and $NPI have left quite a return. Therefore, possibly my consideration to give up at least one position of it and reallocate to one of the above.
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Börsenbär 🐻.@stock_market_bear
1Année
Core I would take MSCI World&EM and as satellites 3 Etfs that generate you a constant cash flow every month if that is your strategy. The whole thing with one or the other single dividend stock supplement. 2 World Etfs do not make sense. Core 60%, satellites 30% and single stocks 10%.
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Tim@timg1355
1Année
@stock_market_bear I wanted to use up my exemption order first. However, due to next year's advance lump sum (which I think will remain for the next few years), there will not be such a big difference between accumulating and distributing ETFs. .
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Kai@Dividenden-Sammler
1Année
Take a look at $MDLZ (including Milka chocolate) and $PKG or classic dividend payers such as $PG and $AD. Maybe something suitable.
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Tim@timg1355
1Année
@Dividenden-Sammler oh yes Milka I like to eat 😂 I had not even on the screen.
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Kai@Dividenden-Sammler
1Année
@timg1355 I think $MDLZ is somehow like $MCD - always somehow expensive. But delicious from the products (love Milka also - $LISP also delicious but the share is even more expensive *schnief*)
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Tim@timg1355
1Année
@Dividenden-Sammler also a Swiss stock that can not be bought at Scalable Capital.And Lindt does not taste good to me ;-)
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