3Sem.·

Start of the investment portfolio:

Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

$VWRL (+0,36 %) (approx. 20%)
$TDIV (+0,19 %) (approx. 15%)
$BTC (-0,39 %) (I already have a part, the rest I will buy -- 10%)
Cash (5%)

The other 50% will go into the first 10 shares.

$PLTR (+0,07 %) (4x)
$CAT (+1,6 %) (2x)
$HOOD (+4,91 %) (7x)
$MCD (+2,09 %) (2x)
$AMZN (+0,75 %) (2x)
$NOVO B (+2,52 %) (6x)
$KO (+0,51 %) (7x)
$STR (+0,51 %) (is my employer, have been invested for approx. 5 years -- 6x)
$AAPL (+0,93 %) (3x)
$SHOP (+0,97 %) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

14 Commentaires

NEWT@SteelAnacott

3Sem.

For €10,000, that's a relatively large number of positions. I initially concentrated on the core ETF and then built up the satellites.

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Erik@Hannbebombel

3Sem.

I would leave out the individual shares for the time being and put 100% into $VWRL $TDIV and $BTC and let them continue to run in the savings plan. Then build up cash again and then build up the individual shares when opportunities arise.

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Philip Buß@GoldenShield

3Sem.

I would also only choose one ETF for the time being
(All World, MSCI, S&P 500 etc)
From my point of view, it would also make sense to invest a portion via savings plans to get a feel and a certain routine for how it feels

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Enrique@Dividenden_Monteur

3Sem.

What is XD4? I can't find anything under the abbreviation 😅

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Sherlock@Sherlock3912

3Sem.

@Dividenden_Monteur STRABAG SE is listed on the XETR 😅

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Enrique@Dividenden_Monteur

3Sem.

@Sherlock3912 the abbreviation here would be $STR 🫡

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Sherlock@Sherlock3912

3Sem.

@Dividenden_Monteur in TradingView it is XD4 🙈

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Enrique@Dividenden_Monteur

3Sem.

@Sherlock3912 Yes, on the German stock exchange it is xd4.
But the abbreviations are based on the home exchange, and that would be $STR on the Vienna Stock Exchange

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Zerax@Zerax

3Sem.

Adding gold at 10-20% would lower the maxDD to BTC.

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Gomerdoc@Gomerdoc

3Sem.

In principle, there is nothing to be said against shares. I would just question the selection once again. Nothing against $STR as an employer. But as an investment - in my view - it is simply not suitable in the long term.
If you worked at Daimler-Benz or BMW, I would say the same thing to you.
Make $MCD bigger and $AMZN. For solid long-term growth.

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KBO@KBO

3Sem.

Why not just use $VWRL?

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