Hello everyone,
After more than a year, it's time to present my portfolio again, as a lot has changed.
I am clearly pursuing a buy-and-hold strategy with quality stocks. As a core I currently have the $GGRP (-0,38 %)and the $IWDA (+0,01 %) . The $GGRP (-0,38 %) will soon leave my portfolio and half of it will be reallocated to the $IWDA and the $XDEM (+0,29 %) will be reallocated. This is simply because I think it's a good idea to have an ETF in my more growth-oriented portfolio that doesn't just have dividend payers in its line-up.
I find the $XDEM (+0,29 %) in particular, as it focuses exclusively on stocks that have performed well recently. The fact that the excess return naturally drives up volatility somewhat is perfectly okay, as my investment horizon is at least 20 years.
Otherwise, another 57% of my portfolio consists of individual shares. My plan has actually always been a 50/50 ratio, but this has changed somewhat due to the strong equity returns. However, the ETF positions will soon be filled with around 600 euros of my training income. This should then level out a little better, as long as shares don't continue to rise enormously.
If you take a closer look at the shares, I think the strong focus on the classic ETF drivers such as $NVDA (+0,55 %) , $MSFT (-1,05 %) , $GOOG (+0,07 %) and $AMZN (+3,16 %) stand out. Of course, the ETFs in the portfolio increase the proportion of these stocks, but that is absolutely intentional. I remain very optimistic about the AI runners and see further growth and sufficient stability in the coming years.
I always find the following particularly noteworthy $EUZ (-0,95 %) . It is the only German company in my portfolio. I am very confident in the long term and am excited to see how they will develop. Unfortunately, my $MC (+0,53 %) position should also be mentioned. Well, bad luck and I didn't have the courage to sell when the downward trend was clear. But at least I can now offset the taxes from the $GGRP (-0,38 %)-sale by selling the LVMH position and then buying it again immediately. As soon as the luxury segment improves again, I am sure that LVMH will be back at the top of the industry.
The bottom part of my portfolio currently consists of $MCD (+2,28 %) and $MDLZ (-1,59 %) among others. Due to the strong returns of the other shares, these two positions have become somewhat unimportant in my portfolio. At around 2% each, they have simply become too small for me, which is why I will be merging them. However, not again in a stable share with a dividend, but rather in a growth driver. I am currently watching $ANET (+1,79 %) and am pretty convinced. The restructuring will probably soon lead to a EUR 4,000 position in Arista and free up another EUR 2,000 for the ETFs.
That should be all. If you have any questions, please feel free to ask, otherwise I'm very happy to receive your feedback :)
(A little info: The sum of the deposit comes from my grandfather's inheritance. The ETF shares I bought early on were bought by my father, as I was of course too young. Then I got involved with shares and was allowed to have more and more of a say. I currently make my own decisions about the portfolio)
