4Année·

Hello,


I've been investing for just over a year now and I have to say I'm very satisfied.

To be honest, I didn't expect to go into profit so quickly and assumed that I would just fall flat on my face at the beginning.


I've paid my dues in full and for all other beginners, don't stop: "I've got a tip, the company will make it big" (see $NWC (-1,22 %)
$C97
$8EC )


I picked all the other stocks in my portfolio myself and stand by my investments and want to hold them indefinitely.


Simply out of interest, 4 months ago, in addition to my individual shares, I also set up a savings plan for the $EUNL (-0,27 %) to have a comparison with my performance.


As I am still quite young at 26, I have also chosen rather "risky" shares that aim for exponential growth.


Diversification is rather difficult for me, as unfortunately it's hard to avoid the USA...


I would be very happy if some experienced people could give me feedback here, as I still have a lot to learn!


Thanks to everyone who read my first post through to the end <3

Jetez un coup d'œil à mon Tableau de bord maintenant !
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14 Commentaires

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Very nice portfolio! Unfortunately, you have taken the downtrend with many good stocks like Alibaba, Tencent, Cellink or PayPal, but that will eventually no longer be an issue in the long run 👍🏽
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@hendrik_lmr Thanks for your feedback! :)

I'm actually happy about it to be honest. It keeps you grounded and that's how I learned what "China risk" is, I've never heard of it before and I'm glad to have learned it that way :D

I'm also very positive about the long term, my investment horizon should be at least 10 years, so I'm sure everything will be fine :)
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Can only agree with that. However, there are relatively many shares so it could be difficult to really keep an overview
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@ricde What do you mean by "losing track"? As long as I find other stocks that I find exciting, I would continue to add new positions to my portfolio. Only then would I add to individual stocks.

Isn't it good to diversify your portfolio? :O

Please don't misunderstand, I don't want to criticize your statement, but rather learn something new :)
@Moneysock Of course diversification is good, but then you also have to pay more attention to the matter, track your performance, know when to sell/buy what at what price, etc. You would also get diversity with an etf without actively doing anything.
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Very cool, focus on gaming? 😊
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@Lorena as I said, my first year on the stock market, so mostly investments that I "understand" and use myself. That's probably why the large proportion of gaming-related stocks, I don't see this "potential" for growth in my other hobbies :)
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@Moneysock Great, I completely agree with you and see great potential here too! :)
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Basically a good portfolio, I would just reconsider the weighting of individual positions. AMD is certainly a good company, but no company is so great that it justifies a 30% weighting. Personally, I make sure that no single share accounts for more than 5%, and if there are massive gains I sometimes sell for rebalancing purposes. But thumbs up for Take 2 and cd projekt 🚀😄
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@EnjoyCapitalism Thanks for your feedback :)

I also think that AMD is overweighted, but it has performed well and I don't have a company in sight at the moment that I think will perform better.

Besides, I'm too stingy to pay the 27.5% to the state ;)
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If I were you, I would try to cover several sectors with market leader stocks, for example the luxury goods market with Kering and LVMH and Hermes
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@Montgomery I had already toyed with the idea, but several factors stopped me:

1. I can't understand the desire to pay exponentially more for things.

2. as long as I'm young, I want to invest in stocks that have a high multiplication potential and at the moment I only see that in the tech sector :)

But thanks for your feedback, maybe I'll add one of the stocks to my portfolio in the future ;)
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4Année
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@meta I don't have "it is what it is" paper hands, I pulled through to -90% xD
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