3Sem.·

My Portfolio

Hi everyone,

What do you think of my portfolio? First, a little background info:

About me: I’m in my mid-30s and have been actively trading on the stock market for over 12 years now. So I’ve experienced several market booms and crashes from an investor’s perspective :D

About the portfolio: I follow a core-satellite strategy with additional “income satellites.” The income satellites are used to generate income with the goal of creating a monthly cash flow, which I mainly use for additional purchases to keep the portfolio balanced.

Core: $XDWD (+0,51 %) World ETF, $IMEU (+0,27 %) EU ETF, $XMME (+0,57 %) Emerging Markets ETF, $TDIV (+0,56 %) VanEck TDIV

Satellites: $NVDA (+4,06 %) NVIDIA, $MSFT (+0,55 %) Microsoft, $GOOGL (-0,18 %) Alphabet, $AMZN (-0,08 %) Amazon, $HO (-0,79 %) Thales // NVIDIA and Alphabet are currently being built up. The positions will both be doubled.

Income satellites: $D05 (+0,54 %) DBS Group Holding, $KO (+1,2 %) Coca-Cola, $BATS (+0,32 %) BATs, $O (+0,18 %) Realty Income, $VICI (+0,22 %) VICI Properties

Others: Small positions for shorting and speculation. (Amgen, Vertex, SpaceX, BTC, Ethereum, ...)

Feel free to share your thoughts :)

17Positions

7,76 %

2 Commentaires

Gomerdoc@Gomerdoc

2Sem.

https://m.youtube.com/watch?v=OOidJuT2fF8&ra=m

The real question is whether this diversification in your core holdings actually makes a difference. At least if you’re taking a long-term view, the simple $IWDA is probably sufficient.

If you want to somewhat mitigate the US and tech concentration risk in these indices (which I think makes sense with a long-term horizon), then perhaps something like this as a core:

https://gerd-kommer.de/etf/vergleich/

Disclaimer: No, I don’t profit from this fund and have nothing to do with it. But that doesn’t change the fact that this is a good approach for people who want to build wealth over the long term while maximizing safety.
Incidentally, Stiftung Warentest also takes this view in its November 2025 ETF issue (I highly recommend reading it—it’s really well done).

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Phil@Pherror

1Sem.

@Gomerdoc I've read about that, but to be honest, I'm happy with my diversification strategy.
Just think about last week. Despite the volatility in tech stocks, I ended the week in the black precisely because of those high-quality individual stocks :)

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