2J·

Portfolio update, concentration instead of diversification 📊

Hello everyone 👋

I have to be honest and say that the last few days have been a bit too exhausting for me. Following every company, and there have been more and more, has become too much for me 🤯 - and I realize how much time it takes to check the individual price movements (to always find the "best" entry). 🕵️‍♂️📈

I'm still young and actually want to fill my time with more effective things than constantly checking the prices. 📉📊📈

So I've drawn up a list of stocks where I think it's enough to look at the portfolio once a week or maybe even just once a month, because I assume that they will be higher in a year's time than they are now. 🚀

That's why I now only have seven companies in my portfolio and $BTC (+0,46 %) 💰

Bitcoin:

All 7 stocks were increased, and all other positions were allowed out (I still have warrants, but these are also to be gradually reduced!).

$PNG (-2,35 %) - (only a little, waiting for a setback)

$IREN (+11,25 %)

$ONDS (+3,62 %) (should also be out of the portfolio by the end of the year)

$RKLB (+1,36 %)

$IPX (+2,6 %)

$SOFI (+2,85 %) - (increased the most because the position was previously very small)

$BNTX (+0,44 %) - (unfortunately there was no money left today 😅)

Each company has a weighting of approx. 10/15% in the portfolio. IREN and Kraken Robotics a bit more, because I see the biggest upside there 💶

I know that these are stocks that would probably give value investors gray hair 😅,

but I'm deliberately focusing on growth. And even if one or two stocks take off, I will have achieved my target return of 25% per year. 💪📈

Please give me feedback on whether you think it makes sense to have such a concentrated portfolio - or whether you would say that the time investment is worth it after all and I would be rewarded with a return. 🤔📊

Kind regards ✌️

Small investor 😁

22.10

SoFi Tech

Acheté x42,28 à 23,65 €

1 000,00 €

52 Commentaires

Kate🦋@Iwamoto

If you are really looking for peace, an ETF might be a good compromise. It doesn't necessarily have to be the All World or World. You can also use one on the S&P 500 or even NASDAQ.

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jkb92@jkb92

@Iwamoto maybe peace like Trump is spreading everywhere is enough for him :)

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Klein-Anleger1@Klein-Anleger1

@Iwamoto but the target return of 25% would never be achievable 🥲 The portfolio is now more of a compromise between time and return 😁🙈

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Kate🦋@Iwamoto

Warrants can be used to make greater returns and if you buy ETF shares to gain from them, it's like adding a little leverage to your ETF portfolio. However, this doesn't make sense for most people because there are statistics that say that over 88% of people who trade warrants make losses. So this is a very personal question.

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Kate🦋@Iwamoto

As far as your selection of individual stocks is concerned, I have to admit. They are very interesting and have a lot of momentum, and there are probably one or two tenbaggers among them. But they are not established companies. So for someone who doesn't want to deal with them, this might not be the right choice.

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Klein-Anleger1@Klein-Anleger1

So warrants are not exactly suitable for reducing the time required. Try simply leaving an 8-share long for a month 😜 I've actually picked out the individual stocks once, which of course takes a little less time (thanks to this community) and I want to hold them for at least a year, except for Ondas (I'm assuming a lot of momentum and less substance with Ondas).

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Ph1l1pp@Ph1l1pp

@Iwamoto most people don't understand.

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Ph1l1pp@Ph1l1pp

@Klein-Anleger1 I can tell you that your plan won't work out. But I wish you good luck with it

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Chris@Multibagger

@Ph1l1pp I would have been surprised too. 😂😉

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Klein-Anleger1@Klein-Anleger1

@Multibagger @Ph1l1pp What do you mean? 🤔

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Max@Divident_e

@Iwamoto is quite possible

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Voir toutes les 10 autres réponses

Sansebastian@Sansebastian

Why not simply set an alarm when your desired zone is reached? As if you had to look into the depot every day

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Kate🦋@Iwamoto

@Sansebastian Some people look at their securities account several times a day. After all, you want to get something for your money. 🤭

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Klein-Anleger1@Klein-Anleger1

@Sansebastian right, that would actually be interesting too, I haven't really worked with it yet 👍🙈

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HyperX@AxoWallStreet

High Risk, High Reward

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Birnchen@Birnchen

Yes, we know the feeling of investing too much time, so we have concentrated on a (small) base. We have a portfolio of 50 stocks, half of which we like because we are fans of the companies or simply because we like them, and the other half are strategy stocks with dividends. The portfolio is provided with a budget every 3 months and additional purchases are made, otherwise we ignore it and just let it run. Once a year we check whether the shares are still okay and, if necessary, exchange them for others if there is a profit.

I think this strategy is okay if you don't want to invest a lot of time but still want to have a little security and a portfolio that grows regularly.

So it's a good decision that leaves more time for other things :)

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Fanni_Spielgeld@Fanni_Spielgeld

@Birnchen I find this approach very appealing. Many people here would probably (have to) value their great returns differently if they were to calculate a realistic hourly wage for the time invested.

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Birnchen@Birnchen

@Fanni_Spielgeld if they are not day traders who make an average of 10k - 20k per month :D

In my opinion, such time expenditure is only worthwhile if it results in a profit of 60€ - 80€ per hour spent. Then, after deducting taxes, you are at least at a normal hourly rate including social insurance and health insurance because you also have to pay these from a certain profit rate.

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Fanni_Spielgeld@Fanni_Spielgeld

@Birnchen I think very few people calculate like that 😆

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Pazzzi@Pazzzi

In the current market phase, a concentrated portfolio of small caps will perform well.

But please keep this in mind: If there is an economic downturn in the USA and key interest rates are possibly raised, things could go very far down. 2021 was such a year for me: top growth companies fell by 50% to 80%! See: $HIMS alone dragged my portfolio to -50%. But it doesn't matter in the long term. Share prices are ALWAYS based on fundamental developments.

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BamBamInvest@BamBamInvest

$SOFI is the way ! 🫡

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Klein-Anleger1@Klein-Anleger1

@BamBamInvest I see it the same way and from now on we are once again in the same boat... That's why I increased my position very significantly yesterday 🫡👌

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BamBamInvest@BamBamInvest

@Klein-Anleger1 haha 👌🫡

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Wiktor_06@Wiktor_06

Keep going. Looks very good and I also like the risk.

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Klein-Anleger1@Klein-Anleger1

@Wiktor_06 🤝✌️

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Pezi@Pezi

Your target return of 25% per year is hopefully only for this year as a wish....

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Klein-Anleger1@Klein-Anleger1

@Pezi Why? I already exceeded the 25% for this year some time ago 🤔

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Pezi@Pezi

@Klein-Anleger1 In the long run, you'd better count on 5-7%, otherwise you're in for some very bitter times...

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Leon@Investingyoung

@Pezi Nonsense, there are dozens of stocks that have beaten the 6-8% pa by far over 10,20,30 years

There are many shares that make more than 6-8% pa in the long term - that's a child's return. My Cloudflare alone, even if it does nothing for 8 years, makes 16% pa in 10 years since entry

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Leon@Investingyoung

@Pezi my $4519 is currently in a correction and still has 25% pa and we are not even at ath or so, in 8 years it will be much higher if the business runs as it has been running for the last decades

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Leon@Investingyoung

@Investingyoung Conclusion: you don't get 6-8 % pa with dynamic companies but with something like Pepsi, cola or the like

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Klein-Anleger1@Klein-Anleger1

@Investingyoung thank you, then I don't have to answer 🤝✌️
I have a similar view to yours, that 25% is ambitious but realistic.

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Leon@Investingyoung

@Klein-Anleger1 i have almost only stocks in my portfolio that have either had this return since 2000 or have performed far better

It's realistic if you buy small/midcaps.

And tolerate vola....

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Chris@Multibagger

@Klein-Anleger1 2% per month is easily achievable. But you have to be prepared to take a higher risk and accept more volatility. And if you don't want that and are happy with 6-8%, I'm fine with that too. Everyone as they see fit.

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Pezi@Pezi

Small equity investors write of 25% per year.

In the long term (5-10 years), not one person here in the community has managed that, I'm sure of it.

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Wravo@Wravo

@Pezi with a 5-7 percent average across all stocks, there are outliers up and down, only etf savers have to reckon with this

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Voir toutes les 3 autres réponses

Shiya@Shiya

As long as $RKLB stays in the depot, I can only think it's a good thing. 😂
$NBIS would be something else for you.

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Klein-Anleger1@Klein-Anleger1

@Shiya Is also one of my largest positions after the increase 🫡🚀

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Yolo55@Yolo55

I celebrate your portfolio! I would also like to concentrate more but just can't manage it.

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