11H·

Portfolio addition: Which non-US & non-tech stocks would you recommend?

Hello everyone,

I have already built up a small portfolio (see below), which is currently quite US and tech-heavy.

My current positions:

iShares Core S&P 500 ETF $CSPX (-0,1 %)
Nu Holdings $NU (+0,83 %)
PayPal $PYPL (-0,42 %)
Kaspa $KAS (-0,54 %)
Bitcoin $BTC (-0,08 %)

I save the remaining positions for my little sister.

I can invest around €1,200 per month (I'm looking for 2-3 shares for this) and I'd also like to put another €2,000-3,000 into Bitcoin in the bear market.

For the savings plan, however, I am specifically looking for stocks outside the USA and without a tech focus.

Questions for you:

Which 2-3 non-US stocks do you currently find exciting and would you recommend I take a closer look at?

I would be delighted if you could share a few ideas so that I can expand my watchlist and diversify my portfolio.

Thanks in advance!

13Positions

9 985,68 €

0,06 %

11 Commentaires

“Klaatu_Barada_Nikto!“@Ash

10H

Mhm, I've completely switched from individual stocks to ETFs and one of the few individual stocks I've kept that would fit into your search would be my $ALV position. Only you know if it's for you. Good luck. 🍀

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Wiktor_06@Wiktor_06

10H

@Ash Thank you very much, I'll take a look

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Álvaro P.@DonAlvaro14

10H

$UMG $MELI $LOTB $RIGD $RMS $IBE $8001 $AI

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Wiktor_06@Wiktor_06

10H

@DonAlvaro14 dankeschön

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JML@JohannaMichel-Leitner

10H

I would still go into Alphabet and add Microsoft and Amazon. You can't go far wrong with global monopolies at your age.

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Wiktor_06@Wiktor_06

10H

@JohannaMichel-Leitner Thank you, but I would just like to get rid of the US bias.

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ShrimpTheGimp🦐@ShrimpTheGimp

@Wiktor_06 then I would possibly take an MSCI World ex USA. Would be a good addition to the s&p500.

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Tenbagger2024@Tenbagger2024

$LTMC
$CAMX

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Wiktor_06@Wiktor_06

@Tenbagger2024 all shares at all-time high

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MrSchnitzel@MrSchnitzel

7Min

@Wiktor_06 And? No offense meant, but when I look at your portfolio, I notice that you don't really deal with the topic (you can also see this in your performance).
Many positions are too small, you are already paying fees and spread.
It can still go on from the ATH (see NVIDIA back then) and if you want to invest for the long term, it doesn't matter.
Instead, focus on an ETF that you are convinced of, be it an S&P500 or tech ETF (savings plan) and if you are really convinced of companies, maybe a few stocks, if they are also fundamentally well positioned and you have analyzed them well, you have to pay attention to many factors. (think about a strategy, approach)
Also, if I were you, I would only focus on Bitcoin, the rest is all gimmicks and shitcoins. (Only BTC is limited and has the best long-term potential)

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Patrick Schäfer@Hotte1909

15Min

Take a look at $GFT.
Alternatively, $SBMO is also very interesting
I'll save the other usual suspects for now

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