1Sem.·

Portfolio individual securities Size

I currently have a small $GOOGL (-2,15 %) position of approx. 1.2% of the portfolio.

Is it advisable to hold such small positions at all?

In the long term, I would like to reduce individual shares more and more and increase the ETF share.

Alphabet is also included in the $VWRL (+0,16 %) included

Currently 65% shares and 35% ETF.

Target at least 50% ETF

Best regards.

3 Commentaires

Finanzielle-Freiheit@Finanzielle-Freiheit

1Sem.

Actually, you have already given yourself the answer in the article, if you want to reduce individual stocks, the solution would be ETF :)

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Mo@BigMo

1Sem.

Nobody can give you an exact answer as to what is recommended.
In a classically diversified B&H portfolio, you would sell all individual stocks and only hold ETFs.

I myself currently want to specifically overweight $GOOGL.
The individual position accounts for 2.11% of my portfolio.
In the deepdive it is 2.23%.

In the longer term, my $VWRL position will grow organically via the savings plan to become the largest position. I manage individual stocks separately.

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Peter A.@Kamahl_

1Sem.

I don't think there is a clear right or wrong in this case. I have two portfolios: my main portfolio comprises just under 80 positions. If one of the companies goes bust, I might lose 1-2%, which is manageable - I can live with that.

However, I also have a second, much more focused portfolio with just six stocks, which I monitor very closely. Here I listen to earnings calls, read analyst reports and regularly update my Excel spreadsheet with the latest key figures. If a company in this portfolio fails, it naturally hurts a lot more.

I always say: it depends on how much time, how much risk and how much interest you bring to the table. With ETFs, the whole thing is of course much more relaxed.

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