Dear Community,
Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (+1,57 %) with a considerable loss and $ETH (+3,53 %) with a small profit and set up a weekly savings plan on $BTC (+0,74 %) set up a weekly savings plan.
In order to simplify and streamline the portfolio even further, I now have the following question for you...
To help you understand my portfolio better, here is a brief explanation:
The main portfolio (currently approx. 150k) is a core-satellite portfolio with 56% $IWDA (-1,03 %) , 20% $GGRP (-0,99 %) , 12% $WSML (-1,32 %) and 12% $XMME (+0,28 %) .
With just under 20k is still the $CSPX (-1,14 %) in the portfolio.
I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:
$MMM (-2,37 %) approx. 1500€
$MSFT (-1,57 %) approx. 1400€
$ABT (+1,63 %) approx. 3300€
$JNJ (+2,12 %) approx. 2800€
$PEP (+3,26 %) approx. 2700€
$PG (+2,23 %) approx. 3300€
$TDIV (-0,63 %) approx. 3900€
$WQDS (-1,06 %) approx. 3850€
$FGEQ (-1,25 %) approx. 3800€
$VWRL (-0,91 %) approx. 3750€
$FUSD (-1,38 %) approx. 3750€
I save the ETF fraction constantly, nothing should or will change.
I'm just wondering how I should structure the ratio of individual stocks from now on. Should I increase all individual stocks to 5000€ per position or all stocks except Microsoft to 6k? Any other suggestions or ideas? If I simply leave the individual stocks untouched, the money would go into the div ETFs in tranches.
Total TER at 0.22 (which is quite acceptable for me) - and the overlaps are known and also okay for me 😄
Once again, thank you from the bottom of my heart and have a nice rest of Sunday 😎
Best regards
EvD