I started sorting out Apple 2 years ago and more or less completely reorganized my portfolio. At the moment, just under 60-70% is in "safe" stocks under other $VWRL and $TDIV which make up just under 35%-40% of the total portfolio. The rest is in relatively boring stocks like $COST, $MCD, $GS etc. I don't need to worry much about that. In fact, I can't remember the last time I read an annual report from $MCD.
The other 30-40% or so are in growth stocks. The biggest bet is of course $RKLB, I would never have thought that the development would be so rapid. But $NU, $KSB and also $GFT and $SBMO are also developing magnificently, which of course is currently causing my portfolio to explode. Especially this year. My total growth is now already just under 100k (price growth+realized profits, I'll leave out the €300 dividend) I have already secured some profits in the last 2 weeks. For comparison, in the whole of 2024 I have just under 200k realized gains/price growth incl. dividends. The problem is that I currently have no companies on my watchlist or where I have finished my analysis. Positions in development are also nir $OSIS and $L whereby the latter is also full for the time being. I first have to go looking for pearls again. As long as I can, I am collecting my cash at $XEON.
A little fun fact: the mag 7 only make up about 5% of my portfolio, but almost 4% of that is already in $AMZN and $GOOGL
The other 30-40% or so are in growth stocks. The biggest bet is of course $RKLB, I would never have thought that the development would be so rapid. But $NU, $KSB and also $GFT and $SBMO are also developing magnificently, which of course is currently causing my portfolio to explode. Especially this year. My total growth is now already just under 100k (price growth+realized profits, I'll leave out the €300 dividend) I have already secured some profits in the last 2 weeks. For comparison, in the whole of 2024 I have just under 200k realized gains/price growth incl. dividends. The problem is that I currently have no companies on my watchlist or where I have finished my analysis. Positions in development are also nir $OSIS and $L whereby the latter is also full for the time being. I first have to go looking for pearls again. As long as I can, I am collecting my cash at $XEON.
A little fun fact: the mag 7 only make up about 5% of my portfolio, but almost 4% of that is already in $AMZN and $GOOGL
•
55
•
@Hotte1909 Thanks for the detailed answer! Did you get $VWRL this big via a savings plan, or via a few individual purchases?
••
@SathosiRuffy reallocated via individual purchases or profits, i.e. something went in from time to time
•
11
•