That's quite an interesting strategy you're following. With individual stocks, you should check the weighting of your ten positions once a year and see if any rebalancing is necessary. And as I see it, 50% is in ETFs. A classic core-satellite strategy.
I don't know how much money you have invested, but if it's less than €10,000, I would recommend building a solid foundation with ETFs first and gaining some experience.
Additionally, I would stick with the strategy you have now and not abandon it too quickly. Constantly switching back and forth rarely leads to success, so stay the course.
If your individual stock positions are only around €100 each, or even less, I would simply put that money into an ETF instead.
I don't know how much money you have invested, but if it's less than €10,000, I would recommend building a solid foundation with ETFs first and gaining some experience.
Additionally, I would stick with the strategy you have now and not abandon it too quickly. Constantly switching back and forth rarely leads to success, so stay the course.
If your individual stock positions are only around €100 each, or even less, I would simply put that money into an ETF instead.
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@CaptainRTL thanks for your extensive reply. The total portfolio is currently 65k with some savings for opportuniatic buys. Position weighting is a good point, I always find that both difficult and unintuitive. Most positions are 3-5k for individual stocks, only $NU is smaller as it's a bit more speculative. My whole portfolio went down quite a bit in recent events but I'm convinced that it's good for the medium to long term.
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•@Nova_portfolio Yes, with a portfolio volume of 65,000, that's obviously a completely different story. I can only say that the diversification is already very strong, as well as the individual stock selection. I really have nothing to criticize. The fact that you also have various ETFs, which in my opinion truly represent the global market, makes it even better. Of course, it's important to adjust the weighting annually, but other than that, I think you're doing very well with this system. Wishing you continued success – a strong portfolio!
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