5Mo·

In July, I shifted further into the VWRL and QQQ 🫡

What has happened so far and what should happen:

https://getqu.in/ai9B2p/


Parting ways is always hard, but here are the sales I completed in July:

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Next to the $VWRL (+0,83 %) and $EQQQ (+1,3 %) there were also a few subsequent purchases. (No one is perfect) According to the memory log, these are only $GOOGL (-0,44 %) and $III (+0,79 %) maybe there were a few more.

Here are the purchases:

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$EQQQ (+1,3 %)

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$VWRL (+0,83 %)


In any case, this is what the portfolio looks like today:

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There are now "only" 32 positions left 😅

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Here is the country breakdown.

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20
28 Commentaires

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Step by step...👣🚀✌️

Gruß
🥪
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Klasse 👍
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You could have sold me Amphenol and Cintas.
In my opinion, they are both good long-term companies
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Voir toutes les 11 autres réponses
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What are your top 10 positions at the moment? And what % weighting do the top 3 have?
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Voir toutes les 4 autres réponses
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Nice! I've also been shifting to US growth and it starts to already pay out now the dollar is getting stronger
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What software are you using here? Looks very transparent and clear......
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@Iwamoto Why there in particular? Which subscription model did you choose? I currently use Parquet and getquin........
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@Cato_Bamboo
Which of the two do you prefer?
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@Tenbagger2024 Good morning my dear, I like getquin because of the active and very up-to-date community contributions, also the insight into other portfolios. For evaluations and statistics, e.g. dividend calendar, Parquet is probably a bit better. At extraETF you have a very nice overview of your portfolios. So overall it's difficult to decide........ I also like Onvista very much for portfolio analyses.
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@Cato_Bamboo
Thank you for your very quick reply.
Wishing you good courses at the start of the week
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@Cato_Bamboo Hello,
I use the free version there. Unfortunately, my GQ app no longer works. This means I can no longer update my Trade Republic account here and have to rely on alternatives.
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@Tenbagger2024 snowball analytics is also good, much better insight in total returns, allows several composite portfolios and better annual estimates for newer ETFs
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