2Sem.·

Current portfolio and planned changes in 2025

Hello Community,

I thought it was time to post my portfolio again and what adjustments and plans are still taking place for the year 2025.

My portfolio currently consists of the classic $IWDA (+0,44 %) , $EIMI (-0,28 %) and the $CSNDX (+0,27 %) .

Further additions are $WGLD (-1,06 %) and $BTC (-0,09 %) only.

My remaining satellites are targeted additions in order to expand the focus to Europe and Japan on the one hand and to provide a yield boost in the portfolio on the other.

I currently continue to invest in all ETFs, gold and Bitcoin on a monthly basis.

Upcoming changes:

I will move a portion from the call money account to the $XEON (+0,03 %) into the

It may be planned to make another additional purchase at $NOVO B (-2,62 %) is planned.

expected new additions this year:

$PANW (-0,13 %)

$ISRG (+0,41 %)

$RKLB (+1,02 %)

These are also joining the ranks as targeted satellites and, for me, represent three further interesting, fast-growing and sustainable sectors.

Have a nice weekend :)

Paul

15 Commentaires

2Sem.

All in all, I think it's good! Palo Alto 👍🏻 My Nancy Pelosi gut feeling also encouraged me to buy 😅

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Paul@paul_finesse_

2Sem.

@lawinvestThank you for your assessment. I also find Palo very interesting. The plan is to build up the position in 3 tranches this year. Let's see what the future holds. 🤓👍

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Tobi@Tobiwankenobi500

@paul_finesse_ What is your position on position building, my dear?
LG

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Paul@paul_finesse_

@Tobiwankenobi500 greetings, if you mean the ones that were supposed to be included... nothing has happened yet. There are simply no attractive prices at the moment.

Lg

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Tobi@Tobiwankenobi500

@paul_finesse_ thanks for the feedback - think it will remain bullish for quite some time now

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Paul@paul_finesse_

@Tobiwankenobi500possible. Then I'll just wait and see.

Maybe I'll set up a savings plan at $ISRG and build up the position via DCA. I have placed an order on Crowd, but the price has to let off some steam here first

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Tobi@Tobiwankenobi500

@paul_finesse_ unfortunately missed the entry at Stryker - currently also waiting with ~5k for an attractive share.... I stocked up again today $KER

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Paul@paul_finesse_

@Tobiwankenobi500Stryker is also cool.
But it doesn't matter, we'll just wait and be fine. 😁

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ETF-DIY@ETF-DIY

2Sem.

I'm personally unsure about Rocket Lab, otherwise I think it's a mega title!

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Paul@paul_finesse_

2Sem.

@ETF-DIY Thank you for your assessment?

In your opinion, what are the criteria that play against Rocket? (interest) 😉

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ETF-DIY@ETF-DIY

2Sem.

@paul_finesse_
Class actions, dependence on liquidity and dependence on government contracts would be the first thought.
But I still find it exciting with potential.

However, I will have to analyze the share in more detail myself as part of my ETF project in order to form a well-founded opinion

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Sina@lawinvest

2Sem.

@ETF-DIY Yes, rocket is a share that could really pay off in 20-30 years. As things stand today, I see it as a bit of a hype stock - without having looked into it too closely at the moment

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Paul@paul_finesse_

2Sem.

@ETF-DIYYes, I had actually already filtered out the points you mentioned. It is also a very special "niche" sector. As a targeted risk position, it can still be successful. Whether it is a flop or a winner will of course only become clear in several years' time. The share will remain on my watch list and I will continue to monitor it throughout the year in order to find an appropriate entry point.

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ETF-DIY@ETF-DIY

2Sem.

@paul_finesse_ that's right! as a gamble, it can certainly be a good stock!

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Shiya@Shiya

2Sem.

You won't go wrong with Rocket if you're patient

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