AktienAmateur069 (@AktienAmateur069) su getquin

1Mes·

I want to save up the proportion of the two large ETFs to 25% each and then leave the portfolio roughly the same weighting, i.e. 50% ETFs, 40-45% equities and 5-10% Bitcoin.

I buy and hold and am not entirely sure how suitable some of the current stocks are for this.

On the other hand, there are a few companies that I would like to have in my portfolio for the long term (e.g. $WMT (-2,1%)
$COST (-1,09%)
$AWK (+1,09%) or $VIE (+1,01%) ), but I don't want to have more than 45 individual companies in my portfolio.

What do you think of the portfolio, do you have any suggestions for improvement?

Briefly about me: I am 22 years old and would like to continue building up my assets until I am about 60.

P.S.: The return is not correct. Due to a system error, getquin thought I had sold all my shares in the meantime. Fortunately, my portfolio was actually able to beat the S&P 500 this year and last year🤩

51Posizioni

42.418,59 €

10,31%

6 Commenti

PikaPika0105@PikaPika0105

1Mes

I think it looks quite good, but precisely because you are only 22 years old, it is perhaps a little boring, i.e. low-risk. The stocks you mentioned above, such as $WMT and $COST, what kind of returns do you expect from such conservative stocks? Of course, it also depends on how much time you want to invest, but maybe take a little more risk now that you don't have much to lose. In any case, don't focus on dividend stocks. I also think there are too many positions, so maybe throw out the boring ones and put in things like $GRAB or $RKLB. But of course it's also a question of personality, I think either you cash in properly with the risk of failure or it's not worth the effort because it won't change your life positively in absolute terms.

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