1G·
Feedback sul portafoglio

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 (+0,94%)
$COST (+0,4%)
$AWK (+0,34%) or $VIE (-0,18%) ), 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%
1
2 Commenti

immagine del profilo
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.
Mostra la risposta
Partecipa alla conversazione