immagine del profilo
$DRO is not good for the baby portfolio. After all, I assume you want stocks that will still be around in 18 years. Maybe Colgate would be something for the baby portfolio, it has outperformed the S&P500 this year.
1
immagine del profilo
@Iwanowitsch $DRO is in and will remain in for the time being. There are always positions flying out.
$CL is in $WMT is also in $6301. Oh, I have time tomorrow. Maybe I'll introduce the children's portfolio tomorrow.
immagine del profilo
@Hotte1909 No please, 😢 that sounds far too wild. Out in, back and forth, in the end the pockets are empty. Empty, probably not, but returns remain
immagine del profilo
@Iwanowitsch Don't worry, it's not that bad. There are currently around 40 positions. Recently, 3 positions were thrown out where I was completely wrong with my assessment. Otherwise I am actually satisfied with the return
1
immagine del profilo
@Hotte1909 Which 3 have been kicked out?
immagine del profilo
@Iwanowitsch $RCH $FPI and a bond etf
immagine del profilo
@Hotte1909 I got rid of my bond holdings in good time before the interest rates were lowered
1
immagine del profilo
@Hotte1909 With values like these, I wonder whether the companies will still exist when the child is of age.
1
immagine del profilo
@Lalarobo what value?
immagine del profilo
@Hotte1909 I mean stocks with a market capitalization of € 300 million. These are not the best stocks for long-term capital growth. Only as a small addition. But that's just my personal opinion. You can do it if you are aware of the risk.
immagine del profilo
@Lalarobo achso. yes, there are about 3 small caps among the 40 or so positions. I am well aware of the risk. But the bottom line is that it can also bring a tidy plus
1