1Mes·

In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (-2,81%)
$AMP (+0,61%)
$CMI (-0,12%)
$SNA (+1,15%)
$FI (+1,27%)
$PANW (-2,12%)
$ANET .

There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.


9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.


Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (+0,03%)
$KO (-0,4%)
$PG (-1,24%)
$PEP (+0,05%) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (-1,59%)
$SNPS (-1,06%)
$KLAC (+0,46%)
$LRCX (+0,38%)
$AMAT (+0,53%) The healthcare sector has also been somewhat disappointing. $ISRG (-0,89%) and $SYK (+1,48%) are positive exceptions here.


The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.


Let's see how things continue to develop.😁

attachment
attachment
40
Partecipa alla conversazione