3Mes
59 positions 🤔 Why? Is there a strategy behind it? Would be too confusing for me personally
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@Seebi 10 more and that's good
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66
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@__FunFun__ Man of Culture
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33
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@Seebi 59 in total, that's right.
However, there are 4 ETFs (I cover Japan and China, for example), plus two cryptocurrencies, Bitcoin and Ethereum, and 4 REITs, which I also see as a slightly different asset class.
The bottom line is 49 shares, my upper limit is 50 in principle (i.e. theoretically 2% per share if everything is equally weighted). 2-3 shares are in the portfolio, but are generally on the deletion list (e.g. Block, Match or Sea).
All in all, there are 45 shares that I would like to hold permanently.
It's actually not too confusing for me, as I have a relatively large number of shares that I don't have to worry about (Procter & Gamble, Johnson & Johnson, Pepsi, etc.).
All in all, I have a broad foundation with these 45 stocks, which means I don't need a broad ETF as a foundation for my portfolio.
There are only a few stocks that I really need to follow (somewhat) more closely. These include NVIDIA, TSMC and Palo Alto Networks, as these are more volatile and take up a large part of my portfolio.
However, there are 4 ETFs (I cover Japan and China, for example), plus two cryptocurrencies, Bitcoin and Ethereum, and 4 REITs, which I also see as a slightly different asset class.
The bottom line is 49 shares, my upper limit is 50 in principle (i.e. theoretically 2% per share if everything is equally weighted). 2-3 shares are in the portfolio, but are generally on the deletion list (e.g. Block, Match or Sea).
All in all, there are 45 shares that I would like to hold permanently.
It's actually not too confusing for me, as I have a relatively large number of shares that I don't have to worry about (Procter & Gamble, Johnson & Johnson, Pepsi, etc.).
All in all, I have a broad foundation with these 45 stocks, which means I don't need a broad ETF as a foundation for my portfolio.
There are only a few stocks that I really need to follow (somewhat) more closely. These include NVIDIA, TSMC and Palo Alto Networks, as these are more volatile and take up a large part of my portfolio.
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