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Very interesting approach: I am also a stock picker, but with ETF as a retirement plan. For me, your portfolio would be too tech-heavy, but you have made your Reserch and therefore I wish you much success with it. Maybe we can compare our performance in 50 years 😂.
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@suscimer Thank you! Can we certainly 😅 Although I plan to go with the latest 50 in early retirement and then at the latest will rebalance significantly more defensive :-)
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@suscimer The tech universe is so big. There are many companies that have created a competitive advantage and are highly profitable. Cadence or Constellation Software, for example, are not that well known, but they are incredibly strong companies.
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@Tom_quality_investor $CADE $CSU I'll take a look. But I prefer Dividendentitel👍🏼
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