If I look at your portfolio, you are doing the performance with your ETFs and not with the individual stocks. This is unusual and I would ask myself whether these are the right individual stocks. Over the ten-year period, shareholders with BASF shares have lost -44.3% on balance, which corresponds to an average annual performance of -6.0%. An investment of EUR 10,000 would thus have shrunk to EUR 5,381. https://www.boerse.de/aktien/BASF-Aktie/DE000BASF111 Over the ten-year period, shareholders in RWE shares gained 46.5% on balance, which corresponds to an average annual performance of 3.1%. An investment of EUR 10,000 would therefore have risen to EUR 13,605 (that's not a racehorse 🙈) On the other hand, ETFs are like System Gastro, which means that the ETF also contains a lot of junk that you would be less likely to put in your portfolio as individual stocks. That's why it's better to cook for yourself and add individual stocks to your portfolio according to your taste. Here, I would focus less on cyclicals and put classic long-term stocks in my portfolio. Then the stock market is fun!
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@Tenbagger2024
I also noticed that with Appel you are betting on a stock that is already included in the ETF. This means that Appel is overweighted and in my opinion it makes little sense to add shares from an ETF to the portfolio as individual stocks.
I also noticed that with Appel you are betting on a stock that is already included in the ETF. This means that Appel is overweighted and in my opinion it makes little sense to add shares from an ETF to the portfolio as individual stocks.
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10Mes
@Tenbagger2024 Thank you for your comprehensive commentary. So far, I have realized a profit on the individual stocks that have performed well. I have left the "poorer" ones as I don't want to sell at a loss. With BASF and Mercedes, I was hoping for a breakthrough this year. Sartorius has more of a symbolic meaning for me, as I have a connection with the company. However, this share is a particular contributor to the losses in the individual share segment. I will take the opportunity to sort out the underperforming shares and replace them with classic long-runners. Thanks for the tip :)
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@LQD
I have Mercedes in my depot myself. I see potential here in terms of autonomous driving. Furthermore, Mercedes has one of the highest margins and doesn't have to get involved in a price war with Tesla. Here you get a very favorably valued share which has one of the highest dividend yields.
I have Mercedes in my depot myself. I see potential here in terms of autonomous driving. Furthermore, Mercedes has one of the highest margins and doesn't have to get involved in a price war with Tesla. Here you get a very favorably valued share which has one of the highest dividend yields.
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