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I think it's great how you consciously plan your finances and manage the portfolio! The portfolio itself looks solid, well diversified, but should not bring any special returns, DivEtfs and trend stocks. Diversification across asset classes is missing and a clear strategy is also not yet recognizable. There is certainly something that can be done.
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Hi @Epi, thanks for your feedback :) Of course you are absolutely right about the diversification. Where I do myself with individual shares really hard currently. But I think that changes with time. I already looked at <security:n/a:NL0000388619> and $NOVO B. Possibly I start there times a savings plan in May.
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@Seed Individual stocks are one thing. What analysis method and metrics do you use? What is your risk-adjusted weighting? Just picking up a few well-known stocks and holding them until panic doesn't cut it. That's one of the main reasons for ETFs. They save you the work and the risk.
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@Epi so would you suggest that I get into asset ETFs?
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@Seed I would suggest you, like everyone, to think about the different portfolio strategies and then consciously choose one that fits your own life plan (FF, pension...) and your own psyche (risk-affine, risk-averse). Most here know only the alternatives Zockassets, DividendShares, WorldETF, maximum in different combination. But the world of strategies is much bigger, more profound and more elegant. I mention only a few keywords: Levermann, Lynch, Ray Dalio's all-weather portfolio, Golden Butterfly, Faber's GTAA. Very exciting!
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@Epi top, thank you :)
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