I'm in now too đ
Nothing wrong in the long termđ€©
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277$NOVO B (+5,32%) I'm pleased that I've made almost 8% in 3 days, but isn't that going a little too fast?
$PFE (+1,91%) thrown out with approx. -24%.
Reallocation to something more sensible.
If the đȘ falls, we buy more via a savings plan.
Again and again I read comments like: "Why don't you wait for a bottom?"when it comes to entering a share that is currently falling.
But what exactly is a bottom?
My personal definition would be:
A bottom is formed when the last low higher than the previous low low and additionally the last high is exceeded.
However, this definition is relative. An example: The share of $NOVO B (+5,32%) .
I am convinced that the company has a lot of long-term potential and am considering further expanding my position.
But how do you determine the right time?
I would be pleased to hear your views, as I have little experience in this area.
Hello to the community âïž
I am new to this platform and would like to introduce my portfolio to you. I am more or less a newbie on the stock market. During the first corona lockdown, I started to get involved with the stock market. Towards the end of 2021/beginning of 2022, I opened my portfolio. I watched a lot of YouTube videos, read books and looked into finfluencers. Since then, I have been diligently buying and selling shares. Of course, I also had to learn a lot - and after three years of "stock market experience" I'm still paying, but fortunately not as much!
I recently discovered the Getquin platform and have been diligently reading posts and comments here. I'm curious to see what the more experienced among you have to say about my portfolio. I hope to gain a lot of added value from the platform and am therefore looking forward to numerous tips and suggestions for improvement.
Before I became intensively involved with the stock market, I had already saved a certain amount of money. Originally, this money was intended as equity for a condominium. But then came the coronavirus crisis, and during the first lockdown I decided to "spend" it on the stock market instead.
At first, like probably many beginners, I randomly bought whatever YouTubers and finfluencers recommended - without any real knowledge or experience. A good friend told me at the time: "Invest all your money in the $IWDA (-1,03%)
and just let it run." But I had skepticism, fear and a lot of "But, but, but..." in my head. That's why I initially only invested a portion and later switched to the $VWCE (-0,92%) to achieve a broader diversification. At the same time, I regularly bought and sold individual shares, etc....
Initially, my focus was strongly on dividends and dividend yields, but since last year I've been increasingly concentrating on growth stocks, so I haven't bought the $VWCE (-0,92%) not bought any more for the time being. I want to change that over time and weight the ETF even higher
My current portfolio:
It currently consists of 36 positions:
- 1 World ETF
- 35 Individual stocks
I would like to reduce my portfolio to 30 positions or fewer in order to be more focused.
My strategy:
I plan to hold approx. 18-20 shares as growth stocks as growth stocks. The remaining positions should be dividend growth stocks be dividend growth stocks.
The technology/semiconductor sector has been weak recently (apart from Palantir), but I am convinced that it will outperform the market over the next few years. I would therefore like to hold this sector with 30-35% of the portfolio of the portfolio.
$PLTR (-3,33%) is my largest position, but I have been thinking about liquidating it for a few weeks now because the valuation now seems to me to be beyond good and evil. However, I am actually a friend of letting profits run.
With REITs I'm still undecided as to whether I should liquidate them or keep them for diversification.
$DHR (+1,24%) Over time, I would like to replace$SYK (-0,56%) but no suitable opportunity has yet arisen.
$NOVO B (+5,32%) , $ASML (-0,72%) , $ALV (-0,14%) and $MC (+0,4%) should cover my European block. With these 4 stocks, I am optimistic that things will pick up again in the near future.
Planned portfolio allocation for the next few years:
TECHNOLOGY / SEMICONDUCTORS 30%
HEALTH 20%
FINANCES 15%
CONSUMER GOODS 15%
CONSUMER STAPLES 10%
INDUSTRY 5%
REITS 5%
I am looking forward to your tips and opinion, and maybe you have any stocks to add to my portfoliođ«Ą and sorry for the full text đ
Have a nice evening đŹ
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