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1185Hi guys, I need your advice again.
My savings plans are currently running as follows:
200€ in the $VWRL (+1%)
70€ in $KO (-0,02%)
130€ in $AAPL (+1,28%)
Due to good circumstances, I currently have the opportunity to add another 100€.
My current consideration would be the 100€ in $BTC (-0,16%) , $EOAN (-0,71%) or perhaps also $NVDA (+3,25%) or $GOOGL (+1,02%)
What would you do with the €100? Or maybe just increase the savings plan to the $VWRL (+1%) increase it?
Thank you!
$HEIA (-7,13%)
$EL (+1,73%)
$NUE (-2,68%)
$CDNS (+8,23%)
$WM (+1,07%)
$MSFT (+0,95%)
$V (+0,97%)
$OR (-0,01%)
$AZN (+0,14%)
$MRK (+0,76%)
$PG (+0,42%)
$SBUX (+0,96%)
$BCS (+0%)
$META (+1,84%)
$BABA (+3,13%)
$QCOM (+3,32%)
$AIR (-1,91%)
$HSBC (+0%)
$GSK (+0,57%)
$MBG (-3,1%)
$F (-0,41%)
$AAPL (+1,28%)
$AMZN (+1,89%)
$MA (+1,15%)
$7203 (+0,98%)
$SHEL (+1,29%)
$005930
$SNY (-0,47%)
$CMCSA (+0,66%)
$COIN (-2,11%)
$NET (+2,13%)
$XOM (+2,19%)
$CVX (+2,14%)
$CS (+0,04%)
$NTDOY (+0%)
$CL (-0,13%)
$DTG (-2,59%)
$UNH (+2,15%)
Hello everyone,
I wanted to share my portfolio and my strategy with you today.
I've been active on the stock market since 2022.
Like many people, the start was not perfect. In the beginning, I traded back and forth too much, bought and sold shares only because of short-term movements and often went with my gut feeling rather than a clear strategy.
In the meantime, however, I am really happy with my portfolio and, above all, with my direction.
I invest for the long term, broadly diversified and hedge all my positions (except $ISPA (+0,18%)) on a monthly basis.
I no longer worry about short-term price movements.
A few books, which I have already presented in a separate article, have also been particularly helpful.
My portfolio is divided into two areas:
ETFs at Trade Republic:
Individual stocks at Scalable Capital
I have specifically selected six established companies that I am betting on for the long term.
They are not insider tips, but for me they are solid and easy to understand:
If I find any exciting additions in the future, I would like to expand the stock selection to a maximum of ten stocks.
I invest in all my ETFs (except $ISPA (+0,18%)) and shares on a monthly basis.
I also make targeted individual purchases from time to time.
This gives me a clear structure, keeps me disciplined and allows my portfolio to grow.
I'm glad that I've learned from my beginner's mistakes and have now found a strategy that suits me.
How did you get started in the stock market and what helped you find your way?
In my savings plan for 2 years, dividend now pays my monthly fees for $AAPL (+1,28%) of 2,99€ for my storage so that I can see all your contributions ! I am very dissatisfied with the performance of the share itself as it is actually only going sideways / down.
What do you think $O (-0,16%) or would you reallocate ?
What I had planned to do:
Besides the $VWCE (+0,97%) which is my largest position in the portfolio so far, the ETF's $SMEA (-0,37%) & $AEJ (+0,58%) with a higher savings rate.
This approach is going according to plan. Due to a significantly higher salary as a result of completing my training, I am only changing the size of the savings plan here.
I just want to achieve the same buy-in here. However, to be honest, this is only for an optical reason.
Some shares have clearly exceeded the 10% limit.
I have been saving large amounts of money in the stock itself since November 24. At least until I started thinking about portfolio management and investment strategies.
As a result, Apple was the top position in my portfolio during the slump.
It is now in second place with 20% of the portfolio. But that doesn't look so good due to the red figures.
I have set up a savings plan for this, which I pay into weekly with a small amount.
The aim is to reduce my buy-in and this has worked well so far, from over 12% down to 8% down.
The share has been in my portfolio for some time, but has been in the red for a long time.
I had decided to $MSFT (+0,95%) & $SIE (-1,09%) to sell. Both shares have generated good returns and I have been happy with them so far. So I thought "why not?".
I reinvested this money and wanted to reduce my buy-in of the Telekom share. Let's see how that goes.
I don't have much to say about the rest of the individual stocks. You can take a look at the portfolio yourself and ask any questions you may have.
Just a few months ago, I decided to split my salary at the end of the month on a percentage basis. This means that part of it goes into the custody account, part into the vacation account and part into the reserve account.
As I said, I was never taught how to handle money. This approach didn't work out at all.
Money came in -> money was divided up -> I ran out of money -> money was transferred back.
That sucks.
The only thing I never touch is the deposit. The custody account reminds me to grow financially and what my actual goals are. In addition, there are fees when selling, or the red numbers of the course: "if I sell now I have the amount "XY" REALLY made a loss.
Hence the attempt:
To put the portion of my vacation money into the Gerd Kommer ETF every month. $GERD (+1,7%) every month.
If the money is invested. I can't blow it. Even if the attempt fails and I go down 10%. In the end, it's still more than nothing.
In an emergency, I can also sell a single share and buy or sell it afterwards at a good price. If the timing is bad for a partial sale.
Overall, I can't get rid of the feeling that I should at least give it a try. I've been thinking about it for a while now.
I'm just still unsure whether the accumulating ETF was the wiser decision.
Thanks for reading and for your attention :)
$MP (+5,3%) rises today due to a $500 million partnership with Apple ( $AAPL (+1,28%) ).
The good news about MP Materials is not letting up at the moment. I suspect that we could see further partnerships or purchase commitments in the near future. In particular, I can think of defense companies that want to ensure their long-term security of supply.
It's a good thing that I added more after the deal with the DOD.
I wanted to ask you how you currently rate NVIDIA's rally and what price potential you think the share still has.
I made a short-term spot trade in NVIDIA during the customs issue and was able to achieve a price gain of over 40% (the indicator shows around 33% less tax).
The position was restructured 1:1 into $AAPL (+1,28%) .
Hello Community, I've started investing earlier this year on February/March, spent my first 1000€ on MSCI World ETF, lost some money due to Trump's tariff policies and invested around 500-1000€ every month since then. I'm looking to grow my Portfolio and was already thinking of selling my Novo Nordisk (B) and Qualcomm stocks, to reinvest into Nvidia for short-term gains. I invested 1k € in Droneshield $DRO (-5,67%) when it was at 0.70€ and sold at 1.10€ netting a 57% profit, kinda regret that I've been getting out early and only invested 1k in it. My strategy is holding 2-3 solid stocks like $AAPL (+1,28%)
$GOOG (+1%) (Alphabet Inc. is undervalued right now in my opinion) or investing in an ETF which will the core of my portfolio and 2 stocks that have short-midterm growing potential. My Portfolio went up 17-18% so far, mostly due to my investment in $DRO (-5,67%) last month.
What do you guys think of selling Novo Nordisk (B) and Qualcomm right now to use that capital to reinvest somewhere else for short/mid-
term gains.
Hi Getquin Community,
Here is my portfolio as a student. I started in September 2022, but only really started in 2023 and 2024. Happy to rate on a friendly level.
About my savings plans:
Further Deka savings plans have been capped, as I no longer wish to save in my Deka investments in the long term (possibly complete sale).
I would like to reduce my portfolio in the future. In other words, I want to divest myself of assets at the lower end. In return, I want to keep the ETFs and individual other stocks (e.g. $MUV2 (-1,06%) , $AMZN (+1,89%) , $AAPL (+1,28%) ) should continue to grow.
I am also toying with the idea of investing in an emerging markets ETF. My choice would have been the classic $EIMI (+0,28%) would have been the classic choice.
I have already invested in a crypto-boker (Bitavo - please give me your opinion) and will buy at the next opportunity (under USD 100,000). $BTC (-0,16%) buy.
Should be removed from the portfolio:
My main trading brokers are TradeRepublic, Scalable and Deka.
I would be very happy about constructive criticism, suggestions and of course praise ;)
Apart from the products themselves, no matter what you think of them, they are still being bought more and more every year.
$AAPL (+1,28%) is currently lagging far behind with its AI, which promises growth in recent years and for the coming years.
In my portfolio $AAPL (+1,28%) already plays a larger role with just under 15%. I still consider the share to be a good investment, which in my view will continue to rise steadily over the next few years, but not at the same rate as other shares.
Would you reduce the position and switch to other shares or continue with a savings plan as before?
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