So, after half a year I would like to introduce myself. (Based on the template of @DonkeyInvestor )
First of all, who am I?
I'm Phil, 18 years old and I traded on the stock market for the first time in the summer of 2022 with my 18th birthday. In the run-up I have dealt a lot with ETFs and the associated savings plans. In the meantime I also find individual stocks very interesting and have already started to analyze and evaluate some companies (thanks for that to @TheAccountant89 ).
I am currently still at high school, but will start a shortened apprenticeship as a mechatronics engineer in September.
Investment horizon and goals:
I don't really have a goal, I just want to put my money away now so that I have something in my pocket at the latest when I retire. Possibly, I will then switch to dividend ETFs.
My strategy:
I try to follow the "Core Satelite". In my core I have an MSCI World (act. 53%, target 60%), MSCI EM (act. 20%, target 25) and an MSCI Europe Small Caps (act. 23, target 15%).
The Europe Small Cap is currently weighted so high because I expect continued growth in Europe and thus can hopefully make more returns.
I would like to keep my satellites at 20-30% relative to the core. What do you guys think? What ratio would be appropriate?
To my individual stocksI follow value investing:
Apple, Microsoft, Alphabet, Carl Zeiss ($AFX (+2,13%) ), Tesla, Amazon, HIMS & HERS ($HIMS (-14,25%) ), Clinuvel ($CUV (-1,69%) ), Shoprite ($SRGHY ) and Disney
plus: Berkshire, Paypal, Alfen ($ALFEN (+4,85%) ) and Allianz
The goal here is to weight them all equally. The first 6 are a fixed part of my portfolio and the market. Disney is currently a shaky candidate, but as long as it runs well they remain in it. $HIMS (-14,25%) , $CUV (-1,69%) and $SRGHY are my growth stocks and will be followed further.
I also have a few silver coins at home rumliegen🤷🏽♂️
As long as everything goes pretty well fits es👍🏼
expansion:
As already written above, 4 more stocks are to be added. For new titles I am always open as long as it is in my Circle of Competence. Possibly P&G or LMVH will be added.
Absolute values:
Currently I have 13k invested ( -6.6%) and of that 75% in core and 25% in individual stocks.
Hope you liked my introduction. Looking forward to a long time at getquin. Will give some more thought to my contributions in the future.$
