Hello everyone!
I started building up a small portfolio for my junior about 12 years ago. Not everything went well...but $GOOGL (-0,37%) beat them all: 81 shares, on average for 47€! We sold 15 shares in the fall for 270€, the remaining position is now up almost 20k!
The boy is only 13 - and his mother and sister are envious ;)
For some time now, I've been tormented by the question: should I reallocate or let it run? If I now gradually shift the position towards "income", e.g. into a $K0MR (-0,45%), $JEGP (-0,5%) or $JEPQ (+0,29%) (or a mixture thereof), that would certainly be a good investment in the long term:
20k * 6% = ~100€ per month!
The rest of the portfolio ($AWF , $AM (+1,18%) , $ARCC (-0,31%) , $DLR (+1%) , $D (-0,46%) & $RITM (+6,69%)) is also already generating €100 - I think that's a good basis for long-term wealth accumulation with a focus on a 2-ETF strategy!
What do you think?

