5Mes·

Mid August update

Hi everyone,

As i've started to do since the opening of my portfolio (in may) here there is a mid month update. ( Note: i'm a beginner with not much money so i appreciate every advice)

As some of you adviced i'm increasing the portfolio relevance of the etfs which now are all in the top 4 positions.

$CSPX (-1,29%) is still my main position but $VUKE (-0,68%) and $CSNDX (-1,62%) are closing in.

Last month was good as the general portolio has done an average of 4% with $PEP (-1,15%) , $UCG (-0,39%) and $ISP (-0,51%) leading the way.

Now i want to keep add capital in everything and maybe open a new position, i was thinking about a big tech company but if you have better ideas write me them!!

That's all for now, any advice?

12Posizioni

5,40%

5

11 Commenti

Kurama@Kurama01

5Mes

Dalle azioni che possiedi sembri investire in ottica dividendi, davvero belle partecipazioni, riguardo il volere inserire aziende tech, dipende da cosa hai in mente però molte stanno scambiando a multipli elevati per cui devi tenere in considerazione che ti prenderai del rischio, su due piedi una con un buon prezzo mi viene da pensare a Google, ti consiglio di dare un'occhiata anche al settore sanitario e farmaceutico, sono 2 anni circa che soffrono nonostante le aziende siano solide.

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Niccolò

@AroundNicco

6Mes·

Personal update

Portfolio update:

As multiple people adviced me to, i'm increasing the weight relevance of my ETFs investing in them most of my capital.

The $CSPX (-1,29%) is definetely my main position while the $VUKE (-0,68%) and $CSNDX (-1,62%) are currently on the rise but still not on the same proportions. The last month has been quite good as the general portfolio has done a 2.5 % with $BATS (-0,49%) leading the standing with an outstanding 6%.

The plan is to keep adding mainly into the ETFs so that those will be my top 3 positions while catching the opportunities when one of my single stock goes down.

That's all for now, any advice?

(You may not care but i do those updates to keep track of the development of my portfolio)

12Posizioni

1,51%

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2 Commenti

Olli@Olli68

6Mes

I like it 👍

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finanzperpetuum

@finanzperpetuum

1Anno·

We are continuing to tidy up and restructure.

From $ULVR (+0,47%) I simply had too much in the portfolio for the performance. It has now been reduced somewhat.

I bought the ETFs $SLICHA (-0,07%) and $VUKE (-0,68%) so I bought Unilever again 🙃 The rest goes into $NESN (+0,76%) and $SPY (-1,56%) or $VHYL (-0,4%)

The aim is still to increase my ETF holdings and add to individual stocks up to at least 5000$/€/CHF.

20.06

Unilever PLC

Venduto x110 a 49,05 CHF

5395,10 CHF

4,83%

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10 Commenti

Aktienmasseur@Aktienmasseur

1Anno

Couldn't you have simply weighted other titles higher? How can you have too much?

I'd always rather have less money than more money too! Fun!

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MrMister

@MrMister

2Anno·

My savings plan:

I have created a savings plan with 500€ per month and would like to share it with you. Gladly with feedback:

All approximate data:

Etfs (44%):

$ANX (-1,69%) Amundi Nasdaq 100 36%

$XDJP (-2,32%) Xtrackers Nikkei225 4%

$VUKE (-0,68%) Vanguard Funds PLC 100 GBP 4%

Equities (56%):

$GLEN (-3,19%) Glencore 4%

$LIN (+1,17%) Linde 4%

$DTE (+4,44%) German Telekom 4%

$STLAM (+3,71%) Stellantis 4%

$WM (-1,4%) Waste Management 3%

$PG (+1,06%) Procter+Gamble 3%

$ALV (-0,37%) Alliance 2%

$IFX (-2,66%) Infineon 2%

$BLK Black Rock 2%

$RWE (-4,27%) RWE 2%

$SHA Schaeffler 2%

$MSFT (-0,59%) Microsoft 2%

$JPM (-2,68%) JP Morgan 2%

$MDLZ (+0,11%) Mondelez 2%

$WMT (+3,45%) Walmart 2%

$8001 (+1,61%) Itochu 2%

$BRK.B (+0,2%) Berkshire Hathaway 2%

$MA (-1,94%) Mastercard 2%

$V (-1,39%) Visa 2%

$DIS (-5,26%) Disney 2%

$SHEL (-1,83%) Shell 2%

$NOVO B Novo Northdisc 2%

$RHM (-0,7%) Rheinmetall 2%

The ETFs will remain. If the Tech ETF has a lull, I will switch to S+P500. I will check the stocks once a year.

In addition to the savings plan, I have short-term shares in Tupperware $TUP and medium term in Nvidia $NVDA (-1,35%) and on my investment list Hillenbrand $HI (+0%) .

I am very happy about feedback.

Thank you community

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28 Commenti

Staatsmann@Staatsmann

2Anno

Why so complicated?🙈 For what period is the savings phase? What is the goal of the investments? Even in a weaker tech phase, tech is unlikely to do badly in the long run. Therefore: Everything in $IWDA or $VWRL or $VWCE Not so complicated and market return. For the 500€ you make it more complicated for yourself than necessary.

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finanzperpetuum

@finanzperpetuum

2Anno·

Moving on, the total ETF share will be increased further. There are quite a few companies hiding among the British. Anyone else invested in the ETF?

Largest 10 positions:

$AZN (+0,29%) 8,87%

$SHEL (-1,83%) 7,96%

$HSBC (-2,33%) 6,12%