New in my portfolio :)
Republic ServicesUS7607591002RSGRSG
Hello, in the long term I would like to add a new share with 1k for every 10k in my portfolio. I have a few in mind and have been waiting for a strong setback to open the first position.
(21, 1500€ savings rate, very long-term horizon).
Since I only own accumulating ETFs, as I would reinvest dividends anyway and plan for the long term, I have struggled with some of them. I find shares with a dividend of over 5% difficult for the very long term. Unless of course there is a lot of upside potential.
But I would find the *current* situation interesting:
$D05 (+1,51%) DBS Holding
$ASML (+4,37%) ASML
$NU (-0,82%) NU Holdings
$RSG (+0,47%) Republic Services
$GOOGL (+0,99%) Alphabet
$MSFT (+1,09%) Microsoft
$ABNB (+4,51%) Airbnb
I would also drop a dbs holding, as the return does not fit here, you will probably outperform with an etf.
With republic service, please pay attention to the debt, which is a nice thing in terms of returns.
An Alphabet is of course a nice value, but is outperformed by a Microsoft.
To cut a long story short, Asml is the most exciting of the stocks you have presented, followed by Microsoft.
I don't have a positive opinion of any of the others, but if you are aware of the risk, you can go for it.
Dear Community,
I need your help and opinions, please. I am currently making or would like to make small changes to my portfolio.
There is a lot of overlap in the various ETFs (MSCI World, ACWI, S&P 500, ) as well as my individual stocks, as they are included as a percentage of the largest positions in the ETFs.
I would like to have two stocks namely $BRO (-1,43%) and $RSG (+0,47%) to my portfolio and sell or restructure part of the ETfs.
P.S. I am 20 years old and would nevertheless like to invest the majority of my assets in a broadly diversified way, but without having too much weighting in ETFs in order to avoid losing any returns.
Thank you very much in advance.
- Remove all ETFs except the ACWI.
- Remove all individual stocks that are in the top 10-20 in the ACWI.
At least that would be my approach.
Once topped up $RSG (+0,47%)
Unfortunately, more is currently not possible.