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growth_guru_797
@growth_guru_797
2Mes·

Hello everyone,

I would be very happy to receive feedback on my portfolio. In the beginning I made some typical rookie mistakes, but since 2023 my focus has been mainly on ETFs and high-dividend growth stocks. Recently I have increased my positions $SBUX (-0,17%) and partly also in $AAPL (-0,43%) as I no longer see much growth potential here and also need a little more liquidity for an upcoming wedding ;)

My aim is to build up a stable cash flow in the long term and to buy an apartment in the short term. In the last 12 months, I have been able to invest around €1,200-1,300 per month (a little more with bonuses) via my ETF savings plan. I plan to increase my ETF position to up to 70% by the end of next year. However, I usually buy individual shares without a savings plan.


Thank you in advance ☺️

14Posizioni
66.204,23 €
9,91%
6
18 Commenti
immagine del profilo
Epi@Epi
2Mes
Statically speaking, the most important financial decision in life is choosing the right woman. At best, she will provide more cash flow than all your dividends put together. At worst, she'll take all your money at some point and then be gone. Choose wisely 😉
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growth_guru_797@growth_guru_797
2Mes
@Epi haha thanks for your tip! But small correction: I am the wife 🤓 I choose my husband wisely after all! 😜
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immagine del profilo
Epi@Epi
2Mes
@growth_guru_797 Oh my! Sorry about that! 😂 The whole thing applies to the spouse in general, of course. Although as a woman, you're not forbidden from marrying a woman. In any case, you should choose well. 😅
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immagine del profilo
Sebi@Seebi
2Mes
@Epi why does this generally apply to the spouse and especially male or female. What about those who don't want to get married? Why are different genders not mentioned🤔😀
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immagine del profilo
Epi@Epi
2Mes
@Seebi I didn't realize you wanted it to be so politically correct! 😲 But don't worry, I discriminate against all people and forms of relationship equally. 🥰

Spouses due to equalization of gains after divorce. Doesn't exist for non-marital partnerships.
And "spouse" is generic masculine, meaning all genders you can think of - and more. 💏🤹
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immagine del profilo
Tenbagger2024@Tenbagger2024
2Mes
The robotics ETF looks funny.
Almost 3% micro strategy only.
But also perhaps a jumble of companies in which you would never invest in individual shares.
That's just the way these ETFs are.
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growth_guru_797@growth_guru_797
2Mes
@Tenbagger2024 Thanks for your assessment! I was looking for a robotics/automation themed ETF, but many of these ETFs are heavily focused on Nvidia and similar companies. This ETF was one of the few that is more broadly diversified and not so dominated by a single company. Can you recommend an ETF?
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immagine del profilo
Tenbagger2024@Tenbagger2024
2Mes
@growth_guru_797
Hello my dear,
I'm not an ETF expert, there are better ones in the community.
I deal with individual stocks.
You always read pros and cons about ETFS.
And perhaps it makes more sense to pick out the players from the sector.
But at the end of the day, it's a sector of the future and you certainly shouldn't be wrong.
And AI in particular is adding even more fantasy here.
Just stick with it
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immagine del profilo
Marcel@xzxzx
2Mes
Why do you have 4 Allworld ETFs that all have 60+% US exposure + individual stocks Apple, Alphabet and Amazon?

I know two of them are distributing but is such a high overweight. I would rather concentrate on one World + distributing, if you need it + India, the rest is simply overweight and unnecessary.
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growth_guru_797@growth_guru_797
2Mes
@xzxzx You're absolutely right! That's exactly why I'm working on increasing the ETF share and reducing the individual stocks. I recently added Alphabet and Amazon back into my portfolio because I currently see them as cheaply valued 😅
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immagine del profilo
JoniBaboni ✅@BisInDieLetzteFussnote
2Mes
I've really been waiting a long time for a portfolio that doesn't always contain the standard stuff. There are so many exciting companies. Why always the same ones?
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immagine del profilo
Tenbagger2024@Tenbagger2024
2Mes
@BisInDieLetzteFussnote
Perhaps these standard things give many people a feeling of security.
You might think that what the majority has in its portfolio must be good.
Taking rather unknown companies into the portfolio perhaps also means a little research. There are even some growth stocks that are not even followed by analysts and here it becomes a little difficult to get estimates and profit expectations.
But it can also be fun to dive deep into the engine room and find such companies
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immagine del profilo
JoniBaboni ✅@BisInDieLetzteFussnote
2Mes
@Tenbagger2024 Which lesser-known ones do you currently have on your list?
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immagine del profilo
Tenbagger2024@Tenbagger2024
2Mes
@BisInDieLetzteFussnote
For example, I have $APP in my depot. Not many people knew about them until a few weeks ago.
Or $VRT and $IESC or $MOD
Otherwise a few biotech companies.
Or e.g. $BLBD
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immagine del profilo
JoniBaboni ✅@BisInDieLetzteFussnote
2Mes
@Tenbagger2024 Exciting, thank you! I've sent you a request.
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immagine del profilo
Tenbagger2024@Tenbagger2024
2Mes
@BisInDieLetzteFussnote
Precisely because some large companies in the S&P have already done very well, smaller companies in the Russell could now have some catching up to do. Trump has also announced massive support for smaller companies.
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immagine del profilo
JoniBaboni ✅@BisInDieLetzteFussnote
2Mes
@Tenbagger2024 But it's already up around 45 percent this year, which is quite something! Perhaps a few cheap European shares that are strong in the USA and are not getting the current hype?
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immagine del profilo
Tenbagger2024@Tenbagger2024
2Mes
@BisInDieLetzteFussnote
Or simply rely on the endurance runners
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