Good morning,
I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.
I have the following criteria:
-No tech, I have enough of that already
-If possible, no USA. But this is not an exclusion
-Dividend doesn't matter
-Investment horizon > 10 years
Here are the 9:
If there are any concerns about the nine, I will gladly take some out again
Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:
There are a few more smart criteria that fit my preferences and gut feeling. These would be:
I like stocks with long-phase linear growth, see $CTAS (+0,67%) in the last 12 months and $8001 (+2,85%) . $LOTB (+2,86%) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (+1,12%) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (-2,18%) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.
$BRK.B (+0,77%) is somehow part of such a portfolio:-), I'm not sure about $V (+0,33%) I'm not sure about. Thanks for the suggestions on medicine+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.
Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:
$BLK (+1,94%) flies out again, $V (+0,33%) stays
Instead there are 2 new ones from your suggestions:
$CAT (+2,17%) and $NOVO B (-7,73%)
So it looks like this:
I did a backtest from 1.1.2020, all equally weighted
Average annual return: 24.32%
Total return approx. twice as high as the S&P ETF $CSPX (+0,7%)
In the difficult years 2020 and 2022 each over 13% plus
10k became 28.5k with dividends in the 4.5 years
Nice linear progression over the entire term:
But unfortunately: forecasts are difficult, especially when they concern the future!
Update 3 (17.04.2025):
After 6 months I have now found an entry point. There are now 12 stocks, 6 USA, 6 EUR, no tech.
