After a long time of active trading and many reallocations, I would like to share my current portfolio transparently with you and deliberately collect feedback / discussions from the community :) (so ready for a qualified roast)
I originally come from the "active" corner with many certificates, warrants and tactical trades - some very successful, some with total losses. Over time, I've realized that although you can land some strong individual hits, the long-term capital allocation and structure of the portfolio is ultimately decisive.
I am therefore currently trying to realign my portfolio:
On the one hand, to continue to take advantage of opportunities for above-average returns, but on the other hand to finally build up a stable ETF/fund base.
My basic assumptions about the market at the moment:
- Many large tech stocks still look ambitiously valued or overheated to me
- In the medium term, I expect rotation rather than a linear "everything continues to rise" trend
That's why my portfolio currently looks a little unusual:
- large positions as a basis in AI & biotech funds, which currently have paused savings plans (due to overheating) ($KJGJC0 (-0,5%) & $DWWD (-0,86%) )
- plus turnaround bets such as Nike or Pernod Ricard (many repeat purchases, now a bit of a stomach ache) ($NKE (-1,63%) / $RI (-1,83%) )
- Macro/future themes such as copper, rare earths or quantum computing (under construction) ($ARU (-0,24%) , $COPA (-0,63%) , $QNTM (-0,66%) , $WSML (-0,29%) )
- and occasionally leveraged products and software stocks ($MSFT (+3,44%) , $SAP (+2,95%) , $NOW (+11,79%) , $MC (-1,09%) ,...)
My goal now is to build up the whole thing in a cleaner and more structured way and finally set my sights on the 100k.
I have about €2,000 per month available to invest and would like to use it to
- build up a strong ETF/fund base
- but at the same time consciously make individual high-conviction bets
- and significantly scale my portfolio in the long term
What suggestions / recommendations do you have for me with regard to further ETFs or individual positions?
I am also happy to receive critical feedback or counterarguments to my theses. That's exactly why I'm sharing the portfolio here 🙂
