1Mes·

Goodbye SMH - Portfolio update with +58% TTWROR

Today I said goodbye to $SMH (+0,3%) today. Despite the volatility, the entry in April was worthwhile and brought a nice profit of +40%, and that with an ETF! It wasn't a long-time play anyway, as it was a sector ETF.


Part of it went into the $QDEV (+0,04%) together with my DCA, and later I will also get $TDIV (-0,01%) get another share.


This means that companies such as $AMD (+0,63%) , $MU (+1,85%) , $INTC (+0,38%) and others are completely out of my portfolio, 0% exposure.


My US share is now <60% and tech at 38%. The top 10 stocks make up less than 30% of the total weighting. This makes me almost as unconcentrated as the $IWDA (+0,22%) and better diversified than the $CSPX (+0,23%) .


New portfolio key figures:

P/E 30.0 (<30) 🟡

Forward P/E 21.6 (<25) 🟢

P/Β 13.0 (<5) 🔴

D/E 0.8 (<2) 🟢

EV/FCF 28 (<25) 🟡

ROE (5-Jahres-Durchschnitt) 50% (>15%) 🟢

EPS growth for the next 5 years 23% (>7%) 🟢

Sales growth (5-year average) 15% (>5%) 🟢


With this high ROE, I am also ok with a high P/E.


Top 10 positions now:

Alphabet $GOOG (+0,69%)

NVIDIA $NVDA (+0,41%)

Broadcom $AVGO (+0,49%)

Microsoft $MSFT (+0,4%)

Meta $META (-0,05%)

Apple $AAPL (+0,45%)

Roche $ROG (-2,22%)

Taiwan Semiconductor $TSM (+1,11%)

Mastercard $MA (-0,35%)

Visa $V (+0,47%)

01.09
VanEck Semiconductor ETF A logo
Venduto a 40,90 €
11
3 Commenti

immagine del profilo
I think your portfolio key figures are great! It gives you the key information at a glance. Should become standard.

Can you also write other key figures, such as the average correlation of the shares?
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