I posted here a few months ago because I am inheriting my father's share portfolio. I would like to thank you once again for your input. I actually started to really get to grips with the content of his portfolio with this post. After his death, it took me quite a bit of effort to get started. My father worked his way up from the simplest of circumstances and the portfolio was his pride and joy.
In the meantime, everything has been sorted out legally, which took much longer than I expected. The custodian bank has had all the documents since the beginning of September and now it's just a matter of waiting until the securities end up in my custody account.
I have spent the waiting time restructuring my own portfolio. I restructured my large position in $XZW0 (+0,4%) I have restructured it, as a few large US share positions have been added to the portfolio from the inheritance. The $VUAG (+0,6%) is also saved monthly. I've also bought a few more shares myself to get a better feel for how I'm doing with the individual shares. This is the current interim status of my own portfolio today.
I have entered my father's portfolio separately here. I think it has helped me a lot. I've been able to look at it again and again over the last few months and I can see the "usual" fluctuations. I have noticed for myself that my thinking in relation to the positions has become much more objective.
I will definitely keep some of my father's positions, including $MSFT, $BRK.B (+1,12%) and $SAP (-0,85%) . I am currently planning to limit the size of my positions to a maximum of 5 percent of the value of the overall portfolio. What remains will then be reinvested. I will primarily buy ETFs for good global diversification. Possibly also individual stocks, but I'm leaving that open for now.
