1Mes·

Roast my portfolio!

  • 23 years old
  • Focus on quality companies and diversification
  • Would like to significantly increase the ETF share in the long term (to approx. 50%)
  • Further investments in Asia are planned because I see a lot of potential there in the coming years and think that these countries will also gain political importance
  • Watchlist: $2318 (+0,53%)
    $D05 (+0,35%)
    $S68 (+1,51%)
    $J36 (+2,76%)
    $SIE (-1,06%)
53Posizioni
41.232,77 €
7,51%
11
14 Commenti

immagine del profilo
Definitely too big with over 50 positions! TTWROR but stable 👌🏼
5
@wlksn How high is it in this case?
immagine del profilo
@wlksn TTWROR warped, as it looks like investments have not been entered correctly.

And # positions doesn't matter - as long as you take care...
immagine del profilo
@GeldGenie Yes, getquin is a bit strange for me... the system somehow thinks I sold all my shares once and then bought new ones, which is of course nonsense.
immagine del profilo
There are only two asset classes in your portfolio. The focus on diversification is therefore difficult to recognize.
immagine del profilo
@Psychedelic_Sunflower It is a pure equity portfolio with an additional bet on Bitcoin. Diversification does not mean the asset classes. I also don't think that diversification makes sense with an investment horizon as long as mine. I think I'm best off with equities here.
immagine del profilo
Which Asian companies did you have in mind?
immagine del profilo
@Tenbagger2024 Jardine Matheson, Larsen & Toubro, DBS Group, SGX, Ping An Insurance, possibly Astra International and Hongkong and Shanghai Hotels in the long term.
I think Asia (especially China, India and Indonesia) will play an increasingly important role; many larger Asian investors are already withdrawing their money from the USA and investing it increasingly in Asia and I would not be surprised if European and American investors also invest more and more money there.
1
Where exactly are the quality companies?
immagine del profilo
@bullish999 then you probably have little idea. There are some quality companies in the portfolio.....
immagine del profilo
@bullish999 Which of the companies do you not consider to be quality companies?
immagine del profilo
Cash Balance: 15 EUR HAHA. That way and no other.
immagine del profilo
@robiin Cash Balance = Market Timing😂
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