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Jonas · 2023-07-07T08:45:43.386399Z

Hallo zusammen, nachdem ich hier nun für einige Zeit mehr oder weniger stiller Mitleser war habe ich mich entschlossen nun mein Depot mit euch zu teilen und freue mich über euer konstruktives Feedback 😁 Zu mir: Ich bin 20 Jahre alt, komme aus München und studiere dual Informatik. Meine Strategie: Seit Ende 2021 bespare ich das Depot monatlich mit anfangs 200€ und seit Kurzem mit 250€. Die momentane Verteilung ist wie folgt: 50€ Amundi ETF Leveraged USA $CL2 50€ Easy MSCI World ETF $EMWE 50€ Emerging Markets ETF $XMME 50€ Procter Gamble $PG 50€ Johnson & Jonson $JNJ Ich möchte eine Core-Satellite Strategie fahren, und mit den Satelliten den Freibetrag in voller Höhe ausschöpfen aber auch den Markt schlagen. Mein Anlagehorizont beträgt 30+ Jahre, da ich das Depot als Altersvorsorge verwenden möchte, oder auch um etwas früher in Rente zu gehen, je nach Performance. Die Position DWS Top Dividende $n/a möchte ich wahrscheinlich noch umschichten, bin mir aber noch nicht ganz sicher worein ich wieviel stecken möchte. Und jetzt heißt es: Feuer frei XD

Jonas

@jonas_muc

1Anno·

Hello everyone,

after being a more or less silent reader here for some time now, I have decided to share my portfolio with you and look forward to your constructive feedback 😁

About me:

I am 20 years old, come from Munich and am studying computer science.

My strategy:

Since the end of 2021, I have been saving €200 per month in the portfolio initially and recently €250. The current distribution is as follows:

50€ Amundi ETF Leveraged USA $CL2 (+1,33%)

50€ Easy MSCI World ETF $EMWE (+0,06%)

50€ Emerging Markets ETF $XMME (+0,05%)

50€ Procter Gamble $PG (+2,58%)

50€ Johnson & Jonson $JNJ (-3,39%)

I would like to pursue a core-satellite strategy and use the satellites to fully utilize the allowance but also beat the market.

My investment horizon is 30+ years, as I would like to use the portfolio as a retirement provision or to retire a little earlier, depending on performance.

I would probably like to reallocate the DWS Top Dividende $n/a (-0,17%) position, but I'm not quite sure yet what I want to put how much into.

And now it's time: Fire away XD

Guarda il mio Cruscotto ora!

15 Commenti

Gerit@Gerit

1Anno

looks very solid, stick with it. as an adjustment you could maybe think about the ETFs again, especially ESG & sector "bets" are -as of now- not convincing enough and do not perform better than the American market... then maybe a bit more "boring" and just feed the World? 🐅

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Jonas@jonas_muc

1Anno

@Gerit Which ones do you mean exactly? Because the savings plans do not feed any sector ETFs, but you are right about Clean Energy and Healthcare Innovation. However, I will hold these for the time being due to the large investment horizon, but will not invest anything further :)

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Gerit@Gerit

1Anno

@jonas_muc

Well about the DWS Top Dividends & the easy World could still talk here. Even if's not necessarily sector bound. But as I said, are only small changes that I personally would make, but you should also not listen to me, this year I'm on the loser side. 😅😂

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Jonas@jonas_muc

1Anno

@Gerit Yes of course do not worry I will not immediately sell all positions that you do not like😝 But your objections I find good and will think about it, the Easy I have by the way simply for the reason that he has performed in the past a good deal better than the normal MSCI World

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Gerit@Gerit

1Anno

@jonas_muc

With good portfolios it is difficult to express constructive criticism, usually it is just something small that is noted, about which it may be worth thinking again, what would really be the golden way in the end, we know just at the end... if at all. Keep us gladly from time to time up to date. 👍 🍹

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DerMartin@DerMartin

1Anno

I don't see much in the satellites to beat the market. P&G and J&J in particular will "just" run with the market in my opinion. So both are top stocks, of course. But nothing that drives the return up compared to the MSCI World.

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Jonas@jonas_muc

1Anno

@DerMartin You are basically right. At the moment my "beat the market satellites" are Deutsche Post, Visa and Munich Re. I still have some cash with which I want to buy more, but I'm not sure which ones yet :)

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AktienLiebe@Aktienliebee

1Anno

Why Johnson & Jonson ?

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Jonas@jonas_muc

1Anno

@DanielLinneweber Solid dividend payer with good outlook and share price potential

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Kai@Dividenden-Sammler

1Anno

@DanielLinneweber is also in my eyes one of the best stocks in the pharmaceutical sector and I would see it as a basic investment.

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TB@Saibot

1Anno

Good luck in beating the market! With your long investment horizon in any case keep calm. Is more boring, but "back and forth makes pockets empty". Can I give tips on individual positions (or my own hope)? But since I myself do not perform better than the MSCI World, I say nothing.

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Utente eliminato

1Anno

Il commento è stato cancellato

Jonas@jonas_muc

1Anno

@bonseibert Can you maybe explain why?😁

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Utente eliminato

1Anno

Il commento è stato cancellato

Kai@Dividenden-Sammler

1Anno

@bonseibert but each represent different industries - therefore both together not wrong

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