Dear Community,
Yesterday you were able to help me quickly and effectively. I sold the tiny positions $MATIC (+3,23%) with a considerable loss and $ETH (+2,43%) with a small profit and set up a weekly savings plan on $BTC (+0,44%) set up a weekly savings plan.
In order to simplify and streamline the portfolio even further, I now have the following question for you...
To help you understand my portfolio better, here is a brief explanation:
The main portfolio (currently approx. 150k) is a core-satellite portfolio with 56% $IWDA (+0,05%) , 20% $GGRP (+0,1%) , 12% $WSML (+0,02%) and 12% $XMME (-0,42%) .
With just under 20k is still the $CSPX (-0,05%) in the portfolio.
I have also been holding a separate div growth portfolio (currently approx. 34k) with these stocks for some time:
$MMM (-0,21%) approx. 1500€
$MSFT (+0,04%) approx. 1400€
$ABT (+0%) approx. 3300€
$JNJ (-0,04%) approx. 2800€
$PEP (+0,34%) approx. 2700€
$PG (+0,04%) approx. 3300€
$TDIV (+0,15%) approx. 3900€
$WQDS (-0,13%) approx. 3850€
$FGEQ (-0,58%) approx. 3800€
$VWRL (+0,05%) approx. 3750€
$FUSD (-0,01%) approx. 3750€
I save the ETF fraction constantly, nothing should or will change.
I'm just wondering how I should structure the ratio of individual stocks from now on. Should I increase all individual stocks to 5000€ per position or all stocks except Microsoft to 6k? Any other suggestions or ideas? If I simply leave the individual stocks untouched, the money would go into the div ETFs in tranches.
Total TER at 0.22 (which is quite acceptable for me) - and the overlaps are known and also okay for me 😄
Once again, thank you from the bottom of my heart and have a nice rest of Sunday 😎
Best regards
EvD