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Chucky075
@Chucky075
7Mes·

My portfolio

Here is my small portfolio again.


I haven't changed everything yet, but I've already started.


$ISPA (+0,45%) will be liquidated on the 16th and invested in $VWRL (+0,01%) invested.


$MSCI (-0,13%) was a gift via TR, but I will also sell it.


The $SPPW (-0,07%) I'm saving something for my niece.

So that I can give her a nice handout in 13 years' time.

The savings rate will be increased every year.


$VOW (-0,05%) I've slipped up with the saveback conversion.


And $BVB (+0%) I only wanted one share because it's my club.


$QYLE (-0,67%) and $SDIP (-0,14%) are a small addition.


If you have any suggestions for changes, please let me know

16Posizioni
1817,76 €
0,03%
3
8 Commenti
immagine del profilo
Investomesto@Investomesto
7Mes
Far too many small positions, I would simply put everything into the $VWRL. You would ride much better with that than the way you are set up now.
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immagine del profilo
Lord P.@lordprettylambo
7Mes
Concentration builds wealth, diversification preserves wealth...
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immagine del profilo
alphawolf@alphawolf
7Mes
Personally, the positions would be too small for me in terms of the total amount. I would rather save fewer positions and expand them further
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immagine del profilo
Chucky075@Chucky075
7Mes
@wolfx wanted to save $QYLE and $SDIP up to 15 units each

I save the shares with the buy & hold forever strategy, the dividends then also flow into $VWRL to further expand this position

I still can't do without dividends (it's probably a matter of the mind, as the dividends do motivate me).
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immagine del profilo
alphawolf@alphawolf
7Mes
If I were you, I would take $VWRL as my core position and, looking to the future, you can always add 1-2 dividend stocks or just one dividend stock, possibly an ETF. This will definitely improve your performance and you will have the perfect overview. If your savings sum reaches a certain amount at some point, you can always add more stocks, but with a sum of 1k I would leave it at 1-2 positions
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immagine del profilo
Chucky075@Chucky075
7Mes
@alphawolf ok

But then I won't sell everything, as has been written here, but simply suspend savings plans and put everything in the $VWRL
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immagine del profilo
alphawolf@alphawolf
7Mes
@Chucky075 Whether you want to keep all the positions is ultimately your decision. You can also liquidate the positions you don't want and put them in $VWRL
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immagine del profilo
Chucky075@Chucky075
7Mes
I only redeem the gift at $MSCI and the $ISPA
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