LoginSignup
immagine del profilo
Chucky075
@Chucky075
1Anno·

My portfolio

Here is my small portfolio again.


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


$ISPA (+1,63%) will be liquidated on the 16th and invested in $VWRL (+1,21%) invested.


$MSCI (-1,6%) was a gift via TR, but I will also sell it.


The $SPPW (+1,31%) 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 (-0,54%) I've slipped up with the saveback conversion.


And $BVB (-0,08%) I only wanted one share because it's my club.


$QYLE (+0,76%) and $SDIP (+1,19%) 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
1Anno
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.
•
9
•
immagine del profilo
Lord P.@lordprettylambo
1Anno
Concentration builds wealth, diversification preserves wealth...
•
3
•
immagine del profilo
alphawolf@alphawolf
1Anno
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
•
2
•
immagine del profilo
Chucky075@Chucky075
1Anno
@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).
••
immagine del profilo
alphawolf@alphawolf
1Anno
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
••
immagine del profilo
Chucky075@Chucky075
1Anno
@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
••
immagine del profilo
alphawolf@alphawolf
1Anno
@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
••
immagine del profilo
Chucky075@Chucky075
1Anno
I only redeem the gift at $MSCI and the $ISPA
••
Partecipa alla conversazione
IscrivitiAccesso