January was rather volatile - also due to the still heavy weight of $PLTR (+2,61%). Currently up 2.6%.
An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETFs and 5 individual stocks).
Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.
The ETFs as the main investment with currently just under around 37% (33% at the end of 2023, further depressed by the performance of Palantir) and the goal here at some point to be at 50-60%.
- $VWRL (-0,52%) FTSE All-World to keep US below 60% in the long term. (savings plan)
- $VUSA (-0,15%) S&P 500 extra to take advantage of slightly higher returns compared to the All-World. (savings plan)
Plus a handful of individual stocks:
- $MSFT (-0,04%) for long-term blue chip growth with a small dividend. (savings plan)
- $8001 (+0,07%) long-term strong growth and a decent dividend. (savings plan)
- $ALV (-0,68%) as a long-term runner with a decent yield and very good dividend. (savings plan)
- $PLTR (+2,61%) as a long-term tech bet. Buy more when opportunities arise.
- $DTE (+0,11%) Nice growth, good dividend and still very good prospects. (savings plan)
Itochu has weakened somewhat in recent months, but I am optimistic that it will return to growth in the long term.
Microsoft's performance remains somewhat flat. The high level of investment is currently still a drag here (it should grow by the middle of the year). Here, too, I am clearly optimistic that we will soon see higher growth rates again.
