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Aah91
@Aah91
1Anno·

Hello all,


I would like to take this opportunity to ask for feedback on my securities account. All positions are saved more or less equally with a savings plan. However, I cannot save for Tonies with my broker.

$SAWD (+0,56%) is saved for a family member and

$UIMM (+0,4%) will not be saved any more, as this is too much in line with the $IWDA (+0,46%) covers


I am open to suggestions. The monthly savings rate is around 700€.

The investment horizon is medium to long term (10+ years).

The funds and ETFs have been recommended to me by my bank advisor. I looked for the stocks myself with the expectation of regular solid dividends to reinvest. I am aware of the advantages and disadvantages of dividends and accumulating ETFs but for me dividends are definitely better.


Thanks in advance for your feedback.


Greetings

Aah91

Guarda il mio Cruscotto ora!
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7 Commenti
immagine del profilo
Nikos@Stryke
1Anno
Why so many ETFs and funds? 😅
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Aah91@Aah91
1Anno
Good question. Are from my early days and have kept the savings plans going. What would be your recommendation to reduce or omit?
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immagine del profilo
Nikos@Stryke
1Anno
@Aah91 I can't recommend anything. I do not know all the ETFs and funds. I am a fan of broadly diversified ETFs / funds as an anchor. In addition, you can then a small share of segment ETFs or individual stocks. ea would definitely be too many ETFs / funds for me. And the single share Rio I find very heavily weighted.
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immagine del profilo
MrMister@MrMister
1Anno
Except for the Energy ETF and the World ETF, I think the rest of the ETFs are too much. As an alternative to the IT ETF look at this: $XAIX or maybe the Nasdaq100. There is nothing wrong with dividend stocks. Just look to see if the companies are not in debt, what new developments are on the market, possibly moat stocks or market leaders. Very current is Blockchain, AI and companies that use AI (cancer research, data analysis, etc.) vllt you find there.
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Aah91@Aah91
1Anno
Thanks for the feedback. Don't you think it's kind of a bubble in AI ETFs/stocks right now because of the way it's going in the media?
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immagine del profilo
MrMister@MrMister
1Anno
@Aah91 I always take bubbles with me. The AI theme, however, will be against until at least the end of 24. Until dahi. Should look for companies that can add value to their business through AI. Palo Alto, Nvidia I still see very strong. Microsoft as well. In the energy sector, I think Exxon Mobile will make the running in 2024. Technologically I also see potential in Infineon, unfortunately the challenge is that the market cap of the company is carried by investors like Black Rock and thus the stock is falling right now, although there will be high growth in 24 due to the order book. Currently I have 95% in bitcoin and 5% in AI with a stop/lost strategy. This then goes back into the Nasdaq 100 and the KI Etf. Realty is currently still uninteresting to me as the company's costs have increased. Also companies like Coke, McDonald's, Pepsi go actually always.
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immagine del profilo
Evcharista 🇨.@Evcharista
1Anno
I also find why so many Kleinstanlagen in 1001 funds/Etf. As a Swiss I like$CSSMI
$VHYL Still 1 to 2 specialtiesETF, but no more. dividend stocks look at Aktienfinder
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