1G·

Newbie investor

Hello everyone, I’m new to investing and I’d like some advice for anyone who is willing and has some free time. Right now I’m considering removing the 10% I have in a dividend ETF and reallocating that into individual stocks. My core portfolio will stay around 70% in $VWCE (-0,12%) , but I’m thinking of increasing my individual stock allocation to about 25%, mostly focused on tech — companies like AMD, Intel, Amazon, I might add some stuff later. I’d appreciate your thoughts on whether this shift makes sense.


My current portfolio:

70% in $VWCE (-0,12%)

10% in a dividend ETF

15% in individual stocks

2% in $ETH (-0,6%)

3% in $IGLN (-1,5%)


New portfolio:

70% $VWCE (-0,12%)

25% Individual stocks (mostly tech)

3% $IGLN (-1,5%)

2% $ETH (-0,6%)

1 Commento

$VWCE is a solid basis. I like the combination with a dividend ETF to be honest. You already have 30% in that main ETF with Nvidia, Amazon Apple etc. If you feel confident that there is no tech/AI bubble, go ahead with individual stocks to push your overall gain. But keep in mind that in case of a crash, you feel more pain. I would rather invest in a Tech ETF instead of gambling on individual stocks. Probaly you will not outperform the market.
Beside Tech, I would add Emerging markets, but if you want to gamble, go with stocks in other trendy sectors e.g. Lockhead Martin, Maersk, Alibaba, Hercules Capital, Coinbase etc
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