In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (+0,78%)
$AMP (-0,74%)
$CMI (+0,7%)
$SNA (-0,6%)
$FI (+0,22%)
$PANW (+2,46%)
$ANET (+300%) .
There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.
9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.
Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (-1,21%)
$KO (-2,17%)
$PG (-0,03%)
$PEP (-1,1%) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (+0,64%)
$SNPS (-4,24%)
$KLAC (-1,38%)
$LRCX (-0,24%)
$AMAT (-1,36%) The healthcare sector has also been somewhat disappointing. $ISRG (+1,48%) and $SYK (-0,17%) are positive exceptions here.
The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.
Let's see how things continue to develop.😁