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 (+1,14%)
$AMP (+1,39%)
$CMI (+0,16%)
$SNA (+0,57%)
$FI (+1,02%)
$PANW (-1,52%)
$ANET .
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 (-2,68%)
$KO (+1,68%)
$PG (+0,62%)
$PEP (+0,8%) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (-1,57%)
$SNPS (+2,68%)
$KLAC (-1,25%)
$LRCX (-1,17%)
$AMAT (-0,75%) The healthcare sector has also been somewhat disappointing. $ISRG (+2,65%) and $SYK (+2,75%) 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.😁