Benjamin (@BeChr123) na getquin

2Semana·

Hello dear community!

I would like to make use of your swarm knowledge and get some feedback on my portfolio.

I've been working on building up my portfolio for almost 2 years and am currently 27 (unfortunately I simply missed the last few years - which makes me incredibly annoyed to have left so much time lying around).

My current goal is to accumulate capital.

I'm currently putting away €810/month and investing 90/10 of it in my $SAWD (-0,11%) and for a few months now in the $XMME (-0,36%) the remaining 10%

All money that comes in through bonuses or similar is put into individual shares or crypto (to prevent FOMO ;) )

Now my next step would be to diversify a bit more in individual stocks (pharma etc.)

Currently I am laughing $NOVO B (+2%) and $ASML (+1,51%) at.

Any feedback on this? I look forward to your views

14Posições

€ 22.610,78

24,93%

9 Comentários

Julian@MoneyISnotREAL

2Semana

As you cover the entire global economy with your two ETFs, you are not diversifying further by selecting certain individual stocks.
You are merely increasing their weighting by more than they are represented in the ETF.

This is not necessarily a bad thing, but it does involve risks.

If I look at your portfolio, then the individual stocks should have a weighting that also has an impact on price growth.
$1211 has risen by 24%, which is around €20%. Irrelevant compared to the overall portfolio.

Another suggestion:
$INRG simply sell => in world ETF
$IWDA why is it there?

$XDWT actually consists of 3-4 companies that are already high up in the world ETF. This increases your "cluster risk". As I said, it can be good, but it also harbors risks (e.g. in the event of a sharp downturn in the sector).

Finally, it's very good that you've started investing. At 27, you are by no means too late, as you still have a few decades ahead of you.
Stay on the ball 🚀

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Vanguardium LeviOsa 🥪@Stullen-Portfolio

2Semana

$BEN $JA $MIN 😇

Gruß
🥪

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Christoph@ChrisBizz

2Semana

I agree with @MoneyISnotREAL and personally I would add a small-cap ETF to the portfolio, e.g. $WSML

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