Hello everyone,

I wanted to get your opinions and criticism regarding my portfolio.

Briefly about me: I am 19 years old, graduated from high school in the summer, then did two internships, one at a management consultancy and the other at a law firm. I then worked as a ski instructor from December to mid-March. I am also starting university in April.

My strategy: a mix of shares with growth potential (see $VUL (+5,98%)
$NU (+5,71%) or $HIMS (-1,17%) ) and dividend stocks (see $D05 (-6,14%)
$BAS (-1,54%) or $8001 (+1,47%) )

The core should consist of the three ETFs in the portfolio. I am currently in the process of bringing the China ETF to €1,000 of paid-in capital. I have no plans to invest in the S&P 500 and MSCI World in the near future.

During my school days, I did some reselling in addition to mini-jobs, which enabled me to build up my portfolio. I started investing in November 2021.

Please let me know your thoughts and criticisms in the comments!

In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.

I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):

Hercules Capital $HTGC (+0,63%) or Main Street Capital $MAIN (+1,99%)
Chevron $CVX (+0,5%)

Vinci SA $DG (+1,58%)
United Parcel Service $UPS (-1,01%)
3i Infrastructure $3IN (-2,22%)
Iron Mountain $IRM (+4,28%)
Micro Star International $MSS
Nextera Energy $NEE (+0,2%)
Partners Group $PGHN (-2,4%)
Itochu Shoji $8001 (+1,47%)
Canadian National Railway $CNR (-0,79%)
Svenska Cellulosa $SCA B (+0,51%)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (+2%)
Linde $LIN (+0,92%)
John Deere $DE (+0,59%)
Landstar Systems $LSTR (+1,63%)
Dover Corporation $DOV (+2,42%)
Alimentation Couche-Tard $ATD (+1,55%)
ASML $ASML (+1,4%)
Infineon Technologies $IFX (-1,37%)
Sherwin-Williams $SHW (+0,46%)
Tencent $700 (+1,94%)
Microsoft $MSFT (+2,35%)
S&P Global Inc. $SPGI (+3%) or Moody's Corp. $MCO (+1,91%)
Visa $V (+1,57%) or Mastercard $MA (+2,06%)
Ferrari $RACE (+2,03%)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market

... almost. In it since 27.02.2023 - and satisfied so far. Apart from the portfolio tracking here (approx. +27%), I am very satisfied with the return on my invested capital (gross approx. +42%).

I have made a change to the ETFs. 70% of it in the $VWRL (+1,76%) and 30% now in the $XESX (+1,54%) shifted. As a result, the US share has fallen to around 55% and will remain below 60% in the long term.

There are still 5 individual positions in equities:

$PLTR (+6,66%) still by far the strongest weighting. Despite the (overdue) setback since last week. I am leaving the position as it is. In the long term, my opinion remains positive - AI model, self-sufficient data analysis and automation platform, countless conceivable use cases, strong growth in the commercial sector.

$ALV (+2,29%) The biggest surprise for me. Invested last June as a position to give the whole thing a bit more stability. My target was at least 5-10% return + dividend in one year. Since then, my position has returned over +20%.

$DTE (+0,47%) I added a little out of embarrassment, but this position also surprised me. I simply wanted to use the money released from the sale of $BA. (+4,29%) in December I simply wanted to "park" it until spring with a slightly higher return than overnight interest. Since December it has already gained around 15%.

$MSFT (+2,35%) Somehow a bit of a disappointment. In my portfolio since January 2024, currently +/- 0, although I remain convinced that the investments will bear fruit and the blue chip will make strong gains again in the long term. Since the second half of '24, the high AI investments, among other things, have been a drag here.

$8001 (+1,47%) The negative surprise has developed into my second Palantir. With Palantir, I exercised patience until the middle of last year and endured downs, supported by my personal assessment and conviction. I am currently going through the next big test of patience with the Japanese. After approx. 1.5 years in my portfolio, after +17% in between, my position is currently at +/- 0 (in the meantime even at -8). My conviction in Sogo Shosha and the outlook remain positive. It will go in the right direction again and then bigger jumps upwards beckon.

Moin Moin, sold at just under -40%, leaving only a small position.

was regrouped into $MC (+0,88%) 1x and $8001 (+1,47%) 35x

have a nice weekend and always remember to sell losses and not to wait any longer:)

I really wanted to get into $8001 (+1,47%) get in.

I've now dared to get in at this price.

Also a good counterpart to my otherwise very high American share.

After $8053 (+8,69%) last month, the next Japanese stock is leaving my portfolio. As already mentioned, I am not too bullish on the Japanese market and since Itochu has been falling for months, it was quite easy for me to sell.

Another 15 shares - there is no end to the downward trend at the moment. Although I bought some a few days ago, this is currently the position with the most downside, it should hopefully come back up in the long term😌

As the price gets cheaper and cheaper

They say

"Don't buy a share whose business model you don't understand"

That's also true.

I have been $8001 (+1,47%) (if you can call it busy) in order to diversify a little.

Well, I didn't quite understand the business.

I've also looked at and read through a number of blogs and videos.

Does anyone know of a good analysis that explains the company's business model?

And what is your opinion of the company?

LG

The early bird catches the worm $8001 (+1,47%)