4D·

My portfolio

Hello!

I have been actively working on my portfolio since the beginning of this year, my strategy is to go towards dividends and a safe investment in ETF's with ETF's I want to achieve a balanced weighting that is not too American-heavy but also focuses on Europe.

I have a monthly savings plan of €300 which is divided as follows:

50 € $IWDA (+0,64%)

50 € $EXSA (+0,59%)

40 € $ZPRG (+0,14%)

40 € $WQDS (+0,52%)

20 € $O (-0,52%)

15 € $VZ (-1,97%)

15 € $ULVR (-1,71%)

10 € $JPM (+0,35%)

10 € $JNJ (-0,01%)

10 € $PG (+1,18%)

10 € $ENB (-0,07%)

10 € $ALV (+0,85%)

10 € $KO (-0,72%)

10 € $MCD (+0,23%)

Please do not pay too much attention to the crypto positions, I will liquidate the Shitcoins in the near future when prices are good and switch to ETFs/shares.

Now to my simple question, what do you think of the portfolio? Is it good for my strategy or do you have any tips?

27Posições

1,31%

4

2 Comentários

daddyinvestiert@daddyinvestiert

3D

All in in an ETF, what do you want to put €10 a month into a share that costs ~€300. It'll take you ages to get one together. Put everything into an All World or a msci World and you're done.

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3

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tims92

@tims92

2Semana·

McDoof

I have parted company with McDoof and am now layering in $ALV (+0,85%) and $IWDA (+0,64%) around.

31.03

McDonald's

Vendido x46 em € 263,25

€ 12.109,50

1,14%

6

8 Comentários

Ronald@AlterMann

2Semana

But I'd rather get a coffee at $MCD than take out insurance at $ALV...

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15

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Ver todas as 5 restantes respostas

Wesley

@Wes-709

4Semana·

Sold everything to transfer my money to a new account

I’m waiting for all the tariff movement to settle down before I reinvest in the new account, but these are the stocks I’m planning to put in the new account

I’m putting between $300 and $500 into each stock and I’m trying to get stocks from every sector

Would love to hear any feedback you have

1 Share of $MCD (+0,23%)

2 Shares of $AMZN (+0,25%)

1 Share of $MSFT (+1,32%)

2 Shares of $AAPL (+0,28%)

1 Share of $UNH (-1,3%)

3 Shares of $SPG (+0,22%)

4 Shares of $XOM (+0,12%)

11 Shares of $BAC (+0,34%)

1 Share of $LIN (+1,07%)

5 Shares of $SO (-0,39%)

5 Shares of $WMT (-0,63%)

2 Shares of $BA (+0,86%)

2 Shares of $GOOG (-1,83%)

2Posições

US$ 5.461,00

0,00%

2

1 Comentar

ec3jr@ec3jr

4Semana

I started my taxable portfolio 2 months ago. After maxing out my other retirement accounts and I am trying something different.
Picking 2-3 stocks that I fully understand and I believe will outperform the market. Concentrate into those positions until I have around a good amount of shares.

I believe if you truly understand a business and you think it’s going to do better than the s&p then invest heavily into that stock.

Everyone has different risk tolerance so this is something I am comfortable on doing.

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