5D·

Personal update

Portfolio update:

As multiple people adviced me to, i'm increasing the weight relevance of my ETFs investing in them most of my capital.

The $CSPX (-0,42%) is definetely my main position while the $VUKE (+0,06%) and $CSNDX (-0,12%) are currently on the rise but still not on the same proportions. The last month has been quite good as the general portfolio has done a 2.5 % with $BATS (+0,4%) leading the standing with an outstanding 6%.

The plan is to keep adding mainly into the ETFs so that those will be my top 3 positions while catching the opportunities when one of my single stock goes down.

That's all for now, any advice?

(You may not care but i do those updates to keep track of the development of my portfolio)

12Posições

1,51%

1

1 Comentar

Olli@Olli68

10H

I like it 👍

••

Alessio

@Alessi0

5Mês·

etf gm! in your opinion which of these is better? i'm looking for dividend and diversification

or

2

6Mês·

stocks or etf ?

gm!

i'm thinking about add uk stock to my portfolio.

wich of these is better ?

stock ( $ULVR (-0,56%) , $RIO (+2,09%) , $SHEL (-0,83%) ...)

or

• $VUKE (+0,06%)

1

finanzperpetuum

@finanzperpetuum

1Ano·

We are continuing to tidy up and restructure.

From $ULVR (-0,56%) I simply had too much in the portfolio for the performance. It has now been reduced somewhat.

I bought the ETFs $SLICHA (-0,38%) and $VUKE (+0,06%) so I bought Unilever again 🙃 The rest goes into $NESN (-0,67%) and $SPY (-0,43%) or $VHYL (-0,35%)

The aim is still to increase my ETF holdings and add to individual stocks up to at least 5000$/€/CHF.

20.06

Unilever

Vendido x110 em CHF 49,05

CHF 5.395,10

4,83%

7

10 Comentários

Aktienmasseur@Aktienmasseur

1Ano

Couldn't you have simply weighted other titles higher? How can you have too much?

I'd always rather have less money than more money too! Fun!

••

Mostrar resposta

MrMister

@MrMister

1Ano·

My savings plan:

I have created a savings plan with 500€ per month and would like to share it with you. Gladly with feedback:

All approximate data:

Etfs (44%):

$ANX (-0,15%) Amundi Nasdaq 100 36%

$XDJP (+0,7%) Xtrackers Nikkei225 4%

$VUKE (+0,06%) Vanguard Funds PLC 100 GBP 4%

Equities (56%):

$GLEN (+3,03%) Glencore 4%

$LIN (+0,7%) Linde 4%

$DTE (-0,15%) German Telekom 4%

$STLAM (+0,2%) Stellantis 4%

$WM (-1,61%) Waste Management 3%

$PG (-0,79%) Procter+Gamble 3%

$ALV (-0,49%) Alliance 2%

$IFX (+1,11%) Infineon 2%

$BLK Black Rock 2%

$RWE (+1,48%) RWE 2%

$SHA Schaeffler 2%

$MSFT (-0,67%) Microsoft 2%

$JPM (-0,6%) JP Morgan 2%

$MDLZ (-1,44%) Mondelez 2%

$WMT (+0%) Walmart 2%

$8001 (+1,01%) Itochu 2%

$BRK.B (-0,43%) Berkshire Hathaway 2%

$MA (-0,15%) Mastercard 2%

$V (+0,02%) Visa 2%

$DIS (-0,99%) Disney 2%

$SHEL (-0,83%) Shell 2%

$NOVO B Novo Northdisc 2%

$RHM (-1,29%) Rheinmetall 2%

The ETFs will remain. If the Tech ETF has a lull, I will switch to S+P500. I will check the stocks once a year.

In addition to the savings plan, I have short-term shares in Tupperware $TUP and medium term in Nvidia $NVDA (-1,21%) and on my investment list Hillenbrand $HI (-1,36%) .

I am very happy about feedback.

Thank you community

11

28 Comentários

Staatsmann@Staatsmann

1Ano

Why so complicated?🙈 For what period is the savings phase? What is the goal of the investments? Even in a weaker tech phase, tech is unlikely to do badly in the long run. Therefore: Everything in $IWDA or $VWRL or $VWCE Not so complicated and market return. For the 500€ you make it more complicated for yourself than necessary.

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finanzperpetuum

@finanzperpetuum

2Ano·

Further on, the total ETF share will be increased further. With the British hide so some companies. Anyone else invested in the ETF ?

Largest 10 positions:

$AZN (-0,9%) 8,87%

$SHEL (-0,83%) 7,96%

$HSBC (+0,93%) 6,12%