The portfolio consists of a combination of ETFs (MSCI World, Emerging Markets, S&P 500) and several individual shares (including Microsoft, PayPal, Fresenius, Bechtle, SolarEdge etc.).
I gambled once and bought more stupidly. Arbor metals and Bechtle were also punished, although I am optimistic about Bechtle.
My ideas are to partially reduce the portfolio and shift more into ETFs again. I got into the stock market during Corona plus further training and new jobs from 0. $
It actually looks quite good... how do you come up with this Arbor metals scrap? I had them in my portfolio too. At 2€... at 1€ I made the jump. It was only €250... but I still wonder why I see / have seen so many of them...
Combining S&p 500 and msci world: hm...? What for? To raise the American share even higher? You can do that...
Since your portfolio is quite clear, I don't necessarily see the need to sell shares. Personally, I don't think much of Paypal. I don't know much about Bechtle. You don't often see a Coke with 60% among people our age ;) So honestly... I wouldn't move much there... but maybe throw out the junk: arbor (vlt Paypal, vlt leifheit)
Microsoft is listed here as a sale even though you say it's in your portfolio? I really hope you didn't sell it 😇 one of the few companies I would never throw out, or @Simpson?
The biggest changes were the sale of D-Wave and the acquisition of Texas Instruments $TXN. In addition, the main focus was on the further development of the existing portfolio structure - to be implemented over the next few months, primarily by building up the core, which currently stands at just over 36% (target 50%+ by 2028).
Good morning everyone! I’m really happy to have found what I consider a great entry point into Vinci. With a bit of luck, it moved up right after my purchase. Moments like this reinforce my strategy of building a portfolio with what I believe are excellent companies with strong fundamentals. Looking forward to holding this one for the long term and seeing how it develops!$Vinci
