So, the next purchases have been made—here’s a brief overview of the structure.
95% goes into securities, just under 2.5% into gold, and 2.5% into fixed-income securities.
Of that, just under 78% is in ETPs and the remaining 22% in stocks.
As for sector weighting, currently just under 28% is in financials, 22% in information technology, 9% in semiconductors, 8% in real estate stocks, and ~6% in major banks; the rest is further diversified.
What is the goal? Well, part of the goal is to preserve and grow capital—as we all know.
To that end, my father and I decided to use a ready-made ETF ($GERD (+0,09%) ) that has a weighting of just under 75%. About 5% is in gold and an overnight swap. The remaining 20% consists of individual stocks, such as $MP (-2,4%) ,$PG (+1,23%) ,$JNJ (-1,37%) , $CAT (-1,86%) or even $KHC (+1,77%) .
How do we determine which stocks to include in the portfolio—specifically, the background stocks required for Ki, such as $MP (-2,4%)
$CMS (+0,46%)
$CRWD (-3,02%)
$RKLB (-5,96%)
$SYM (-0,59%) and $AVGO (-0,56%) . The key factors for these companies are, first and foremost, energy consumption, security, raw materials, robotics, and systems.
However, we’ll also include a few standard holdings in the portfolio, such as $SHEL (-3,17%)
$MCD (+2,19%)
$TSLA (+0,74%)
$CVX (-3,21%) or $BAC (-0,73%) . Since, in our opinion, these are strong and important fundamentals.
As I said, in a few days there will most likely be a portfolio post where you can critique it however you like.
This is currently our decision and strategy, and thanks to it, we’re already up nearly 20k in profit since our first purchases this week.
Best regards. ✌🏻
