1Mês·

Goodbye SMH - Portfolio update with +58% TTWROR

Today I said goodbye to $SMH (-0,25%) today. Despite the volatility, the entry in April was worthwhile and brought a nice profit of +40%, and that with an ETF! It wasn't a long-time play anyway, as it was a sector ETF.


Part of it went into the $QDEV (+0,12%) together with my DCA, and later I will also get $TDIV (+0,3%) get another share.


This means that companies such as $AMD (-3,54%) , $MU (+1,69%) , $INTC (-0,58%) and others are completely out of my portfolio, 0% exposure.


My US share is now <60% and tech at 38%. The top 10 stocks make up less than 30% of the total weighting. This makes me almost as unconcentrated as the $IWDA (-0,02%) and better diversified than the $CSPX (-0,1%) .


New portfolio key figures:

P/E 30.0 (<30) 🟡

Forward P/E 21.6 (<25) 🟢

P/Β 13.0 (<5) 🔴

D/E 0.8 (<2) 🟢

EV/FCF 28 (<25) 🟡

ROE (5-Jahres-Durchschnitt) 50% (>15%) 🟢

EPS growth for the next 5 years 23% (>7%) 🟢

Sales growth (5-year average) 15% (>5%) 🟢


With this high ROE, I am also ok with a high P/E.


Top 10 positions now:

Alphabet $GOOG (-0,46%)

NVIDIA $NVDA (-1,05%)

Broadcom $AVGO (-0,64%)

Microsoft $MSFT (+0,27%)

Meta $META (-1,75%)

Apple $AAPL (-0,15%)

Roche $ROG (+1,48%)

Taiwan Semiconductor $TSM (+1,12%)

Mastercard $MA (+0,69%)

Visa $V (+1,32%)

01.09
VanEck Semiconductor ETF A logo
Vendido em € 40,90
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3 Comentários

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1Mês
I think your portfolio key figures are great! It gives you the key information at a glance. Should become standard.

Can you also write other key figures, such as the average correlation of the shares?
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