4D·

Your portfolio review

Hello, newbie here! I would be happy if I could get your criticism and suggestions for improvement on my portfolio.

The approach should be nothing new:

Core, target weight 60% (currently skewed because I bought fresh single stocks):

$SPYI (-0,03%)

Stocks I plan to hold long term, target weight 20-30%

$MSFT (-0,48%)
$GOOGL (-0,08%)
$V (-1,93%)
$VRTX (-1,55%)
$EME (+1,96%)

The rest consists of short to medium term momentum trades and a 3xGTAA experiment (thanks @Epi ) because I find that quite interesting.

The gold is various coins that have gradually accumulated.

I plan to gradually add 1-3 more quality stocks for long-term holding as my assets grow. I would like to keep the momentum trades at 3-4, if my emotions allow it.

What other long-term individual stocks would you add?

What is still missing completely?

Thanks for your tips and advice: Great community here, I hope you can see from the portfolio that I have copied one or two things.

8 Comentários

"3xGTAA Experiment" - that probably sums it up best. 😅
Welcome on board! 💪

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Climber@Climber

@Epi yes, probably a bit late at the moment, but I didn't want to get into Nasdaq at the moment. In my situation, I think the wisest course of action is to wait and see.

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Epi@Epi

@Climber Don't underestimate the momentum of QQQ! The chart has just resolved an upward consolidation formation while the S&P500 is trading at ATH.

Timing is really difficult and with 3xGTAA somehow nobody really gets it right. I've given up on it myself. 🤷

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Climber@Climber

@Epi I see. "I've given up on it myself" means you're no longer pursuing the strategy or you're just stubbornly making decisions based on analytics?

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Epi@Epi

@Climber I have given up on the timing of subsequent purchases of the certificate. Tried timing, didn't work, now I just buy when cash is there. 🤷

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Climber@Climber

@Epi 😂 Thanks for your insights, I'll stubbornly go through with it.

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Epi@Epi

@Climber Good luck! 🚀

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Krush82@Krush82

Single stock momentum trades make my ears ring 😅 how exactly do you implement this?

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