1Ano·

Hello everyone,

after being a more or less silent reader here for some time now, I have decided to share my portfolio with you and look forward to your constructive feedback 😁

About me:

I am 20 years old, come from Munich and am studying computer science.

My strategy:

Since the end of 2021, I have been saving €200 per month in the portfolio initially and recently €250. The current distribution is as follows:

50€ Amundi ETF Leveraged USA $CL2 (-0,02%)

50€ Easy MSCI World ETF $EMWE (+0,27%)

50€ Emerging Markets ETF $XMME (-0,96%)

50€ Procter Gamble $PG (-0,39%)

50€ Johnson & Jonson $JNJ (-0,26%)

I would like to pursue a core-satellite strategy and use the satellites to fully utilize the allowance but also beat the market.

My investment horizon is 30+ years, as I would like to use the portfolio as a retirement provision or to retire a little earlier, depending on performance.

I would probably like to reallocate the DWS Top Dividende $n/a (+0,26%) position, but I'm not quite sure yet what I want to put how much into.

And now it's time: Fire away XD

Vê o meu Painel agora!

15 Comentários

Gerit@Gerit

1Ano

looks very solid, stick with it. as an adjustment you could maybe think about the ETFs again, especially ESG & sector "bets" are -as of now- not convincing enough and do not perform better than the American market... then maybe a bit more "boring" and just feed the World? 🐅

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Jonas@jonas_muc

1Ano

@Gerit Which ones do you mean exactly? Because the savings plans do not feed any sector ETFs, but you are right about Clean Energy and Healthcare Innovation. However, I will hold these for the time being due to the large investment horizon, but will not invest anything further :)

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Gerit@Gerit

1Ano

@jonas_muc

Well about the DWS Top Dividends & the easy World could still talk here. Even if's not necessarily sector bound. But as I said, are only small changes that I personally would make, but you should also not listen to me, this year I'm on the loser side. 😅😂

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Jonas@jonas_muc

1Ano

@Gerit Yes of course do not worry I will not immediately sell all positions that you do not like😝 But your objections I find good and will think about it, the Easy I have by the way simply for the reason that he has performed in the past a good deal better than the normal MSCI World

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Gerit@Gerit

1Ano

@jonas_muc

With good portfolios it is difficult to express constructive criticism, usually it is just something small that is noted, about which it may be worth thinking again, what would really be the golden way in the end, we know just at the end... if at all. Keep us gladly from time to time up to date. 👍 🍹

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DerMartin@DerMartin

1Ano

I don't see much in the satellites to beat the market. P&G and J&J in particular will "just" run with the market in my opinion. So both are top stocks, of course. But nothing that drives the return up compared to the MSCI World.

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Jonas@jonas_muc

1Ano

@DerMartin You are basically right. At the moment my "beat the market satellites" are Deutsche Post, Visa and Munich Re. I still have some cash with which I want to buy more, but I'm not sure which ones yet :)

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AktienLiebe@Aktienliebee

1Ano

Why Johnson & Jonson ?

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Jonas@jonas_muc

1Ano

@DanielLinneweber Solid dividend payer with good outlook and share price potential

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Kai@Dividenden-Sammler

1Ano

@DanielLinneweber is also in my eyes one of the best stocks in the pharmaceutical sector and I would see it as a basic investment.

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TB@Saibot

1Ano

Good luck in beating the market! With your long investment horizon in any case keep calm. Is more boring, but "back and forth makes pockets empty". Can I give tips on individual positions (or my own hope)? But since I myself do not perform better than the MSCI World, I say nothing.

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Utilizador eliminado

1Ano

O comentário foi eliminado

Jonas@jonas_muc

1Ano

@bonseibert Can you maybe explain why?😁

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Utilizador eliminado

1Ano

O comentário foi eliminado

Kai@Dividenden-Sammler

1Ano

@bonseibert but each represent different industries - therefore both together not wrong

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