I have now decided to restructure my portfolio in the coming days. It will then consist of these stocks.
Core:
1) the MSCI World $IWDA (-1,15%)
2) the MSCI EM IMI $EIMI (-4,87%)
3) the VanEck Morningstar $TDIV (-0,03%)
4) Bitcoin $BTC (-2,64%)
Satellites:
1) Microsoft $MSFT (+1,8%)
2) Amazon $AMZN (-0,53%)
3) Nvidia $NVDA (-1,87%)
4) MasterCard $MA (+0,72%)
5) Adobe $ADBE (+1,59%)
6) Ferrari $RACE (-0,81%)
7) Novo Nordisk $NOVO B (+2,24%)
8) Realty Income $O (+0,85%)
9) Wolters Kluwer $WKL (+0,99%)
10) Brown & Brown $BRO (+1,43%)
11) Inditex $ITX (-0,54%)
12) Uber $UBER (+0,43%)
13) Main Street Capital $MAIN (-0,22%)
14) Vici $VICI (+0,65%)
15) PayPal $PYPL (+0,3%)
In addition to my core of the 3 ETFs and Bitcoin, I think this mix of growth & dividend-focused stocks is really good. What do you guys think about this long term portfolio? Should be held for a long time, 20+ years... I don't think much of the short term. Of course, profits are taken from time to time, but nothing is sold completely and in the event of corrections we buy more! 🤑🔥🙏
I look forward to your suggestions / criticism.
Wishing you a Merry Christmas 🌲☺️
