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 (-0,1%)
2) the MSCI EM IMI $EIMI (+0,34%)
3) the VanEck Morningstar $TDIV (+0,72%)
4) Bitcoin $BTC (+0,01%)
Satellites:
1) Microsoft $MSFT (-1,06%)
2) Amazon $AMZN (-0,33%)
3) Nvidia $NVDA (-0,69%)
4) MasterCard $MA (+0,71%)
5) Adobe $ADBE (+0,97%)
6) Ferrari $RACE (+0%)
7) Novo Nordisk $NOVO B (+0,66%)
8) Realty Income $O (+0,4%)
9) Wolters Kluwer $WKL (+0,36%)
10) Brown & Brown $BRO (+1,7%)
11) Inditex $ITX (-2%)
12) Uber $UBER (+1,43%)
13) Main Street Capital $MAIN (+1,39%)
14) Vici $VICI (-0,52%)
15) PayPal $PYPL (+1,82%)
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 🌲☺️

