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buumms
@buumms
11Mês·

Hello dear community,


I would like to take the opportunity to have my portfolio evaluated and to catch one or two tips.


I have been actively investing since 2018.


I used my first investments for our wedding. I made a good profit back then and have been investing again since 01/2022 - starting at €0.

(Comments on the sense of liquidating a portfolio for the wedding can be made, but remain uncommented on my part - every € was worth it "back then" 😉).


My focus is very technology-heavy, as this is where my personal interest lies, I "know" the companies and I simply see great potential there in the near future.

This is also why I have bought more individual shares and set up a savings plan for them (only recently).


How do I save each month?


How would I like to save in the future?

  • Reduce savings in call money and put the difference into ETFs
  • Reduce vacation fund if =3000€ (in 3 months)
  • Possibly start saving in an India ETF. In contrast to China, I see great potential here
  • Consider investing in other stocks such as chemicals (hydrogen) / mining (uranium)


I would be very happy to receive constructive feedback!

12Posições
€ 10.935,75
23,89%
1
5 Comentários
Rizzman@Rizzman
11Mês
SELF research to the best of your knowledge and belief, thinking, thinking, thinking, trying, failing, eventually not failing, practicing, learning, developing. The emphasis is on SELF. That's the tip I can give you.
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buumms@buumms
11Mês
@Rizzman First of all, thank you for your answer. However, this is a general credo for every situation in life (which is good and true in itself), which can also help, but the sense of the question itself and the opportunity given here on GetQuin for feedback for an existing portfolio, somewhat ad absurdum 😉

As I said, thanks for your time and the answer.
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Chris@1Chrischi1
11Mês
your portfolio would be too tech-heavy for me.

for example, in the healthcare sector: $JNJ

in the consumer goods sector, for example: $PG

in the telecommunications sector e.g.: $CSCO

Industry e.g.: $SIE and/or $CAT

Then perhaps $PEP $MCD or $KO

are just examples of stocks that I personally think are strong and leave it at a maximum of 20 positions rather 15-20 so that you keep your overview :)

Shitcoins out. keep your btc
I would also kick Nel
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buumms@buumms
11Mês
@1Chrischi1 Thank you for your feedback. Can you explain why ETH should be removed? I was already thinking about selling it and moving the money into BTC
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byebyebayern@Langweiler
11Mês
World, World tech, s&p500 and then individual stocks from the respective etfs. Your double and triple coverage of certain stocks or entire indices looks unstructured to me.

If core-sattelite, then it should be correct. In other words, a general core without a sector focus and then individual stocks that make sense according to your research.
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