AktienAmateur069 · 2024-03-19T13:59:21.084111Z

A small update on my portfolio: I have liquidated my small Alibaba position (€280) and my small Metaverse ETF position (€300). I wouldn't have dared to buy more Alibaba and such a small position doesn't make much sense. I invested the money in the $5OGE and the $IS3R These two ETFs should each make up 25% of my total portfolio in the long term; however, I'm still toying with the idea of weighting the two with only 20% and adding another 10%. $IEMA in order to be better diversified in terms of regions I have just realized partial gains on my cryptos (not yet tracked) and have increased my $BTC -position to €1,250 and my $SOL -position to €500; the profits will also flow into the two ETFs The individual positions that are <€500 are still to be increased; $AAUKF and $LOCK via a monthly savings plan and the rest with subsequent purchases => In the long term, I would like to cover 50% with the 2 to 3 large ETF positions and the remaining 50% with individual shares of quality companies I would be very interested to know what you think of this strategy! Include EM ETF yes or no? Your opinion on $5OGE and $IS3R as a basis for a portfolio? Are there any individual stocks in my portfolio that you think are completely unsuitable as a long-term investment? I am very keen to hear your opinions! 🙏🏼

@AktienAmateur069

1Yr·

A small update on my portfolio:

I have liquidated my small Alibaba position (€280) and my small Metaverse ETF position (€300). I wouldn't have dared to buy more Alibaba and such a small position doesn't make much sense.
I invested the money in the $5OGE (+0.36%) and the $IS3R (+0.52%) These two ETFs should each make up 25% of my total portfolio in the long term; however, I'm still toying with the idea of weighting the two with only 20% and adding another 10%. $IEMA (-0.75%) in order to be better diversified in terms of regions
I have just realized partial gains on my cryptos (not yet tracked) and have increased my $BTC (+0.84%) -position to €1,250 and my $SOL (+1.36%) -position to €500; the profits will also flow into the two ETFs
The individual positions that are <€500 are still to be increased; $AAUKF and $LOCK (-1.1%) via a monthly savings plan and the rest with subsequent purchases

=> In the long term, I would like to cover 50% with the 2 to 3 large ETF positions and the remaining 50% with individual shares of quality companies

I would be very interested to know what you think of this strategy!

Include EM ETF yes or no?
Your opinion on $5OGE (+0.36%) and $IS3R (+0.52%) as a basis for a portfolio?
Are there any individual stocks in my portfolio that you think are completely unsuitable as a long-term investment?

I am very keen to hear your opinions! 🙏🏼

53Positions

€34,366.87

29.84%

7 Comments

Fabian F.@Fabianfeuer

1Yr

If you feel comfortable with 50 positions, that's fine, but I would find it exhausting to constantly keep track of how the companies are doing.

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DerDanner@Therapeut

1Yr

Would still add for 10€ $MBG to then buy new shares with the dividends📈👍

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Ronald@AlterMann

1Yr

I do not invest in ETFs. Reason: If an ETF value has risen very strongly, you cannot realize any (partial) gains and sometimes the ETF still contains values that you don't want for various reasons.
Otherwise: savings plan on all positions and increase when dividends rise

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AktienAmateur069@AktienAmateur069

1Yr

@AlterMann I understand what you mean! However, with my 45-50% share of individual stocks, I can also deliberately overweight individual stocks and could make partial sales when prices are very strong. But firstly, the question arises as to why I should make partial sales at all for companies that I have brought into my portfolio as a long-term investment and secondly, the large ETF positions will hopefully discipline me a little to not constantly reallocate. I think the strategies of the two ETFs are both very promising and historically they have both led to outperformance. I would like to build up these two ETF
positions and then let them run until I am in the withdrawal phase; there are no plans to take partial profits or make regular reallocations.

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