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Chucky075
@Chucky075
1Ano·

My portfolio

Here is my small portfolio again.


I haven't changed everything yet, but I've already started.


$ISPA (+0,65%) will be liquidated on the 16th and invested in $VWRL (-0,25%) invested.


$MSCI (+1,25%) was a gift via TR, but I will also sell it.


The $SPPW (-0,21%) I'm saving something for my niece.

So that I can give her a nice handout in 13 years' time.

The savings rate will be increased every year.


$VOW (-0,33%) I've slipped up with the saveback conversion.


And $BVB (-0,71%) I only wanted one share because it's my club.


$QYLE (-1,6%) and $SDIP (+0,23%) are a small addition.


If you have any suggestions for changes, please let me know

16Posições
€ 1.817,76
0,03%
3
7 Comentários
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Investomesto@Investomesto
1Ano
Far too many small positions, I would simply put everything into the $VWRL. You would ride much better with that than the way you are set up now.
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alphawolf@alphawolf
1Ano
Personally, the positions would be too small for me in terms of the total amount. I would rather save fewer positions and expand them further
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Chucky075@Chucky075
1Ano
@wolfx wanted to save $QYLE and $SDIP up to 15 units each

I save the shares with the buy & hold forever strategy, the dividends then also flow into $VWRL to further expand this position

I still can't do without dividends (it's probably a matter of the mind, as the dividends do motivate me).
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alphawolf@alphawolf
1Ano
If I were you, I would take $VWRL as my core position and, looking to the future, you can always add 1-2 dividend stocks or just one dividend stock, possibly an ETF. This will definitely improve your performance and you will have the perfect overview. If your savings sum reaches a certain amount at some point, you can always add more stocks, but with a sum of 1k I would leave it at 1-2 positions
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Chucky075@Chucky075
1Ano
@alphawolf ok

But then I won't sell everything, as has been written here, but simply suspend savings plans and put everything in the $VWRL
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alphawolf@alphawolf
1Ano
@Chucky075 Whether you want to keep all the positions is ultimately your decision. You can also liquidate the positions you don't want and put them in $VWRL
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Chucky075@Chucky075
1Ano
I only redeem the gift at $MSCI and the $ISPA
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