2D·

Roast my Portfolio

Yes, yes... I can already hear it: far too much crypto and heavily in the red. But the cryptos are still a remnant of my time before the current Yuh portfolio.

But knock yourself out and roast my portfolio - bearing in mind that ETH and SOL will be sold at some point and either rolled over into ETFs, individual stocks or BTC.

I'm also open to criticism and feedback, suggestions for adjustments and advice.


Regarding my strategy: I buy CHF 100 per month in $VHYG (-0,09%)
$VWCE (-0,02%)
$CHDVD
$XMME (-0,29%) as well as $ZGLD and $BTC (-0,02%) . I also buy up to CHF 400 in individual stocks on my watchlist, which I want to buy and hold for the next 15 years, if not 30 years, until I retire (or longer).

For the most part, I buy individual companies that I support personally and in the long term, consume myself or simply find suitable (e.g. because they pay regular, good and annually increasing dividends).

24Posições
CHF 21.555,30
13,01%
4
7 Comentários

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Are you satisfied?
3
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@Olli68 For starters and with the expected/hoped for future - yes 😄 But am still open and happy for other opinions to be shared.
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You need 3 not 24 titles....

A certificate on gold
One MSCI World ETF
One MSCI World ETF ex USA

about a third each and you have a clearly positive return... Picking individual stocks is not investing
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@goebi22 ok thanks for the investment advice.
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@goebi22 Where does the weighting of 1/3 each come from?
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@goebi22 I would explicitly never weight gold so highly. At my age and with an investment horizon of well over 20 years, I think a 1/3 weighting in gold is far too high, even if it is a safe haven for crises. I also don't think that picking the majority of good quality stocks that have made a respectable name for themselves is gambling 🤔 or what should Coca-Cola, Microsoft etc. have to do with gambling? These are reliable companies with great figures.
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