Portfolio development and my further plans

Hello everyone,

This is my current portfolio. The aim is to achieve a ratio of 60% etf, 35% equities and 5% crypto (gold is physically held in the bank safe). The ACWI is saved via my custody account for my daughter and can be excluded from the overall view. The choice of the all world and gerd kommer ETFs is also a conscious one.

If the German dividends have been paid by May, my plan is as follows:

50% DHL sale

Sell 100% of VW, BMW and eON to minimize the German lump. The proceeds are to be redistributed as follows.

50 % $VWCE (+0,32%)

30 % to the msci urilities

10 % in the $DMAG (+0,31%)

And 10 % in $PNG (+1,15%)

This is followed by adjustments to the savings rates.....

Comprehensible plan? I think I'll be even safer or more diversified this way and have a bit more fun, but no chocolate ....

Julian@MoneyISnotREAL

1Mês

1) Why do you want to wait for the dividend payment? The dividend is deducted from the share price.

2) I find the MSCI Utilities & $DMAG with 30% ... a little too heavily weighted as a sector bet. Worth considering as an admixture, e.g. 5%.

3) $PNG with 10% as an individual stock, or currently also somewhere as a "hype stock", mhh... Everyone has to decide for themselves whether they want to put so much of their assets into one stock.

Otherwise, I can understand the combination of $K0MR and $VWRL. Covering everything globally with two products and still cost-effective.

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