1D·

50k milestone reached

I am proud to have reached this milestone.

I would be delighted to receive feedback on my portfolio.


I tend to take a long-term approach, but I find ETFs too boring.🥱 I would like to slim down my portfolio a little and am considering divesting from $LLY (+1,74%) and / or $NOVO B (+0,92%) to divest.

36Posições
€ 52.130,22
10,92%
23
8 Comentários

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@der_Don I somehow suspected that this was coming 😅
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@YoJazz rightly suspected ! Where is $MCD?
Basic investment. Quasi "industry standard" of equity investment 😁.
The question arises.
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Where are the $MCD shares?
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@der_Don 😂😂👍
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I think you'll be sorry in a year or two, but that's just my opinion.
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The M is actually a W and stands for Wambo. I Wambo, you Wambo, he/she/it Wambo. The doctrine of Wambology, of course...
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Hi ! Nicely done.
I think you should delete and/or reallocate and/or reinforce your smaller positions: you have 20 (out of 36) positions under 2% weight of your global portfolio. Individual rise of one position is not enough to influence your global portfolio meaning you're reducing your growth potential.
It's an observation I recently made on my portfolio so I feel free to share it ! :)
Maybe you could also have a look to stocks benefiting from the AI and datacenters trends, meaning by this the providers or constructors for those datacenters (like Oracle that you have, but maybe also Corning / Amphenol / TTMI / ...).
Currently I'm also having a look to Uranium and others (rare) metals.
Hope it helps a little bit!
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I like your profile picture 🌚
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