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Current portfolio and planned changes in 2025

Hello Community,


I thought it was time to post my portfolio again and what adjustments and plans are still taking place for the year 2025.


My portfolio currently consists of the classic $IWDA (+0,64%) , $EIMI (+0,13%) and the $CSNDX (+1,22%) .


Further additions are $WGLD (-0,67%) and $BTC (+0,13%) only.


My remaining satellites are targeted additions in order to expand the focus to Europe and Japan on the one hand and to provide a yield boost in the portfolio on the other.


I currently continue to invest in all ETFs, gold and Bitcoin on a monthly basis.


Upcoming changes:


I will move a portion from the call money account to the $XEON (-0%) into the


It may be planned to make another additional purchase at $NOVO B (-0,7%) is planned.


expected new additions this year:


$PANW (+1,93%)

$ISRG (+1,9%)

$RKLB (+2,13%)


These are also joining the ranks as targeted satellites and, for me, represent three further interesting, fast-growing and sustainable sectors.


Have a nice weekend :)


LG

Paul

12Posiçþes
€ 22.090,20
2,91%
8
5 ComentĂĄrios

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All in all, I think it's good! Palo Alto 👍🏻 My Nancy Pelosi gut feeling also encouraged me to buy 😅
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@lawinvestThank you for your assessment. I also find Palo very interesting. The plan is to build up the position in 3 tranches this year. Let's see what the future holds. 🤓👍
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I'm personally unsure about Rocket Lab, otherwise I think it's a mega title!
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@ETF-DIY Thank you for your assessment?

In your opinion, what are the criteria that play against Rocket? (interest) 😉
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@paul_finesse_
Class actions, dependence on liquidity and dependence on government contracts would be the first thought.
But I still find it exciting with potential.

However, I will have to analyze the share in more detail myself as part of my ETF project in order to form a well-founded opinion
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