With the latest events in EU-US customs policy, I am confident that I will soon reach the 20k mark. A few more stocks will follow in the next few months and the ETFs will continue to be saved with the highest weighting. My savings rate can also be increased by completing my further training soon.
Concrete new additions to the portfolio will be:
- $HOLN (+0,79%) I see potential, as Holcim will be a big player in the reconstruction of Ukraine. It is also a sustainable addition to my dividend-oriented portfolio, as the distributions are paid from capital contribution reserves and are therefore tax-free in Switzerland.
- $$FLXI (-1,15%) India is expected to become the 3rd largest economy in the world by 2035. GDP is growing confidently and I see opportunities for additional returns in the portfolio.
- $BABA (+4,63%) Solid long-term growth stock to expand diversification with China. 1.67% dividend
Opinions? Suggestions?
