Hello, I would like to start here with your feedback on my current portfolio. I am pursuing a long-term investment strategy with an investment horizon of at least 15 years. I have been invested since 02/2023.
The ETFs are used for broad market coverage and diversification, while the individual stocks cover targeted growth potential and specific sectors. Deliberately two-pronged with the ETFs with $XDWD (-0.64%) and $VUSA (-0.62%) as the S&P offers a good one percent higher price return and also the dividend. In addition, I deliberately increase the weighting with the S&P, especially for $MSFT (-0.35%)
$NVDA (-1.97%)
$AMZN (-0.61%)
$AAPL (-2.11%)
$GOOGL (-0.03%)
$META (+3.64%) a little more.
To the individual stocks:
$PLTR (+1.85%) and $IOS (-1.91%) are bets on the future and are currently at +15% and +82%. Apart from that, I also want to think about dividends now for later and risk as little as possible overall, as retirement is also less than 20 years away.
I plan to add 1-2 more individual stocks to my portfolio (max. 8 individual stocks). Allianz $ALV (-1.28%) is set, and I am also considering adding Veolia Environment $VIE (+0.45%) as well.
What do you think of this strategy and the additions? Do you have any other recommendations or comments?
Many thanks in advance!