In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (+0.39%)
$AMP (+0.08%)
$CMI (+0.13%)
$SNA (+0.05%)
$FI (-0.16%)
$PANW (+1.08%)
$ANET .
There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.
9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.
Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (+0.07%)
$KO (+0.14%)
$PG (-0.63%)
$PEP (-0.2%) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (-0.01%)
$SNPS (+0.2%)
$KLAC (+0.2%)
$LRCX (-0.09%)
$AMAT (-0.63%) The healthcare sector has also been somewhat disappointing. $ISRG (-0.29%) and $SYK (+0.25%) are positive exceptions here.
The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.
Let's see how things continue to develop.😁