2Mon·

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 (-0.76%)
$AMP (-0.72%)
$CMI (-1.47%)
$SNA (-0.86%)
$FI (+0.37%)
$PANW (-0.32%)
$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 (-0.56%)
$KO (-0.27%)
$PG (-1.77%)
$PEP (-0.38%) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (-1.76%)
$SNPS (-1.05%)
$KLAC (-2.22%)
$LRCX (-2.45%)
$AMAT (-2.61%) The healthcare sector has also been somewhat disappointing. $ISRG (-2.93%) and $SYK (-0.57%) 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.😁

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