On into December. November was extremely (good), mainly driven by Palantir.
An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETFs and 5 individual stocks).
Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.
The ETFs as my main investment with currently just under 37% (depressed by Palantir) and the goal of reaching 50-60% at some point.
- $VWRL (-0,87 %) FTSE All-World to keep US below 60% in the long term. (savings plan)
- $VUSA (-0,86 %) S&P 500 extra to take advantage of slightly higher returns compared to the All-World. (savings plan)
Plus a handful of individual stocks:
- $MSFT (-0,88 %) for long-term blue chip growth with a small dividend. (savings plan)
- $8001 (-1,4 %) long-term strong growth and a decent dividend. (savings plan)
- $ALV (-1,16 %) as a long-term runner with a decent yield and very good dividend. (savings plan)
- $BA. (+0,37 %) back in since September. (savings plan)
- $PLTR (+1,49 %) as a long-term tech bet with +190% so far/since November '23. Additional purchases when opportunities arise.
