Important Note: Every community member is allowed and encouraged to create her or his own portfolio topic. The title of the topic should be “Nickname + Portfolio”. Active community members are allowed to create tags with the title of their portfolio.
An overview of Moritz Stocks Portfolio + current assessments which will be updated from time to time. Feel free to comment, criticize and ask questions.
We looking for tools that make tracking the performance + buys/sells more seamless and fun.
Keep in mind that allocations are constantly changing due to price moves. As an example if stocks rise the cash component in relation to the total aum will fall.
More details about each investment case can be found under Investment Ideas in the Wiki.
26.26% Meta - Hold
11.53% Spotify - Hold
11.32% Volkswagen - Hold/Increase
8.74% Upwork - Increase?
5.15% Sixt SE - Hold
4.56% Deutsche Wohnen - Hold
2.90% 1u1 - Hold/Increase?
2.17% Vonovia - Hold
0.51% Berkshire B - Hold
I realized that I needed to publish an update of the portfolio composition to give a better overview.
What will happen if i increase the Upwork position by 15-20% is that its percentage of the total portfolio is rising from 8.74% to 10.00-10.50%.
That seems to be a very small difference but if we consider that upwork has the potential to rise 3-5x it could be an important and substantial decision.
Additionally, if our findings in researching Upwork are very good there is always the possibility to increase it even more.
As you can see the cash rate stands at 26.85% which gives us some room to maneuver in case there is a downturn.
Additionally, i can always reallocate between stocks so sell stock A e.g. Meta to buy stock B e.g. Upwork.
Lastly, i could reallocate “emergency” money to stocks which would rise the cash % by another 10-15% but that would be an extraordinary measure that I want to avoid as much as possible.
Ideally, though, we would catch a downturn before it happens which allows us to raise our cash % by selling before it happens.
My take on portfolio stocks is obviously bullish on a 3-5 year time horizon otherwise I would not hold them.
My take on the larger economy is not super bullish but i also do not see a clear red flag.
I think we should create an overview wiki article for all macro risks that we are seeing, trying to weigh them and then create a clear roadmap in which order we want to investigate them in more detail.
In the case of Upwork, a recession is priced into the stock anyway. In order to decide if the position should be increased our understanding of how job marketplaces behave during a recession is more important then the larger question if there is going to be a recession.
Yeah sure. I just need to calculate average entry prices for some stocks as I reduced some positions slightly before which causes my deposit to show wrong average entry’s. Will update this msg.
38.89% Meta - Hold
11.16% Volkswagen - Hold/Increase
6.74% Deutsche Wohnen - Hold
5.64% 1&1 - Hold
4.29% Sixt - Hold/Increase
3.46% Ethereum - Evaluate