Christian Götz @Chrissy90: "Today we received a dividend..."

Germany

Today we received a dividend payment from $VZ (Verizon) and immediately reinvested it. Using the cash flow generated by one asset, we added a little more to the growth side of the portfolio through a small $TSLA (Tesla Motors, Inc.) purchase. This is how we keep moving forward: step by step, with discipline and consistency. Small amounts may not seem significant at first glance, but over the years, continuous reinvestment can make a meaningful difference. The portfolio’s risk score has increased from 3 to 4. However, this is not the result of a major strategic change. It is mainly due to the rising prices of several assets already held in the portfolio. Diversification remains strong, with investments spread across 21 different sectors. The attached graphic shows the current allocation across these 21 sectors. Software is currently our largest sector. For example, we hold positions in $MSFT (Microsoft) and $ADBE (Adobe Systems Inc) While the majority of our capital is invested in the United States, we are not exclusively focused on the U.S. market. We also have investments in the United Kingdom, France, Denmark, Canada, China, Germany, and Brazil. Although companies from the S&P 500 currently represent the largest share of the portfolio, we do not simply buy the index. We carefully select individual companies that we believe offer attractive long-term opportunities. I do not claim to be right all the time… nobody can be. The goal is simply to be right more often than wrong. As I have mentioned before, I view the portfolio as a living ecosystem. The different assets are meant to work together. Some generate cash flow, others provide growth, and some contribute stability. I am satisfied with the current allocation, but I remain flexible and willing to make adjustments whenever I believe they are justified. If you would like to see every stock in the portfolio and the complete allocation, feel free to check out @Chrissy90 You are also welcome to follow me or copy the portfolio. For anyone considering copying, I currently recommend starting with at least $ 1,000 to ensure that trades can be replicated as accurately as possible. Copying with $ 500 is still possible, but as the portfolio continues to grow, a larger amount may eventually be needed to fully mirror all positions. Year-to-date, the portfolio is up more than 13% in 2026. There is still a long road ahead, but we continue to move forward with patience, discipline, and a long-term mindset.

Not investment advice. The author may have financial interests in the mentioned instruments.