Investing Strategy

Hi lads,
As I’m still quite new to investing and plan to do this for long time, I would like to know your opinion on my current investing “strategy”.

Since I’ve started, I’ve been buying companies that I believed in and decided to stick with them for quite good return in my opinion but I’ve decided to mess around and create ARKW like pie.
Link to pie -

My question here is - as I only invest 200€/month, do you think that I should go with that many of different companies or shred it down just to a couple (6 maybe) and stick with them ?
I believe that in long term this pie can provide with me solid returns but I would love some insight from people who have been investing for longer period of time.

Thanks in advance, looking forward to your answers.

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I personally feel you are way exposed in the momentum and tech.

Most of the stock inside has valuation way ahead of real fundamentals and you are paying hefty premium, without dividend to wait for even.

When valuation is way ahead of fundamentals, you take bigger risk, because most good news are already priced in the premium. So you might have long and painful decade ahead with portfolio allocated as is… aka lost decade. You can check some 2000 stocks, which recovered 10-15 years to similar levels. Ie MSFT, CSCO(never recovered).

If you plan to copy etfs , I would suggest you put most of cash into all world etf or similar, some in S&P and then 5-10% into this kind of Speculative ETF.

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What do you think about this one, @Vedran?

Be careful when copying ARK ETFs, they have high returns because most of these companies were added on very early stage with great “entry point”, so even if it drops 30% overnight they still have made a big profit.

and as Vedran said, a good percentage of these companies are overvalue right now and other part are very “speculative”, waiting for a miracle that might never come.

I always repeat Buffett words because he knows better than all members of this community combined:

By periodically investing in an index fund, the know-nothing investors can actually outperform most investment professionals.

Look all those “Passive Incoming” youtube portfolios, they pay a lot of dividends, but when you put them side by side with S&P 500 (VOO, VUSA, etc) for 10… 15 years… the majority of them perform poorly.

Not saying to put all your money on VUSA, just saying to have in mind that great momentum performance might not be enough for long term strategies.


Some sound advice so far. I would suggest putting most of that €200 a month into funds of some description, whether passive or active, especially as you’re new to investing.

There’s a lot to be said for the set-and-forget approach when you’re starting out: €200 a month into VWRL or whatever and job done, try not to look at it for a few years.

I have pies to replicate all five Ark ETFs, but they make up about 5% of my overall portfolio and I only contribute what I can afford to speculate with.

If you cannot resist the urge to dabble in individual stocks, restrict it to a relatively small proportion. That way, when it goes tits up and you make mistakes, it won’t cost you too much.

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