Hedefim belli bir vadede araba almak. Bunun için iki varlıkta tutuyorum:
🟡 GAU %67 — 428.892₺
🔴 TLY %33 — 215.266₺
Her ay düzenli ekleme yapıyorum. TLY alımlarını artırmayı düşünüyorum, GAU bu seviyelerde biraz ağır gelmeye başladı.
Bu vade ve bu portföyle gerçekçi bir hedef mi? GAU/TLY dağılımı mantıklı mı, yoksa tamamen farklı bir strateji mi öneririsiniz?
Been buying into the Mag 7 every single month, no matter what the market does. Here's where I stand today 📊
Total Value: $40,620
Invested: $25,199
Total Return: +$15,420 (+61.19%) 💰
Today: +$346.50 (+0.86%)
Holdings:
🟢 NVDA %21 — -$48.00 (-0.56%)
🟡 GOOGL %20 — +$18.94 (+0.23%)
🔵 AMZN %13 — +$64.74 (+1.21%)
🟢 TSLA %13 — +$125.47 (+2.41%)
🟣 AAPL %12 — +$150.26 (+3.24%)
🔵 META %11 — -$24.25 (-0.52%)
🔴 MSFT %9 — +$59.32 (+1.63%)
The strategy is simple: buy every month, don't panic, let compounding do its thing. Started with nothing, now sitting on 61% gains.
Anyone else DCA-ing into the Mag 7? What's your allocation looking like? 👇
Been buying into the Mag 7 every single month, no matter what the market does. Here's where I stand today 📊
Total Value: $40,620
Invested: $25,199
Total Return: +$15,420 (+61.19%) 💰
Today: +$346.50 (+0.86%)
Holdings:
🟢 NVDA %21 — -$48.00 (-0.56%)
🟡 GOOGL %20 — +$18.94 (+0.23%)
🔵 AMZN %13 — +$64.74 (+1.21%)
🟢 TSLA %13 — +$125.47 (+2.41%)
🟣 AAPL %12 — +$150.26 (+3.24%)
🔵 META %11 — -$24.25 (-0.52%)
🔴 MSFT %9 — +$59.32 (+1.63%)
The strategy is simple: buy every month, don't panic, let compounding do its thing. Started with nothing, now sitting on 61% gains.
Anyone else DCA-ing into the Mag 7? What's your allocation looking like? 👇
Hi all, mostly lurk here but figured I'd post since I find these portfolio review threads super helpful when others do them.
A bit of context: I'm not American, I started dividend investing as a way to get USD-denominated passive income outside my home currency (which has been brutal lately). Been at it for about 2 years, DCA'ing monthly.
Where I am now:
- ~$63K invested
- Portfolio value ~$81.5K
- ~$706 in annual dividends, $58/mo average
- 10 holdings
Current allocation:
- JPM 15% / XOM 14% / KO 11% / ABBV 11% / O 11%
- MSFT 10% / JNJ 9% / PG 7% / MCD 6% / PEP 6%
My logic was: stick to companies I understand, prioritize Aristocrats for safety, throw in a couple of growth-oriented names (MSFT, JPM) so I'm not 100% slow-growers, and use O for the monthly payment psychology.
What I'm wondering:
Is 15% in JPM too much? It's been a great performer but I keep going back and forth on trimming it.
Should I add a healthcare name beyond ABBV/JNJ? Thinking PFE or maybe MRK.
Anyone here dropped MCD recently? The valuation is making me nervous but I hate to sell a long-term compounder.
Any glaring sector gaps you'd flag? I have zero tech beyond MSFT and zero utilities.
Not looking for "buy VOO" comments — I get the argument, I just enjoy the dividend approach and the journey of building this. But happy to hear genuine critiques on the names and weights.
Thanks in advance 🙏