Why These 13 Stocks Are In My Portfolio Right Now!

Why These 13 Stocks Are In My Portfolio Right Now!

*DO YOU WANT TO GET MENTORED BY ME?*

I've developed a value investing mentoring program, in which you will learn everything from basic personal finance concepts such as ...
✔️ goal setting
✔️ developing a "rich mindset"
✔️ dealing with debt
✔️ big life expenses
✔️ investing 101 ...

... to more advanced topics like ...
✔️ how to read and work with financial statements
✔️ competitive advantage analysis
✔️ assessing the quality of management teams
✔️ valuation methods
✔️ behavioral finance ...

and MUCH MORE!

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WATCH NEXT:
○ The S&P 500: Your Ticket to FREEDOM? (How to Invest in 2023)

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DISCLAIMER:
The content provided on this channel should be considered an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The stocks and funds discussed on this channel are examples only and may not be appropriate for your individual circumstances.

Before making any financial or investment decisions, I recommend you consult a financial planner or advisor to take into account your personal investment objectives, financial situation, and individual needs.

In no event shall René Sellmann be liable to any viewer for any damages of any kind arising out of the use of any content published on this channel, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages.

I hope you enjoyed the content!

[cricbuzz]

Thanks for sharing. We do have some commonality with GOOG, AMZN, BABA, PYPL and META. And I liked your boldness around acknowledging that you are losing conviction etc on your existing position. You sure would be able to kill the endowment effect and you have shown that with your BABA position. Keep growing.

[michaelijeh]

Well, your "show my portfolio" strategy worked for me, as I'm new to your content thanks to this video. I do like the global nature of your portfolio, although I'll admit upfront that we are playing a different game (I have ~50 long holdings with some hedges in my portfolio), primarily because I believe only investing in high-conviction positions can lead to unintended bets. Then again, the best strategy is the one that helps you sleep at night, and you've found it for yourself. I can't wait to see the rest of your content!

[ominollo]

Thanks 🙏 I am glad you decided to make this video!
Your intro is very very good 👍
We have BABA in common, an experiment in patience.

[JuanBattaglia]

I have 12 positions and I have 50% of your positions. I think you are my top 'financial brother'.

[NicoDGr]

Hello René,
Nice video, have been waiting it for a long time !!
Happy to see that we have several overlaps.
Also interested in the less known stocks that you owned.
I looked at TISG, reminded me a bit of ferrari when listening to the CEO and liking ofc the grow prospect, the backlog (remind me of airbus), the focus on the longer boat which have better prospect, the investment in growing the capacity they made recently, the low valuation, ect
But I'm scared of an low probability but high impact possibility : corruption. It is a market with a lot of issue, making business with a lot of russian oligarch, ... that can lead to a total loss
And another issue I see is more structural and less dramatic, it is the environmental issue and regulation that come with yatch and the lost of public interest leading to a market slow down
I'm very curious to ear your thoughts on the subject.

[LordDennings]

Thanks for sharing. Italian Sea Group looks very interesting. In performing your due diligence on TISG, where did you look beyond the company disclosure documents?

[LJ-rw]

I'm new to investing, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

[PeteLePan]

Great perspective and portfolio! Not filled with big stocks, but hidden gems!

[cristian]

Are you over performing S&P 500 on long run? Why aren’t you investing in passive funds i.e. ETS’s?

[alexlimion]

Thanks for this Rene. I am happy to learn of the Italian Sea Group given its impressive returns. Like you, I also hold NIntendo and IBKR and hope to hold onto the latter as many years as possible. BABA was once my largest holding but Ive lost confidence in it and moved on. I also used to hold Alphabet and wish I hadn't sold. As for META, I agree it has a moat and impressive returns: the product may have prevented me from investing. Amazon is truly amazing.

[NicoDGr]

Hello René, thank you for the vidéo ! After it, I did my own research on brockhaus technologies and initiate a position around 22€. But since then stock have jump 40% and I have difficulties understanding why and I don't feel confortable with it. Do you have any idea ?

[osamaali]

Great video Renee..
I am out to do my research on the Italian Sea group coz you really motivated me to it..
However, I didn't find it in my broker Trading 212. What is your recommendation?

[thomasthetankengin]

Geeat video. Juat wondering why youre not in NVDA?

[undisclosed]

net margin for Interactive Brokers was 13, 92%

What's the biggest position in your portfolio?

[jaredcorreafitness]

Would you ever consider adding Visa to your portfolio?

[thorsrensen]

Have you considered mining stocks like B2Gold or SSR Mining.

[joseafalvel]

my largest position is American Express

[mangoman]

Crikey! 5 minutes of BS before getting to the actual content

[Allen-L-Canada]

I found your non-US holdings are hard to relate. I am only focus on US and Canada companines.