Stocks Versus ETFs Portfolio
In the past, my portfolio consisted 100% of individual stocks. Over the last few years, it has gradually shifted towards ETFs.
I like the benefits that ETFs provide (i.e. diversification at a low cost) but they can be somewhat boring ... 🥱
By holding a handful of individual stocks, it adds some spice into my portfolio (i.e. the odd takeovers, quarterly results, etc.) ... 😲
Case in point, I hold both $AMZN and $MSFT.
With $AMZN, I initially started my position on August 2021 and bought more shares as well. I've seen the share split and my position increase over 100%.
With $MSFT, I only started my position on September 2024 and bought more shares afterwards. I have rode this share down but it has been on a bit of a run lately.
I know these type of swings are uncommon with ETFs (unless you hold leveraged ETFs - no thanks). With my portfolio holding roughly 50/50 between ETFs and stocks, I find it forces me to only hold the stocks with the 'highest conviction' in them (determined by me).
Is there duplication between the ETFs and stocks? Yes - but that is OK if you did this intentionally
