9Mon·

Hello my investors, brimming with massive potency,


I hope things are going as well for you as they are for me ? The first hurdle I have taken. The 100k are now OFFICIAL reached. #stolzwiesau


Nonetheless, this is only hurdle 1/2... The further goal is to have 100k invested in my ETF's by 31.12.2024. Therefore continue FULL GAS!!!!!!! But it will be a bit tougher now, because I am also building up a cash reserve, which should reach the 10k mark relatively quickly. Let's wait and see.


Portfolio consists of:


72% ETFs

21% commodities (18% gold; 3% silver)

5% cash

2% individual shares and derivatives


What was going on for me in February?


-€4,000 in the overdraft facility because I wanted to make an investment immediately

+1,500 € partial sale of my Nike shoe collection

+3,000 € sale of AMG forged rims

+ €4,000 special income

+ 2,500 € savings plan


I am currently continuing to build up a cash reserve. This currently consists of € 5,000, of which I will invest € 2,500 via a savings plan on 04.03.2024. The breakdown will be as follows:


  • Vanguard S&P 500, Xtrackers Artificial Intelligence, VanEck Semiconductor UCITS ETF, Invesco EQQQ NASDAQ-100 ETF


$VUSA (+0.32%) (weighting 40%) 500 €

$n/a (+0.79%) (weighting 23%) € 500

$XAIX (+0.11%) (weighting 22%) € 1000

$EQQQ (+0.07%) (store of value for reallocation to Bitcoin) (weighting 15%) € 500


Performance of the portfolio:


TotalTTWROR +48.4 %

Since 01/2024 (without commodities) = TTWROR +8.46 % (+5,500€)


Of course, the performance would have been better if I had invested the entire 70 k immediately in January and not spread it over January / February, but you're always smarter afterwards.


Have a relaxing weekend :)





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26 Comments

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Keep up the good work Testoman :-) 2 comments: I still don't quite understand why you are saving these 3 ETFs at the same time. There is so much overlap that you could easily leave one out. 2. i'm afraid your "store of value" bet won't work out the way you envision. Investing directly in BTC would have been the better bull case in terms of halving.
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Congratulations. You're welcome bro. But respect you have really big balls with your US allocation and your tech sector bet. If the analysts at the big banks are right and there is a recession in the Magnificent 7, it would really hurt your portfolio. But the returns are currently proving you right, so keep it up 👍
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Very strong 👌🏽🚀
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On and on 💪
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I would like an explanation of the special income.
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Why do you exclude commodities and probably everything else from performance? If you include everything in your target, then you include everything in the performance.

Otherwise: Besto Testo! 🚀
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The T-shirt can be taken off in the bath 😉
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Respect the first 100k is really something special and also my next big goal. Now things should really get going with the interest rate 😏 Congratulations 🥳
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