11Mon·
Portfolio Feedback

Today I wanted to present my experiences since my first own investments.


To start: I am 39 and my interest in the market began in August 23.


My professional expertise lies particularly in product development and nuclear technology.

I have 2 degrees (engineering with a focus on product development and radiation protection engineer) and 2 apprenticeships as an automotive mechatronics technician and radiation protection specialist. After 7 years of working in product development, I left this profession completely and currently work in radiation protection at various nuclear facilities and power plants worldwide.


Intended for retirement: I had previously invested, 5 years with Targobank, 3 years with DVAG/Generali through unit-linked pension insurance. With the result of -40% of the invested money plus liquidation costs of approx. -30%.


So I started to do some research. Like many others, I initially had hardly any experience in the sector and started by investing a few euros in some no-name companies. At a loss.


I read up and quickly found access to Getquin. I tried back and forth and of course listened to "Trust me, brother". With losses.


Now I've gained enough experience and found the ideal strategy for me: Diversity but not at the expense of performance.



Savings plan: €350 is increased annually.

Investment in companies: €10 each

Blackrock $BLK Banks US


Exxon Mobile $XOM (+1.51%) Oil US


RWE $RWE (+4.16%) Supply DE


Realty Income $O (+0.43%) Real Estate US


Cameco $CCO (-2.79%) Uranium CA


P+G $PG (+1.08%) Consumption US


Heidelberg Materials $HEI (+0.42%) Building Materials DE


Petrobras $PETR3 (-0.29%) Oil BR


Stellantis $STLAM (-0.56%) Automotive NL


Siemens $SIE (-0.13%) Consumer/Energy DE


Johnson & Johnson $JNJ (+0.84%) Health US


Walmart $WMT (+1.27%) Retail US


Allianz $ALV (+0.72%) Insurance DE


Linde $LIN (+1.31%) Gas/Hydrogen DE


Henkel $HEN (+0.57%) Consumption DE


SAP $SAP (-1.07%) Software DE


Infineon $IFX (-4.08%) Chip manufacturer DE


Visa $V (+0.57%) Means of payment US


BASF $BAS (-0.55%) Chemistry DE


Rheinmetall $RHM (-0.4%) Automotive/armaments DE


Telecommunications $DTE (-0.87%) Telecommunications DE


ETF: 70€ each

Xtrackers Nasdaq 100 $XNAS (+0.47%)

Ishares MSCI World IT $WITS (+0.59%)


US: 56.3% DE: 29.2% NL: 3.7% BR: 3.5% KA: 3.5% JP: 1.2% Rest: 2.6%


Broker: Change from SC to Zero.

Zero display in Getquin I am currently too lazy to enter everything manually.

Strategy: Buy and Hold


I also invest between €2,000 and €6,000 2-3 times a year in addition to my savings plan.


Furthermore, I actively use Solana crypto (partially staked) and reinvest the profits in other shares or increase my holdings.

Why not Bitcoin: In my opinion, Solana has always performed better than Bitcoin to date.


Strategy: Time to market


Investment time: min. 15 years


In the medium term, I will also open a company portfolio and implement the savings plan strategy.


In the long term, it will remain at €1500 crypto. However, the ETF and share holdings will increase.


I look forward to your feedback.


Best regards


Adrian












Check out my Dashboard now!
8
12 Comments

profile image
35% crypto - that sounds bold to me, to say the least. If you know what you're doing, there's nothing wrong with that. For me personally, it would be nothing. What I would be interested in: what is your long-term goal and how do you plan to achieve it?
5
View all 5 further answers
Moin, if you mean Finanznet Zero, every purchase under 500EUR costs a fee of 1EUR. With 10EUR in the savings plan, that's 10% costs. You can reduce this massively with higher savings rates.
1
View all 2 further answers
profile image
Hi Adrian, I understand the appeal of investing in individual stocks very well, but like me you have to be careful that everything doesn't become too fragmented. I'm in the process of sorting it out myself, but apart from that, a really nice portfolio with promising stocks 🤝 Regards Leo
1
Show answer
profile image
Hi, sounds like a plan, what is your goal?
Join the conversation