4D·

Liquidation of the portfolio

Due to my own inattention or incompetence, I will liquidate the positions except for gold and BTC.

Why? I only realized today that this taxation of unrealized gains on ETFs is actually coming into force.

In order to replicate the performance of Info Tech and Defense as closely as possible (I still want to exclude Mag 7 and the savings plan options also limit me slightly), I am betting on these stocks (all are equally weighted):

1Mon·

My ETF portfolio

Only completed this month, so the gains and losses are perhaps a little strange.

$IUIT (-0.18%)

$DFEN (-0.07%)

The Information Tech ETF serves to invest as focused as possible in all the compounders, I would generally prefer the equal weight variant, but unfortunately it is not yet available in Europe as far as I know. The VanEck ETF is intended to protect the portfolio somewhat from geopolitical risks, and the companies are also quite interesting and all have the state as a major customer, either directly or indirectly, which I think is a very good addition. Weighting is around 55% at the beginning and will be rebalanced as soon as the equities exceed the 80-85% threshold. In this way, I hope to take as much upside as possible and leave the equity area largely unhindered.

$IGLN (-0.39%)

The 22% weighting is based on the post from dear @Epi regarding gold.

$DTLA (+0.63%)

$IDTP (+0.13%)

$IBTA (-0.12%)

Like gold, the combination of bonds is intended to take out some volatility and provide an alternative cash position. However, I am considering possibly exchanging the 1-3 year bonds for BTC.

20 Comments

Tenbagger2024@Tenbagger2024

Make pension provision as unattractive as possible. With the risk of poverty in old age and social welfare in old age.

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Oleg@ScorpionfromBW

You only pay about 30€ per 10000€ volume. I think that's still possible, as it's included in the sale.

And where is the guarantee that Bitcoin and gold won't be taxed soon? With our greedy government or if I were a politician and needed money, that would be the first thing I would put on the agenda

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