1Yr·

The development of our growth and value portfolios could not be more different. Our growth portfolio is still on the decline; with Kalera and Quantafuel, we had two quasi-insolvencies here. This reduces the chances for a tenbagger. In the Growth Depot, we pursue a venture capital approach, we hope that a company will really take off and accept the failure of the other investments. Our approach is completely different in the Value Depot, where we buy stocks that are undervalued from our point of view. With this approach we have been able to beat the market so far. We are curious how long our portfolio will perform better than the MSCI World. In the long run, very few fund managers manage to beat this benchmark.


Conclusion: With our value portfolio we have a presentable record and have been able to beat the market, our growth portfolio continues to suffer from the strict monetary policy of the central banks, and startup financing has also slumped. There is less venture capital available, therefore valuations are falling.


#aktienstudieren, the #finanzblog, mediated #aktienwissen, #finanzbildung, #bildung and #finanziellebildung to #passivinvestieren to #studieren. Each #aktie is traded at the #börse market and ideally pays #dividende at a #dividendenstrategie. Then #verdient one #geldimschlaf has a #passiveseinkommen with #etfs, #rendite and #einkommen a #altersvorsorge with #aktien. Today is #zahltag, there is #einkommen, #geld because #geldtutgut

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Hashtag-Chaos
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Both horrible depots.
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Is $NET Value Share ?
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@Cashflow_Investor Growth, but buy into our value portfolio stocks that we consider undervalued
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Cool added value for the community.Not. 😅
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How about depositing the depots if you have bought them with live data at Getquin ?
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@TradingMelone the Value Depot is stored with live data :)
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@fiducation Have you shared the depot before ? Maybe just put in the depots and then a pinned post on the profile with the links to the dashboard. Then you can also track purchases, etc. :) I would find interesting.
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@TradingMelone we can do next time with pleasure :)
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Glad to receive constructive feedback on the depots. Content-empty, negative comments will be commented with '💩'.
Deleted User
1Yr
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@Michael-official With the Value Portfolio we were able to outperform MSCI World and DAX since 2020. We bought stocks such as Vonovia, Teamviewer, BASF, Kion, Smartbroker and VW later and after the correction. With stocks such as Boss, Zooplus, Sto or Steico, we have realized profits in the meantime. Outperformance even though we were still invested in Wirecard at the beginning. One of the bets in the Growth Depot must work out.
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