📱 Update July 📈:
Just in time for the middle of the month and Sunday, I would like to give you another update from my portfolio.
➡️ Depot update:
This month has seen a lot of ups and downs. As is so often the case, the big tech companies caused the highs: Apple shone in July 2024 with 5.54 %, Amazon with 4.27 % and of course Tesla with an impressive 33.60 %. Alibaba was also strong with a gain of 3.47% and BYD was up 5.73%. However, it is not yet possible to speak of a stable upward trend for Alibaba. Developments in China remain exciting and unpredictable. Despite the economic risks, I remain invested because the valuation is simply too tempting.
On the other hand, Bitcoin is down 11.14%, bringing the overall performance of my portfolio in July to +1.34%.
➡️ Transactions:
With a monthly performance of -11.14% for Bitcoin, I only had one option: buy more! 😜 The first purchases have already been made and I could imagine that the $50,000 mark will be tested again. The transactions by Mt.Gox and the BKA have of course depressed the price, but I'm surprised that it hasn't fallen any further.
Following the strong trend at Tesla, I have also bought more there, but am now working with a stop loss. If it turns out that the Robotaxi event on August 8 is postponed until October, the price could fall again quickly.
Other purchases this month were the savings plan executions of NVIDIA, Microsoft and Visa. I am extremely bullish on all three positions and would like to further increase my holdings in Microsoft and Visa in particular.
There were no sales ✨.
Transaction overview 07/24:
Purchases ✅:
- Tesla € 200
- Bitcoin 250 € at approx. 58,000 €
- Bitcoin € 250 at approx. € 52,000
- Microsoft savings plan €100
- Visa savings plan €100
- Nvidia savings plan € 100
- TR-Saveback Nvidia 14,80 €
Sales ❌:
- none
➡️ Saveback 💰:
TR saveback is switched back to Visa.
➡️ Payback 💰:
I continue to find Payback exciting and collected points diligently in July. I have now accumulated 22,600 points, which I will invest in shares at some point.
Payback 07/24: +3,600 points (€36).
➡️ Sports betting ⛺️:
*Attention sports betting: Extreme risk and not recommended for imitation.
Of course, I followed the European Championship closely and always get weak at sports betting during major soccer events. 🥹
As mentioned, there is a huge risk involved. Nevertheless, I enjoy it with small stakes. I won +€70 over the European Championship. Let's see what the final tonight brings. Not a huge sum, but I'm enjoying it. 😅
The profit will of course go into my portfolio.
➡️ Watchlist 👀:
I would like to further increase my European share and smaller positions for diversification:
- Hermes (interesting at €1,800) $RMS (-0.13%)
- ASML (interesting at €800) $ASML (-1.1%)
- Novo Nordisk $NOVO B (-0.25%)
- Bitcoin $BTC (+0.84%)
I look forward to your feedback on the article, the watchlist and my thoughts. And of course I wish you an exciting game tonight - good kick! ✨
