With that, $VWRL (+0.03%) I sold my last security, and the rotation is $BTC (-0.48%) is almost complete. I did the same thing back in September/October 2023, and it was the best decision :)

I only took moderate advantage of the best opportunity this year, but there’s nothing I can do about it now.

The snow is falling softly ❄️

Dear Community,

I’d like to present my portfolio once again.

The core of my portfolio is the $VWRL (+0.03%) which I contribute to monthly.

I also hold a few dividend-paying stocks such as $ALV (-0.84%)
$MCD (+0.17%)
$BMY (+0.14%) and $TTE (-2.34%) these stocks are my “dividend stocks”—to be honest, I don’t expect much in the way of returns from them, but they might still surprise me. As for $BMY (+0.14%) I’m not quite sure yet whether I should hold onto this stock or focus more on growth in the healthcare sector— $SYK (-0.16%) For example, looks interesting right now—it might even be my new employer in the future 😜.

Then I also have a bit of growth with dividends, though that’s not my main focus $TSM (-0.56%)
$AVGO (+0%)
$SU (-1.68%) and $8001 (+1.02%) Itochu is sort of a middle ground.

Last but not least, of course, $BTC (-0.48%) to cover crypto.

Once I’ve adjusted the positions under $MCD (+0.17%) the top holdings—with a target of about 5,000€ per stock for now and BTC at 3,000€—I plan to add new holdings in the form of $VST (+0.14%)
$XYL (-0.23%) and maybe again $RKLB (+0.41%) , though other holdings are of course possible until then.

Thanks for your support, opinions, suggestions for improvement, etc.

Best regards and have a great start to the weekend,

Florian

This month, we were able to invest 3,500€, of which 3,000€ came from income and 500€ from dividends. 1,500€ went into the $LDGL (+0.27%) and €2,000 went into the $VWRL (+0.03%) . The portfolio is now at €197,000, and if the market cooperates, we’ll break the €200,000 mark next month. Keep moving forward :)

This month, we were able to invest 3,500€, of which 3,000€ came from income and 500€ from dividends. 1,500€ went into the $LDGL (+0.27%) and €2,000 into the $VWRL (+0.03%) . The portfolio is now at €197,000, and if the market cooperates, we’ll break the €200,000 mark next month. Onward and upward :)

It’s been becoming clear over the past few weeks. But what a wonderful sight— $BTC (-0.48%) to see it back at the top of the portfolio. Today, it was once again $VWRL (+0.03%) was dethroned after more than a year at the top. I’m no longer actively contributing to either. But I’ve only invested about 4,000 euros in Bitcoin in total. That $VWRL (+0.03%) approx. 90,000 euros. If only I’d done it the other way around 🥲.