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36Portfolio ATH 🚀🚀🚀
Last month
STRATEGY | FTSE All World + BTC + Gold
$VWCE (+0.98%)
$BTC (+0%)
$IGLN (+2%)
Portfolio with only 3assets. Growth, diversification and non/low correlated assets
Lets goooooo 🚀
Milestone 2024🎉
Not only did I successfully complete my training this year, but it may also be the first time I have sustainably exceeded the €50,000 mark. The actual portfolio target for 2024 was 45,000, but this was accelerated somewhat by Nvidia.
I am planning my target for 2025 at around 90 - cautious 120,000 and a long-term expansion with gold, other top tech stocks or a reassuring $IWDA (+1.13%) although the crypto train has left the station for me for the time being.
This year, I've mainly invested through $IGLN (+2%) , $ETH (-0.18%) and $MSTR (+2.08%) purchases that I might have to become a lot calmer after all and, as with my $NVDA (-2.33%) I should just leave something lying around and not take the first green numbers straight away.
In doing so, I have $MSTR (+2.08%) for example, I lost 240% after only 2 months
PS: Getquin chart got mixed up somewhere during maintenance, actually the portfolio is currently at a new ATH
Profit taking:
Reallocation of 40% into $VWCE (+0.98%) , 10% $IGLN (+2%) and 50% in individual stocks $8035 (+3.24%) , $GOOG (+0.05%) , $ASML (+0.8%) , $MSFT (+1.55%)
Hello Friends,
I have been following all the posts etc. here with great interest for a quarter of a year now.
After a lot of back and forth, I have decided on a strategy. During this time I have also had to learn a few lessons.
My general goal is long-term wealth accumulation (25 - 30 years) and I currently invest in the following shares, ETFs and cryptos via a savings plan:
$VWCE (+0.98%) 100 €
$BTC (+0%) 25€
$DTE (+1.33%) 25€
$NVDA (-2.33%) 25€
$IGLN (+2%) 25€
$AMZN (+0.2%) & $MSFT (+1.55%) I currently have small amounts in my portfolio, which I intend to increase if necessary.
Furthermore I have $IESE (+1.23%) & $QDV5 (+2.12%) but I will soon be throwing them out as they have not really performed as I had hoped over the last few months.
As I'm still very new to this, I'm hoping for constructive tips and criticism on what I could possibly improve.
I will be able to increase the savings rate myself towards the end of 2025 when I get a certain salary increase.
I look forward to your answers.
Reached 20k€ invested 🚀🚀
STRATEGY | FTSE All World + BTC + Gold
Portfolio with only 3assets. Growth, diversification and non/low correlated assets
FTSE All World - Hold the market portfolio. Don’t try to pick the winning country. Buy them all. IMO if you go all in into US stocks you are taking a active bet.
BTC and GOLD - Assets diversification, the holy grail of investing. This is especially true when it comes to different asset classes that don’t move in the same way in a given economic environment.
PPR ETF SGF (75% stocks and 25% bonds) investment for country tax efficiency. 2k€/year.
Simplicity and consistency! The greatest learning of passive investing.
YTD Assets performence
BTC +42,9%
Gold +29,8%
FTSE All World +20,3%
PPR ETF SGF +11,8%
And many thanks community getquin!! For the kwoledge, valuable insights and the sense of humor daily shared!
Hi everyone !
I plan on investing EUR 1,500 per month (15+ years horizon) into these 9 ETFs and keeping the same allocation in %:
the AI analysis says it is well diversified but some human input would be much appreciated!
thanks in advance for any input 🙏
Hello everyone!
I am looking for an investment recommendation.
My current situation: I am 23 years old, work full-time and currently have a savings rate of €1500/month.
Of this, 500€ goes into an interest account which I am building up as my "nest egg".
I invest €300 in crypto every month (€150 in $ETH (-0.18%) and 150€ in $BTC (+0%))
And 700€ goes into ETFs (400€ in $IWDA (+1.13%) 200€ in $EIMI (+1.11%) and 100€ in $IGLN (+2%))
On occasions such as when I receive vacation and Christmas bonuses, I also buy individual shares.
Now I would like to increase my savings rate to €1800/month next year due to a salary increase.
Would you simply divide the additional €300 between the existing ETF savings plans? Save in an additional ETF? Does it make sense to start with a dividend portfolio? Would you put more into crypto?
I am open and grateful for any suggestions!
The Optimal Gold Allocation – How Much Gold Does Your Portfolio Need? (Incrementum)
In this special publication we explore the critical role that gold plays in a diversified investment portfolio. As markets continue to navigate uncertainty, understanding the strategic benefits of gold allocation is more important than ever. How much gold does your portfolio need?
https://www.incrementum.li/en/?ddownload=148
Hello everyone, I am currently investing via Trade Republic and would like to add gold to my portfolio in order to diversify more broadly. What options are there for investing in gold via Trade Republic? It is important to me that I can sell tax-free after a 1-year holding period. I have already read a few times about $IGLN (+2%) here on the forum. Do you see it as a good way to invest in gold and could someone confirm that the sale is tax-free after one year?
Many thanks in advance and have a good start to the week :-)
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