New all-time high in the portfolio. Who feels the same? Soon to be half a million 📈💵👍
#portfolioanalyse
3Mon·
Portfolio Feedback
42Positions
€429,046.66
121.93%
105105
56 Comments
Lumimyrsky@Lumimyrsky
3Mon
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11Mon·
Portfolio Feedback
What is Euro opinion about my portfolio what could be changed?
Trying to take safe companies with a lower P/E ratio into the portfolio and to mix in many growth stocks values go more in the direction of holding period +5 years
Check out my Dashboard now!
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19 Comments11Mon
That's really a lot of positions for 7,000€ 😅
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1D·
The new 60/40 Portolio / Incrementum Gold Report
I just came across the Gold Report by Liechtenstein investment advisor Incrementum via the daily newspaper Welt. It deals with the changing situation of gold as an investment. And, interestingly, it also looks at Bitcoin in detail. BTC skeptic @sobrius has just examined this section in more detail.
Bonds have never interested me personally. And in most of the portfolios shared here on Getquin, they only play a marginal role. But I have already seen the graphic on the right here in different variations. So the 60/40 portfolio, which invests in assets that are more decoupled from inflation, is not that "new". But PR also comes to a head sometimes.
My gold cushion is actually also the best-performing item in my portfolio, which is a bit of a pain ;-) As a result, I now spend more time studying and sifting through information.
The Incrementum report is a whopping 441 pages long. Have a look when you get a chance and let me know what you think: https://www.incrementum.li/journal/das-neue-gold-playbook-in-gold-we-trust-report-2024/
#incrementum
#crypto
#portfolioanalyse
#gold
#silber
#btc
#inflation
#rohstoffe
#china
#goldreport
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12 Comments
I came across a similar portfolio in my search for an ideal B&H portfolio. However, I then decided against it. Like you, I have reservations about bonds. The performance is not great and the risk is relatively high. They are only attractive as an uncorrelated asset to the stock market. But gold is better suited to this. More performance with a similar correlation.
That's why I came up with the following allocation for B&H, which offers the best risk/reward profile and is also simple and intuitive:
50% ACWI, 25% gold, 25% BTC.
So far, however, I only know of @Testo-Investor that comes close. 👍
That's why I came up with the following allocation for B&H, which offers the best risk/reward profile and is also simple and intuitive:
50% ACWI, 25% gold, 25% BTC.
So far, however, I only know of @Testo-Investor that comes close. 👍
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5Mon·
Portfolio Feedback
your opinion. your tips. I'm new here 🙋🏼♂️ #etfs#analyse
#portfoliofeedback
#portfolioanalyse
#crypto
#aktie
#roastmydepot
Check out my Dashboard now!
7Mon·
Your feedback is needed!
I currently have 22 x $VWRL how can I still diversify my portfolio am open to everything?
#etfs
#dividends
#news
#portfolio
#portfolioanalyse
#portfoliofeedback
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6 Comments
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5Mon·
Portfolio Feedback
Portfolio update & your opinion.
Hey, after a long time of watching and following how you have built and expanded your portfolios, I wanted to share my portfolio on Trade Republic.
About me:
I'm 21 years old, I'm doing a study-integrated apprenticeship as an electrician, which means I'm doing a normal apprenticeship as an electrician for energy and building technology and on top of that I'm studying business administration specifically for small and medium-sized companies. I have set up my own small business on the side and mainly invest all my earnings.
My average savings rate is €200-400 per month.
I follow a dividend strategy, hence so much in Mercedes-Benz.
In the long term, I have chosen the FTSE-ALL-World from Vanguard and have a savings plan of usually €200.
At the moment, however, I'm more focused on crypto and would like to expand this area further, i.e. increase my holdings of XRP, Polkadot, Solana and Polygon. I also own ETH, but it's too expensive for me at the moment, so I'm focusing on the cheaper cryptos mentioned above.
I think there will be another correction in the crypto sector next year and will then buy more and accordingly I am currently only planning with savings plans on the above-mentioned cryptos.
I am looking forward to your opinion, what would you recommend?
Check out my Dashboard now!
7 Comments
What strikes me about your portfolio is that there are quite a few small positions and, for my taste, one position that is too large in comparison $MBG. In my opinion, the selection of individual stocks does not necessarily fit a dividend strategy either. I can go along with $MBG, $ALV and $O. I would see $AAPL $AMZN $TSLA $GOOGL $PYPL more as a growth strategy and less as a dividend strategy. The $VWCE is great. I would see a mixture of dividend strategy and growth strategy in your portfolio - which is perfectly fine at your age. If I were you, however, I would set up the individual stocks in such a way that I would pursue a dividend growth strategy (consider and diversify sectors) and cover the growth segment via the ETF (here the individual growth stocks mentioned above would also be represented among the top positions and there would be no duplication), which should be your largest position (preferably 50+% of the portfolio value). I don't know enough about cryptos (probably due to my age) but what I've picked up so far is, if cryptos then $BTC (possibly $ETH ) - the rest of what's out there is not. But that would also be too much crypto for me in total ... I think 5-10% of the portfolio value would be fine. In total, a breakdown of 50-60% ETF (or even more .... then just fewer individual dividend stocks, depends on how much you want to deal with the individual stocks), 5-10% cryptos and the rest in dividend growth stocks would be a possible portfolio structure for my taste.
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3Mon·
Portfolio Feedback
I am currently in an apprenticeship and set aside €170 every month Looking for good ETFs for the future Does anyone have any suggestions? #etfs
#stockanalysis
#portfolioanalyse
13Positions
€1,355.56
5.21%
3Mon·
Portfolio Feedback
Good luck Getquin Community!
Today I would like to introduce you to my portfolio!
About me:
I'm 27 years old and work as a mechatronics engineer in mechanical engineering.
My goal is to create a pension plan and passive income through dividends, which should feed the savings plans themselves in the first step & possibly be used at some point to make one-off payments on a house loan or similar.
Further future plans:
I am interested in buying my own home in the future.
To this end, I have been saving €100k in a building society savings plan since this January with €100 + €40 VL (not yet entered in the portfolio), which will secure me a loan interest rate of 1.25%.
I want to increase the monthly savings amount here if necessary. However, I am unsure as it is "dead money". (0.1% interest)
I can access the loan after a year by making special payments of any amount free of charge.
However, when it comes to the house, I have to say that I've never really been sure how best to go about it.🤔😅
About my individual shares:
Here I have chosen a mix of dividend & growth stocks.
There's definitely a toad (3D Systems) among the shares that I want to get rid of.
I also need to rethink some of my German stocks.
Admittedly, I was a bit naive there.🤦🏼♂️
Cryptos:
I've been saving BTC & ETH here for a while.
Cronos/Crypto.com is no longer worth mentioning for me.
If I were to say that I understand everything about crypto, I'd have to lie... it's practically a lottery substitute for me.🎰
Gold:
Here I'm hedging EUWAX Gold 2 in the same ratio as my cryptos.
I have decided to "couple" the risk of cryptos with the security of gold.😄
Monthly savings plans:
150€ Vanguard FTSE All World (accumulating)
15€ Vanguard FTSE Emerging Markets (distributing)
50€ UnitedHealth
25€ BAT
25€ DHL
30€ EUWAX 2 Gold
20€ Bitcoin
10€ Ethereum
140€ Building society
(As I will almost certainly exceed the tax-free amount this year, I will save the AllWorld as an accumulator from 15.02.)
I would be very happy to receive opinions and suggestions on the portfolio and the home ownership topic!
34Positions
€46,773.57
15.57%
11
4 Comments3Mon
Hi Nils,
Whether you save in an EM alongside the $VWCE is a matter of taste. The EMs are already included in the All-World.
I think the building society saver is an interesting choice, but I don't know whether it wouldn't have made more sense to park the money in call money/fixed-term deposits until you need it to buy a property.
Your investment goal is retirement provision. Dividends would be disadvantageous for me due to the reduced taxable hours, but that's personal preference. In the end, the strategy has to suit you.
Whether you save in an EM alongside the $VWCE is a matter of taste. The EMs are already included in the All-World.
I think the building society saver is an interesting choice, but I don't know whether it wouldn't have made more sense to park the money in call money/fixed-term deposits until you need it to buy a property.
Your investment goal is retirement provision. Dividends would be disadvantageous for me due to the reduced taxable hours, but that's personal preference. In the end, the strategy has to suit you.
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•11Mon·
hello, does anyone have an idea how you can insert your cash part of the portfolio? so for example you save xy€ and transfer it from an account to the deposit account.... how can this be mapped here in the app? or do you include this point in your rating at all?
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3 Comments
Unfortunately, this is not possible with getquin, i.e. you cannot map the movements on your clearing account or overnight deposit account cleanly. You can create a cash account and adjust the current account balance by changing the original amount deposited.
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