$VWCE (+0.09%)
$ALLW (-0.41%)
$FWRG (+0.02%)
$FTAW (-1.09%)

Is the difference in performance only due to the tracking difference? If so, how long should this be monitored? I actually wanted to save the $ALLW (-0.41%) because of the 0.07 TER, but if it's like that in the long term, it's not worth it.

For a long time I had my savings plan $VWRL (+0.03%) had it running. Solid, but the allowance has long since been exhausted by VWRL distributions. Time for a twin.

$VWCE (+0.09%) Same index, same world, but accumulating. More tax-efficient than the distributing variant -> compound interest runs through unabated.

At the same time I have $BTC (+0.26%) sold. Too volatile, too much mental attention for someone who is very busy at work. I need a portfolio that I can forget about - not one that keeps me awake at night.

The strategy now: VWRL remains untouched, VWCE becomes the new building block for everything new. Savings plan is running, with a one-off payment on top today.

Boring? Yes. Right? Yes, too 📈

It is with a heavy heart that I have decided to sell part of my $4GLD (+0.88%) after many years of holding it and will soon switch it to the $VWCE (+0.09%) and will soon reallocate it to the

As a result, my share in $4GLD (+0.88%) from 55% to approx. 16%.

I no longer expect sufficient returns from gold in the long term. Gold is not suitable for accumulating wealth. The feeling of security has so far prevailed, but I have now decided to take a different path.

Is this the right step? What do you think?

Yes, yes... I can already hear it: far too much crypto and heavily in the red. But the cryptos are still a remnant of my time before the current Yuh portfolio.

But knock yourself out and roast my portfolio - bearing in mind that ETH and SOL will be sold at some point and either rolled over into ETFs, individual stocks or BTC.

I'm also open to criticism and feedback, suggestions for adjustments and advice.

Regarding my strategy: I buy CHF 100 per month in $VHYG (+0.03%)
$VWCE (+0.09%)
$CHDVD
$XMME (-0.39%) as well as $ZGLD and $BTC (+0.26%) . I also buy up to CHF 400 in individual stocks on my watchlist, which I want to buy and hold for the next 15 years, if not 30 years, until I retire (or longer).

For the most part, I buy individual companies that I support personally and in the long term, consume myself or simply find suitable (e.g. because they pay regular, good and annually increasing dividends).

A year later, a lot has changed in the portfolio - not just a year older 🫣 😉

My strategy is now a core satellite strategy. Whereby the core ($VWCE (+0.09%) , $TDIV (+0.01%) and $EIMI (-0.45%) is). The satellites are a mix of $BTC (+0.26%) , $EWG2 (+0.41%) , $SSLN (+0.78%) and momentum models such as $DE000LS9U6W1 (-0.3%) and $DE000LS9VVV3 (+2.44%) . I have currently stopped my savings plans, as I have added to them over the last few months when prices were a little lower. And I am currently 85% invested with my assets. However, I would like to invest another €5k in the momentum models, which are already on the broker and limit orders have been set (so that I reach roughly 10% with the momentum models). In addition, my plan with $BRK.B (+0.09%) has not worked out at the moment, as I still have a loss pot of just under 700€. So I'm still holding on, and as soon as that is reached, the amount will be invested in the other positions.

✌️

After a long time of watching, I have decided to write a post.

Yesterday I was able to welcome my first 100% share in the portfolio. Thank you $NVDA (-0.49%) !

The plan is still to $VWCE (+0.09%) position to bring some calm into the tech-heavy portfolio. Target is 60%.

What is your opinion on my portfolio?

Cheers

This brings us to 225 participations.

"A small step for man, a giant leap for mankind".