Secure reallocation and 5% p.a. effective annual return.
Bond allocation now at 15 percent, target achieved. Now we will only continue to invest via a savings plan with a 15 percent weighting.
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14So dear friends...
Waiting for the maturity date of my 10y Treasury bond, interest payment will be taken along and, a little too early in the short term, but in the longer term shifted into 20+ Treasury at approx. 5 % p.a.. $IBTL (+1.71%) .
Furthermore, I finally got rid of my Global Clean Energy, albeit with a slight minus, but I see the cost pressure there immensely, and I also didn't like the weighting of the ETF "anymore".
With my savings rates, I'm trying to underperform Apple a little to get away from the almost 4 percent portfolio weighting. Apple is too annoying for me, at least in terms of the iPhone. Year after year, less and less innovation regarding smartphones, now under time pressure only a "half-finished" cell phone released in Germany.
On the other hand, I am quite happy with my portfolio.
I will continue to invest in real estate shares in the future, $DHL (+0.1%) I would like to push them to 1.5 %. I see an anti-cyclical opportunity here, the key figures seem to be okay. And the economy will also enjoy an upswing again at some point. Big player, albeit boring for some. But would like to upgrade it as a small individual share and hold it for the long term...dividend tastes good.
$PATH (-0.49%) and $ALFEN (-10.7%) will still think about a plan to sell, or one day one share will give way for the other.
We don't need to discuss Freyr and Halo, everyone starts at some point and unfortunately they are no longer tradable on L&S.
I am open to constructive criticism.
Have a nice evening and good luck 😅😅
Bond Invest Update 24
As already announced, anyone who is interested can follow my investment in bonds.
The US interest payments have now been reinvested in the USD bond ETF.
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
Bond Invest Update 23
As already announced, anyone who is interested can follow my investment in bonds.
It has rained heavily again. As already announced in last month's review, the first two large interest payments from the USA were due. The payments received amounted to €149.63 and €217.85 net and gross respectively. Unfortunately, it is not possible to include interest transactions here. Overall not bad for almost 5 months.
The total of €367.48 will be reinvested in the USD bond ETF next week via savings plan execution.
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
Bond Invest Update 22
As already announced, anyone who is interested can follow my investment in bonds.
Monthly savings plan to further feed the USD bond ETF.
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
Bond Invest Update 19
As already announced, anyone who is interested can follow my investment in bonds.
Monthly savings plan to further feed the USD bond ETF.
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
Bond Invest Update 15
As already announced, anyone who is interested can follow my investment in bonds.
Monthly savings plan to further feed the USD bond ETF.
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
Hello everyone,
I am 24 years old, my investment horizon is at least 20 years and I follow the Buy& Hold strategy and in the following I would like to share my portfolio and say something about each position.
$BTC (+3.3%) has simply done well in 2020 and has continued to rise.$ETH (+1.66%) Only got in at the end of 2023 Let's see where the journey goes$VWCE (+0.48%) should of course be further expanded to 70%$BG (-1.01%) the Ösis know them a super Dividendenaktie🇦🇹$RHM (+1.63%) Everyone needs defense$XRP (+4.14%) and $SOL (+4.08%) see a lot of potential in both$IBTL (+1.71%) Bond ETF will ignite when interest rates fall$FGEQ (+0.37%) , $VHYL (-0.09%) The classic dividend etfs are planned as passive income Will also be expanded$PLUG (+1.6%)
$BICO (+2.44%)
$NAS (+0%)
$VBAM (-1.3%) all very speculative
Bond Invest Update 12
As already announced, anyone who is interested can follow my investment in bonds.
Monthly savings plan to further feed the USD bond ETF.
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
Bond Invest Update 9
As already announced, anyone who is interested can follow my investment in bonds.
First execution of the savings plan for the US bonds to balance the amount invested in the two ETFs (USD/EUR).
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
Bond Invest Update 6
As already announced, anyone who is interested can follow my investment in bonds.
Due to the surprisingly clear announcement of the interest rate cut next year by the FED, I was forced to implement my strategy a little faster before the wild ride takes off without me! 😊
As already announced in the last post, I entered a US bond ETF today - after the euro bond ETF. I will continue to save in both over the course of next year.
Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu
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