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 (+0.62%) , $TDIV (+0.34%) and $EIMI (+0.74%) is). The satellites are a mix of $BTC (+0.06%) , $EWG2 (-0.58%) , $SSLN (+0.95%) and momentum models such as $DE000LS9U6W1 (+0.41%) and $DE000LS9VVV3 (+8.06%) . 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 (-0.14%) 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.

✌️

That concludes what I started in October. BTC is empty. Since that was more or less play money for me. Will now be invested in the @Epi lepsis $DE000LS9U6W1 (+0.41%) .

$EWG2 (-0.58%) will follow in August and go into my main portfolio.

This means that I will soon be well undiversified again in terms of asset classes.

So... Portfolio completely reorganized ... let's see if the optimization brings something....

• $SC0J (+0.73%)
• $EIMI (+0.74%)
• $EWG2 (-0.58%)
• $BTC (+0.06%)
• $WSML (+1.11%)
• .......

Good evening, dear users,

I wish us all a successful second quarter. It's that time again when I'm thinking about rebuilding... 😅

Just jump to "very simple", i.e. sell everything and only actively use the $VWRL (+0.65%) , $TDIV (+0.34%) , $EWG2 (-0.58%) , $BTC (+0.06%) - this would probably be more relaxed, but perhaps also too boring for me?

I am now 22 & would like to take the outperformance of

tech stocks, but at the same time I find a low drawdown very pleasant. I know. Just don't sell, I can do that in a relaxed way.

Feel free to write your opinion on my plan! 🤩

Hello everyone,

I am currently considering whether I should switch completely from Trade Republic to Scalable. Also with the background that Scalable offers 2.5% interest for the call money account.

I'm actually only with Scalable because of the $EWG2 (-0.58%) because it is not eligible for savings plans with either TR or ING.

As far as I have now read, however, I cannot make automatic deposits from this call deposit account to my broker account or use it as a reference account to make my savings plans.

Do I see that correctly? 😶

Then Trade Republic would be for me. The better function Eben only has 2% interest.

Which brokers do you use?

Best regards

Hello community,

I've been rebuilding my portfolio for a while now. I can't beat the market and I don't have the time or the knowledge to look at every single asset ultra closely. The portfolio is invested for retirement (I have 23 years left). Until then, the dividends will be reinvested.

The $VWRL (+0.65%) and the $TDIV (+0.34%) should represent the core of my portfolio.

The $EWG2 (-0.58%) and $BTC (+0.06%) should round off the portfolio with 3-5%. A maximum of 1 to 5 individual stocks can (should) be added over the years (max. 2% each)

Now I am asking myself whether I should add a momentum ETF of a certain size: e.g. $IWVL (+0.58%).

What do you think and would you recommend this or another momentum ETF?

Thank you very much for your swarm knowledge and help

18 x $EWG2 (-0.58%) against 18 x $VWCE (+0.62%)

Weighting now as follows:

Reallocation to $VWCE (+0.62%) today.

I actually had individual stocks like $6861 (+4.69%)
$6920 (+5.26%)
$7012 (+13.89%)
$2802 (+1.78%) on the screen. Why has it now become the $XNKY (+1.37%) become?

ETF instead of individual stocks:

Instead of having to choose between the Japanese tech giants, I wanted to reduce the complexity by adding the 225 largest stocks to my portfolio.

Momentum affinity:

Since I am a fan of momentum (also have Europe Momentum in the core), the price weighting of the Nikkei 225 suits me more than the classic market capitalization.

Although Japan is already included in the $FWRG (+0.81%) I am now deliberately overweighting it. I believe that Japan still has a lot of potential to develop.

My aim is to realize gains from my individual stocks such as $ASML (+2.51%) and $GOOGL (+0.09%) as soon as a return of 200% has been achieved. Then I take the stake out and shift into the ETFs. This is how I prepare myself for times when I have to worry less about my portfolio and it becomes a self-runner.

I've realized that I spend too much time on the stock market and I want to reduce that.

My core should consist of 75% in future

- $FWRG (+0.81%)

- $IEFM (+0.76%)

- $EQAC (+0.85%)

- $XNKY (+1.37%)

- $EWG2 (-0.58%)

- $BTC (+0.06%)

Satellite with the mentioned profits and individual assets or altcoins at 25%.

My USA share is currently 40%, Europe 16%, Asia 12%, gold 12%, crypto 8%. I have the rest in $XEON (+0.01%) lying around.

The USA share should not exceed 50%, as I believe in Europe, emerging markets and Japan.

Some time ago, there was a discussion about gold miner ETFs, in which the esteemed @Multibagger was involved. As an addition to my $EWG2 (-0.58%) - position, I have now decided to invest as well, as I generally want to weight gold more heavily in my portfolio.

Second purchase in the next few days. 😊