🎉Good evening everyone. Today, with this fantastic market session, after a little more than three years since the 'beginning of my journey in the investment world I finally reached the small (but for me big) threshold of 10k.
🧮At this point I would like to make a recap and ask you, if my strategy, based on my goals, is suitable and feasible.
🧒🏻Innanzitutto I am 28 years old, my dream (financially speaking) is to become financially independent by the age of 40 and then be able to stop working and live off my income. I am an investor with an excellent appetite for risk.
📊📈 My monthly investment plan included only two assets until the end of 2024: $KCVBHW (-0.4%) e $BTC (+0.6%) . I started in 2022 an accumulation plan through my bank of €100 monthly with a duration of 10 years in the Morgan Stanley Global Opportunity Fund AH, to which I add additional deposits from time to time in the months when I have more funds to invest. In mid-2023 I began adding Bitcoin to my portfolio, with investments of only €20 per month, which became something more whenever I had additional funds to invest.
Since early 2025 my monthly investments have steadily, and at a minimum, reached €350, broken down as follows:
- €100 in Morgan Stanley Global Opportunity Fund AH
- €50 in Bitcoin
- €200 divided into two stocks $LDO (-2.39%) Leonardo, a share in $VHYL (+0.06%) and the remainder in $FGEQ (+0.01%) .
From this month I aim to restructure the €200 into 6 small accumulation plans:
- €100 in $LDO (-2.39%)
- €20 in $FGEQ (+0.01%)
- €20 in $VHYL (+0.06%)
- €20 in $MSFT (-0.01%)
- €20 in $1211 (+0%)
- €20 in $HIMS (+1.27%)
❔🤷🏻♂️ I know that the fundamental problem in achieving my goal is to considerably increase the monthly amount of invested capital, but based on these premises, is this a right strategy in your opinion?
