8H·

10k goal ✅

🎉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 (+1.47%) e $BTC (-0.1%) . 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 (+2.67%) Leonardo, a share in $VHYL (+0.38%) and the remainder in $FGEQ (+1.01%) .

From this month I aim to restructure the €200 into 6 small accumulation plans:

- €100 in $LDO (+2.67%)

- €20 in $FGEQ (+1.01%)

- €20 in $VHYL (+0.38%)

- €20 in $MSFT (+1.26%)

- €20 in $1211 (+1.88%)

- €20 in $HIMS (-1.58%)


❔🤷🏻‍♂️ 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?

5Positions
€10,011.47
35.45%
21
4 Comments

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Congrats 🙏🔥 Stay focused 😎
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Congrats and keep going !
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Hello!!! Congratulations first of all for the great achievement! If I can give you one piece of advice, active bank funds have really really high fees, so I recommend you move everything to stocks or even better ETFs!
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@Frasgaa hello, first of all thank you. I am well aware that actively managed funds have higher costs than ETFs, in fact my bank has allowed me zero annual management costs, leaving only a small fee for any exit
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