8H·

Portfolio analysis

Hello everyone, as I've already read some interesting things here about the composition of portfolios, I'd like to briefly introduce mine. I am now 40 and the aim here is to build up assets over the long term without a specific target date. I am not dependent on dividends and can save around 1500-2000 euros a month. When building up the portfolio, I naturally made the typical beginner's mistakes such as "it's already fallen so much, it must go up soon" (e.g. $DBK (-0.85%) ) or with Corona Gehyptes (e.g. $BIKE (+9.62%) ) were not spared. In addition to the securities, I also own two practically paid-off properties (approx. €300,000). My current plan is to build up my etf positions in several tranches, in particular $VWCE (-0.12%) possibly with even less focus on the USA. I am now looking forward to your praise, criticism, suggestions and ideas for improvement!


Best regards

Martin

21Positions
€149,135.10
40.79%
18
13 Comments

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With the volume, just 21 positions and 40% profit, there is really only praise left. The saver's allowance is well utilized. Even if there is no explicit focus on dividends, I award the rating: Exemplary portfolio! 🫡
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I'm 29 now and still have 11 years to become like you.
💪💪
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@dubestdub I'm not sure you want to be like me.... 😅
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@Marsellus At least I would like to see you persevere. :)
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Look strong, bravo!
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Diggi, to a 150k depot 2x 150k or 300k Immo 👍👏
🫡
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The man is a luminary and has an aura that is second to none. He is the deluxe version of an investor and real estate mogul. For the good of the general public, I'd like to cover his other qualities with a thick cloak of silence.
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@Geschmeidechse Phew, thank goodness for the cloak of silence.... 😂😂
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Strong portfolio, how did you pay off the two properties so quickly? 😊
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@user03 Thank you! How do you know that it went quickly with the real estate, I already have a few years under my belt... 😄
Well, two lucky coincidences came together: firstly, I was able to buy well below the market price, and secondly, interest rates were extremely low at the time, so a large proportion of the installment went towards repayments. But it still took a while.
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@Marsellus yes, but two properties at 40 is already strong 😅
Okay well that is of course really mega, respect!
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