The stock market year is now history and I am quite satisfied with the performance, or rather it was my personally best year on the stock market so far in my almost 8 year "career" as a "fund manager", almost 50,000 € gross asset growth in one year, for me as a simple man and normal earner still surreal. I mean, that's more than my gross annual income from my job. In addition, there was a gross dividend of around €9,000, which I have to rely on getquin for, because I got a bit lazy this year and didn't track the net dividend in Portfolio Performance on my PC. It's a bit strange to share my "successes" anonymously here on social media, talking about them in real life with friends/colleagues and sometimes with family is still unimaginable for me.
As far as the portfolios are concerned, there has been a lot of movement, at least in my Scalable portfolio.
Reit has been reduced somewhat, the BP and Shell positions are out and have been partially reallocated to Chevron and Exxon. Altria and BAT are also no longer in the portfolio. With a heavy heart, I have also sold $UKW (-1.04%) with a heavy heart 😥
As these are positions with high dividends, the cash flow for 2025 will also fall to around €7,000 gross.
I used some of the money to invest in shares with a little more potential in the future and so I only added positions in November, such as $ASML (+2.14%)
$LRCX (+4.46%)
$KLAC (+1.17%)
$DB1 (+1.12%)
$CSL (-0.18%)
$NXPI (+0.97%)
$TTEK (-0.49%)
$CTAS (-0.18%)
In addition, I started my "savings plan project" at Trade Republic in February 2024 with the "Ultimate Homer Hardcore ETF", which has now reached a "fund volume" of over €70,000 💪😁
2025 is the turn of the 100k 😁👍
The 50k is divided into approx. 45k price gains for shares and 5k for gold/silver
A happy new year and a happy new year 2025 to you all 🥳💰🍀❤️
