2D·

Financial targets 2025 - the mid-term summary

Hello dear community,


after not really being active for a few months, I thought I'd draw my first conclusions at the halfway point of my annual financial goals. A warning up front, the success so far is manageable to say the least 😙.


Before that, a few stats on the overall portfolio:


📌 YTD: approx. -5.33% as of today

📌 Shares/ETF: €12,150 invested

📌 $BTC (-0.07%) / $SOL (+1.07%) 2,500€ invested


Now let's check the targets:


🎯 Raise the portfolio to €70k

Phew, the orange man had something against it, currently unrealistic in view of the required performance and the investment volume still to come.


🎯Do more research, as it feels like I haven't done anything for 7-8 months in 2024

Up and down, sometimes yes, sometimes no... I'm working on it, let's put it this way.


🎯Focusing more on equities and not getting bogged down in the crypto bubble

Worked well so far, $SOL (+1.07%) Savings plan is now paused, focus is only on $BTC (-0.07%) . No other coins have been bought...


🎯Expanding my knowledge of basic financial topics, especially in the area of chart analysis and company data/earnings

Phew, mixed, started but never followed through...still have 6 months to go.


🎯Just listen to more financial podcasts

Works quite well, I actually listen to the usual suspects regularly


🎯Significantly increase the weighting of the MSCI World

Currently still far too little, but I'm working on it...


🎯The most important thing: to finally convince my better half to invest

Missed the maximum, there's less than before and not a cent has been invested 😆


What happens next?


I have currently suspended a large part of the savings plans on individual shares and continue to focus on $IWDA (+0.03%) and $MEUD (+0.13%) . According to the current plan, around €6,000 will still be invested this year.


With this in mind, keep applying cream ☀

29Positions
€51,231.28
35.93%
6
3 Comments

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Strange. Apart from "more of the same", there is no error analysis?

Perhaps you would have noticed that your disappointing performance can be explained almost entirely by the depreciation of the USD. The portfolio remains vulnerable at this point.
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@Epi This is a good point, which I have actually completely ignored here and which I need to work on or which should actually be at the top of my priority list.
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@BlockBard I don't think many people have this point on their radar. Not yet...
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