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 (-1.08%) / $SOL (-3.51%) 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 (-3.51%) Savings plan is now paused, focus is only on $BTC (-1.08%) . 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 (+0.5%) and $MEUD (+0.82%) . According to the current plan, around €6,000 will still be invested this year.
With this in mind, keep applying cream ☀
