Well then give me a roast

There is nothing to roast. Very nicely broken down. Probs from my side 👍🏽 Did you win the lottery, daytrade or where did you go from 130k to 450k overnight? 😂

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AlexSch@AlexSch

2Yr

@NikkiTheKid Eingezahlt😉

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Wolfgang W.@Wuzz1983

2Yr

Stark! 🙌🏻

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Felix@Investor_in_Jogginghose

2Yr

Very nice. Did you also get there with shares or did you earn well? Since 2021 that would be sporty, so I assume you got the money somehow else.

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AlexSch@AlexSch

2Yr

@Investor_in_Jogginghose A little bit of both ;)

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Leon R.@LeonRabinowitscj

2Yr

You have my heartfelt congratulations! Lg

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Alex@AlexBloch

2Yr

But the million doesn't come from investments alone, does it? Because in May 2022 of all months (= the worst ever for shares AND bonds) you got €300,000 on top of €100,000 in one fell swoop. Inheritance or savings? This makes it difficult to properly evaluate the portfolio to see whether you have invested in the right assets....

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AlexSch@AlexSch

2Yr

@AlexBloch The S&P500 also outperformed in terms of return.

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Alex@AlexBloch

2Yr

@AlexSch What makes you say that? Well, according to the Getquin performance indicator, you have had an average return of 3.92% p.a. since you started your portfolio. The S&P500 had made a total gain of 50% in this period, i.e. an average of at least 2 digits p.a. Sounds like a bit more... ;-)

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AlexSch@AlexSch

2Yr

@AlexBloch As I said, Getquin records some things completely wrong, often transactions appear that I have never made, etc. The return is also completely wrong with getquin. When I update Flatex, even a 100 million position in bonds appears that I (unfortunately) do not own.

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TomTurboInvest@TomTurboInvest

2Yr

The portfolio size is cool 🚀 You can also move a lot with a lot of volume.
But the performance doesn't blow me away... 3 years 18%, TTWROR under 2%, but in the short period since 2021 you may of course have had a few unfortunate moves.
Back the right horses now, then you can do something with the sum...👍

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AlexSch@AlexSch

2Yr

@TomTurboInvest Unfortunately, Getquin's performance calculation is pretty broken for me. According to Parquet and Finanzfluss copilot (and my calculations) I have beaten the S&P500 on a time-weighted return.

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TomTurboInvest@TomTurboInvest

2Yr

@AlexSch It looks like your 2022 year was brutal. If it was anything like the one depicted in GQ, then I would recommend you think about risk management. But I don't want to presume that...

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AlexSch@AlexSch

2Yr

@TomTurboInvest But it's not. That's because I made a lot of deposits at the time and something wasn't quite right with the tracking. In general, I keep finding transactions here that never existed.

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Alex@AlexBloch

2Yr

@AlexSch Getquin works flawlessly if you have entered/imported everything correctly. You should check this again, otherwise a public analysis here makes no real sense... Unless you just want to hear about your portfolio composition, that there is apparently no real investment strategy behind it (core-satellite ? If so, core and satellite each with which planned asset allocation? Short-term gambling portfolio or long-term buy & hold?)

I don't want to discourage you in your investments, but if you have so much cash (over half a million) left over from your entrepreneurial activities to invest, you might want to take a look at Dr. Andreas Beck's GPO and the financial investment strategy behind it. You will thank me in retrospect in 10 years' time! Because with the GPO strategy you would have doubled everything to 2 million... ;-)

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AlexSch@AlexSch

2Yr

@AlexBloch With Getquin (or the interfaces behind it) not everything runs smoothly. I took a look at my real time-weighted return and compared it manually + with other tools with the time-weighted return of an SPX, NDX and MSCI World, all three of which I beat.

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bondia@bondia

2Yr

Inspiration von Joseph Carlson? 🤔

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KoenigsRasse@KoenigsRasse

2Yr

Mega 🙌

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Tommy@Bluenuuk

2Yr

Absolute madness. You can stop working😂

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DerDanner@Therapeut

2Yr

@Bluenuuk 1 million is not enough at the back and front

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Leo@Leoww037

2Yr

@Therapeut pay yourself 0.04% or 40k a year, that's 2500 net a month for an infinite amount of time, I'd say if you walk dogs once a week, etc. you can live comfortably.

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DerDanner@Therapeut

2Yr

@Leoww037 you mean 4%.
With a 4% withdrawal, your assets get smaller and smaller every year and no longer grow exponentially. It then depends on how old you are and how long you still need the money.

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Leo@Leoww037

2Yr

@Therapeut well, if one were to assume an average annual increase in value of 6.5% on the portfolio over all years (msci world has historically increased by approx. 8.5% per year, sp500 10%) -> with 2.5% inflation-adjusted, one arrives at 4% withdrawal without losses

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Leo@Leoww037

2Yr

Of course an ideal model, in times of crisis you should go for a walk in 2 rounds

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market_analyst_466@market_analyst_466

2Yr

Congratulations. I can't open it, but what interests me is: do you still work?

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AlexSch@AlexSch

2Yr

@market_analyst_466 Since I still own a company with regular distributions, no.

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Gerit@Gerit

2Yr

Saftige US Treasury Position 👍

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Eugenio Servidio@Valuetick

2Yr

Very good

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Bahattin@Blackolive-Trader

2Yr

Congratulations 🍾 I wouldn't have to work for that amount anymore 🤗

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Tommy@Bluenuuk

2Yr

It depends on how you live. But I really respect you.

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Peace@Pinkafeld

2Yr

Not bad. I would sell Tesla and Realty Income

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Alex@AlexBloch

2Yr

p.s. By the way, you only tracked €44(!) in trading costs for €880,000 of invested capital... I bet you have to deduct a lot more from your total return 😉.

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Jonas@Habgieriger_Halunke

2Yr

I don't know now...
You can also add a very relaxed Getquin. My experience has been that those who have a lot don't like to say it and those who don't like to blow it up for self-promotion, which is kind of sad if you just have to rub it in other people's faces

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Fabi@Fabs007

2Yr

Before I look at the portfolio, congratulations on reaching 1 million. It is probably the dream of many to crack this mark. Thank you very much for giving us an insight.

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