4Wk·

📊 Monthly Portfolio Update

With this month’s purchase, I decided to rebalance my portfolio and completely sell my VUSA position. The main reason is the overlap with VWCE. Since VWCE already has a significant allocation to the US and many of the same large companies that are in the S&P 500, I don’t see much added value in holding VUSA alongside it.


I decided to keep things a bit simpler and more diversified through VWCE instead. Most of the money from $VUSA (-0.99%) went into $VWCE (-1.03%) , with a smaller part added to $TDIV (+0.3%).


On top of that, I made my usual €500 monthly contribution, also going into VWCE, and added a small amount of $BTC (-1.85%).

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