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📈 My monthly savings rate

Core:

340 € Vanguard FTSE All-World $VWRL (-2.49%)
85 € SPDR MSCI World Small Cap $ZPRS (-2.17%)
75 € Amundi Stoxx Europe 600 $MEUD (-1.9%)

Satellite:

75 € ASML $ASML (-2.1%)
40 € FTSE India $FLXI (-0.7%)
20 € VanEck Defense $DFEN (-2.16%)
20 € WisdomTree Europe Defense $EUDF (-1.45%)
10 € HANetf Future of Defense $ASWC (-2.26%)
20 € WisdomTree Coffee $COFF (-7.48%)
24 € Bitcoin $BTC (+1.27%)
16 € Ethereum $ETH (+2.08%)

I am focusing on a broad core-satellite strategy with ETFs, individual stocks, themes and crypto.

How is your monthly savings rate divided up? Where would you weight differently?

5 Comments

Zerax@Zerax

Why 3 Defense ETFs at the same time? If you absolutely want one, OK, but then one is enough. I would rather add gold instead due to BTC/ETH.

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Echsenkönig Atokarn@Bezehgombjuderstimme

@Zerax was also my first thought. He pumps as much into defense as he does into his smallest core position.

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Der Spekulant@Derspekulant1

@Zerax to diversify the Etfs again 😅

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monto_korto@monto_korto

@Zerax
I originally deliberately diversified my defense position and chose three different ETFs.

VanEck Defense:
Globally positioned ETF with broad diversification in the armaments and defense sector. Objective: To cover as many market opportunities as possible worldwide.

WisdomTree Europe Defense:
Focus on European defense companies in order to profit specifically from developments and investments in the European defense market.

HANetf Future of Defense:
Focuses on innovative and future-oriented companies that could benefit from e.g. digitalization, cybersecurity and high-tech solutions in the defence sector.

With this diversification, I wanted to cover different regions, technology trends and market segments in the defence sector in order to optimize the risk/reward profile.

Your advice, as well as the view of the current market and performance development, has now prompted me to focus the strategy on one ETF, VanEck Defense.
Thank you!

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Mark@le_Wurst

I would also reduce the number of positions in the savings plan.
1. 1x world ETF
2. no individual stocks (only individual purchases not savings plan)
3. significantly more BTC and also in relation to ETH.
For example: 60% ETF / 25% BTC / 5% ETH / 10% cash.

My savings plan looks like 60% ETF / 20% BTC / 20% cash. But BTC is already by far my largest position due to price gains. Otherwise the savings rate here would be even higher.
If you want to include some gold, around 5% would certainly be good too

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