$MAR (-0.65%)
$KRYS (-7.05%)
$PLTR (+0.05%)
$STRL (+2.37%)
$SNAP (+0.49%)
$WHR (-1.43%)
$CLX (-0.79%)
$BWXT (+1.84%)
$ON (-3.33%)
$VRTX (+0.29%)
$PFIZER
$CAT (-0.31%)
$MCD (-0.06%)
$HUT (-1.76%)
$WIX (-2.65%)
$W (-3.52%)
$BP. (+1.96%)
$SHLS
$AMD (-2.55%)
$SPCX (-4.24%)
$ANET (+4.38%)
$ALAB (-2.19%)
$OPEN (-1.09%)
$ZETA (+0.86%)
$BKNG (-0.37%)
$KTOS (+1.1%)
$HL (-5.03%)
$LLY (-0.1%)
$SHOP (-4.31%)
$UBER (+0.59%)
$DIS (+0.16%)
$RIOT (-8.65%)
$CIRC
$NOVO B (-8.33%)
$U (-5.08%)
$SNDK (-8.73%)
$APP (-2.64%)
$WDC (-0.89%)
$ELF (+0.63%)
$MELI (-0.65%)
$AXON (+0.93%)
$TTMI (-2.2%)
$RDW (+1.22%)
$QBTS (+0.32%)
$DDOG (-2.32%)
$CLA (+0%)
$FI (+0.27%)
$LNG (+3.49%)
$UUUU (-2.46%)
$HIMX (+0.92%)
$ABNB (-0.05%)
$RGTI (+0.24%)
$TTD (-1.51%)
$AAOI (-0.07%)
$TXG (-4.82%)
$INOD (+3.71%)
$OUST
$MP (-1.51%)
$OKLO
$VST (-0.94%)
$TTWO (-1.79%)
$ACMR (-0.29%)
$WEED (+0.92%)
$UAA (-4.06%)

what do you think?

I have had 4 positions for a long time and although they are large companies, I don't know what to do with them. I look forward to many messages.

• $PYPL (-0.54%) -47%
• $XPEV (+0.18%) -35%
• $Bitcoin Group -49%
• $WEED (+0.92%) -43%

what do you think?

thanks

$DIS (+0.16%)
$PLTR (+0.05%)
$SRT (-0.11%)
$NXPI (-7.11%)
$PYPL (-0.54%)
$PEP (-0.38%)
$TER (-1.58%)
$CPRI (+0.22%)
$MRK (+0.04%)
$PFE (+0.19%)
$TTWO (-1.79%)
$EA (-0.27%)
$AMD (-2.55%)
$MDLZ (-1.1%)
$LUMN (-2.81%)
$SMCI (+1.07%)
$7011 (-0.67%)
$6752 (+5.28%)
$6367 (-1.84%)
$UBSG (-1.19%)
$GSK (-1.21%)
$UBER (+0.59%)
$ABBV (-2.62%)
$LLY (-0.1%)
$GOOG (+6.42%)
$ELF (+0.63%)
$QCOM (-2.98%)
$SNAP (+0.49%)
$WOLF (-2.36%)
$ARM (-2.83%)
$VOLCAR B (-0.14%)
$6758 (+3.11%)
$SHL (+0.04%)
$SAAB B (+1.19%)
$5401 (-1.37%)
$MAERSK A (+0.4%)
$R3NK (+0.54%)
$BMY (-0.01%)
$BMW (-1.74%)
$EL (-0.38%)
$ROK (+1.9%)
$PTON (-0.72%)
$KKR (+1.2%)
$LIN (-6.28%)
$RL (-1.46%)
$AGCO (-4.58%)
$RBLX (-17.16%)
$FTNT (+5%)
$REDDIT (-0%)
$ILMN (+2.52%)
$WMG (-5.86%)
$IREN (-5.68%)
$MSTR (-3.91%)
$AMZN (+6.74%)
$KOG (+1.12%)
$ORSTED (-0.32%)
$PM (-0.17%)
$WEED (+0.92%)

Hi everyone,

I would really appreciate your opinion on my portfolio.

Briefly about me:

I am 38 years old and unfortunately only started my Trade Republic portfolio about 2 years ago. I have been investing regularly since then. I can currently invest around €350 per month - I work in a gym 🥲, and unfortunately you don't earn very well there, you could almost call it a pittance.

In addition, I have my Bitcoin and Altcoin portfolio on Bitvavo... I can't share it here, too many errors in the coins and you can still change it somehow. I then deleted the connection again.

I played soccer until I was 32 (including 3rd league, mostly 4th league for many years) and was able to save up some capital during this time, which I later invested.

My long-term core consists of:

$IWDA (+0.4%)

$EIMI (+0.86%)

$TDIV (-0.74%)

$BTC (+0.04%)

Dividend / cash flow portfolio

I also have a portfolio with a focus on cash flow, the aim is to hold around 15 stocks with a solid dividend yield and ideally dividend growth.

Currently included are:

$O (+0.04%) Realty Income

$RACE (-0.2%) Ferrari

$PEP (-0.38%) Pepsi

$MAIN (+0.14%) Main Street Capital

$NOVO B (-8.33%) Novo Nordisk

$ASML (-1%) ASML

$ITX (-1.98%) Inditex

$1211 (-0.08%) BYD

$ZTS (+1.36%) Zoetis

$BRO (-0.68%) Brown & Brown

$SBUX (-0.79%) Starbucks

$ITH (+0.75%) Ithaca Energy PLC

This brings my current total to 12 shares, so there is still room for one or two additions.

One of the stocks on my watchlist is Vonovia $VNA (-0.02%) with a dividend yield of just under 5%. However, the dividend growth doesn't look particularly good. As my wife will be starting work there soon, I've become more aware of the company for the first time ☺️

Other stocks on my watchlist:

Allianz

Vici

Linde

Microsoft

Waste Management

UnitedHealth Group

Mastercard

Visa

Texas Roadhouse

Nintendo

Enbridge

NextEra Energy

Wolters Kluwer (exciting sector, also corrected over 50% from ATH)

Amazon (for the yield/growth portfolio)

Maybe one or the other is missing $KO (+0.1%) or $MCD (-0.06%) but I had opted for $PEP (-0.38%) and $SBUX (-0.79%) and I don't want any more consumer stocks.

Pure growth portfolio

I also have a separate portfolio with a focus on share price growth:

$NVDA (+2.15%) Nvidia

$NKE (+0.08%) Nike

$MARA (-4.97%) Mara Holdings

$BITF (-3.2%) Bitfarms

$TTD (-1.51%) The Trade Desk

$CRCL (-3.34%) Circle Internet Group

$ADBE (+1.12%) Adobe

$COIN (-4.94%) Coinbase

$SMHN (+0.67%) Suess Microtec

$PYPL (-0.54%) PayPal

$HUT (-1.76%) Hat 8

$DRO (-2.27%) DroneShield

$LXS (-1.31%) Lanxess

$PLTR (+0.05%) Palantir

$WEED (+0.92%) Canopy

$UBI (-1.96%) Ubisoft

$MSTR (-3.91%) Strategy

I am aware that I have built up a lot of positions over the last two years. I am therefore also planning to sort out some of them and concentrate more on selected stocks.

I am grateful for any assessment, criticism, tips or suggestions.

Best regards

Chris

What do you currently think of the Cannabis Trent $WEED (+0.92%) or also $TLRY (+7.67%)

$BNTX (-2.66%)
$ON (-3.33%)
$HIMS (+2.22%)
$PLTR (+0.05%)
$O (+0.04%)
$8058 (-0.66%)
$7974 (-0.4%)
$BP. (+1.96%)
$BOSS (+0.01%)
$SWK (-0.98%)
$SPOT (-4.04%)
$N1CL34
$UBER (+0.59%)
$CPRI (+0.22%)
$SHOP (-4.31%)
$RACE (-0.2%)
$HOG (+0%)
$HTZ (-2.85%)
$PFIZER
$UPST (+0.7%)
$ANET (+4.38%)
$PINS (-1.9%)
$TEM (-0.29%)
$AMD (-2.55%)
$SMCI (+1.07%)
$RIVN (-10.3%)
$BYND (+0.78%)
$KTOS (+1.1%)
$CPNG (+1.66%)
$BMW (-1.74%)
$NOVO B (-8.33%)
$FRE (-0.23%)
$ORSTED (-0.32%)
$AG1 (+2.01%)
$EVT (-1.12%)
$CCO (-2.68%)
$DOCN (+0.5%)
$LMND (+0.47%)
$SONO (-0.24%)
$MCD (-0.06%)
$HOOD (-0.69%)
$QCOM (-2.98%)
$FTNT (+5%)
$FSLY (+4.55%)
$HUBS (+0.99%)
$ELF (+0.63%)
$ARM (-2.83%)
$SNAP (+0.49%)
$DASH (+0.04%)
$APP (-2.64%)
$AMC (+2.7%)
$ZIP (-1.24%)
$FIG (+2.55%)
$LCID (-8.96%)
$DUOL
$UN0 (+0.85%)
$CBK (+1.37%)
$DEZ (+1.92%)
$ZAL (-2.78%)
$HEN (-0.7%)
$MAERSK A (+0.4%)
$HEI (-3.08%)
$CON (-0.07%)
$AZN (-0.79%)
$ALB (-0.2%)
$MRNA (-5.12%)
$QBTS (+0.32%)
$WBD (+2.8%)
$LI (+0.85%)
$RHM (-0.28%)
$DDOG (-2.32%)
$RL (-1.46%)
$OPEN (-1.09%)
$ABNB (-0.05%)
$PTON (-0.72%)
$MP (-1.51%)
$TTD (-1.51%)
$STNE (-0.9%)
$SQ (-1.67%)
$GRND (+3.44%)
$IREN (-5.68%)
$AFRM
$CRISP (-0.02%)
$RUN (+2.47%)
$7011 (-0.67%)
$DTG (+0.51%)
$HAG (-4.38%)
$DKNG (-0.97%)
$LAC (-1.49%)
$KKR (+1.2%)
$PETR3 (+1.99%)
$CEG
$WEED (+0.92%)

I recently started my training as a civil servant and receive €1,400 net. I also receive a half-orphan's pension of €540. As I hardly have any fixed costs (only fuel, food and MMA training), I end up with almost all of my income left over to invest.

🧭 My plan: I have a savings plan for €1,400 on the 2nd of every month. I'm also thinking about putting €200 a month into derivatives - not as my main investment, but as "play money" to take any profits and then shift them into ETFs or BTCs.

Current portfolio & strategy (approx. €11,400):

Core S&P 500 ETF ( 30%)

$CSPX (+0.4%) (target 30% of the portfolio)

→ This is my core component in the portfolio. I deliberately only want to hold approx. 30% core because I'm prepared to take more risk as I get older.

Bitcoin
$BTC (+0.04%) (also target 30%)

→ I still need to buy more, but it should have the same weighting as my core.

Nu Holdings
$NU (-1.35%) 10%

→ I see this as a future stock with a lot of potential.

PayPal $PYPL (-0.54%) 10%

→ I plan to use it as a turnaround investment. However, no further savings plan, as I want to wait and see how the value develops.

Ondas Holdings
$ONDS (-0.46%) 5-10%

→ I would describe this as my momentum share - the plan here is to cash in when profits are good.

Kaspa (crypto) $KAS (+0%) 5%

→ Fun project, but also with a long-term perspective.

Canopy Growth $WEED (+0.92%)

→ I think I will hold in the medium term.

🚀Target:

In 2.5 years (I'll be 21 then) I'd like to crack the €50,000 mark.

In purely mathematical terms:

• Starting capital: € 11,400
• Monthly income: €1,940 (€1,400 + 540)
• Fixed costs: approx. 400 €
• Investment amount: € 1,600 per month (€ 1,400 savings plan + € 200 derivatives)
• In 30 months: € 48,000 deposits + starting capital → € 59,400 (without return).

So with a little return, the €50k target should be absolutely realistic. 🚀

What do you think about my setup?

👉 Which 2 additional stocks would you recommend for the savings plan (besides S&P500 & BTC)?

👉 How do you see the €200 in derivatives as a "play money" strategy?

$BNTX (-2.66%)
$KSPI (-0.13%)
$HIMS (+2.22%)
$MELI (-0.65%)
$PLTR (+0.05%)
$DRO (-2.27%)
$IFX (+3.74%)
$9434 (-3.52%)
$FR0010108928
$DHL (+0.56%)
$BOSS (+0.01%)
$CONTININS
$DOCN (+0.5%)
$LMND (+0.47%)
$BP. (+1.96%)
$FRA (-0.29%)
$PFIZER
$SNAP (+0.49%)
$AMD (-2.55%)
$SMCI (+1.07%)
$OPEN (-1.09%)
$CPNG (+1.66%)
$LCID (-8.96%)
$CBK (+1.37%)
$ZAL (-2.78%)
$NOVO B (-8.33%)
$VNA (-0.02%)
$BAYN (-0.04%)
$UBER (+0.59%)
$SHOP (-4.31%)
$MCD (-0.06%)
$DIS (+0.16%)
$ROK (+1.9%)
$ABNB (-0.05%)
$RUN (+2.47%)
$FTNT (+5%)
$O (+0.04%)
$DASH (+0.04%)
$DUOL
$S92 (-2.49%)
$DDOG (-2.32%)
$SEDG (-0.42%)
$QBTS (+0.32%)
$RHM (-0.28%)
$DTE (-0.46%)
$ALV (-0.03%)
$LLY (-0.1%)
$CYBR
$PTON (-0.72%)
$DKNG (-0.97%)
$RL (-1.46%)
$PINS (-1.9%)
$TTWO (-1.79%)
$TWLO (+3.59%)
$MNST (+0.22%)
$STNE (-0.9%)
$MUV2 (-0.31%)
$WEED (+0.92%)
$GOOS (-1.19%)
$PETR3T
$ANET (+4.38%)

What can I say - it went badly

> 300% would of course do well. Hence my entry at € 3.58. $WEED (+0.92%) has proven it before and will do so again. Have a nice Tuesday friends.