Hello everyone,

Since a lot has happened in the last few days and weeks, I would like to give you an insight into how far my portfolio has changed in terms of growth and returns. First of all, the FTSE All World has been thrown out completely, as have the stable value stocks such as Airbus and Telekom. My "new" portfolio has so far included the following:

Position (weighting in the portfolio in %) Return to date in %

$BTC (+1.1%) (13%)

Return to date +-0

$IREN (+2.31%) (11,2%)

Return so far approx. +30

$RKLB (+2.45%) (9,46%)

Yield yesterday still at +15% today at just under +4% 🤪

$PNG (+0.87%) (9,4%)

Yield so far +15%

$TTR1 (+4.5%) (8,67%)

Yield to date +-0

$IOS (+1.69%) (8,55%)

Return so far approx +5%

$ASTS (+3.16%) (8,54%)

Return to date approx +5%

$ZAL (+6.25%) (7,35%)

Return so far approx +11%

$IPX (-3.91%) (7,27%)

Return so far -5%

Warrants (only for those who are interested)

(sorted by weighting)

Long on Hensoldt MM2TXJ (+16%)

Long on silver MK81Z6 (+84%)

Short on Puma DU1SAE (+6%)

Inline OS on Zalando UG71Z8 (+93%)

Inline OS on Thyssenkrupp UG81HF (+80%)

Inline OS on Telekom (since today) PJ711H (-1%)

Discount Tut on Palantir VK38YE (-34%)

In addition, I now have a savings plan with 200 euros per month on Bitcoin $SOFI (+1.46%) Tech, as well as 100 euros each on $VSAT (+4.79%) and $BNTX (+1.59%) (for the next pandemic, cancer therapy, and because of the thick cash cushion).

I think I've covered the areas of data centers and digitalization, as well as space and outer space. What I'm still missing is a convincing stock in the critical commodities sector (I have Iperionx, but I'm still looking for a candidate that convinces me)...

I'm up about 8% for the week and see this as a very small confirmation of the transformation in the portfolio, even though I know that these stocks are naturally more susceptible to a bear market xD

I'm not sure whether I'll be able to keep up the savings rates because I have to take my driver's license exams soon and I'm still doing my A-levels. And as I only work on a part-time basis, I don't have that much money available yet. My deposit is currently around 9900 euros and my short-term goal is to have enough money by the end of 2026 or early 2027 to buy my dream car, a Golf 7. 🙈

Please let me know what you think and whether you would do the same as me...

And if anyone else has a stock that would fit into my portfolio strategy, I would of course also be delighted...

HG Small investors ✌️🤝

For a month like August, I'm pretty happy with the performance 😁 📈

I hope, of course, that thanks to $RKLB (+2.45%) and $IREN (+2.31%) September's performance will be even better 🤞

So the target of 20% p.A. remains clearly in focus...

I nominate @Multibagger
@Tenbagger2024 and @BamBamInvest to put their cards on the table 😅🤝✌️(nobody has to, of course)

This consists of dividend shareswhose distributions are automatically reinvested.

In addition to my ETFs (MSCI World, Nasdaq), I would like to use this approach a little more return deliberately with slightly higher risk.

Diversification is the key for me: ETFs for the broad base, dividends for the extra boost.

$MAIN (+0.9%)

$BRK.B (+0.07%)

$MSFT (+0.73%)

$GOOGL (+1.04%)

$RKLB (+2.45%)

$FRE (-0.37%)

$HIMS (+1.75%)

$NOVO B (+7.46%)

$RR. (+0.46%)

$MC (+2.49%)

... by the end of the year $RKLB (+2.45%) the first test flight. Transportation costs per kilo, cheaper than competitor SpaceX.

Great company - great share 🚀

https://www.boerse-express.com/news/articles/rocket-lab-aktie-der-countdown-laeuft-822062

So 1.5 weeks have now passed. The first gimmicks are over and my Watchlist Pie has returned a total of 4.5% in one week. This has now been sold and I have built up a pie to save for the next 8-10 years. I'm starting with 50€ a week until I've completed the broker's test phase. After that I'll ramp it up to about 1k per month.

There are still a few stocks missing, but the big ones will be scaled down a bit. Among others $IREN (+2.31%) ....

What do you think of the selection?

$NVDA (+2.61%)
$GOOGL (+1.04%)
$MSFT (+0.73%)
$AVGO (+1.07%)
$005930
$AMD (-4.07%)
$TSLA (+1.28%)
$IBM (+0.42%)
$RKLB (+2.45%)
$NU (+0.68%)
$SMCI (+1.64%)
$HIMS (+1.75%)
$ENR (+3.5%)
$HOOD (+1.67%)
$PLTR (+1.58%)
$CSCO (+0.11%)
$MTX (+0.21%)
$TTD (+0.61%)
$QBTS (+2.75%)
$9866 (-2.5%)
$CRWV (+1.22%)

And what of course should not be missing is $SIKA (+0.68%) These are still weighted at 2% 😉 As a craftsman, I really enjoy using the products myself. The technological progress compared to other products such as StoCretec or others is already enormous, but it would go beyond the scope of this article.

Good morning to all Getquiners,

Today I would like to share with you my train of thought and the associated changes in my portfolio...

What my portfolio looked like:

Predominance of quality stocks like Siemens, Airbus, Telekom etc.

Small part in the FTSE World

With a small weighting in warrants and Bitcoin

Now that I have studied the stock market in depth, I have decided at my age (not 20) to invest more in faster-growing and smaller companies and more in Bitcoin in order to increase the return to 20%+...

My portfolio in the future, partly already today (currently in the process xD):

Predominantly riskier stocks with higher growth rates such as $RKLB (+2.45%) , $IOS (+1.69%) ...

Increase of the $BTC (+1.1%) Bitcoin position to approx. 30% of the portfolio...

Approx. 15% of the portfolio in warrants...

If you have a few more stocks that fit into my new investment strategy, I would appreciate your suggestions freuen✌️:

I currently have on the WL

$TTR1 (+4.5%) , $VSAT (+4.79%) , $ENR (+3.5%) , $VWS (-0.93%) , $GEN (+0.82%) , ($GOOGL (+1.04%) )

Target:

20%+ p.a. & save for a future house purchase

Anyone who enjoys it can also see my portfolio with the current weightings and realize that I have already implemented some things 😁 The OS are not always up to date because I always have to enter them manually...

Could you let me know what you think of this approach?

HG Kleinanleger 😊