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 (-0,88 %) -47%
• $XPEV (-0,15 %) -35%
• $Bitcoin Group -49%
• $WEED (+3,62 %) -43%

what do you think?

thanks

$DIS (+6,21 %)
$PLTR (-2,28 %)
$SRT (+0,74 %)
$NXPI (+2,35 %)
$PYPL (-0,88 %)
$PEP (-0,06 %)
$TER (+4,68 %)
$CPRI (+1,84 %)
$MRK (-0,85 %)
$PFE (-1,17 %)
$TTWO (-0,16 %)
$EA (-0,72 %)
$AMD (+10,93 %)
$MDLZ (+0,82 %)
$LUMN (-3,28 %)
$SMCI (-2,36 %)
$7011 (+2,88 %)
$6752 (+2,7 %)
$6367 (+1,65 %)
$UBSG (+1,89 %)
$GSK (-0,8 %)
$UBER (+6,92 %)
$ABBV (-1,5 %)
$LLY (-0,33 %)
$GOOG (+1,18 %)
$ELF (+1,1 %)
$QCOM (+4,92 %)
$SNAP (+0,57 %)
$WOLF (+29,35 %)
$ARM (+8,81 %)
$VOLCAR B (+3,5 %)
$6758 (+2,4 %)
$SHL (+1,22 %)
$SAAB B (+1,95 %)
$5401 (+1,33 %)
$MAERSK A (-2,05 %)
$R3NK (-2,32 %)
$BMY (-1,17 %)
$BMW (+4,79 %)
$EL (+2,95 %)
$ROK (+2,76 %)
$PTON (+0,11 %)
$KKR (-1,74 %)
$LIN (+0,4 %)
$RL (+2,19 %)
$AGCO (+5,37 %)
$RBLX (-0,53 %)
$FTNT (-1,59 %)
$REDDIT (+0 %)
$ILMN (+1,02 %)
$WMG (+4,66 %)
$IREN (+9,64 %)
$MSTR (-0,64 %)
$AMZN (+0,56 %)
$KOG (+6,95 %)
$ORSTED (-3,09 %)
$PM (+0,52 %)
$WEED (+3,62 %)

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 (+0,86 %)

$EIMI (+1,92 %)

$TDIV (+0,31 %)

$BTC (-0,22 %)

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 (-0,28 %) Realty Income

$RACE (+1,17 %) Ferrari

$PEP (-0,06 %) Pepsi

$MAIN (-1,33 %) Main Street Capital

$NOVO B (+1,59 %) Novo Nordisk

$ASML (+5,6 %) ASML

$ITX (+4 %) Inditex

$1211 (-2,3 %) BYD

$ZTS (+0,67 %) Zoetis

$BRO (-1,29 %) Brown & Brown

$SBUX (+1,08 %) Starbucks

$ITH (-6,75 %) 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 (+3,09 %) 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 (-0,04 %) or $MCD (-1,13 %) but I had opted for $PEP (-0,06 %) and $SBUX (+1,08 %) 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 (+3,53 %) Nvidia

$NKE (+0,26 %) Nike

$MARA (+3,52 %) Mara Holdings

$BITF Bitfarms

$TTD (-2,09 %) The Trade Desk

$CRCL (+3,94 %) Circle Internet Group

$ADBE (-1,96 %) Adobe

$COIN (-1,26 %) Coinbase

$SMHN (+2,27 %) Suess Microtec

$PYPL (-0,88 %) PayPal

$HUT (+35,11 %) Hat 8

$DRO (+0,17 %) DroneShield

$LXS (-3,04 %) Lanxess

$PLTR (-2,28 %) Palantir

$WEED (+3,62 %) Canopy

$UBI (+0,78 %) Ubisoft

$MSTR (-0,64 %) 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 (+3,62 %) or also $TLRY (+2,52 %)

$BNTX (-0,61 %)
$ON (+0,57 %)
$HIMS (-0,18 %)
$PLTR (-2,28 %)
$O (-0,28 %)
$8058 (+2,2 %)
$7974 (+0,68 %)
$BP. (-3,99 %)
$BOSS (+1,6 %)
$SWK (+4,53 %)
$SPOT (-1,11 %)
$N1CL34
$UBER (+6,92 %)
$CPRI (+1,84 %)
$SHOP (-2,69 %)
$RACE (+1,17 %)
$HOG (-3,01 %)
$HTZ (+2,64 %)
$PFIZER
$UPST (+2,01 %)
$ANET (-2,45 %)
$PINS (-5,79 %)
$TEM (+0,05 %)
$AMD (+10,93 %)
$SMCI (-2,36 %)
$RIVN (-1 %)
$BYND (+5,19 %)
$KTOS (-0,16 %)
$CPNG (-14,1 %)
$BMW (+4,79 %)
$NOVO B (+1,59 %)
$FRE (+0,44 %)
$ORSTED (-3,09 %)
$AG1 (+2,16 %)
$EVT (+2,08 %)
$CCO (+5,22 %)
$DOCN (+0,5 %)
$LMND (-2,41 %)
$SONO (+5,27 %)
$MCD (-1,13 %)
$HOOD (+0,58 %)
$QCOM (+4,92 %)
$FTNT (-1,59 %)
$FSLY (-2,13 %)
$HUBS (-4,55 %)
$ELF (+1,1 %)
$ARM (+8,81 %)
$SNAP (+0,57 %)
$DASH (-0,97 %)
$APP (-5,31 %)
$AMC (+9,73 %)
$ZIP (-5,37 %)
$FIG (-1,86 %)
$LCID (-0,19 %)
$DUOL
$UN0 (-1,75 %)
$CBK (+4,02 %)
$DEZ (+6,17 %)
$ZAL (-2,75 %)
$HEN (+2,13 %)
$MAERSK A (-2,05 %)
$HEI (+2,35 %)
$CON (+8,76 %)
$AZN (+0,93 %)
$ALB (-0,69 %)
$MRNA (+3,86 %)
$QBTS (+7,87 %)
$WBD (+0,26 %)
$LI (-0,33 %)
$RHM (+0,19 %)
$DDOG (-2,56 %)
$RL (+2,19 %)
$OPEN (+5,17 %)
$ABNB (+0,04 %)
$PTON (+0,11 %)
$MP (+5,6 %)
$TTD (-2,09 %)
$STNE (+2,97 %)
$SQ (-2,26 %)
$GRND (-2,55 %)
$IREN (+9,64 %)
$AFRM (-3,08 %)
$CRISP (+2,3 %)
$RUN (-1,66 %)
$7011 (+2,88 %)
$DTG (+0,77 %)
$HAG (-0,67 %)
$DKNG (+0,48 %)
$LAC (+7,54 %)
$KKR (-1,74 %)
$PETR3 (-4,3 %)
$CEG
$WEED (+3,62 %)

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 (+0,48 %) (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 (-0,22 %) (also target 30%)

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

Nu Holdings
$NU (+0,76 %) 10%

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

PayPal $PYPL (-0,88 %) 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 (-2,32 %) 5-10%

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

Kaspa (crypto) $KAS (+4,41 %) 5%

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

Canopy Growth $WEED (+3,62 %)

→ 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 (-0,61 %)
$KSPI (+2,08 %)
$HIMS (-0,18 %)
$MELI (+1,17 %)
$PLTR (-2,28 %)
$DRO (+0,17 %)
$IFX (-3,7 %)
$9434 (+2,48 %)
$FR0010108928
$DHL (+1,06 %)
$BOSS (+1,6 %)
$CONTININS
$DOCN (+0,5 %)
$LMND (-2,41 %)
$BP. (-3,99 %)
$FRA (+4,13 %)
$PFIZER
$SNAP (+0,57 %)
$AMD (+10,93 %)
$SMCI (-2,36 %)
$OPEN (+5,17 %)
$CPNG (-14,1 %)
$LCID (-0,19 %)
$CBK (+4,02 %)
$ZAL (-2,75 %)
$NOVO B (+1,59 %)
$VNA (+3,09 %)
$BAYN (+1,5 %)
$UBER (+6,92 %)
$SHOP (-2,69 %)
$MCD (-1,13 %)
$DIS (+6,21 %)
$ROK (+2,76 %)
$ABNB (+0,04 %)
$RUN (-1,66 %)
$FTNT (-1,59 %)
$O (-0,28 %)
$DASH (-0,97 %)
$DUOL
$S92 (-2,8 %)
$DDOG (-2,56 %)
$SEDG (-8,7 %)
$QBTS (+7,87 %)
$RHM (+0,19 %)
$DTE (+1,48 %)
$ALV (+2,01 %)
$LLY (-0,33 %)
$CYBR
$PTON (+0,11 %)
$DKNG (+0,48 %)
$RL (+2,19 %)
$PINS (-5,79 %)
$TTWO (-0,16 %)
$TWLO (-1,24 %)
$MNST (+0,58 %)
$STNE (+2,97 %)
$MUV2 (+2,68 %)
$WEED (+3,62 %)
$GOOS (+3,37 %)
$PETR3T
$ANET (-2,45 %)

What can I say - it went badly

> 300% would of course do well. Hence my entry at € 3.58. $WEED (+3,62 %) has proven it before and will do so again. Have a nice Tuesday friends.

Finally 6 figures!!! It feels so surreal, insane. 🙏

Precisely because you've often made a mistake with values like $WEED (+3,62 %)
$OTLY
$XISHY (+1,68 %) and a few more that have already been sold. 📉