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 (+3,93 %) -47%
• $XPEV (+0,27 %) -35%
• $Bitcoin Group -49%
• $WEED (-1,67 %) -43%

what do you think?

thanks

$DIS (+1,87 %)
$PLTR (-5,92 %)
$SRT (+3,04 %)
$NXPI (-2,65 %)
$PYPL (+3,93 %)
$PEP (+1,74 %)
$TER (-7,68 %)
$CPRI (+3,27 %)
$MRK (+0,55 %)
$PFE (+1,73 %)
$TTWO (+1,5 %)
$EA (-0,27 %)
$AMD (-7,27 %)
$MDLZ (+2,49 %)
$LUMN (-2,72 %)
$SMCI (-5,5 %)
$7011 (-2,47 %)
$6752 (-6,35 %)
$6367 (-0,65 %)
$UBSG (-0,57 %)
$GSK (+4,35 %)
$UBER (+1,68 %)
$ABBV (+2,9 %)
$LLY (+1,36 %)
$GOOG (+1,43 %)
$ELF (-0,54 %)
$QCOM (-3,44 %)
$SNAP (+4,27 %)
$WOLF (-10,11 %)
$ARM (-8,02 %)
$VOLCAR B (+1,55 %)
$6758 (+1,12 %)
$SHL (+1,26 %)
$SAAB B (+2,84 %)
$5401 (+2,03 %)
$MAERSK A (+2,59 %)
$R3NK (+1,26 %)
$BMY (+1,21 %)
$BMW (+3,37 %)
$EL (+1,79 %)
$ROK (+1,01 %)
$PTON (+3,67 %)
$KKR (+0,25 %)
$LIN (+1,74 %)
$RL (+0,61 %)
$AGCO (+2,67 %)
$RBLX (+1,87 %)
$FTNT (-0,52 %)
$REDDIT (-0,32 %)
$ILMN (+1,44 %)
$WMG (+2,86 %)
$IREN (-7,29 %)
$MSTR (-1,71 %)
$AMZN (-0,25 %)
$KOG (+1,64 %)
$ORSTED (-2,6 %)
$PM (+3,32 %)
$WEED (-1,67 %)

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 %)

$EIMI (-1,75 %)

$TDIV (+0,69 %)

$BTC (-1,96 %)

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 (+0,09 %) Realty Income

$RACE (+2,65 %) Ferrari

$PEP (+1,74 %) Pepsi

$MAIN (+1,46 %) Main Street Capital

$NOVO B (+2,38 %) Novo Nordisk

$ASML (-5,46 %) ASML

$ITX (+2,49 %) Inditex

$1211 (+1,71 %) BYD

$ZTS (+1,4 %) Zoetis

$BRO (+3,56 %) Brown & Brown

$SBUX (-0,83 %) Starbucks

$ITH (-5,04 %) 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 (+1,2 %) 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 (+4,69 %) or $MCD (+0,74 %) but I had opted for $PEP (+1,74 %) and $SBUX (-0,83 %) 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 (-0,33 %) Nvidia

$NKE (+2,16 %) Nike

$MARA (-5,16 %) Mara Holdings

$BITF (-8,24 %) Bitfarms

$TTD (+4,89 %) The Trade Desk

$CRCL (-2,71 %) Circle Internet Group

$ADBE (+6,15 %) Adobe

$COIN (-1,52 %) Coinbase

$SMHN (-7,08 %) Suess Microtec

$PYPL (+3,93 %) PayPal

$HUT (-3,82 %) Hat 8

$DRO (-10,75 %) DroneShield

$LXS (+0,94 %) Lanxess

$PLTR (-5,92 %) Palantir

$WEED (-1,67 %) Canopy

$UBI (+4,92 %) Ubisoft

$MSTR (-1,71 %) 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 (-1,67 %) or also $TLRY (-0,56 %)

$BNTX (+0,31 %)
$ON (-4,82 %)
$HIMS (-5,15 %)
$PLTR (-5,92 %)
$O (+0,09 %)
$8058 (-1,87 %)
$7974 (+2,5 %)
$BP. (-1,73 %)
$BOSS (+0,97 %)
$SWK (+0,54 %)
$SPOT (+2,87 %)
$N1CL34
$UBER (+1,68 %)
$CPRI (+3,27 %)
$SHOP (+3,96 %)
$RACE (+2,65 %)
$HOG (+1,67 %)
$HTZ (-7,55 %)
$PFIZER
$UPST (-1,01 %)
$ANET (-2,81 %)
$PINS (+2,9 %)
$TEM (-2,17 %)
$AMD (-7,27 %)
$SMCI (-5,5 %)
$RIVN (-1,45 %)
$BYND (-3,78 %)
$KTOS (-3,22 %)
$CPNG (-3,17 %)
$BMW (+3,37 %)
$NOVO B (+2,38 %)
$FRE (+0,16 %)
$ORSTED (-2,6 %)
$AG1 (-2,88 %)
$EVT (+1,53 %)
$CCO (-3,6 %)
$DOCN (-7,29 %)
$LMND (+0,85 %)
$SONO (+1,72 %)
$MCD (+0,74 %)
$HOOD (-3,32 %)
$QCOM (-3,44 %)
$FTNT (-0,52 %)
$FSLY (+3,76 %)
$HUBS (+5,73 %)
$ELF (-0,54 %)
$ARM (-8,02 %)
$SNAP (+4,27 %)
$DASH (+4,26 %)
$APP (+0,29 %)
$AMC (+3 %)
$ZIP (+4,68 %)
$FIG (+3,85 %)
$LCID (+0 %)
$DUOL
$UN0 (-2,18 %)
$CBK (+0,04 %)
$DEZ (-1,32 %)
$ZAL (+3,44 %)
$HEN (+2,05 %)
$MAERSK A (+2,59 %)
$HEI (-0,89 %)
$CON (+1,61 %)
$AZN (+0,95 %)
$ALB (-2,79 %)
$MRNA (-1,51 %)
$QBTS (-8,54 %)
$WBD (+0,74 %)
$LI (+7,34 %)
$RHM (+2,73 %)
$DDOG (-1,34 %)
$RL (+0,61 %)
$OPEN (-0,21 %)
$ABNB (+3,28 %)
$PTON (+3,67 %)
$MP (-5,17 %)
$TTD (+4,89 %)
$STNE (+1,76 %)
$SQ (+1,58 %)
$GRND (+5,13 %)
$IREN (-7,29 %)
$AFRM
$CRISP (-0,02 %)
$RUN (-4,52 %)
$7011 (-2,47 %)
$DTG (+3,66 %)
$HAG (+1,59 %)
$DKNG (+0,47 %)
$LAC (-3,52 %)
$KKR (+0,25 %)
$PETR3 (+0,37 %)
$CEG
$WEED (-1,67 %)

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 (-0,05 %) (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 (-1,96 %) (also target 30%)

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

Nu Holdings
$NU (+0,82 %) 10%

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

PayPal $PYPL (+3,93 %) 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 (-4,46 %) 5-10%

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

Kaspa (crypto) $KAS (-3,06 %) 5%

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

Canopy Growth $WEED (-1,67 %)

→ 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 (+0,31 %)
$KSPI (+0,53 %)
$HIMS (-5,15 %)
$MELI (+2,34 %)
$PLTR (-5,92 %)
$DRO (-10,75 %)
$IFX (-7,79 %)
$9434 (+0,36 %)
$FR0010108928
$DHL (+0,56 %)
$BOSS (+0,97 %)
$CONTININS
$DOCN (-7,29 %)
$LMND (+0,85 %)
$BP. (-1,73 %)
$FRA (+1,3 %)
$PFIZER
$SNAP (+4,27 %)
$AMD (-7,27 %)
$SMCI (-5,5 %)
$OPEN (-0,21 %)
$CPNG (-3,17 %)
$LCID (+0 %)
$CBK (+0,04 %)
$ZAL (+3,44 %)
$NOVO B (+2,38 %)
$VNA (+1,2 %)
$BAYN (-0,59 %)
$UBER (+1,68 %)
$SHOP (+3,96 %)
$MCD (+0,74 %)
$DIS (+1,87 %)
$ROK (+1,01 %)
$ABNB (+3,28 %)
$RUN (-4,52 %)
$FTNT (-0,52 %)
$O (+0,09 %)
$DASH (+4,26 %)
$DUOL
$S92 (-9,32 %)
$DDOG (-1,34 %)
$SEDG (-11,32 %)
$QBTS (-8,54 %)
$RHM (+2,73 %)
$DTE (+2,3 %)
$ALV (+0,32 %)
$LLY (+1,36 %)
$CYBR
$PTON (+3,67 %)
$DKNG (+0,47 %)
$RL (+0,61 %)
$PINS (+2,9 %)
$TTWO (+1,5 %)
$TWLO (-1,91 %)
$MNST (+2,83 %)
$STNE (+1,76 %)
$MUV2 (+1,23 %)
$WEED (-1,67 %)
$GOOS (+0,87 %)
$PETR3T
$ANET (-2,81 %)

What can I say - it went badly

> 300% would of course do well. Hence my entry at € 3.58. $WEED (-1,67 %) 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 (-1,67 %)
$OTLY
$XISHY (+2,61 %) and a few more that have already been sold. 📉