1Año·

$BTC (-0,4 %) This little treasure is saving my performance <3 $MARA (+0,3 %) I also see short-term potential up to €30-40.

I'm 24 years old, a student with limited capital available and big goals (under 30, 100k in the portfolio). That's why the large sums go into growth, but I still try to shift profits from volatile growth stocks here and there (Bitcoin excluded) into "safe" (dividend) ETFs.

Ignore the small caps - these are savings plans that have been scrapped and can only be sold at Consors with high fees. See no reason to sell them and just hold.

32Puestos
23.511,19 €
23,74 %
2
11 Comentarios

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Only crypto is positive for you. The rest is a +-0 business.
Why not simply save in a $VWCE or $IWDA in addition to crypto if the individual securities don't work out?
You then have a total of 2 positions.
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thanks for your input, but obviously you didn't take a closer look at my portfolio because I already have a vanguard all wrld etf :)
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@Alpalaka This is my plan, my portfolio is mostly $BTC and $SPPW going forward
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Your idea is good though, that's exactly what I intend to do. However, I don't just want to invest in sectors/country ETFs such as semiconductors, India and dividend ETFs.
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@VincGetsTheBag ouh:D

I'd sell all the portfolio corpses. They have no influence on your performance
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Far too many ant positions and then in stocks like PayPal or Plugpower. Especially when you're young, you should take everything that compounds as well as possible, so get rid of these low-performing dividend stocks. The Clean Energy ETF is too expensive and poorly diversified. Since you are from Berlin, I can recommend you to be in front of the windows at Hellofresh HQ around 3-5pm. You can easily watch meetings there including non-public info 🫠
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@KapriolenCapital your comment is wonderful :D thank you
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@KapriolenCapital briefly OT since when, how and why are you so heavily invested in the 2x MSCI usa? Did you mention this somewhere here?
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@Krush82 I no longer keep my portfolio up to date here. I only have 12% in 2x. AMD, Nvidia and Cloudflare make up 50% and 8% Nasdaq. The rest is LVMH Blackrock, Klac etc. I'm jealous of your Crowdstrike Posi 🥲
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@KapriolenCapital I like your approach. But I thought 80% was too much of a good thing, if you had actually weighted it so highly. I can imagine adding the 2x at some point. But as long as my Top 2 Dual Momentum experiment is running, I'll leave my portfolio as it is for now and just continue to expand MSFT, NET and CRWD plus MSCI World. PS: Aren't your Cloudflare positions looking as good as my Crowdstrike?
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@Krush82 yes, but I can remember how I struggled to get Crowdstrike at 100 and didn't do it. If only I could have
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