2D·

Half year 2026 review in a nutshell 🥜

We're halfway through 2026, this means it is time to briefly analyze and assess the performance of my portfolio, its evolution in the near future and where some changes might be necessary.

🟢 Top 3 best performing assets YTD:

🥇 $ASML (+5,11 %) +60,55% 💿

What else can we say about this company? Biggest moat in the market, unstoppable revenue and profits guided by the AI industry and market expectations continuously beaten.

It's the biggest individual stock in my portfolio, accounting for roughly 11%, i'm planning to keep it for the long term even though i won't add more unless a correction doesn't come.

🥈$ATAI (+0 %) +26,94% 🔬

The smallest position in my portfolio, accounting for less than 1%. I'm really excited by the disruption they'll bring in treating psychiatric illnesses if their research and their products turn out to be effective. Unfortunately, according to consensus, they won't be profitable for at least another 3 years, but they have a lot of cash to finance their activities and researches. In addition they were added into the Russell 2000 and 3000 indexes in the end of June.

🥉 $IWVL (+1,85 %) +18,70% 🌐

One of my core positions. It helped a lot balancing the overall performance in uncertain times during the year. It accounts for 10% of the whole portfolio

🔴 Top 3 worst performing assets YTD:

🥇 $BTC (+0,02 %) -29,50% 🗿

"Look how they massacred my boy". In october i could have locked in a +132% profit, but i didn't because i am convinced Bitcoin will represent a revolution in international macroeconomics and digital payments, other than a reserve of value, and will be adopted more and more institutionally and retailwise. I'll definitely buy more when we'll reach the supposed bottom in this cycle.

🥈 $COPX (+3,54 %) -8,08% 🪏

High volatility in here. If June had ended three weeks ago this ETF would be highly in the profit zone. I believe this is a nice addition to leverage energy transition and accounts for 3,3% of my portfolio. I'm planning to bring it up to 5%

🥉 $LDO (+0,87 %) -3,75% 🔫

The defense industry has been under some pressure lately but the general consensus here is bullish. European defense budgets increasing, more and more conflicts and tensions rising around the world added to a well diversified product portfolio, orders growing and good management make them highly undervalued for me.

🛑 SOLD 🛑

I decided to part ways with BYD and realize a -36,36% loss. Don't get me wrong, the company is amazing and will be one of the top car manufacturers in the world sooner or later, but too many geopolitical and sectorial issues are a brake to their stock price and i figured it was better to reinvest the remaining money into $EIMI (+2,83 %) and bring the emerging markets share of my portfolio to roughly 8%.

🔮What i am planning for the second half of the year?

First thing i wanna do is bringing up $COPX (+3,54 %) to a 5% weight, as i mentioned earlier.

My performance target is 12% p.a. I'm halfway through so i'll probably stick to this composition for the time being.

By the end of the year i would like to implement Epi 3×GTAA strategy as a satellite position constituting approximayely 5% of my portfolio.

I'd like to hear your opinions and your suggestions 😊

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Hendan

@Hendan

2Semana·

Best monthly performance in 2026 so far📈

Here's what i'm doing differently:

1. 🔻Reducing the weight of $BTC (+0,02 %) between 5 and 10%. I don't think we have already reached a bottom in the chart and macro situation is not optimal.

2. 🔻Reducing the weight of $KCVBHW (+0,59 %) to max 40% of the portfolio. Still a long way since it is at approximately 53% right now. I'm not planning to sell positions, i'm just not going to contribute too much on that

3. ⬆️ Increasing my value and emerging markets positions through $EIMI (+2,83 %) and $IWVL (+1,85 %)

4. Started a new savings plan on copper miners through $COPX (+3,54 %) , planning to get it to 5% of my portfolio

In the short term i will increase my position in $LDO (+0,87 %) since for me it's highly undervalued right now. Target prices and fair values are being constantly upgraded and are far higher than the current stock price, P/E ratio is pretty low for a defense company and earnings coming from brand new projects, joint ventures and new orders are still to be published in balance sheet

6

der_Don

@der_Don

1Lun·

🔄 Retreat, reset and a depot that lets me sleep peacefully again

Some of you may have noticed:

I was hardly active on getquin for a long time. There was no particular external reason for this; it was more of a conscious step back.

At that time, my portfolio was completely high risk oriented. Lots of bets, lots of hope, lots of emotion. In the meantime, I was also really clearly in the red 📉. Those weren't nice phases and, to be honest, I was more mentally preoccupied than I wanted to admit.

So I withdrew.

Not out of frustration, but to reflect.

✅ Less noise, more conviction

For several weeks, months in fact, I thought hard about my strategy:

Which risk really suits me?
Which companies do I believe in for the long term, even if things don't go well for a while?
How do I create a portfolio that not only has return potential, but also brings mental calm?

The consequence of this:

Today, my portfolio is more clearly structured, broader-based and significantly less risky. Without completely foregoing opportunities.

Yes, Rocket Lab ($RKLB (+1,71 %) ) and Iris Energy ($IREN (+6,27 %) ) are still high-risk investments 🚀. I am fully aware of that.

The difference to before:

I no longer hold them out of greed, but out of genuine conviction in the companies and their future.

ETFs as a foundation

However, the most important change came with the foundation of my portfolio: ETFs.

I deliberately opted for a consistent savings plan to bring me long-term stability and growth:

iShares Core MSCI World ($IWDA (+0,36 %) ) - 900 € per month
MSCI World Small Cap ($WSML (+1,04 %) ) - 300 € per month
Xtrackers MSCI Emerging Markets ($XEMD (+3,67 %) ) - € 387.50 per month
Global X Copper Miners ETF ($COPX (+3,54 %) ) - € 412.50 per month

This mix feels just right for me at the moment:

global, diversified, future-oriented and yet calm enough not to get emotionally involved in every market movement.

🛌 Performance is coming - sleep is more important

My portfolio is currently performing very, very well.

Of course I hope it stays that way for the time being, but that's no longer the main point.

The biggest difference compared to before is something else:

👉 I can sleep well again.

No constant checking, no panic on red days, no extreme hoping for the next hype.

Instead: Trust in my structure and my decisions.

Lg

Don

7Puestos

25.407,78 €

16,85 %

23

5 Comentarios

Klein-Anleger@Klein-Anleger

1Lun

It's always good to think and make conscious decisions! Good luck with your new portfolio approach 👍

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Snoopy

@Snoopy

1Lun·

Strategy for buying a house

Dear Community,

I am currently in the process of buying a property and now need €70,000 from the deposit.

I'm now wondering what I should sell. I have some losers in my portfolio that I should actually sell, but it feels strange to realize all the losses.

I'm also thinking about the subsequent weighting of stocks that are performing well (such as $GOOGL (+0,21 %) for example), which would increase considerably if I withdrew the €70,000.

My first thoughts would be stocks like $MC (-0,1 %)
$UNH (-1,21 %)
$WSIL (+2,27 %)
$NVDA (+1,01 %)
$COPX (+3,54 %)
$CSPX (+0,29 %) and parts of the $IWDA (+0,36 %) to sell.

I am looking forward to your opinions!

23Puestos

224.016,30 €

16,23 %

8

25 Comentarios

Wealth-Accelerator@Wealth-Accelerator

1Lun

Sell everything in the red and halve Alphabet, Iris, Allianz and ASML. You should get 70k out of it pretty much without taxes.

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Echsenkönig A.

@Bezehgombjuderstimme

3Lun·

Copper exposure completed

I bought the last tranche for the time being today. The ETF now accounts for just under 1% of my overall portfolio. For me, this is a small gamble for the next 10 years. Let's see what happens...

05.03

Global X Copper Miners ETF

Compró 2 a 58,78 €

117,56 €

8

7 Comentarios

Alpalaka@Alpalaka

3Lun

With a 1% deposit share, you won't notice a +100% or a -100% :)

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der_Don

@der_Don

4Lun·

January performance is respectable but...

Nevertheless, I have decided to minimize the risk in my portfolio for the first time.

What did I do?

Stocks that I am not (or no longer!) 100% convinced of were removed from the portfolio and shifted into ETFs.

Thank goodness with a manageable loss.

ETF share increased and higher monthly savings, because I'm now an apprentice and earn more.

Savings as follows:

$COPX (+3,54 %) is saved with 600€

$IWDA (+0,36 %) with 400€

$XEMD (+3,67 %) with 250€

250€ overnight money

In 3 months, my Volksbank membership in the amount of € 4800 will be terminated. This will then be used to buy shares again.

Until then, my securities account will remain: $IREN (+6,27 %) , $RKLB (+1,71 %) , $QBTS (+1,98 %)

So: more safety, lower risk= better sleep, less headache

10

4Lun·

Focus on copper

$COPX (+3,54 %) Copper is the backbone of the energy transition - indispensable for all technologies that drive electrification. It is the key raw material for decarbonization and global infrastructure projects. The market fundamentals speak for long-term growth, driven by demand from energy, construction and mobility!

1

4 Comentarios

Epi@Epi

4Lun

You've been reading these sentences for 10 years. And where has it got the copper investor?

The market is more complicated than it looks.

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der_Don

@der_Don

5Lun·

Well, days like these are not for the faint-hearted but...

... also very good for topping up further. And that's what I did! A lot of fear is being taken out of the market at the moment. I think this will continue for a week or so. In the long term, however, those who buy at such times will benefit.

Or are you telling me that the Dow, Nasdaq and S&P500 will still be at the same level in 5 years' time and won't rise in the long term?

$RKLB (+1,71 %)
$IREN (+6,27 %)
$COPX (+3,54 %)