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 (-0,3 %) -47%
• $XPEV (-0,44 %) -35%
• $Bitcoin Group -49%
• $WEED (+5,9 %) -43%

what do you think?

thanks

$DIS (+6,38 %)
$PLTR (-1,46 %)
$SRT (+0,57 %)
$NXPI (+2,74 %)
$PYPL (-0,3 %)
$PEP (+0,29 %)
$TER (+4,98 %)
$CPRI (+2,21 %)
$MRK (-0,68 %)
$PFE (-0,82 %)
$TTWO (-0,08 %)
$EA (-0,72 %)
$AMD (+11,35 %)
$MDLZ (+1,14 %)
$LUMN (-0,12 %)
$SMCI (-0,39 %)
$7011 (+2,88 %)
$6752 (+2,8 %)
$6367 (+1,63 %)
$UBSG (+1,88 %)
$GSK (-1,1 %)
$UBER (+6,34 %)
$ABBV (-1,58 %)
$LLY (+0,24 %)
$GOOG (+0,86 %)
$ELF (+0,53 %)
$QCOM (+3,78 %)
$SNAP (+1,15 %)
$WOLF (+30,22 %)
$ARM (+9,35 %)
$VOLCAR B (+3,45 %)
$6758 (+2,64 %)
$SHL (+1,16 %)
$SAAB B (+1,2 %)
$5401 (+1,33 %)
$MAERSK A (-2,05 %)
$R3NK (-2,48 %)
$BMY (-1,35 %)
$BMW (+4,82 %)
$EL (+4,02 %)
$ROK (+2,5 %)
$PTON (+0 %)
$KKR (-1,45 %)
$LIN (+0,47 %)
$RL (+1,82 %)
$AGCO (+5,3 %)
$RBLX (-0,53 %)
$FTNT (-0,61 %)
$REDDIT (+0 %)
$ILMN (+1,18 %)
$WMG (+5,52 %)
$IREN (+9,72 %)
$MSTR (-0,47 %)
$AMZN (+1,09 %)
$KOG (+6,92 %)
$ORSTED (-3,27 %)
$PM (+0,28 %)
$WEED (+5,9 %)

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 (+0,94 %)

$EIMI (+1,97 %)

$TDIV (+0,3 %)

$BTC (-0,27 %)

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 (+1,21 %) Ferrari

$PEP (+0,29 %) Pepsi

$MAIN (-0,57 %) Main Street Capital

$NOVO B (+2,04 %) Novo Nordisk

$ASML (+5,67 %) ASML

$ITX (+3,96 %) Inditex

$1211 (-2,37 %) BYD

$ZTS (+0,19 %) Zoetis

$BRO (-1,52 %) Brown & Brown

$SBUX (+1,39 %) Starbucks

$ITH (-7,07 %) 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 (+2,89 %) 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 (+0,14 %) or $MCD (-1,27 %) but I had opted for $PEP (+0,29 %) and $SBUX (+1,39 %) 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 (+3,89 %) Nvidia

$NKE (+0,49 %) Nike

$MARA (+4,39 %) Mara Holdings

$BITF Bitfarms

$TTD (-1,62 %) The Trade Desk

$CRCL (+2,53 %) Circle Internet Group

$ADBE (-1,81 %) Adobe

$COIN (-1,41 %) Coinbase

$SMHN (+2,3 %) Suess Microtec

$PYPL (-0,3 %) PayPal

$HUT (+34,57 %) Hat 8

$DRO (-0,02 %) DroneShield

$LXS (-3,31 %) Lanxess

$PLTR (-1,46 %) Palantir

$WEED (+5,9 %) Canopy

$UBI (+1,35 %) Ubisoft

$MSTR (-0,47 %) 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 (+5,9 %) or also $TLRY (+1,49 %)

$BNTX (-0,55 %)
$ON (+0,47 %)
$HIMS (+1,24 %)
$PLTR (-1,46 %)
$O (-0,28 %)
$8058 (+2,2 %)
$7974 (+0,39 %)
$BP. (-4 %)
$BOSS (+1,48 %)
$SWK (+4,41 %)
$SPOT (-0,7 %)
$N1CL34
$UBER (+6,34 %)
$CPRI (+2,21 %)
$SHOP (-2,06 %)
$RACE (+1,21 %)
$HOG (-2,89 %)
$HTZ (+4,15 %)
$PFIZER
$UPST (+3,24 %)
$ANET (-3,24 %)
$PINS (-4,47 %)
$TEM (+3,83 %)
$AMD (+11,35 %)
$SMCI (-0,39 %)
$RIVN (-0,52 %)
$BYND (+10,44 %)
$KTOS (+1,79 %)
$CPNG (-12,97 %)
$BMW (+4,82 %)
$NOVO B (+2,04 %)
$FRE (+0,54 %)
$ORSTED (-3,27 %)
$AG1 (+2,16 %)
$EVT (+1,53 %)
$CCO (+6,39 %)
$DOCN (+2,81 %)
$LMND (-2,04 %)
$SONO (+5,35 %)
$MCD (-1,27 %)
$HOOD (+0,45 %)
$QCOM (+3,78 %)
$FTNT (-0,61 %)
$FSLY (-1,49 %)
$HUBS (-4,07 %)
$ELF (+0,53 %)
$ARM (+9,35 %)
$SNAP (+1,15 %)
$DASH (-1,36 %)
$APP (-3,9 %)
$AMC (+11,48 %)
$ZIP (-4,67 %)
$FIG (-1,14 %)
$LCID (+2,52 %)
$DUOL
$UN0 (-1,81 %)
$CBK (+3,79 %)
$DEZ (+5,77 %)
$ZAL (-2,94 %)
$HEN (+2,09 %)
$MAERSK A (-2,05 %)
$HEI (+2,5 %)
$CON (+8,57 %)
$AZN (+0,97 %)
$ALB (-1,33 %)
$MRNA (+4,25 %)
$QBTS (+10,75 %)
$WBD (+0,19 %)
$LI (-0,33 %)
$RHM (+0,06 %)
$DDOG (-2,88 %)
$RL (+1,82 %)
$OPEN (+5,77 %)
$ABNB (-0,08 %)
$PTON (+0 %)
$MP (+6,64 %)
$TTD (-1,62 %)
$STNE (+2,39 %)
$SQ (-1,85 %)
$GRND (-3,4 %)
$IREN (+9,72 %)
$AFRM (-2,42 %)
$CRISP (+2,3 %)
$RUN (-2,79 %)
$7011 (+2,88 %)
$DTG (+0,62 %)
$HAG (-0,64 %)
$DKNG (+1,94 %)
$LAC (+8,6 %)
$KKR (-1,45 %)
$PETR3 (-4,35 %)
$CEG
$WEED (+5,9 %)

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 (+0,54 %) (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 (-0,27 %) (also target 30%)

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

Nu Holdings
$NU (+0,39 %) 10%

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

PayPal $PYPL (-0,3 %) 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 (-1,44 %) 5-10%

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

Kaspa (crypto) $KAS (+4,71 %) 5%

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

Canopy Growth $WEED (+5,9 %)

→ 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 (-0,55 %)
$KSPI (+2,08 %)
$HIMS (+1,24 %)
$MELI (+1,49 %)
$PLTR (-1,46 %)
$DRO (-0,02 %)
$IFX (-3,48 %)
$9434 (+2,48 %)
$FR0010108928
$DHL (+1,03 %)
$BOSS (+1,48 %)
$CONTININS
$DOCN (+2,81 %)
$LMND (-2,04 %)
$BP. (-4 %)
$FRA (+4,13 %)
$PFIZER
$SNAP (+1,15 %)
$AMD (+11,35 %)
$SMCI (-0,39 %)
$OPEN (+5,77 %)
$CPNG (-12,97 %)
$LCID (+2,52 %)
$CBK (+3,79 %)
$ZAL (-2,94 %)
$NOVO B (+2,04 %)
$VNA (+2,89 %)
$BAYN (+1,37 %)
$UBER (+6,34 %)
$SHOP (-2,06 %)
$MCD (-1,27 %)
$DIS (+6,38 %)
$ROK (+2,5 %)
$ABNB (-0,08 %)
$RUN (-2,79 %)
$FTNT (-0,61 %)
$O (-0,28 %)
$DASH (-1,36 %)
$DUOL
$S92 (-2,8 %)
$DDOG (-2,88 %)
$SEDG (-8,38 %)
$QBTS (+10,75 %)
$RHM (+0,06 %)
$DTE (+1,53 %)
$ALV (+2,25 %)
$LLY (+0,24 %)
$CYBR
$PTON (+0 %)
$DKNG (+1,94 %)
$RL (+1,82 %)
$PINS (-4,47 %)
$TTWO (-0,08 %)
$TWLO (-2,53 %)
$MNST (+0,78 %)
$STNE (+2,39 %)
$MUV2 (+2,62 %)
$WEED (+5,9 %)
$GOOS (+4,29 %)
$PETR3T
$ANET (-3,24 %)

What can I say - it went badly

> 300% would of course do well. Hence my entry at € 3.58. $WEED (+5,9 %) 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 (+5,9 %)
$OTLY
$XISHY (+1,68 %) and a few more that have already been sold. 📉