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 (+1,21 %) -47%
• $XPEV (+0,17 %) -35%
• $Bitcoin Group -49%
• $WEED (+1,38 %) -43%

what do you think?

thanks

$DIS (+0,09 %)
$PLTR (+0,06 %)
$SRT (+0 %)
$NXPI (-0,54 %)
$PYPL (+1,21 %)
$PEP (-0,32 %)
$TER (-2,89 %)
$CPRI (+0,12 %)
$MRK (+0,12 %)
$PFE (-0,55 %)
$TTWO (+0,45 %)
$EA (+0,14 %)
$AMD (-0,13 %)
$MDLZ (+0,18 %)
$LUMN (-2,18 %)
$SMCI (+0,29 %)
$7011 (+8 %)
$6752 (-0,52 %)
$6367 (+0,07 %)
$UBSG (-0,15 %)
$GSK (+0,26 %)
$UBER (+0,13 %)
$ABBV (+0,18 %)
$LLY (+1,18 %)
$GOOG (+0,02 %)
$ELF (-0,05 %)
$QCOM (-1,24 %)
$SNAP (+0,18 %)
$WOLF (-0,65 %)
$ARM (-2,44 %)
$VOLCAR B (+0,33 %)
$6758 (+0,87 %)
$SHL (+0,72 %)
$SAAB B (-0,28 %)
$5401 (+1,6 %)
$MAERSK A (+0,6 %)
$R3NK (+0,64 %)
$BMY (+0,5 %)
$BMW (+0,48 %)
$EL (-0,72 %)
$ROK (+0,4 %)
$PTON (-1,17 %)
$KKR (+0,59 %)
$LIN (+0,42 %)
$RL (+0,06 %)
$AGCO (+0,1 %)
$RBLX (-1,02 %)
$FTNT (-0,23 %)
$REDDIT (+0 %)
$ILMN (-0,02 %)
$WMG (-0,38 %)
$IREN (-2,04 %)
$MSTR (-0,48 %)
$AMZN (+0,41 %)
$KOG (-0,27 %)
$ORSTED (-0,45 %)
$PM (+0,47 %)
$WEED (+1,38 %)

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 (+0,06 %)

$EIMI (-0,58 %)

$TDIV (+0,12 %)

$BTC (-0,01 %)

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 (+0,13 %) Realty Income

$RACE (+0,46 %) Ferrari

$PEP (-0,32 %) Pepsi

$MAIN (-0,27 %) Main Street Capital

$NOVO B (+0,77 %) Novo Nordisk

$ASML (-1,35 %) ASML

$ITX (-0,09 %) Inditex

$1211 (-1,19 %) BYD

$ZTS (-0,2 %) Zoetis

$BRO (-2,01 %) Brown & Brown

$SBUX (-0,65 %) Starbucks

$ITH (+0,31 %) 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 (+0,09 %) 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 (+0,3 %) or $MCD (+0,37 %) but I had opted for $PEP (-0,32 %) and $SBUX (-0,65 %) 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 (-1,05 %) Nvidia

$NKE (-0,03 %) Nike

$MARA (+0,77 %) Mara Holdings

$BITF (-0,46 %) Bitfarms

$TTD (-0,03 %) The Trade Desk

$CRCL (+0 %) Circle Internet Group

$ADBE (+0,37 %) Adobe

$COIN (-0,24 %) Coinbase

$SMHN (-0,59 %) Suess Microtec

$PYPL (+1,21 %) PayPal

$HUT (+0,33 %) Hat 8

$DRO (+4,43 %) DroneShield

$LXS (+0,55 %) Lanxess

$PLTR (+0,06 %) Palantir

$WEED (+1,38 %) Canopy

$UBI (-0,78 %) Ubisoft

$MSTR (-0,48 %) 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 (+1,38 %) or also $TLRY (+0,37 %)

$BNTX (-1,33 %)
$ON (-2,68 %)
$HIMS (+0,22 %)
$PLTR (+0,06 %)
$O (+0,13 %)
$8058 (-0,02 %)
$7974 (-2,79 %)
$BP. (+0,17 %)
$BOSS (-0,19 %)
$SWK (-0,02 %)
$SPOT (-0,35 %)
$N1CL34
$UBER (+0,13 %)
$CPRI (+0,12 %)
$SHOP (-0,88 %)
$RACE (+0,46 %)
$HOG (-1,24 %)
$HTZ (+0,05 %)
$PFIZER
$UPST (-0,13 %)
$ANET (-0,68 %)
$PINS (+0,26 %)
$TEM (+0,55 %)
$AMD (-0,13 %)
$SMCI (+0,29 %)
$RIVN (+0,03 %)
$BYND (-0,49 %)
$KTOS (+0,1 %)
$CPNG (-0,51 %)
$BMW (+0,48 %)
$NOVO B (+0,77 %)
$FRE (+0,18 %)
$ORSTED (-0,45 %)
$AG1 (+0,64 %)
$EVT (-0,53 %)
$CCO (-0,74 %)
$DOCN (+0,99 %)
$LMND (-0,18 %)
$SONO (+0,39 %)
$MCD (+0,37 %)
$HOOD (+0,76 %)
$QCOM (-1,24 %)
$FTNT (-0,23 %)
$FSLY (-0,69 %)
$HUBS (+0,15 %)
$ELF (-0,05 %)
$ARM (-2,44 %)
$SNAP (+0,18 %)
$DASH (+0,14 %)
$APP (-1,69 %)
$AMC (-0,27 %)
$ZIP (+0,06 %)
$FIG (+1,71 %)
$LCID (-0,37 %)
$DUOL
$UN0 (-0,35 %)
$CBK (-0,11 %)
$DEZ (+0,7 %)
$ZAL (+0,13 %)
$HEN (-0,07 %)
$MAERSK A (+0,6 %)
$HEI (-0,17 %)
$CON (-0,2 %)
$AZN (+0,71 %)
$ALB (-1,6 %)
$MRNA (-0,95 %)
$QBTS (-0,47 %)
$WBD (-1,33 %)
$LI (-3,51 %)
$RHM (-0,16 %)
$DDOG (-0,11 %)
$RL (+0,06 %)
$OPEN (+0,38 %)
$ABNB (-0,85 %)
$PTON (-1,17 %)
$MP (-0,37 %)
$TTD (-0,03 %)
$STNE (-0,08 %)
$SQ (-0,33 %)
$GRND (+0,36 %)
$IREN (-2,04 %)
$AFRM (-0,41 %)
$CRISP (-0,02 %)
$RUN (-0,44 %)
$7011 (+8 %)
$DTG (+0,34 %)
$HAG (-0,11 %)
$DKNG (+0,22 %)
$LAC (+0,15 %)
$KKR (+0,59 %)
$PETR3 (+0,83 %)
$CEG
$WEED (+1,38 %)

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 %) (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 (-0,01 %) (also target 30%)

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

Nu Holdings
$NU (-0,41 %) 10%

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

PayPal $PYPL (+1,21 %) 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 (-1,63 %) 5-10%

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

Kaspa (crypto) $KAS (-1,23 %) 5%

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

Canopy Growth $WEED (+1,38 %)

→ 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 (-1,33 %)
$KSPI (+0,13 %)
$HIMS (+0,22 %)
$MELI (+0,62 %)
$PLTR (+0,06 %)
$DRO (+4,43 %)
$IFX (-0,51 %)
$9434 (-0,74 %)
$FR0010108928
$DHL (-0,21 %)
$BOSS (-0,19 %)
$CONTININS
$DOCN (+0,99 %)
$LMND (-0,18 %)
$BP. (+0,17 %)
$FRA (-0,13 %)
$PFIZER
$SNAP (+0,18 %)
$AMD (-0,13 %)
$SMCI (+0,29 %)
$OPEN (+0,38 %)
$CPNG (-0,51 %)
$LCID (-0,37 %)
$CBK (-0,11 %)
$ZAL (+0,13 %)
$NOVO B (+0,77 %)
$VNA (+0,09 %)
$BAYN (+0,02 %)
$UBER (+0,13 %)
$SHOP (-0,88 %)
$MCD (+0,37 %)
$DIS (+0,09 %)
$ROK (+0,4 %)
$ABNB (-0,85 %)
$RUN (-0,44 %)
$FTNT (-0,23 %)
$O (+0,13 %)
$DASH (+0,14 %)
$DUOL
$S92 (+0,17 %)
$DDOG (-0,11 %)
$SEDG (-0,27 %)
$QBTS (-0,47 %)
$RHM (-0,16 %)
$DTE (+0,24 %)
$ALV (+0,1 %)
$LLY (+1,18 %)
$CYBR
$PTON (-1,17 %)
$DKNG (+0,22 %)
$RL (+0,06 %)
$PINS (+0,26 %)
$TTWO (+0,45 %)
$TWLO (+1 %)
$MNST (+0,19 %)
$STNE (-0,08 %)
$MUV2 (+0,14 %)
$WEED (+1,38 %)
$GOOS (+0,12 %)
$PETR3T
$ANET (-0,68 %)

What can I say - it went badly

> 300% would of course do well. Hence my entry at € 3.58. $WEED (+1,38 %) 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 (+1,38 %)
$OTLY
$XISHY (+4,72 %) and a few more that have already been sold. 📉