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Portfolio analysis

After a long time, I'm presenting my portfolio again. Originally I only had the etfs and commodities in my portfolio as a basis. This has changed somewhat in the last 2 years and I have also started $BTC (-0,39 %) and $ETH (-0,75 %) to buy. My most recent decisions were $TKA (+1,06 %) and $NVDA (+0,93 %) I plan to keep them for a while due to the latest news and company news. What do you think of the portfolio? Please give me your feedback.

12Puestos

130.285,10 €

27,92 %

10 Comentarios

Dominik@finanzwolf3

The proportion of raw materials is too high for my taste. But that's personal taste. So all I can say is: respect and keep up the good work!
I'm curious to see where the journey will take you 🙏

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Tenbagger2024@Tenbagger2024

You can be proud of it 🚀

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Tobi@TobiasSimple

@Tenbagger2024 thank you!!!

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JKB@jkbdagun

Just out of curiosity, do you collect your silver/gold physically? I’ve been wanting to start as a fun investment “hobbie”

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NichtRelevant@NichtRelevant

A very unusual portfolio with a very high weighting in precious metals. Exciting to see.

I'm sure it has also done well recently. Do you still see strong upside potential for precious metals, or are you planning to switch to other assets at some point? Perhaps the portfolio also reflects a strong mistrust of government debt and the leading currencies?

I find it difficult to assess precious metals and now find gold expensive - on the other hand, the central banks of various countries continue to buy gold diligently. Platinum and palladium should actually be more expensive in historical comparison to gold. If I were to buy metals at the moment, it would probably be these two.

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Tobi@TobiasSimple

@NichtRelevant moin moin
I am not planning to increase or reduce my precious metal positions. They should simply continue to run a part of these holdings are already 50 years old the performance should be a much higher considerable number however I have simply taken the price from the year 2023 instead of having 1000+% in the portfolio here. I continue to buy platinum and palladium cyclically as I currently find them very favorable from the use case. However, I would prefer palladium at the moment in my opinion!

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NichtRelevant@NichtRelevant

@TobiasSimple Cool. It's certainly not wrong to hold precious metals for the long term - a classic investment.
And if everything really does go haywire, I believe that metals are most likely to retain a certain intrinsic value in fundamental crises.

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Kalle@Brazzo_Muc

Is there a reason why you have weighted $ETH and $BTC almost equally?

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Tobi@TobiasSimple

@Brazzo_Muc actually, it was more a bet on whether eth btc could outperform in a bull run and so I simply weighted them almost equally!

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Ben@ben922

You invested in platina before it became hot?

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