1Lun·

My Portfolio

Hello everyone,


First of all, my name is Tiago and I'm from Portugal, so there's a chance I'll have some writing mistakes.


I will share with you my Portfolio and my currently ideas.


So, basically I'm a 22 years old boy that became fascinated by this world of investments in the past year. I've been reading a lot of things about the market and how it works. I consider myself a passive investor with a little affection to risk, so once in a while I might add to my portfolio some "FOMO" and "meme" stocks. My currently portfolio basically consists in some ETFs and 3 single stocks $AMD (+24,32 %)
$NU (+9,19 %)
$TSM (+12,8 %) .


I currently have a monthly savings plan of 450€ consisting in diversified ETFs and some bitcoin:


$VUAG (+10,16 %) 159 € S&P 500 35%

$VWCE (+9,57 %) 135 € FTSE-ALL World 30%

$EIMI (+8,77 %) 45 € Emerging Markets 10%

$MEUD (+6,88 %) 45 € Stoxx 600 Europe 10%

$VAGF (-0,74 %) 22 € Global Bonds 5%

$SGLD (+3,39 %) 22 € Gold 5%

$BTC (-2,1 %) 22 € Bitcoin 5 %


Note: I was reinforcing $XNAS (+12,62 %) until last month but the geopolitical scene changed, and I decided that I should not overlap that much in US. That resulted in me moving that allocation to $MEUD (+6,88 %) .


This portfolio gives me around 53% exposure to US, 19% developed markets, 13% emerging markets, 5% gold, 5% bonds and 5% bitcoin.

I know that the % would almost be the same if I only invested in: $VWCE (+9,57 %) +$VAGF (-0,74 %) +$SGLD (+3,39 %) +$BTC (-2,1 %) but I want to have the power to change the allocations and reinforce wherever I want to.


Since I am betting in the whole market I don't expect huge growth unless I reinforce with some bigger amounts when good "dips" arrive.

I have an emergency fund, but no one knows how we will end up in 5 years... that's why if a crisis arrives, I'll use my gold and bonds as liquidity to either reinforce my etfs or use that money myself.

11Puestos
1,53 %
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1 Comentario

Hello there,

First of all congrats on starting your investing journey at such a young age. I like your passive approach, but would suggest you to make it more simple. With $VWCE you are basically already investing in $VUAG $EIMI and $MEUD. I think you would be much better off managing less ETF - less moving parts, less headache, easier to stick to your plan. Nonetheless you are on a great path and ahead of 99% of people already. Just keep buying and don't overcomplicate things. Good luck!
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