1Lun·

Roast my Depot

In the past, my investment strategy focused exclusively on individual shares. For the future, however, I have developed a more diversified strategy that includes both regular ETF investments and targeted individual share purchases.


My investment strategy 2025:


  • Monthly ETF investments:

- 350 € in the FTSE ALL-WORLD $VWRL (-0,91 %)

- 25 € in the FTSE INDIA $FLXI (-0,55 %)


  • Monthly individual share investments:

- 25 € Microsoft $MSFT (-1,57 %)

- 25 € Novo Nordisk $NOVO B (+5,32 %)

- 25 € Waste Management $WM (-0,95 %)

- 25 € McDonald's $MCD (+0,5 %)

- 25 € ASML Holding $ASML (-0,72 %)

-50 € Munich RE $MUV2 (-0,6 %)


In addition, I build up my monthly cash reserve of €1,500/month to ensure financial flexibility.

  • Reserve/liquidity:
38Puestos
4,36 %
6
7 Comentarios

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Not possible because there are too few values visible.
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Why don't you shift the msci World into the ftse all World? 2 world efs bissl weird :D
Even if one is acc and the other is distributing
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@ETF_Jesus
Thank you for your feedback.
You're absolutely right, I will probably switch the 27 shares soon.
I cannot switch the remaining shares as this is a VL depot paid by an employer and the provider does not offer the FTSE All World.
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@monto_korto ah I see :/
Well, my VL run in the Deka megatrend so I don't need to start complaining about others xD
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Why is this portfolio underperforming the market so much?
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@TechNav
I think it's a display error.

Alltime (since 2019) - TTWROR 350.49%
2024 - TTWROR 28.05%
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