1D·

📊 Monthly Portfolio Update

With this month’s purchase, I decided to rebalance my portfolio and completely sell my VUSA position. The main reason is the overlap with VWCE. Since VWCE already has a significant allocation to the US and many of the same large companies that are in the S&P 500, I don’t see much added value in holding VUSA alongside it.


I decided to keep things a bit simpler and more diversified through VWCE instead. Most of the money from $VUSA (+0,68 %) went into $VWCE (+0,87 %) , with a smaller part added to $TDIV (+0,68 %).


On top of that, I made my usual €500 monthly contribution, also going into VWCE, and added a small amount of $BTC (+0,39 %).

4
Únase a la conversación