Hello everyone,
I thought it was time to share my portfolio again and face your criticism👀.
Income: ~900€ net
I save an average of ~€200 per month with special payments and started investing when I started my training: 01.08.23
Brief explanation:
Deka Fond: These are capital-forming benefits (13€ AG / 27€ AN per month)
Had to take an active fund here
Core (planned; distribution not quite right yet)
70% ACWI $ISAC (+0,14 %)
10% AI & Big Data
10% India $FLXI (-0,78 %)
10% Small Caps
Satellites:
Blackrock 👑 $BLK (+0,17 %)
- best performance - simply an awesome company
Monster 🧃 $MNST (+0,39 %)
- I am wavering here with the sale / sales are weakening
Realty Income 🏡 $O (-0,43 %)
- Can't be missing as a real estate azubi of course
Novo Nordisk 💉 $NOVO B (+0,99 %)
- My latest purchase and correspondingly poor performance.
ASML 🔬 $ASML (+2,14 %)
- I see great future potential here, growth
LVMH 👜 $MC (+2,08 %)
BAT 🚬 $BATS (+0,23 %)
Looking back, I'm satisfied with the return so far, knowing that the ACWI alone would probably have performed better on its own. Especially in the first few months, I learned the hard way and tried things out a bit. A few individual stocks are part of the fun, which increases interest in investing in general.
Goals for 2025:
Expand the core, especially the ACWI
Bring individual stocks to €200
