1Lun·

Goodbye, first half of 2025 - June in review

#juni25


📉 June performance: -0,69%

🎯 Annual target: +15%

📈 Current IPQ: 113,3

🔥 Hot factor favorite: BYD

👑 King Midas Factor: Nexus

🤖 Robo-Advisor overall performance: +25,04%

💶 1 CHF = 1.06 EUR


Crypto

🔁 Slight adjustments & partial sales


Timeless, NFTs & music rights

Timeless: No shares in June

NFTs: No news

🎼 Music rights (GlobalRockstars): No new purchases


Winery

🍷 No news


Individual shares, ETFs & savings plans

💸 Savings plans: No changes

📈 Individual shares:

Joined Nagarro through Allgeier at the time - I have since bought back two thirds of my original position.

→ Planned sale:

- Either when the price reaches € 97

- Or after one year according to the magic stock market formula evaluate


Crowdcube / Start-ups

📞 Next week there will be a call with a local start-up


Private review - June

📬 Job/application: New application sent out for January

🌊 Vacation: Two relaxing weeks at the North Sea - the kebab still costs €4.50 there 😄

Interest rates, podcast & real estate

🏦 Vivid: No news

🎙 Podcast: Season 3, Episode 1 - "Financial goals" is online

🏠 Property: New furniture + air conditioning installed


July outlook

🛑 Depot: No individual share purchases until November

🚆 Trip: Going to Cologne at the end of the month

✨ And otherwise: Let's see what life brings!


And how was your June?

👋 If you don't like my investments, feel free to use the block function.

👍 Anyone who celebrates my thoughts is welcome to follow me.



Thanks for reading! 🙌

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12 Comentarios

My June was basically plus minus zero, apart from the dividends. the same is actually true for YTD, although with -3k rather a bit red.
I have to say this is the first time I've seen your post, what's the deal with this robo advisor? I'd be interested.
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I can't complain. YTD in my private portfolio +32% and for June +3.89.

As always, I'm currently having fun with the fact that people are scared of me when you go and say "Please make my E61 whole again. Yes, it has 300,000 km. Yes, I want to keep driving it. Yes, I know it will be expensive". The final list currently includes BMW and some other value I've forgotten.
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Nothing new with Pokémon either? Or are you not following it any further? I may have missed the announcement. Otherwise, good luck! 🍀
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Kebab for 4.50? Was it topped with fish waste?
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@DonkeyInvestor no with donkey meat😘
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@Koenigmidas the one from Goldeseln is particularly delicious
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Didn't even see the review 😲

I would be interested in information about the start-up. Why? Which one? What exactly are you planning? How much do you want to invest? What kind of start-up is it and how are you going about it?
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@DividendenWaschbaer long story I will not invest for the time being as I need my cash reserves.
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@Koenigmidas If you ever have time.... 😂👍🏻
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