📱Update June 📈:
I think the series from @frugalfreisein very cool and I would also like to introduce a monthly update of my portfolios and finances for myself.
➡️ Portfolio update:
How could it be otherwise: Tech is also a huge driver of all relevant indices in 06/24. My portfolio also continued to rise by 4.19%, led by Apple $AAPL (-0,21 %) (+14 %), Meta $META (-0,3 %) , Microsoft $MSFT (-0,01 %) , Trade Desk $TTD (-0,4 %) (+6.5-7 % each).
After a strong previous month, my current problem child Alibaba $BABA (+1,26 %) fell short of expectations at -9.45%. However, I am still holding on to the stock as I am very convinced of the company and I see the emerging markets with Alibaba and BYD $1211 (-0,6 %) (+4.9%) as the largest electric car and battery manufacturer. With regard to the China risks, I find the valuation very attractive, but no further purchases are planned.
➡️ Transactions:
After a long wait for a setback, I have (finally) built up a first position in NVIDIA $NVDA (+0,22 %) for the first time. The key figures for 2025 with sales growth of 88% and an EBIT margin of 63% are simply insane, and that with a P/E ratio of 35 🚀. Although I am already up 26%, I strongly considered getting in at €400 (now €40) and again at €500 (now €50), but as already mentioned, I waited for a setback. Well, once again the saying goes: time in the market beats timing the market ✨.
Transaction overview 06/24:
Purchases ✅:
- NVIDIA € 500
- Savings plan Microsoft 100 €
- Savings plan NVIDIA 100 €
- Visa savings plan 100 €
- TR-Saveback Visa 14,50 €
Sales ❌:
- Ether $ETH (+3,98 %) (complete position) +1417 €
➡️ Saveback💰:
Until now my TR-Saveback (15 €) was always paid in Visa, this will be changed to NVIDIA from now on.
➡️ Payback 💰:
I have now taken a liking to Payback and, thanks to coupons and promotions, my current points balance is around 19,000 points (approx. €190). These will eventually flow into a share.
Payback 06/24: +6,000 points (60 €).
➡️ Crypto 🪙:
I would also like to give a brief update on my crypto portfolio. As already mentioned, I have completely liquidated my ETH position. I am rather critical of the switch to Proof of Stake, so I do not currently expect large amounts of ETFs to flow into ETH and am assuming a dump for the time being. However, I do not rule out the possibility that I will invest in ETH again, but only for trading purposes.
In the long term: Bitcoin 🚀 $BTC (+1,36 %)
➡️ Watchlist:
Finally, I would like to briefly mention my watchlist. Basically, I would like to increase my European share for diversification:
- Hermes (interesting at €1800) $RMS (-0,48 %)
- ASML (interesting at €800) $ASML (-1,23 %)
- Novo Nordisk $NOVO B (-0,21 %)
- Bitcoin $BTC (+1,36 %)
I would appreciate your feedback on the article, the watchlist and my thoughts.
And of course I wish you a great European Championship - Good Kick ✨!
