9Mo·

Start of 2024 and January closing


January performance:-0.84%


Total return currently at:+141%



Target for 2024 as every year TTWROR of 15%


🔥Hot factor: Microsoft



🚀KingMidasFactor: byd

🤖Roboadvisor overall performance currently at +11.93%


1 franc currently 1.07euro


Roboadvisor: Savings rate will be reduced to 1/10 from May 1st


Crypto: Adjustment of savings plans + several sales $OP (-2,63 %) ,$DOGE (+2,1 %) , $SOL (+2,08 %) , $BTC (+1,12 %)


NFT: no news


🎼Music rights via Globalrockstars: 2 new songs are in the portfolio foolish by youcallmecarla and cold by Diego federico

Current individual shares: Allowance has been exhausted. Sale of $SLI (+0,19 %) and immediate repurchase + $rocktech . Sale of $KNT (+0,05 %) and in return came $BTO (+1,48 %) and $NEM (+0,31 %) were added to the portfolio. Further individual purchases are still suspended until the safety buffer is reached.


New ETFS for 2024: -Global X NASDAQ 100 Covered Call ETF

- various Ibonds 2025-2028


February review: Budget for 2024 was written. Better months health-wise, first a cold and then a concussion last week.



Podcast: If you want to listen, you can find us here: https://podcasters.spotify.com/pod/show/waschbaerundkoenig

If you fancy a chat or would like to bring us a topic, let us know.


Professionally: There was a pay rise of 1.5% at the turn of the year. And the Swiss franc is currently hovering around 1.07 francs, which means a wage increase of +30.5% since 2016


Real estate: The electrician is coming on Friday for new outside sockets and a good offer for a balcony power station may be coming soon. The service charges for 2024 are currently 6.9% lower compared to 2023. Two more weeks and we'll be a year without water damage.


How was your month?





🔭Outlook February: First vacation since August. However, we are busy with the church wedding.


What strategies or plans are you pursuing in February?



Feel free to use the block function and follow me if you like my investments or ideas.



Thank you very much for reading!!!



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23 Commentaires

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January is at +0.68%, as far as the factor 🔥 $MSFT is concerned, I'm already thinking about disposing of my gambler positions and shifting into MSFT.
Podcast runs on subscription at $SPOT 😉
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Congratulations on your soon to be 1 year anniversary 😅
Return after small portfolio turnover in January at -0.01.

Looking forward to the next podcast
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Congratulations on the total return! 141%, that's quite a house number.

For me it was +2.75% in January. Mainly due to $ASML, $ABBV, $MSFT and $8001. But $IWDA also did quite well, even better than my portfolio in comparison. It's probably time to expand the core again. The proportion of individual stocks has recently increased significantly.
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January is about +2.20% for me at the moment, I'm happy with that 😊
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January approx. 7%, suits me
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January +3.08%
$BTC sold pretty much at the high, before the ETF, on 10.01. and thus shifted to bitvavo, here the position fills up again.
No dividend received in January, the season only starts in February.

I'm quite happy with the month 👍
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How is the podcast with Mr. McRib aka @DividendenWaschbaer?
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Thank you 😊👍

I actually wanted to start the new investment year rather quietly, but in the end I shifted 30k again 🤣

The "operating business" continues to be very robust, with fantastic growth 💪😂

From February, I'm starting "a few" savings plans to make investing easier for me and I don't have to think as much about where to put the money now 😊
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January: Plus 2.7%
Top 3 in January : $SYK, $NOVO B, $PG
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January + 3.48🤭
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