Hello Community,

I thought it was time to post my portfolio again and what adjustments and plans are still taking place for the year 2025.

My portfolio currently consists of the classic $IWDA (+0,64 %) , $EIMI (+0,13 %) and the $CSNDX (+1,22 %) .

Further additions are $WGLD (-0,67 %) and $BTC (-0,28 %) only.

My remaining satellites are targeted additions in order to expand the focus to Europe and Japan on the one hand and to provide a yield boost in the portfolio on the other.

I currently continue to invest in all ETFs, gold and Bitcoin on a monthly basis.

Upcoming changes:

I will move a portion from the call money account to the $XEON (-0 %) into the

It may be planned to make another additional purchase at $NOVO B (-0,7 %) is planned.

expected new additions this year:

$PANW (+1,93 %)

$ISRG (+1,9 %)

$RKLB (+2,13 %)

These are also joining the ranks as targeted satellites and, for me, represent three further interesting, fast-growing and sustainable sectors.

Have a nice weekend :)

LG

Paul

$CSPX (+0,72 %)
$CSNDX (+1,22 %)
$EXI2 (+1,23 %)
$IWDA (+0,64 %)
$EIMI (+0,13 %)

A dozen states filed suit against President Donald Trump and his administration on Wednesday, seeking an injunction declaring the new tariffs on foreign imports illegal.

http://cnb.cx/3GobGdW

• The president does not have the power to raise taxes on a whim, but that's exactly what President Trump has been doing with these tariffs," New York Attorney General Letitia James said in a statement on the lawsuit.
• The suit was filed in the U.S. Court of International Trade.
• Since taking office, Trump has issued a series of executive orders imposing a range of tariffs on foreign imports, including a 145% tariff on products made in China.

So now my portfolio is up and running. Savings plans are set up

60% $VWCE (+0,57 %)

10% $IWDA (+0,64 %)

10% $BTC (-0,28 %)

10% $EWG2 (-0,94 %)

10% $V (-0,06 %)

$UNH (-1,3 %) will be increased again if prices continue to fall. Otherwise, your feedback is very welcome!

Hey guys,

I've been using an ETF savings plan for about 4 months now - unfortunately I gambled a bit on individual stocks before that, so I learned quickly.

I'm currently running monthly:

• $IWDA (+0,64 %) - 400 €

• $EIMI (+0,13 %) - 240 €

• $WSML (+0,49 %) - 140 €

In total €780, and I actually feel comfortable with that.

But: I'm thinking about adding a 4th ETF - e.g. Amundi STOXX Europe 600 or a Europe Small Cap.

What do you think?

Does it make sense to cover Europe separately or is the share in the MSCI World enough?

I'm somehow unsure about Europe - opportunities are there, but growth is rather sluggish, isn't it?

I would appreciate your opinions!

Stay as it is or mix in some European spice?

Hello!

I have been actively working on my portfolio since the beginning of this year, my strategy is to go towards dividends and a safe investment in ETF's with ETF's I want to achieve a balanced weighting that is not too American-heavy but also focuses on Europe.

I have a monthly savings plan of €300 which is divided as follows:

50 € $IWDA (+0,64 %)

50 € $EXSA (+0,59 %)

40 € $ZPRG (+0,14 %)

40 € $WQDS (+0,52 %)

20 € $O (-0,52 %)

15 € $VZ (-1,97 %)

15 € $ULVR (-1,71 %)

10 € $JPM (+0,35 %)

10 € $JNJ (-0,01 %)

10 € $PG (+1,18 %)

10 € $ENB (-0,07 %)

10 € $ALV (+0,85 %)

10 € $KO (-0,72 %)

10 € $MCD (+0,23 %)

Please do not pay too much attention to the crypto positions, I will liquidate the Shitcoins in the near future when prices are good and switch to ETFs/shares.

Now to my simple question, what do you think of the portfolio? Is it good for my strategy or do you have any tips?

$CSPX (+0,72 %)
$IWDA (+0,64 %)
$XRS2 (-0,4 %)
$CSNDX (+1,22 %)
$BTC (-0,28 %)

China is planning to raise tariffs on imports from the USA to 125 percent from Saturday. This is the Chinese government's response to the latest increase in US tariffs, which now amount to 145% on Chinese goods

$VWRL (+0,79 %)
$IWDA (+0,64 %)
$CSPX (+0,72 %)

Hello community!

In view of further unrest in world trading, I am considering replacing my current MSCI World $IWDA (+0,64 %) for the All-World from Vanguard $VWCE (+0,57 %) for the All-World from Vanguard.

Idea: a little less USA, but a little more emerging markets..does that make sense at the moment? The tariffs, which are currently difficult to calculate due to Trump, are more likely to hamper China etc. for at least the next 90 days. That puts my theory into perspective.

How do you proceed? What advice do you have?

Hi,

As they like to say, hindsight is always wiser. I didn't expect us to go up again so quickly. Would have had more cash on the side to invest. But I bought some more stocks

$MC (+0,33 %) 500€ at 505,90€

$CRWD (+2,47 %) 500€ at 300€

$IWDA (+0,64 %) 1.516,24€ to 84,25€

$AMZN (+0,25 %) 640,00€ to 160€

$ASML (-0,08 %) 519,90€ to 519,90€

and $NOVO B (-0,7 %) is currently running with €100 per week in the savings plan.

But I still have around €8,000 cash left. Would you invest this in the stocks mentioned in the savings plan ( if necessary $IWDA (+0,64 %) ) or hold them. Not that the magic will start again in 90 days. How do you go about it?

The question for me is what exactly does Trump want from the EU, for example? The EU has already offered zero tariffs and he has refused. What else does he want, that the EU reimburses the US for its trade deficits?