Today, one year ago I made my first investment with no real strategy, 20/06/2025 I bought my first share of S&P500, started small, €20 here, €50 there, just feeling my way through, buying whatever caught my eye, chasing hype, following trends without any real conviction or framework behind the decisions.
A lot has changed since then. Over the past year I’ve been gradually restructuring, learning what kind of investor I actually want to be, reducing complexity, cutting positions that didn’t serve a clear purpose, and building something I can genuinely stick to for the next 10+ years.
The strategy going forward
Long-term growth portfolio, anchored in global indices, with active conviction in selected factors and companies.
The core is simple: 50% in broad market ETFs
Everything else is built around it with the intention to boost the overall portfolio performance.
Target allocations:
Core = 50-55% $FWRG (+0,05 %) + $AVWS (+0,14 %) (90%/10%)
World Value ETF = 8-10% $XDEV (-0,13 %)
Semiconductor ETF = 6-8% $SEMI (+0,32 %)
Emergent Markets = 6-8% $5MVL (+0,43 %)
Quality = 3-4% $IUIT (-0,12 %)
Mega caps = 3-5% $MSFT (-0,46 %)
$AMZN (+0,2 %)
$META (+1,84 %)
$GOOGL (+0,03 %)
Others = 1-3%
$ASML (+0,05 %)
$NOW (-0,68 %)
Gold = 5-7% $4GLD (-0,72 %)
Bitcoin = 3-5% $BTC (-0,06 %)
I’ve some names in my watchlist in case the opportunity appears: $TSM (+0,63 %)
$MU (-0,41 %)
$NBIS (-0,66 %)
$PNG (+0,83 %)
$NU (+0,39 %)
$SOFI (+0,21 %)
$IREN (-0,4 %)
$PLTR (-0,89 %)
$MA (+0,31 %)
Main goal and top priority is to bring my Core
Position as close as possible to the target allocation and Emergent Markets as well, however I’ll keep an eye on market’s volatility.
Special thanks to @Wealth-Accelerator and everyone else that helps me daily in this amazing platform, replying to my posts or comments.
We finding direction. Year two is about executing with discipline and letting time do the work.
Open to questions and feedback, always learning 🚀
